EXECUTIVE OFFICE OF THE PRESIDENT 

 OFFICE OF MANAGEMENT AND BUDGET 

WASHINGTON, D.C. 20503

 

 OFFICE OF FEDERAL 

PROCUREMENT POLICY

June 6, 2008 

MEMORANDUM FOR CHIEF ACQUISITION OFFICERS 

 SENIOR PROCUREMENT EXECUTIVES 

FROM: Paul A. Denett 

 Administrator 

 

SUBJECT: Improving the Management and Use of Interagency Acquisitions 

Interagency acquisitions offer important benefits to federal agencies, including 

economies and efficiencies and the ability to leverage resources. The attached guidance is 

intended to help agencies achieve the greatest value possible from interagency acquisitions. 

Effective management and use of interagency acquisitions is a shared responsibility, 

especially for assisted acquisitions. Lack of clear lines of responsibility between agencies with 

requirements (requesting agencies) and the agencies which provide acquisition support and 

award contracts on their behalf (servicing agencies) has contributed to inadequate planning, 

inconsistent use of competition, weak contract management, and concerns regarding financial 

controls. 

This document provides guidance to help agencies (1) make sound business decisions to 

support the use of interagency acquisitions and (2) strengthen the management of assisted 

acquisitions. Particular emphasis is placed on helping requesting agencies and servicing 

agencies manage their shared fiduciary responsibilities in assisted acquisitions. The guidance 

includes a checklist of roles for each responsibility in the acquisition lifecycle and a model 

interagency agreement to reinforce sound contracting and fiscal practices. The guidance reflects 

comments provided by Chief Acquisition Officers, Senior Procurement Executives, and Chief 

Financial Officers. The document was also shared with other interested stakeholders, including 

the Chief Information Officers and the Government Accountability Office (GAO), and reflects 

comments received from those parties as well. 

Beginning on October 1, 2008, and thereafter, agencies shall ensure that decisions to use 

interagency acquisitions are supported by best interest determinations, as described in the 

attached guidance. Agencies shall further ensure that new interagency agreements for assisted 

acquisitions entered on or after November 3, 2008, contain the elements enumerated in 

Appendix 2 or follow the model agreement in Appendix 3. Agencies shall use the checklist at 

Appendix 1 to facilitate the clear identification of roles and responsibilities. Agencies shall also 

consider modifying existing long-term interagency agreements for assisted acquisitions in 

accordance with this guidance, as appropriate and practicable. 
2 

Providing for the sound management and use of interagency acquisitions is a key step for 

realizing the intended efficiencies of interagency contracts. Improving the governance structure 

for creating and renewing these vehicles is equally important, especially for multi-agency 

contracts. We have made important strides to leverage the government’s vast buying power 

under the Federal Strategic Sourcing Initiative (FSSI) and to identify suitable executive agents 

that can manage government-wide acquisition contracts (GWACs) on behalf of customers across 

government. We must build on these efforts in order to maximize the contribution of 

interagency contracts to mission success. I intend to work with members of the Chief 

Acquisition Officers Council, including its Strategic Sourcing Working Group, to design a 

business case review process similar to that currently used for the designation of executive 

agents for GWACs and to define the structure required to support such a process. 

Please have your acquisition officials work with program managers, contracting officers 

technical representatives, finance officers, information technology officers, legal staff and others 

involved in your agency’s interagency acquisitions to ensure the effective implementation of this 

guidance and compliance with its requirements. Questions may be referred to Mathew Blum at 

(202) 395-4953 or mblum@omb.eop.gov. 

Thank you for your attention to this important subject. 

Attachment 

cc: Chief Financial Officers 

 Chief Information Officers 

 Performance Improvement Officers 

 Danny Werfel, Acting Controller, Office of Federal Financial Management
INTERAGENCY 

ACQUISITIONS 

June 2008 

Executive Office of the President 

Office of Management and Budget 

Office of Federal Procurement Policy 
TABLE OF CONTENTS 

Introduction..................................................................................... 1 

I. Background ................................................................................. 2 

II. Direct acquisitions...................................................................... 4 

A. Best interest determinations .................................................... 4 

B. Executing responsibilities......................................................... 5 

III. Assisted acquisitions ................................................................ 6 

A. Best interest determinations .................................................... 6 

B. Interagency agreements .......................................................... 8 

C. Executing responsibilities ....................................................... 12 

Appendix 1. Checklist of Roles and Responsibilities 

in Assisted Acquisitions .............................................. 14 

Appendix 2. Elements of a Model Interagency 

Agreement (IA) for an Assisted Acquisition ................ 32 

Appendix 3. Model Interagency Agreement for an 

Assisted Acquisition .................................................... 37 

Appendix 4. Example of a Completed Interagency 

Agreement for an Assisted Acquisition ........................ 47 
Introduction 

This guidance is intended to help agencies achieve the greatest value 

possible from interagency acquisitions. Interagency acquisition is the term used to 

describe the process by which one agency (requesting agency), uses the contracts 

and/or contracting services of other agencies (servicing agencies) to obtain supplies 

and services. 

Materials in this document are presented in a question and answer format for 

easy reference. Both requesting agencies and servicing agencies should review and 

refer to this guidance with the goal of improving the management and use of 

interagency acquisitions and mitigating associated risks. 

What’s in this guidance document . . . . 

• Background on the purpose and structure of interagency acquisitions 

(pp. 2-3). 

• Steps for maximizing value from interagency acquisitions (pp. 4-12). 

• Supplemental materials to help requesting agencies and servicing 

agencies manage their shared responsibilities for assisted acquisitions, 

including: 

9 a checklist for establishing clear lines of responsibility between the 

agencies (pp. 13-30); 

9 the required elements for an interagency agreement (pp. 31-35); 

9 a model interagency agreement (pp. 36-45); and 

9 an example of a completed interagency agreement (pp. 46-65). 

This guidance does not address all interagency business transactions, only 

those that are undertaken for the primary purpose of obtaining services or products 

from contractors. Accordingly, this document does not address intragovernmental 

fiduciary activities, such as those with the Office of Personnel Management (e.g., 

USAJOBS) or the Department of Labor (e.g., Workers’ Compensation), reimbursable 

work performed by federal employees (other than acquisition assistance), or 

interagency activities where contracting is incidental to the purpose of the 

transaction (e.g., activities performed under the Environmental Protection Agency’s 

Cooperation Authority). In addition, assisted acquisitions associated with 

government-wide programs that are centrally mandated and/or managed (e.g. egovernment) are also not addressed. 

Interagency acquisitions are a type of intragovernmental transaction. 

Accordingly, agencies should also refer to the Business Rules for Intragovernmental 

Transactions, found in the Treasury Financial Manual, Volume 1, Bulletin 2007-03 

(http://www.fms.treas.gov.tfm.voll/07-03.pdf).
2

I. Background 

What is an interagency acquisition? Interagency acquisition is the term 

used to describe the procedure by which an agency needing supplies or services 

obtains them using another agency’s contract, the acquisition assistance of another 

agency, or both. Interagency acquisitions typically involve two government 

agencies: the requesting agency, which is the agency with the requirement, and 

the servicing agency which provides acquisition support, administers contracts for 

other agencies’ direct use, or both. In some cases, more than one servicing agency 

may be involved in an assisted acquisition. 

What are the benefits of an interagency acquisition? Both requesting 

agencies and servicing agencies can benefit from well-executed interagency 

acquisitions. Requesting agencies benefit from the capabilities or expertise of the 

servicing agency and the efficiencies and economies associated with leveraging 

resources and requirements. Servicing agencies benefit from the improved pricing 

and terms and conditions they can negotiate when consolidating, in a justified 

manner, other agencies’ needs with their own and among requesting agencies. 

How are interagency acquisitions formed? Interagency acquisitions are 

commonly conducted through indefinite delivery vehicles (IDVs), such as task and 

delivery order contracts. The structure of these vehicles is well suited to the 

efficiencies and economies that agencies seek through interagency acquisitions. 

IDVs permit the issuance of orders for the performance of tasks or the delivery of 

supplies against prepositioned contracts and agreements during the term of the 

vehicle. The IDVs used most frequently to support interagency acquisitions are 

Multiple Award Schedules (MAS), government-wide acquisition contracts (GWACs), 

and multi-agency contracts (MACs). 

Types of Interagency Acquisitions 

There are two types of interagency acquisitions: direct acquisitions and 

assisted acquisitions. 

• In a direct acquisition, the requesting agency places an order directly 

against the servicing agency’s IDV. The servicing agency manages the IDV 

but does not participate in the placement of an order. 

• In an assisted acquisition, the servicing agency and requesting agency 

enter into an interagency agreement pursuant to which the servicing 

agency performs acquisition activities on the requesting agency’s behalf, 

such as awarding a contract, task order, or delivery order. In many 

assisted acquisitions, the servicing agency also manages the IDV against 

which orders are placed. For example, the General Services 

Administration’s Federal Acquisition Service will typically place orders 

against a MAS contract or a GWAC on behalf of its requesting agencies. 

Sometimes, a servicing agency may find that another agency’s IDV can 

better serve the requesting agency’s needs, in which case two servicing 

agencies would be involved in the interagency acquisition. 
3

Figure. Direct Acquisition vs. Assisted Acquisition 

Acquisition 

Vehicle

Servicing 

Agency Acquisition 

Activities 

Direct Acquisition 

via 

Order Placement 

Assisted Acquisition 

via 

Interagency 

Agreement 

Requesting 

Agency

What is the authority for an interagency acquisition? A variety of laws 

authorize interagency acquisitions. The Economy Act, 31 U.S.C. 1535, provides 

general authority to undertake interagency acquisitions that is available to agencies 

when more specific statutory authority does not exist. An increasing number of 

interagency acquisitions are falling outside the Economy Act because many of 

interagency contract vehicles that are widely used today, such as the MAS and 

GWACs, are not governed by the Economy Act. Instead, these vehicles are 

governed by more specific statutory authority. For example, the MAS is governed 

by Title III of the Federal Property and Administrative Services Act of 1949 (41 

U.S.C. 251, et seq.) and Title 40 U.S.C. 501, Services for Executive Agencies. 

GWACs are authorized by section 5112(e) of the Clinger-Cohen Act (40 U.S.C. 

11302(e)). 

 

As a general matter, laws and regulations give agencies the discretion to 

determine whether to use an interagency acquisition. This guide discusses how 

agencies can exercise sound business discretion to maximize benefits when using 

interagency acquisitions to meet their mission needs.1

 Section II describes how 

agencies can help ensure decisions to use direct acquisitions achieve best value. 

Section III describes the steps agencies should take to achieve the greatest value 

from assisted acquisitions. 

1 The guidance in this document applies to both Economy Act and non-Economy Act transactions. It is 

intended to provide overarching principles for exercising sound judgment irrespective of the particular 

law governing a given acquisition. Over the years, however, a number of requirements have been 

developed in the Federal Acquisition Regulation (FAR) to implement the Economy Act. References are 

made in this guide to these FAR provisions to remind readers of specific additional requirements that 

must be met where the Economy Act applies. 
4

 

II. Direct acquisitions 

Key Points to Remember About 

Direct Acquisitions 

Description

• A direct acquisition is a type of interagency acquisition where the 

requesting agency acquires goods or services through another agency’s 

indefinite delivery vehicle (IDV) by placing an order directly against the 

IDV. 

Steps for maximizing value

• Requesting agencies should ensure use of another agency’s IDV is in the 

best interest of the government taking into account factors such as: 

o the suitability of the vehicle, 

o the value of using the vehicle, and 

o the requesting agency’s ability to use the vehicle effectively. 

• Requesting agencies must be prepared to take on the various 

responsibilities in the acquisition lifecycle, from acquisition planning and 

contract execution to contract administration. 

 A. Best interest determinations 

What should a requesting agency consider before entering into a 

direct acquisition? Before placing an order directly against another agency’s IDV, 

the requesting agency’s contracting officer, or other official designated in 

accordance with agency procedure, should ensure that an interagency acquisition is 

in the best interest of the government, taking into account factors such as: 

• Suitability – whether the IDV that would be used can satisfy the agency’s 

schedule, performance, and delivery requirements, including any statutory, 

regulatory, and policy requirements. 

• Value – whether the IDV’s pricing, including vehicle access fees (sometimes 

referred to as an “industrial funding fee”), is fair and reasonable and comparable 

to what the agency is likely to secure by creating its own contract, and 

structured to allow the agency to obtain the best value for its needs. 

• Expertise – whether the agency’s contracting office personnel have the 

appropriate experience and training to properly place an order on a timely basis, 
5

take advantage of beneficial features, such as discounts, and effectively 

administer the order. 

What presumptions may be made if using an FSSI vehicle, the 

SmartBuy Program, the Schedules Program or a GWAC? Agencies may 

presume that direct acquisitions made by qualified individuals are in the best 

interest of the government if the vehicle was established under the Federal 

Strategic Sourcing Initiative, the SmartBuy Program, the Federal Supply Schedules 

Program, or is a government-wide acquisition contract (GWAC) operating pursuant 

to Executive Agent designations granted by OMB under the Clinger-Cohen Act. 

However, documentation in the contract file should still establish that the 

acquisition vehicle is suitable for the agency’s needs. This information could be 

documented as part of the agency’s planning documents. A formal Determination 

and Finding (D&F) or Justification and Approval (J&A) is not required. 

B. Executing responsibilities 

How are responsibilities managed in a direct acquisition? In a direct 

acquisition, the burden falls largely on the requesting agency to satisfy the various 

responsibilities in the acquisition lifecycle, including the determination that the 

agency’s requirement falls within the scope of the IDV. The servicing agency, as 

the IDV owner, manages the IDV but does not participate in the placement of the 

order. 

Responsible Stewardship in a Direct Acquisition 

Requesting agencies should . . . 

• review materials about the IDV and contact the servicing agency, as 

“owner” of the IDV, for any special requirements (e.g., requirements 

related to appointment of contracting officer technical representatives 

(COTRs)), training opportunities, and questions about the vehicle, such as 

scope, terms and conditions, competition requirements, and ordering 

procedures. 

Servicing agencies should . . . 

• post information on use of its vehicle, including competition requirements 

and ordering procedures, make training available to requesting agency 

users, and provide sufficient points of contact to address questions from 

users in a timely manner. 
6

III. Assisted acquisitions 

Key Points to Remember About 

 Assisted Acquisitions 

Description

• An assisted acquisition is a type of interagency acquisition where the 

parties enter into an interagency agreement pursuant to which the 

servicing agency performs acquisition activities on the requesting 

agency’s behalf, such as awarding a contract, task order, delivery order, 

or blanket purchase agreement. 

Steps for maximizing value

• Requesting agencies should choose a servicing agency that can provide 

the necessary assistance by giving consideration to factors such as: 

o the servicing agency’s authority, experience, and expertise; 

o the servicing agency’s ability to comply with the requesting agency’s 

laws and policies; 

o customer satisfaction with the servicing agency’s past performance; 

and 

o reasonableness of the servicing agency’s fees. 

• Requesting and servicing agencies need to develop clear and complete 

interagency agreements that: 

o establish general terms and conditions to govern the relationship 

between the agencies, including each party’s role in carrying out 

responsibilities in the acquisition lifecyle; and 

o provide information required to demonstrate a bona fide need and 

authorize the transfer and obligation of funds. 

A. Best interest determinations 

What should a requesting agency consider before entering into an 

assisted acquisition? Before requesting the assistance of a servicing agency to 

perform acquisition activities, the requesting agency should determine that 

acquisition assistance is needed (e.g., expertise or acquisition resources are not 

readily available within the agency) and a servicing agency can provide the 

assistance required. 
7

In choosing an appropriate servicing agency, the requesting agency should 

give consideration to: 

• the servicing agency’s authority, experience, and expertise in entering into a 

contract or order for the required products or services; 

• the servicing agency’s ability to comply with the requesting agency’s statutes, 

regulations, and policies, including any unique acquisition and fiscal 

requirements; 

• customer satisfaction with the servicing agency’s performance, both in terms of 

responsiveness and results achieved; and 

• reasonableness of the servicing agency’s fees. 

If the assisted acquisition is subject to the Economy Act, a warranted 

contracting officer or another official designated by the agency head must approve 

a D&F. See Subpart 17.5 of the Federal Acquisition Regulation. 

For assisted acquisitions outside the Economy Act, agencies shall ensure that 

the individuals who establish the need for assistance and select a servicing agency 

have the necessary expertise to make these business decisions. Individuals who 

establish the need for acquisition assistance from an acquisition office outside of 

their agency must have the necessary expertise to make this business decision. 

Agencies shall take the following steps to ensure the acquisition office within the 

requesting agency is appropriately involved in these decisions: 

• Interagency acquisitions over $200,000. The requiring office (e.g., the 

program office) shall provide notice of a planned interagency acquisition to the 

head of the acquisition office within the requesting agency that is responsible for 

providing assistance to the requiring office. The notice shall include a brief 

description of the service or product, estimated dollar amount, and the name of 

the external acquisition organization that will provide acquisition assistance. 

Notice shall be sent by electronic mail with return receipt to provide a record for 

management reviews and audits. Before the request is sent to the outside 

servicing acquisition office, the notifier shall allow its internal acquisition office 

one week to respond to the notice. 

• Interagency acquisitions over $500,000. The notifier from the requiring 

office shall take the same steps as described for interagency acquisitions over 

$200,000, except that instead of simply requesting a response from the inhouse acquisition office, the notifier shall seek its concurrence and allow one 

week for response. Non-concurrences shall be presented to the requesting 

agency’s Senior Procurement Executive and resolved within one week of the 

non-concurrence. 

Agencies shall not split requirements to avoid carrying out the responsibilities 

described above. However, they may address multiple orders in one notice if the 

underlying needs are related, especially if they are of a repetitive nature. Where 

multiple orders are addressed in one notice, the description should be sufficiently 

clear so that the in-house contracting office may consider the relative benefits of 
8

having needs met through an interagency acquisition versus through the agency’s 

own support structure and contract vehicles. 

B. Interagency agreements 

When is an interagency agreement required and what purpose does 

it serve? All assisted acquisitions must be supported by an interagency agreement 

(IA). An IA serves two purposes in an interagency acquisition. First, the IA 

establishes the general terms and conditions that govern the relationship between 

the requesting agency and the servicing agency. Second, the IA provides 

information that is required to demonstrate a bona fide need and authorize the 

transfer and obligation of funds.2

 

How is an IA structured? There are two main parts to an IA for an 

assisted acquisition, corresponding to each of the purposes described above. 

The Key Parts of an Interagency Agreement 

for an Assisted Acquisition 

Part A: General terms and conditions. Part A describes the general terms

and conditions that will govern the relationship between the requesting agency 

and the servicing agency. Part A includes the responsibilities and respective 

roles that each party must carry out to ensure the effective management and 

use of an interagency contract. 

Part B: Requirements and funding information. Part B provides specific 

information on the requesting agency’s requirements sufficient to demonstrate 

a bona fide need. It also includes financial information that is required to 

authorize the transfer and obligation of funds for both the acquisition and the 

assistance provided by the servicing agency in connection with the acquisition. 

All IAs must have clearly enumerated terms and conditions, requirements 

information, and funding information. However, the level of detail will vary based 

on the breadth of acquisition assistance to be provided (e.g., the period over which 

assistance will be provided, the number of offices requiring assistance) as well as 

the complexity and dollar value of the requesting agency’s individual requirements. 

For example, a one-time request for assistance associated with a simple, 

small dollar acquisition of commercial items would likely have less detail and, 

 

2

 31 U.S.C. 1502(a), sometimes referred to as the “bona fide needs statute,” states that “[t]he 

balance of an appropriation or fund limited for obligation to a definite period is available only for 

payment of expenses properly incurred during the period of availability or to complete contracts 

properly made within that period of availability and obligated consistent with section 1501.” To 

determine whether appropriated funds are being used only for legitimate needs arising during their 

period of availability requires that the description of goods or services for acquisition be specific, 

definite, and clear. A description meeting these parameters is required to demonstrate a bona fide 

need and support a binding agreement that can be recorded as an obligation in the fiscal year that the 

funds are available for obligation. 
9

perhaps, fewer terms than a request for ongoing assistance to carry out a series of 

complex acquisitions for services. Unlike a one-time request for assistance, a longterm agreement would require the parties to identify the organizations and types of 

products and services that could be covered in future requests for assistance and to 

periodically review terms and conditions. 

Each part of the IA is discussed in greater detail below. Agencies should 

carefully review their IAs for assisted acquisitions in conjunction with the guidance 

below to ensure they are clear and complete. Agencies are encouraged to use the 

model IA in Appendix 3 and, at a minimum, should ensure that their IAs contain the 

elements enumerated in Appendix 2. 

1. Part A: General terms and conditions. 

What information must be included in Part A of the IA? The individual 

elements that make up Part A are described in Table A of Appendix 2. Table A 

identifies the party responsible for providing the necessary information for each 

element and a cross-reference to language in the model IA in Appendix 3. For an 

example of how a completed “Part A” of an IA might read, see Appendix 4. 

The delineation of roles and responsibilities is a critical component of the 

terms and conditions in the IA. Subsection III.C, below, and Appendix 1 provide 

guidance to help requesting agencies and servicing agencies establish clear lines of 

responsibility. 

As explained in subsection C, the checklist in Appendix 1 is designed to help 

servicing agencies and requesting agencies think about their respective roles for 

each responsibility in the acquisition lifecycle. The IA must document the 

understandings reached by the parties after they have reviewed and discussed the 

checklist. For an example of how such understandings may be documented, see 

section A.6 of the completed IA in Appendix 4. 

The effective execution of an assisted acquisition is the shared responsibility 

of both the servicing agency and the requesting agency. Accordingly, the parties 

must work together in developing the terms and conditions that will govern their 

relationship and ensure their stakeholders – program, acquisition, financial, legal, 

and other interested personnel – understand how assisted acquisitions will be 

managed. 

Is Part A designed to cover only a single assisted acquisition or may 

it cover multiple assisted acquisitions? Part A may cover a single assisted 

acquisition but will more typically serve as an umbrella document to cover multiple 

assisted acquisitions. If multiple assisted acquisitions are anticipated, Part A should 

identify the period over which the servicing agency is authorized to provide 

assistance, the organizations that may request assistance, the organizations that 

may provide assistance, the general types of services and/or products that the 

requesting agency may need, unique terms and conditions, and restrictions, if any 

(e.g., funding restrictions). The scope and performance period may be amended by 

mutual agreement of the parties. 
10

 

Describing Products and Services 

in Part A of the Interagency Agreement 

• The purpose of describing products and services in Part A is to establish a 

general understanding between the agencies, where there will be an ongoing 

relationship, of the types of services and products that management in the 

requesting agency is authorizing its personnel to acquire (e.g., information 

technology but not construction) and the types of needs the servicing agency 

is prepared to acquire on behalf of the requesting agency. 

• The description of products and services in Part A is not intended to 

establish a bona fide need and therefore may be as general or specific as 

the parties deem appropriate. 

• Individual acquisitions conducted under the IA must fall within this 

described scope, which may be amended by the parties. In addition, 

before the servicing agency can undertake an acquisition, the requesting 

agency must provide information on its requirements in Part B of the IA in 

a specific, definite, and clear manner. 

When does Part A become effective? Part A becomes effective when it is 

signed by authorizing officials of both agencies or such later date as specified in the 

agreement. However, a fiscal obligation is not created until the parties execute 

Part B, which requires the requesting agency to describe a bona fide need and to 

prepare funding documentation which must then be accepted by the servicing 

agency. 

Responsibilities for Maintaining Part A of the Interagency Agreement 

• Part A should be maintained by both the requesting agency and the 

servicing agency in the offices that signed the document. 

• The document should be made available to officials within the agency who 

may be involved in executing Part B. 

• Agencies should review the terms and conditions annually for IAs that are 

longer than one year in length and execute amendments as necessary. 

They should also periodically review performance under the IA to 

determine if expectations are being met (e.g., is each party carrying out 

its respective responsibilities in a timely manner) and document a 

summary of their assessment. The assessment should be signed and 

dated by each agency’s reviewing official and maintained in the IA file. 
11

2. Part B: Requirements and funding information. 

What is the purpose of Part B of the IA? Part B serves multiple 

purposes. It is a requirements document to demonstrate a bona fide need. It is 

also an obligating document. Its execution authorizes the transfer and acceptance 

of funds for an assisted acquisition.3 

What information must be included in Part B of the IA? Part B must 

provide specific information on the requesting agency’s requirements sufficient to 

demonstrate a bona fide need. It also must include financial information that is 

required to authorize the transfer and obligation of funds for both the acquisition 

and the assistance provided by the servicing agency in connection with the 

acquisition. 

The individual elements that make up Part B are described in Table B of 

Appendix 2. Table B identifies the party responsible for providing the necessary 

information for each element and a cross-reference to language in the model IA in 

Appendix 3. For an example of how a completed “Part B” of an IA might read, see 

Appendix 4. 

The requesting agency and servicing agency must work together to ensure 

the IA provides requirements information that is specific, definite, and clear to 

demonstrate a bona fide need. In addition, the funding information must 

demonstrate that the amounts being transferred for obligation are for the purpose 

designated, meet time restrictions, and are legally available. 

It is important that the terms and conditions established in Part A either be 

incorporated by reference or attached to Part B, irrespective of whether the parties 

use the sample IA or an alternate agency form for interagency transfers, such as 

DD Form 448, “Military Interdepartmental Purchase Request (MIPR) and DD Form 

448-2, “Acceptance of MIPR.” 

When does Part B become effective? Part B becomes effective when it is 

signed by authorizing officials of both agencies. The requesting agency incurs a 

fiscal obligation when Part B is accepted by the servicing agency. 

When might an addendum to Part B be appropriate? Appropriate 

documentation must accompany each transfer of funds. In some cases, the 

documentation may take the form of an addendum to Part B, as opposed to the 

issuance of a new Part B. For example, an addendum may be sufficient to address 

the ongoing transfer of funds in relation to a requirement for which incremental 

funding has been authorized. The addendum in this circumstance might document 

purpose, obligation amount, and requesting agency and servicing agency funding 

information, with signatures of authorized servicing and requesting agency officials 

(see sections B.1, 11, 12, 13, and 18 of Part B of the model IA). By contrast, an 

 

3

 If the Economy Act is applicable to the transaction, a D&F must be approved by a 

warranted contracting officer or another official designated by the agency head. 
12

addendum would not be sufficient to support the transfer of funds to cover a new 

requirement. 

Maintaining Part B of the Interagency Agreement

• Part B should be maintained by the contracting office in the servicing 

agency that is responsible for providing acquisition assistance. 

• Each contract or task/delivery order file that is established under the IA 

must either include or incorporate by reference a copy of the entire IA, 

including reference numbers, location, and execution dates for Part A and 

each Part B (including addenda, if any). 

• Part B should also be maintained by the cognizant program office in the 

requesting agency. 

• Part B should be forwarded to the financial offices of both the requesting 

and servicing agencies to ensure the proper transfer, obligation, 

collection, and accounting of funds. 

C. Executing responsibilities 

 

What responsibilities are associated with an assisted acquisition and 

who is responsible for carrying them out? Achieving success on an assisted 

acquisition requires effective execution of the same basic responsibilities that must 

be carried out when an agency acquires a product or service for itself or through a 

direct acquisition, including acquisition planning, contract execution, and contract 

administration. However, in an assisted acquisition, most acquisition 

responsibilities are shared. For this reason, the role each agency plays in meeting 

these responsibilities must be clearly understood by the respective parties to 

mitigate risk and achieve the best results possible from the assisted acquisition. 

May roles be negotiated between the parties? Most of the roles each 

agency plays in meeting responsibilities in the acquisition lifecycle may be 

negotiated, consistent with applicable laws, regulations, and policies. There are 

some exceptions where certain roles must be performed by the same party in every 

assisted acquisition. For example, the requesting agency must: 

• establish a bona fide need in terms that are specific, definite and clear; 

• certify that funds are appropriate for the designated purpose, meet time 

limitations, and are legally available for the specified acquisition; 

• identify any acquisition laws, fiscal laws or related policies that are unique to, or 

that restrict, the agency; and 
13

• provide the servicing agency with the correct funding agency code needed for 

accurate reporting to the Federal Procurement Data System (FPDS). 

What steps must requesting agencies and servicing agencies take to 

ensure clear lines of responsibility? Requesting agencies and servicing 

agencies must carefully delineate their roles and responsibilities in the IA. 

Appendix 1 provides a checklist of the responsibilities in an interagency acquisition 

to help requesting agencies and servicing agencies define their respective roles in 

the IA. For each responsibility, the checklist describes roles for the requesting 

agency and the servicing agency. 

Circumstances underlying individual IAs will vary. For this reason, the 

description of certain roles has been generalized in the checklist. Accordingly, the 

parties will need to definitize their respective roles in the IA after reviewing the 

checklist. 

Where can an example be found showing the documentation of roles 

and responsibilities in an interagency agreement? For an example of how 

understandings between the parties may be documented, see section A.6 of the 

completed IA example in Appendix 4. 
14

Appendix 1 

Checklist of Roles and Responsibilities 

in Assisted Acquisitions 

To ensure sound management and use of interagency acquisitions and 

maximize their impact on agency effectiveness, requesting and servicing agencies 

must establish clear lines of responsibility for each step in the acquisition lifecycle, 

from planning to contract closeout. 

This Appendix is designed to help requesting and servicing agencies define 

their respective roles in the IA. It identifies 16 basic responsibilities in an 

interagency acquisition. For each responsibility, the appendix describes associated 

roles for the requesting agency and the servicing agency. 

List of Responsibilities in an Assisted Acquisition 

Acquisition Planning 

1. Determine needs and develop requirements documents 

2. Prepare funding document 

3. Develop acquisition strategy 

4. Prepare statement of work (SOW) and/or specifications 

5. Develop quality assurance requirements 

6. Identify official to assist contracting officer with contract administration 

Contract Execution 

7. Comply with competition requirements 

8. Comply with customer-specific laws and policies 

9. Ensure price reasonableness 

10. Conduct source evaluation and make award 

Contract Administration 

11. Conduct inspection, acceptance, and surveillance 

12. Determine when contract modifications are required 

13. Prepare contractor performance evaluations 

14. Review and approve invoices and make payment 

15. Perform contract closeout & retrieve unexpended funds 

Other Responsibilities 

 16. Track contract activity 
15

This checklist should be used only as a starting point. The description of 

certain roles has been generalized in the checklist, because the nature and 

circumstances underlying an IA will vary, as will the needs and internal policies of 

the agencies involved. For example, IAs will need to establish: 

• which agency prepares the statement of work, performance work statement, or 

statement of objectives; 

• the required level of contract administration, the type of official required, and 

the agency that will provide the official; 

• which agency is responsible for establishing acceptance of deliverables; and 

• if the requesting agency intends to use direct fund cite. 

Accordingly, requesting and servicing agencies should work together to definitize 

their roles in the IA (see section A.6 of the model IA), so that accountability is 

effectively established. A sample IA is provided at Appendix 4, using the model IA, 

so readers may see one example of how roles identified in this appendix might be 

delineated in the model IA. 
16

√ General Stewardship 

Responsibility: Ensure sound management and use of assisted acquisitions to 

maximize impact on agency effectiveness. 

Requesting Agency Servicing Agency 

• Work closely with the Servicing Agency 

to establish IAs that are clear and 

complete. 

• Be a good steward of the agency’s 

funds by ensuring appropriate internal 

controls are in place to ensure 

interagency acquisition activities are 

consistent with sound project 

management, contracting, and fiscal 

practices.

• Work in close collaboration with the 

Servicing Agency throughout the 

project lifecycle. Make trained and 

qualified personnel available to support 

key activities, including the timely 

preparation and execution of funding 

documents, compliance with customerunique laws and policies, acquisition 

planning, source selection evaluation, 

and contract administration.

• Provide accurate and timely 

information to support the Servicing 

Agency in effectively awarding and 

managing the contract, including 

evaluation of contractor performance 

and prompt payment. 

• Obtain legal review, as needed, for 

issues related to the development and 

execution of the IA, in accordance with 

any agency procedures.

• Review the general terms and 

conditions of the IA with the Servicing 

Agency no less than annually and make 

amendments as necessary.

• Work closely with the Requesting 

Agency to establish IAs that are clear 

and complete. 

• Be a good steward of the Requesting 

Agency's funds by ensuring appropriate 

internal controls, and applying sound 

project management, contracting, and 

fiscal practices. 

• Manage all phases of the project 

lifecycle from requirements 

development through contract 

closeout, as agreed in the IA. 

• Work in close collaboration with the 

Requesting Agency throughout the 

project lifecycle, responding promptly 

to inquiries from the Requesting 

Agency including matters regarding 

process, project status, and funds 

balance. 

• Enforce contractual terms and 

conditions to ensure the timely delivery 

of goods and services. 

• Maintain accurate records and files 

associated with acquisition assistance 

activities. 

• Obtain necessary legal review for 

issues arising under the IA. 

• Review the general terms and 

conditions of the IA with the 

Requesting Agency no less than 

annually and make amendments as 

necessary. 
17

√ Acquisition Planning 

1. Determine needs and develop requirements document 

Responsibility: Identify the requirement that must be met to carry out the 

Requesting Agency’s mission and develop the documents that describe the 

requirement in terms of functions to be performed, performance required, or 

essential physical characteristics. 

a. Requesting Agency b. Servicing Agency 

i. Establish that a requirement exists. 

ii. Determine that it is in the best 

interest of the government to pursue 

an assisted acquisition. 

iii. Provide documentation to the 

Servicing Agency, which may be in 

the form of a statement of work 

(SOW), statement of objectives 

(SOO), or performance work 

statement (PWS), that includes a 

specific, definite, and clear

description of a bona fide need in the 

fiscal year that the funds are 

available for new obligations. The 

need must be adequately 

documented, but may be concise. A 

solution need not be specified in 

order to establish a bona fide need. 

Note: This step is a critical 

prerequisite to the Servicing Agency 

being able to accept funding from the 

Requesting Agency and the 

Requesting Agency’s ability to record 

an obligation. 

iv. Initiate acquisition planning as soon 

as a need is identified and involve the 

Servicing Agency, as appropriate, in 

the planning process. 

i. Assist the Requesting Agency in 

refining the requirements document 

package, including the description of 

key project objectives, unique 

project requirements, and 

performance expectations. 
18

√ Acquisition Planning 

2. Prepare a funding document. 

Responsibility: Prepare documentation that identifies both the requesting 

agency’s bona fide need and the information required to authorize the transfer 

and obligation of funds for acquisition activities. Note: The funding document is 

the second critical part of an IA (i.e., Part B). The general terms & conditions 

constitute the first part of the IA (i.e., Part A) and may be negotiated in advance 

of the identification of a requirement. Part A may cover multiple Part Bs. Part A 

must be incorporated into all funding documents. 

a. Requesting Agency b. Servicing Agency 

i. Work with the Servicing Agency to 

prepare a funding document (i.e., 

Part B of the IA). Provide: (i) 

description of the products or 

services required and the acquisition 

activities to be performed by the 

Servicing Agency that is adequate to 

demonstrate a bona fide need and 

can be recorded as an obligation (see 

31 U.S.C. 1501, 1502), (ii) 

information on performance or 

delivery requirements along with 

projected milestones, (iii) data 

required for the proper transfer and 

obligation of funds, and (iv) 

information on any agency-unique 

acquisition restrictions or limitations 

applicable to the funding being 

provided. 

ii. The funds certifying official shall: 

A. Timely execute all financial 

documents required for a valid 

funding request (i.e, to show 

funding meets purpose, time and 

amount); and 

B. Ensure funds are certified and 

legally available – in terms of 

purpose, time, and amount -- for 

the specified acquisition. 

i. Work with the Requesting Agency to 

prepare a funding document (i.e., 

Part B of the IA). 

ii. Do not accept the funding document 

unless it: (i) identifies proper funds 

-- including the type of funds to be 

used, their period of availability, and 

a funds citation – (ii) identifies the 

funds certifying official and (iii) 

adequately describes a bona fide 

need of the Requesting Agency. 

iii. Help the Requesting Agency comply 

with the bona fide needs rule by: 

A. managing funds according to the 

Requesting Agency’s guidance; 

B. recording transactions in a timely 

fashion; and 

C. implementing and exercising 

controls to ensure compliance 

with all applicable statutory and 

regulatory fiscal requirements. 
19

√ Acquisition Planning 

3. Develop acquisition strategy 

Responsibility: Establish a strategy to apply acquisition processes (e.g., 

competition) and tools (e.g., contract type) in the most effective manner possible 

based on the nature and circumstances surrounding the acquisition. 

a. Requesting Agency b. Servicing Agency 

i. Provide the Servicing Agency with 

information on project objectives, 

deliverables, and schedule 

milestones. 

ii. Work with the Servicing Agency to: 

A. build on initial acquisition planning 

and market research that was 

conducted to develop 

requirements documents (e.g., 

share any information gathered 

on product/service requirements, 

characteristics, acceptance criteria 

and any independent cost 

estimates) and establish a formal 

acquisition plan, where required; 

and 

B. ensure sufficient time has been 

built into the acquisition schedule 

to maximize competition and 

encourage contractors to provide 

quality proposals. 

i. Conduct market research. 

ii. Depending on the size and 

complexity of the acquisition, 

establish a formal acquisition plan 

addressing technical, business, 

management and other significant 

considerations that will control the 

acquisition. 

iii. Select an appropriate contract type 

based on the nature of the 

requirement and the associated risk. 

iv. Advise the Requesting Agency of the 

risk associated with the acquisition 

strategy and contract type. 

v. Provide the Requesting Agency with 

an opportunity to concur on the 

contract type as well as with 

acquisition plan, when required. 
20

√ Acquisition Planning 

4. Prepare, or finalize, statement of work (SOW) and/or specifications 

Responsibility: Develop SOW, statement of objectives (SOO), or performance 

work statement (PWS), (or specifications for products) or complete such 

documents if initially prepared by the Requesting Agency as part of requirements 

development. 

a. Requesting Agency b. Servicing Agency 

i. Work with the Servicing Agency to 

ensure: 

A. requirements are clearly defined 

so offerors may make informed 

business decisions on whether to 

respond and perform the due 

diligence necessary to propose the 

best solutions; and 

B. suitable performance standards 

are established against which 

results may be effectively 

measured. 

ii. For contracts or orders with award 

fees, work with servicing agency to 

develop appropriate award fee 

criteria and composition of the 

award fee board, if one is to be 

established. 

 

i. Prepare and/or finalize 

SOW/SOO/PWS/specs based on 

requirements documents (or initial 

SOW/SOO/PWS/specs) provided by 

the Requesting Agency, discussions 

with the Requesting Agency 

stakeholders -- including program 

and project managers, contracting, 

fiscal, legal, and others participating 

in the acquisition process – market 

research, and other acquisition 

planning efforts. 

ii. Ensure requirements are clearly 

defined and suitable performance 

standards are established against 

which results may be effectively 

measured. 

iii. Provide the Requesting Agency with 

opportunity to concur on 

SOW/SOO/PWS/specs before 

finalizing. 

iv. For contracts or orders with award 

fees, develop award fee criteria that 

are tied to identifiable acquisition 

outcomes, defined in terms of cost, 

schedule, and performance 

outcomes. 
21

√ Acquisition Planning 

5. Develop quality assurance requirements 

Responsibility: Develop quality assurance requirements for the contract. If a 

quality assurance surveillance plan (QASP) is required, develop the plan that 

government will use to determine whether supplies or services conform to 

contract requirements. 

a. Requesting Agency b. Servicing Agency 

i. Assist the Servicing Agency in 

developing the QASP, where 

required, including identification of 

the work requiring surveillance and 

the method of surveillance. 

ii. Provide trained personnel (e.g., 

contracting officer’s technical 

representative) to perform 

monitoring where monitoring is 

required. 

i. Consult with the Requesting Agency 

to identify work requiring 

surveillance and the method of 

surveillance. 

ii. Ensure the selected surveillance 

method, including costs and required 

resources, are appropriate for the 

risk associated with the acquisition. 

iii. Consult with the Requesting Agency 

on the strategy for developing 

quality assurance (QA) documents 

(e.g., government develops QA plan 

(QAP) as part of SOW or QASP as 

part of PWS; offerors propose QASPs 

in response to SOO). 

iv. In preparing QA documents: 

A. Consider drafts developed by 

Requesting Agency. 

B. If offerors are required to submit 

proposed QASPs, review the 

proposal to ensure the plan 

meets the government’s 

surveillance needs. 

C. Review proposed QASPs with 

Requesting Agency. 

v. Provide the Requesting Agency with 

opportunity to concur on QASP or 

QAP before finalizing. 
22

√ Acquisition Planning 

6. Identify official to assist contracting officer with contract administration 

Responsibility: Appoint an official with appropriate expertise (e.g., technical, 

acquisition) and training to assist with monitoring contract performance and 

perform other contract administration responsibilities. 

a. Requesting Agency b. Servicing Agency 

i. Based on the level of contract 

administration required, provide 

qualified, trained, available, and 

willing individuals to be appointed by 

the Servicing Agency Contracting 

Officer (CO) to serve as the 

COTR/COR/RO, except where the 

parties agree that these individuals 

will be provided by the Servicing 

Agency. Identify qualified fee 

determination officials for contracts 

with award or incentive fees. 

Note: If the individual who serves as 

the COTR is not from the Requesting 

Agency, the Requesting Agency 

should provide a qualified official to 

assist the Servicing Agency with 

contract administration in a timely 

manner. 

ii. Provide alternate individuals within 

reasonable time should the personnel 

provided by the Requesting Agency 

be found by the Servicing Agency CO 

to be unable or unavailable to 

perform the required duties. 

i. For each requirement, determine the 

required level of contract 

administration. 

ii. Identify the following: 

A. the type of official to be 

appointed (e.g., COTR, 

Contracting Officer 

Representative (COR), Receiving 

Official (RO)) to assist with 

contract administration, 

B. the agency that will provide the 

official, and 

C. the applicable training and 

certification standards. 

iii. Appoint a qualified and trained 

COTR/COR/RO and, if the selected 

contract-type involves a fee or 

incentive, a fee determination official 

before contract performance begins. 

Note: If review of invoices is not 

identified as a role of the COTR/COR, 

the IA should identify an appropriate 

official to review invoices and the 

Servicing Agency CO should identify 

the official before submittal of the 

first invoice. 
23

√ Contract Execution 

7. Comply with competition requirements 

Responsibility: Maximize the meaningful use of competition and ensure 

exceptions to competition are properly documented, justified, and approved. 

a. Requesting Agency b. Servicing Agency 

i. Ensure enough time is built into the 

acquisition strategy to foster 

competition (e.g., allow the Servicing 

Agency to develop reasonable 

response time considering 

complexity, commerciality, 

availability, and urgency of need) 

ii. Participate in the development of 

technical evaluation criteria 

ii. If an exception to competition is 

required and justified (including 

exceptions to the fair opportunity 

process for MACs and exceptions 

recognized under FAR Subpart 8.4 for 

MAS contracts), develop supporting 

rationale through market research 

and due diligence and provide 

appropriate documentation to the 

Servicing Agency. 

 

i. Develop technical evaluation criteria 

in consultation with the Requesting 

Agency. 

ii. Seek competition unless an 

exception is justified. 

iii. Require the Requesting Agency to 

furnish supporting rationale and 

appropriate documentation to 

support an exception to competition. 

iv. Review sufficiency of justification 

and documentation before approving 

and proceeding with a noncompetitive action. 
24

√ Contract Execution 

8. Comply with customer-specific laws and policies 

Responsibility: Ensure contracts or orders awarded on behalf of the Requesting 

Agency adhere to any statutory, regulatory, and policy requirements specifically 

applicable to the Requesting Agency. 

a. Requesting Agency b. Servicing Agency 

i. Apprise the Servicing Agency of all 

terms, conditions, and requirements 

to be incorporated into the 

contract/order as necessary to 

comply with the statutes, regulations 

and directives that are specific to the 

Requesting Agency (e.g., funding 

restrictions; domestic source 

restrictions). 

ii. Provide information and timely 

clearance on security requirements 

applicable to the IA. 

i. Ensure the Requesting Agencyspecific laws or restrictions and data 

collection and reporting 

requirements that have been 

identified by the Requesting Agency 

are followed. 

ii. Work with the Requesting Agency to 

mutually agree to appropriate 

contract clauses addressing 

customer-specific laws and policies. 

 

9. Ensure price reasonableness 

Responsibility: Determine that prices to be paid for contracted goods or services 

are fair and reasonable. 

a. Requesting Agency b. Servicing Agency 

i. Provide input to the Servicing Agency 

to assist in determination of whether 

proposed contract prices are fair and 

reasonable. 

Note: The reasonableness of access 

or service fees charged by the 

Servicing Agency should have been 

evaluated by the Requesting Agency 

as part of its “best interest 

determination” conducted before 

entering into an IA. 

i. Ensure appropriate price 

reasonableness and best value 

determination is conducted and 

documented at time of award. 

Consider the agreed-upon terms and 

conditions, promised quality, and 

delivery schedule. Request and 

consider any input from the 

Requesting Agency, including its 

independent cost estimate, if one 

was prepared. 
25

√ Contract Execution

10. Conduct source evaluation and make award

Responsibility: Appoint source selection authority and source evaluation board, 

ensure proposals are evaluated in an impartial manner based solely on the 

factors in the solicitation. Ensure award decisions are properly documented and 

represent the best value to the government. 

a. Requesting Agency b. Servicing Agency 

i. Provide necessary resources for 

technical evaluation of proposals or 

quotes and participation in activities 

that require technical expertise. 

A. Attend oral presentation and 

technical evaluation discussions. 

B. Conduct or assist with technical 

evaluations of proposals. 

ii. Review the evaluation plan and 

generally have representation on the 

source evaluation board. 

iii. Provide the correct funding agency 

code needed for accurate reporting to 

the Federal Procurement Data 

System (FPDS).

i. Appoint the source selection 

authority and the source evaluation 

board. 

ii. Ensure source evaluations are 

conducted fairly and proposals are 

evaluated based solely on the factors 

and subfactors in the solicitation. 

iii. Ensure award decisions are properly 

documented, including the rationale 

for any tradeoffs made or relied on 

by the source selection authority. 

iv. Consult with the Requesting Agency 

prior to making a final decision. 

v. Execute the award decision and 

debrief offerors as necessary.

vi. Ensure the funding agency code 

provided by the Requesting Agency 

is entered into FPDS.
26

√ Contract Administration 

11. Conduct inspection, acceptance, and surveillance 

Responsibility: Examine and test supplies or services to determine whether they 

conform to contract requirements. Assume ownership of supplies tendered and 

approve the specific services rendered as partial or complete performance of the 

contract. Monitor the contractor’s work to ensure compliance with the contract 

terms, including the QASP, as applicable. 

a. Requesting Agency b. Servicing Agency 

i. Ensure deliverables are received and 

quality is acceptable. 

A. Inspect work for compliance with 

contract requirements. Within 30 

days of receipt, or another period 

as specified in the contract, 

promptly reject work that does 

not comply with contract 

requirements, or accept work that 

meets the terms of the contract or 

order, and immediately notify the 

Servicing Agency’s CO. 

B. If the Servicing Agency has 

retained responsibility for 

acceptance, send acceptance 

paperwork to Servicing Agency to 

complete the final acceptance of 

the goods or services. 

Note: If the individual serving as 

the COTR is not from the 

Requesting Agency, the official 

from the Requesting Agency who 

is identified to assist with contract 

administration should provide 

timely advice to the Servicing 

Agency CO or COTR for action. 

ii. Conduct appropriate surveillance, 

which may include site visits, preplanned inspections, random 

unscheduled inspections, review of 

contractor reporting requirements 

(e.g., progress reports, shop plans, 

and blueprints), and periodic 

meetings with contractor personnel.

i. Ensure that personnel who have 

been appointed to perform contract 

administration are carrying out 

responsibilities related to inspection, 

acceptance, and surveillance and 

reporting back in a timely manner. 

ii. If the Servicing Agency has retained 

responsibility for acceptance, 

complete acceptance of goods or 

services after reviewing the 

documentation provided by the 

Requesting Agency official. 

iii. Ensure appropriate surveillance is 

conducted. The type and extent of 

surveillance should be 

commensurate with the criticality of 

the service or task and the resources 

available to accomplish the 

surveillance. Surveillance should 

ensure that the government receives 

the value for which it contracted. 

iv. Work with Requesting Agency, as 

necessary, to identify respective 

roles for other applicable contract 

administration responsibilities 

identified in FAR 42.302. 
27

√ Contract Administration 

11. Conduct inspection, acceptance, and surveillance (con’t.) 

a. Requesting Agency b. Servicing Agency 

iii. Perform duties in a timely manner 

in accordance with the QASP or 

QAP. 

iv. Advise the Servicing Agency’s CO 

immediately of any circumstances 

that affect performance by the 

contractor, including failures to 

comply with technical requirements 

of the contract or to show a 

commitment to customer 

satisfaction, particularly if the 

contractor does not make 

corrections. 

v. Take appropriate and timely actions 

to address performance problems. 

Typically, problems will be identified 

by a COTR/COR. 

 

12. Determine when contract modifications are required 

Responsibility: Evaluate the merits of proposed contract modifications. 

a. Requesting Agency b. Servicing Agency 

 

i. Work with the Servicing Agency to 

evaluate proposals for changes. If 

requested by the Servicing Agency’s 

CO, participate in negotiation of 

changes, modifications, and claims.

ii. Ensure the Requesting Agency 

personnel are not authorizing work 

(making commitments or promises, 

issuing instructions to start or stop 

work, directing changes), changing 

any contractual documents, 

modifying the scope of work 

(including the period of 

performance), authorizing accrual of 

costs, or otherwise providing 

direction to the contractor, except as 

expressly authorized in the 

appointment by the Servicing 

Agency’s CO. 

i. Work with the Requesting Agency to 

evaluate proposals for changes. 

ii. Ensure that any modifications to the 

requirements or price of the order or 

contract remain within the overall 

scope of the contract or order. 

iii. Work with the Requesting Agency to 

develop funding document (i.e, Part 

B of IA), or addendum to existing 

funding document, to cover contract 

modification. 
28

√ Contract Administration 

13. Prepare contractor performance evaluations 

Responsibility: Evaluate and record the contractor’s performance for 

consideration in future source selections. 

a. Requesting Agency b. Servicing Agency 

i. Track, measure, and report to the 

Servicing Agency CO on the 

performance of the contractor. 

i. Evaluate the contractor’s 

performance, taking into 

consideration data provided by (a) 

the COTR/COR and (b) the end users 

from the Requesting Agency when 

the appointed COTR/COR is not an 

end user. 

ii. Provide evaluations to the contractor 

as soon as practicable after 

completion of the evaluation. 

Review performance with the 

contractor in accordance with FAR 

42.1502. 

iii. Document performance in the 

contract file. The ultimate conclusion 

on the performance evaluation is a 

responsibility of the Servicing 

Agency. 

iv. Input data into the Past Performance 

Information Retrieval System 

(PPIRS). 
29

√ Contract Administration 

14. Review and approve invoices and make payment 

Responsibility: Examine the contractor’s invoices for completeness and accuracy 

and return improper invoices within time periods specified in the contract and 

approve proper invoices for payment. 

a. Requesting Agency b. Servicing Agency 

i. Review the invoice and advise the 

Servicing Agency CO whether to 

approve or disapprove payment. 

ii. If the Servicing Agency CO does not 

approve payment, the Requesting 

Agency payment office should not 

pay the invoice in the case of direct 

fund cite (where the Requesting 

Agency finance office retains funds 

and pays the contractor directly). 

iii. If the Requesting Agency uses direct 

fund cite, the payment office should 

ensure a copy of each paid invoice is 

returned to the Servicing Agency 

contracting office for inclusion in the 

official contract file. 

 

i. Ensure the contract/order addresses 

the appropriate processes for invoice 

submittal and approval and identifies 

the payment office, which typically is 

the Servicing Agency. 

Note: If review of invoices is not 

identified as a responsibility of the 

COTR/COR, identify an appropriate 

official to review invoices before 

submittal of the first invoice. 

ii. Work with the appointed COTR/COR, 

or other official responsible for 

invoice review, and the payment 

office in the Requesting Agency in 

the case of direct fund cite, to 

facilitate accurate and timely review 

and payment to the contractor. 

iii. Approve or disapprove payment 

after consultation with the 

Requesting Agency. 

A. Pay non-disputed invoices and bill 

the Requesting Agency for 

reimbursable services. 

B. Return improper invoices within 

specified time periods (e.g., in 

accordance with the Prompt 

Payment Act where applicable). 

C. Do not authorize payment if the 

work being invoiced is disputed 

or the invoice is otherwise found 

to be improper. 

Note: Regardless of the funding 

source, the Servicing Agency CO 

retains the authority to stop 

payment when necessary.
30

√ Contract Administration 

15. Perform contract closeout 

Responsibility: Ensure that all contract requirements and administrative actions 

have been completed (including resolution and settlement of disputes and final 

payment) so that the contract files may be properly retired and archived. 

a. Requesting Agency b. Servicing Agency 

i. Support contract close-out functions, 

to include providing appropriate 

funding to satisfy settlement 

agreements and/or claims. 

ii. Take appropriate actions to retrieve 

unexpended balances. 

i. Close out contract/order upon 

ensuring that all contract/order 

requirements and administrative 

actions have been completed. 

ii. Return unused (unexpended) balance 

of the funds to the Requesting 

Agency. 
31

√ Other Responsibilities 

16. Track contract activity

Responsibility: Ensure the accurate and timely collection of data to measure 

results and plan for future requirements. (See, e.g., the Federal Funding 

Accountability and Transparency Act) 

a. Requesting Agency b. Servicing Agency 

i. Ensure that correct data is provided 

in a timely manner to the Servicing 

Agency to facilitate accurate and 

complete data reporting. 

ii. Provide the correct funding agency 

code to the Servicing Agency needed 

for accurate reporting to FPDS. 

i. Ensure accurate contract data 

reporting into the applicable 

government-wide database – e.g., 

report use of competition for 

placement of task and delivery 

orders and contract awards in FPDS; 

and ensure contractor is reporting 

required subcontracting data into the 

Electronic Subcontracting Reporting 

System (ESRS). 

ii. Confer with the Requesting Agency if 

funding agency code has not been 

provided. 

iii. In accordance with FAR Subpart 

34.2, for contracts involving 

significant development work, 

provide earned value management 

report to project manager.

iv. Ensure proper socio-economic credit 

is assigned to the Requesting 

Agency. 
32

Appendix 2 

Elements of a Model Interagency Agreement (IA) 

for an Assisted Acquisition

Table A. Elements in “Part A” of the IA: General terms & conditions 

Element Description Party 

Required to 

Provide 

Information 

for the IA 

Reference 

in Model 

 IA 

1. Purpose Explains that the purpose 

of Part A is to describe the 

general terms and 

conditions governing the 

provision of acquisition 

assistance. Clarifies that 

fiscal obligations are not 

created through the 

execution of Part A alone. 

Servicing & 

Requesting 

Agency 

A.1 

2. Authority Identifies the legal 

authority that the 

servicing agency will use 

to conduct interagency 

acquisitions. 

Servicing 

Agency 

A.2 

3. Part A 

identifier 

Identifier used on relevant 

documents, such as 

funding documents, to 

provide acquisition 

assistance. 

Servicing 

Agency 

A.3 

4. Scope Identifies the 

organizations that may 

request assistance under 

the IA, the organizations 

that may provide 

assistance, general types 

of services and/or 

products that the 

requesting agency may 

need (e.g., information 

technology (IT)), and 

restrictions, if any (e.g., 

dollar limitations). 

Servicing & 

Requesting 

Agency 

A.4 

5. Period of 

agreement 

Identifies period during 

which assistance may be 

provided. 

Servicing & 

Requesting 

Agency 

A.5 
33

Table A. Elements in “Part A” of the IA: General terms & conditions (con’t.) 

Element Description Party 

Required to 

Provide 

Information 

for the IA 

Reference 

in Model 

IA 

6. Roles & 

responsibilities 

Establishes the 

responsibilities associated 

with conducting an 

interagency acquisition 

and the respective roles of 

the servicing agency and 

requesting agency in 

carrying out each 

responsibility. 

Servicing & 

Requesting 

Agency 

A.6 

7. Billing & 

payment 

Identifies billing and 

payment terms. 

Servicing & 

Requesting 

Agency 

A.7 

8. Small business 

credit 

Establishes that the 

requesting agency will 

receive socio-economic 

credit where applicable. 

No information 

required from 

the parties 

A.8 

9. Contract 

termination, 

disputes, & 

protests 

Describes each party’s 

responsibilities associated 

with contract termination, 

disputes and protests. 

Servicing & 

Requesting 

Agency 

A.9 

10.Review of 

Part A 

Identifies the parties’ 

commitment to review 

Part A at least annually for 

agreements that exceed 

one year. 

No information 

required from 

the parties 

A.10 

11.Amendments Describes the process for 

modifying the terms and 

conditions in Part A. 

Servicing & 

Requesting 

Agency 

A.11 

12.Termination 

of IA 

Describes each party’s 

rights to terminate the IA. 

Servicing & 

Requesting 

Agency 

A.12 

13.Interpretation 

of IA 

Describes each party’s 

responsibilities for 

addressing disputes 

regarding the 

interpretation of the IA. 

Servicing & 

Requesting 

Agency 

A.13 

14.Signatures Establishes that 

appropriate officials of 

each agency are held 

accountable to the agreedupon terms and 

conditions. 

Servicing & 

Requesting 

Agency 

A.14 
34

Table B. Elements in “Part B” of the IA: Requirements & Funding 

Information 

Element Description Party 

Required to 

Provide 

Information 

for the IA 

Reference 

in Model 

IA 

1. Purpose Explains that the purpose 

of Part B is to provide 

requirements and funding 

information. 

Servicing 

Agency & 

Requesting 

Agency 

B.1 

2. Authority Identifies the legal 

authority that the 

Servicing Agency is using 

to conduct the acquisition 

on behalf of the 

Requesting Agency. 

Servicing 

Agency 

B.2 

3. Part B 

identifier

Provides common 

agreement number for 

identifying Part B on 

relevant documents. 

Servicing 

Agency 

B.3 

4. General terms 

& conditions 

Describes the terms & 

conditions applicable to 

the actions taken under 

Part B. Terms & conditions 

either should be 

incorporated by reference 

to Part A or attached. 

Servicing 

Agency & 

Requesting 

Agency 

B.4 

5. Project title Identifies the project in 

the Requesting Agency 

whose requirements are 

being met through the 

assisted acquisition. 

Requesting 

Agency 

B.5 

6. Description of 

products or 

services 

Describes the goods or 

services that will be acquired 

from a contractor by the 

Servicing Agency on behalf 

of the Requesting Agency. 

Note: The description must 

be specific, definite, and 

clear in order to demonstrate 

a bona fide need and support 

a binding agreement that can 

be recorded as an obligation 

in the fiscal year that the 

funds are available for 

obligation.

Requesting 

Agency 

B.6 
35

Table B. Elements in “Part B” of the IA: Requirements & Funding 

Information (con’t.) 

Element Description Party 

Required to 

Provide 

Information 

for the IA 

Reference 

in Model 

IA 

7. Projected 

milestone 

Identifies key project 

and/or acquisition 

milestones. 

Servicing & 

Requesting 

Agency 

B.7 

8. Payment & 

billing 

Explains the parties’ 

respective obligations for 

the payment of contractor 

invoices and servicing 

agency fees. 

Servicing & 

Requesting 

Agency 

B.8 

9. Description of 

acquisition 

assistance 

Describes the services 

that the Servicing Agency 

will provide to the 

Requesting Agency in 

connection with planning, 

executing, and/or 

managing the acquisition 

and/or contract oversight 

and close-out. 

Servicing & 

Requesting 

Agency 

B.9 

10. Fees Describes the fees that 

will be assessed by the 

servicing agency. 

Servicing 

Agency 

B.10 

11. Obligation 

amount 

Provides information 

related to the obligation of 

funds for specified bona 

fide needs. 

Servicing & 

Requesting 

Agency 

B.11 

12. Requesting 

agency 

funding 

information 

Provides data from the 

requesting agency 

required for the proper 

transfer and obligation of 

funds (e.g., the period for 

making obligations for 

each identified fund 

citation) and certification 

of requesting agency 

official. 

Requesting 

Agency 

Certifying 

Official 

B.12 

13. Servicing 

agency 

funding 

information 

Provides data from the 

servicing agency required 

for the proper transfer and 

obligation of funds. 

Servicing 

Agency 

B.13 
36

Table B. Elements in “Part B” of the IA: Requirements & Funding 

Information (con’t.) 

Element Description Party 

Required to 

Provide 

Information 

for the IA 

Reference 

in Model 

IA 

14.Description of 

requesting 

agency unique 

restrictions 

Identifies unique 

restrictions applicable to 

the requesting agency 

related either to the 

acquisition or the funding 

to cover the assisted 

acquisition. 

Requesting 

Agency 

B.14 

15.Amendments Describes the process for 

modifying provisions in 

Part B. 

Servicing & 

Requesting 

Agency 

B.15 

16.Contact 

information 

Identifies a main point of 

contact (POC) in the 

servicing agency and the 

Requesting Agency and a 

financial POC in each 

agency. 

Servicing & 

Requesting 

Agency 

B.16 

17.Signatures When required information 

has been provided, 

including certification by 

requesting agency official, 

signature by the 

requesting agency 

establishes that funds are 

legally available, that all 

unique procurement and 

funding requirements 

have been disclosed and 

internal reviews have 

been completed. 

Signature by both the 

requesting agency and the 

servicing Agency creates 

an obligation for the 

requesting agency. 

Servicing 

Agency & 

Requesting 

Agency 

B.18 
37

Appendix 3 

Model Interagency Agreement for an Assisted Acquisition 

Model Interagency Agreement 

PART A – General Terms & Conditions 

A.1. Purpose 

This Part of the IA (hereinafter “Part A”) describes the terms and conditions that govern the 

provision of acquisition assistance between [insert the name of agency with a 

requirement], hereinafter “the Requesting Agency” and [insert the name of agency that 

will provide acquisition services for the Requesting Agency], hereinafter “the 

Servicing Agency.” 

No fiscal obligations are created through the execution of Part A. A fiscal obligation arises 

when the Requesting Agency demonstrates a bona fide need, provides the necessary 

requirements and funding information to the Servicing Agency and both parties execute a 

funding document using Part B of this IA or an alternate funding document. 

A.2. Authority 

The parties’ authority to enter into this interagency agreement is (check applicable box): 

 The Economy Act (31 U.S.C. 1535) 

 Franchise Fund (e.g., 31 U.S.C. 501 note) or Revolving Fund (e.g., 40 U.S.C. 321) 

 Identify specific statutory authority _____________________________ 

 Other (identify specific statutory authority or authorities) 

_________________________________________________________________ 

A.3. Part A Identifier 

Insert identifier to identify Part A on relevant documents, including requirements 

and funding information provided through Part B or alternate documents for 

specific acquisitions. 

A-1
38

A.4. Scope 

a. Organizations authorized to request acquisition assistance 

The following organizations in the Requesting Agency are authorized to obtain assistance 

from the Servicing Agency. [insert list of organizations] Note: The organization(s) 

identified in Section 1 of Part B must be listed in this section. 

b. Organizations authorized to provide acquisition assistance 

The organizations in the Servicing Agency are authorized to provide assistance to the 

Requesting Agency. [insert list of organizations] Note: The organization identified 

in Section 1 of Part B must be listed in this section.

c. Types of products or services that may be acquired 

The following types of services or products may be acquired through interagency 

acquisition pursuant to this IA. Note: The need described in Section 6 of Part B must 

fall within the scope of products or services described below. 

[insert description of services and/or products. The description for this section 

may be general in nature (e.g., information technology) and is not required to 

meet the definition of a bona fide need.] 

d. Limitations 

The following restrictions apply: [describe any restrictions or indicate “None”] 

A.5. Period of Agreement 

The terms and conditions described in Part A of the IA become effective when signed by 

authorized officials of both agencies and remain effective until [insert date], unless 

amended in accordance with Section 11 or terminated in accordance with Section 12. 

A.6. Roles & Responsibilities of Servicing Agency & Requesting Agency 

The effective management and use of interagency contracts is a shared responsibility of the 

Requesting Agency and the Servicing Agency. The parties hereby agree to the following 

roles and responsibilities, which are derived from the Checklist in Appendix 1 of Interagency 

Acquisitions, guidance issued by the Office of Federal Procurement Policy. 

[For each main responsibility in the acquisition lifecycle, define the respective 

roles of the requesting agency and servicing agency.] 

A.7. Billing & Payment 

The Requesting Agency will pay the Servicing Agency for costs of each contract or 

task/delivery order. Billings may include the amounts due under the contract or order plus 

any assisted service fees identified in Part B of this IA. [insert description of billing and 

payment procedures] 

A-2 
39

Reimbursable billings are delinquent when they are [insert number] or more calendar days 

old (from date of the billing). When billings remain delinquent over [insert number] 

calendar days and the Requesting Agency has not indicated a problem regarding services, 

the Servicing Agency may choose not to award any new contract/orders or modifications to 

existing contract/orders for the Requesting Agency (or the client within) and termination of 

existing services will be considered and negotiated with the Requesting Agency. 

The Requesting Agency shall be responsible for interest owed under the Prompt Payment 

Act except that the Servicing Agency shall be responsible for interest owed to the contractor 

due to delays created by actions of the Servicing Agency. 

A.8. Small Business Credit 

Any contract actions executed by the Servicing Agency on behalf of the Requesting Agency 

will allocate the socio-economic credit to the Requesting Agency at the lowest FIPS 95-2 

Agency/Bureau component as identified by the Requesting Agency. If the code is not 

provided, the Servicing Agency will allocate the credit to the highest Requesting Agency 

FIPS 95-2 Code. 

A.9. Contract Termination, Disputes and Protests 

If a contract or order awarded pursuant to this IA is terminated or cancelled or a dispute or 

protest arises from specifications, solicitation, award, performance or termination of a 

contract, appropriate action will be taken in accordance with the terms of the contract and 

applicable laws and regulations. The Requesting Agency shall be responsible for all costs 

associated with termination, disputes, and protests, including settlement costs, except that 

the Requesting Agency shall not be responsible to the Servicing Agency for costs associated 

with actions that stem from errors in performing the responsibilities assigned to the 

Servicing Agency. The Servicing Agency shall consult with the Requesting Agency before 

agreeing to a settlement or payments to ensure that the Servicing Agency has adequate 

time in which to raise or address any fiscal or budgetary concerns arising from the proposed 

payment or settlement. 

A.10. Review of Part A 

The parties agree to review jointly the terms and conditions in Part A at least annually if the 

period of this agreement, as identified in Section 5, exceeds one year. Appropriate changes 

will be made by amendment to this agreement executed in accordance with Section 11. 

The parties further agree to review performance under this IA to determine if expectations 

are being met and document a summary of their assessment. The responsible reviewing 

official at each agency shall sign and date the assessment. 

[insert description of metrics (e.g., the quality of each party’s responsiveness; the 

quality of each party’s overall execution of assigned responsibilities) and methods 

agreed upon to gather performance information (e.g., surveys, interviews, record 

reviews)] 

A-3
40

A.11. Amendments 

Any amendments to the terms and conditions in Part A shall be made in writing and signed 

by both the Servicing Agency and the Requesting Agency. 

A.12. IA Termination 

This IA may be terminated upon [insert number] calendar days written notice by either 

party. If this agreement is cancelled, any implementing contract/order may also be 

cancelled. If the IA is terminated, the agencies shall agree the terms of the termination, 

including costs attributable to each party and the disposition of awarded and pending 

actions. 

If the Servicing Agency incurs costs due to the Requesting Agency’s failure to give the 

requisite notice of its intent to terminate the IA, the Requesting Agency shall pay any actual 

costs incurred by the Servicing Agency as a result of the delay in notification, provided such 

costs are directly attributable to the failure to give notice. 

A.13. Interpretation of IA 

If the Servicing Agency and Requesting Agency are unable to agree about a material aspect 

of either Part A or Part B of the IA, the parties agree to engage in an effort to reach mutual 

agreement in the proper interpretation of this IA, including amendment of this IA, as 

necessary, by escalating the dispute within their respective organizations. 

If a dispute related to funding remains unresolved for more than [insert number] calendar 

days after the parties have engaged in an escalation of the dispute, the parties agree to 

refer the matter to their respective Agency Chief Financial Officers with a recommendation 

that the parties submit the dispute to the CFO Council Intragovernmental Dispute Resolution 

Committee for review in accordance with Section VII of Attachment 1 to the Treasury 

Financial Manual, Volume 1, Bulletin No. 2007-03, Intragovernmental Transactions, Subject: 

Intragovernmental Business Rules, or subsequent guidance. 

A-4
41

A.14. Signatures 

 

REQUESTING AGENCY OFFICIAL: 

Signature: _____________________________________ Date: ___________

Name: _____________________________________________________________ 

 

Title: ______________________________________________________________ 

 

Agency: ____________________________________________________________ 

Address: ___________________________________________________________ 

Phone: _____________________________________________________________ 

E-mail & fax: ________________________________________________________ 

SERVICING AGENCY OFFICIAL: 

Signature: _____________________________________ Date: __________

Name: _____________________________________________________________ 

 

Title: ______________________________________________________________ 

 

Agency: ____________________________________________________________ 

Address: ___________________________________________________________ 

Phone: _____________________________________________________________ 

E-mail & fax:___________________________________________________________ 

A-5
42

Model Interagency Agreement 

PART B – Requirements & Funding Information 

B.1. Purpose 

This Part of the IA (hereinafter “Part B”) serves as the funding document. It provides 

specific information on the requirements of [insert the name of agency/organization 

with a requirement], hereinafter “the Requesting Agency” sufficient to demonstrate a 

bona fide need and identifies funds associated with the requirement to allow [insert the 

name of agency/organization that will provide acquisition services for the 

Requesting Agency], hereinafter “the Servicing Agency,” to provide acquisition assistance 

and conduct an interagency acquisition. 

B.2. Authority 

The parties’ authority to enter into this interagency agreement is (check applicable box): 

 The Economy Act (31 U.S.C. 1535) 

 Franchise Fund (e.g., 31 U.S.C. 501 note) or Revolving Fund (e.g., 40 U.S.C. 321) 

 Identify specific statutory authority _____________________________ 

 Other (identify specific statutory authority or authorities) 

B.3. Part B Identifier 

Insert common agreement number(s) to identify Part B on other documents. 

 

B.4. General Terms & Conditions 

Activities undertaken pursuant to this document are subject to the general terms and 

conditions set forth in Part A, [insert identifier found in section 3 of Part A]. Part A is 

located at (check applicable box): 

 

 [insert location] 

 Attached 

B-1 
43

B.5. Project Title 

[insert name of Requesting Agency’s project] 

B.6. Description of Products or Services / Bona Fide Need 

This section describes the goods or services that will be acquired from a contractor by the 

Servicing Agency on behalf of the Requesting Agency under this IA. 

[The Requesting Agency shall insert a specific, definite, and clear description that 

demonstrates a bona fide need and supports a binding agreement that can be 

recorded as an obligation in the fiscal year that the funds are available for 

obligation. This description may, but is not required to, be in the form of a 

statement of work (SOW), statement of objectives (SOO), performance work 

statement (PWS), or other requirements document. A specific, definite, and clear 

description of a current need of the requesting agency that enables the servicing 

agency to immediately begin work on the IA is sufficient.] 

If the goods and/or services to be acquired are described in an attachment, check the box 

below and describe the attachment. 

 Description of goods or services is attached. [insert brief description of 

attachment] 

B.7. Projected Milestones 

[List key project and/or acquisition milestones as planned at time of signing of the 

agreement.] 

B.8. Billing and Payment 

The Servicing Agency will pay contractor invoices from amounts identified in section 13 on a 

reimbursable basis. The Servicing Agency will present an itemized statement to the Requesting 

Agency for reimbursement of incurred contract costs and assisted services support costs. The 

Requesting Agency will pay reimbursable billings to the Servicing Agency from funds identified in 

section 12. See section 7 of Part A for additional terms and conditions addressing billing and 

payment. 

B.9. Description of Acquisition Assistance 

The Servicing Agency will provide the following services to the Requesting Agency. 

[insert description of services that the Servicing Agency will provide to the 

Requesting Agency in connection with planning, executing, and/or managing the 

acquisition.] 

B-2 
44

B.10. Fees 

Services charges will be determined as follows: 

[Insert description of how the service charge is determined (e.g., Servicing 

Agency will provide service as described in this IA at a service charge of [insert 

number] percent of all amounts obligated on behalf of the Requesting Agency; or 

fees will be charged at an hourly rate determined on a task by task basis 

negotiated with the Requesting Agency.)] 

B.11. Obligation Information 

Servicing Agency and Requesting Agency shall complete the table below. 

Common 

Agreement 

Number 

Requirement Type of 

Requirement 

(Severable 

Service / Nonseverable service) 

B.12. Requesting Agency Funding Information 

The Requesting Agency’s Certifying Official shall complete the table & certification 

Basic appropriation symbol (Treasury account symbol) 

Amount obligated (contract costs plus assisting agency’s 

service fee) 

Fund citation (line of accounting) 

Appropriation expiration date 

Unique restrictions on funding (if any) 

Business event type code 

Agency location code (8-digit) for IPAC 

DUNS/BPN number (Business Partner Network or BPN #) 

Funding agency code 

Funding office code 

Requesting Agency Funds Certifying Official 

I certify that the funds cited above are properly chargeable for the purposes set forth in paragraphs B. 4 and B.11 of this 

IA

Signature 

Date 

Printed Name 

Title 

Office 

B-3 
45

B.13. Servicing Agency Funding Information 

The Servicing Agency shall complete the table below. 

Basic appropriation symbol (Treasury account symbol)

Fund citation (line of accounting)

Business event type code

Agency location code (8-digit) for IPAC

DUNS/BPN number (Business Partner Network or BPN #)

B.14. Description of Requesting-Agency Specific Restrictions 

This section identifies unique restrictions applicable to the Requesting Agency regarding 

acquisition, other than funding. [insert description e.g., the Berry Amendment] 

Note: unique restrictions on funding should be identified in paragraph B. 12. 

B.15. Small Business Credit 

The Servicing Agency shall use the following FIPS 95-2 Code to identify the Requesting 

Agency in FPDS: [the Requesting Agency should insert the lowest FIPS 95-2 

Agecy/Bureau component]. Note: If the code is not provided, the Servicing Agency will 

allocate the credit to the highest Requesting Agency FIPS 95-2 Code. 

B.16. Amendments 

Any amendments to the terms and conditions in Part B shall be made in writing and signed 

by both the Servicing Agency and the Requesting Agency. 

B.17. Contact Information 

Servicing Agency Contracting POC Requesting Agency Program Office POC 

Name Name 

Address Address 

Email Email 

Phone/Fax Phone/Fax 

Servicing Agency Financial POC Requesting Agency Financial POC 

Name Name 

Address Address 

Email Email 

Phone/Fax Phone/Fax 

B-4
46

B.18. Signatures 

By signing this document, the Requesting Agency confirms that a bona fide need exists and that 

funds are for the designated purpose, meet time limitations, and are legally available for the 

acquisition described in this document; that all unique funding and procurement requirements, 

including all statutory and regulatory requirements applicable to the funding being provided, 

have been disclosed to Servicing Agency; and all internal reviews and approvals required prior 

to transferring funds to the Servicing Agency have been completed. The Servicing Agency’s 

acceptance of this document creates an obligation on the part of the Requesting Agency.* 

Requesting Agency Official Servicing Agency Official 

______________________ 

Signature 

__________

Date 

_____________________ 

Signature 

__________

Date 

____________________________________ 

Printed Name 

___________________________________ 

Printed Name 

____________________________________ 

Title 

____________________________________ 

Title 

____________________________________ 

Agency 

____________________________________ 

Agency 

* Note: if the transaction is subject to the Economy Act, a warranted contracting 

officer or another official designated by the agency head, must approve a 

Determination and Finding. 

B-5 
47

 Appendix 4 

Example of a Completed Interagency Agreement 

for an Assisted Acquisition 

This appendix provides an example of an IA that has been filled out in accordance 

with the guidance in this document. This example is offered for illustrative 

purposes only. 

This agreement was developed using the model agreement in Appendix 3. Inserted 

materials are underlined. 

The roles and responsibilities described in paragraph A. 6 of Part A were developed 

using the checklist in Appendix 1. Most of the inserted language is taken directly 

from the checklist. The italicized words show where the language has been 

modified from that in the checklist. 

Interagency Agreement (with sample information) 

PART A – General Terms & Conditions 

A.1. Purpose 

This Part of the IA (hereinafter “Part A”) describes the terms and conditions that govern the 

provision of acquisition assistance between the Department of Public Service, Bureau of 

Administrative Operations (Requesting Agency) and the Department of Acquisition 

(Servicing Agency). 

No fiscal obligations are created through the execution of Part A. A fiscal obligation arises 

when the Requesting Agency demonstrates a bona fide need, provides the necessary 

requirements and funding information to the Servicing Agency and both parties execute a 

funding document using Part B of this IA or an alternate funding document. 

A.2. Authority 

The parties’ authority to enter into this interagency agreement is (check applicable box): 

X The Economy Act (31 U.S.C. 1535) 

 Franchise Fund (e.g., 31 U.S.C. 501 note) or Revolving Fund (e.g., 40 U.S.C. 321) 

 Identify specific statutory authority _____________________________ 

 Other (identify specific statutory authority or authorities) 

_________________________________________________________________ 

Part A Page 1 of 14
48

A.3. Part A Identifier 

Document No. 1234 

A.4. Scope 

a. Organizations authorized to request acquisition assistance 

The following organizations in the Requesting Agency are authorized to obtain assistance 

from the Servicing Agency. 

• The Department of Public Service, Office of the Chief Information Officer

• The Department of Public Service, Financial Management Office

• The Department of Public Service, Office of General Counsel

Note: The organization(s) identified in Section 1 of Part B must be listed in this section. 

b. Organizations authorized to provide acquisition assistance 

The following organizations in the Servicing Agency are authorized to provide assistance to 

the Requesting Agency. 

• The Office of Assisted Acquisition, Washington,D.C. Branch, Department of 

Acquisition

Note: The organization identified in Section 1 of Part B must be listed in this section.

c. Types of products or services that may be acquired 

The following types of services or products may be acquired through interagency acquisition 

pursuant to this IA. Note: The need described in Section 6 of Part B must fall within the 

scope of products or services described below. 

• Information Technology (IT) products, supplies, or equipment (for example, IT 

hardware or software licensing).

• Services related to Information Technology (for example, helpdesk services or IT 

security services).

• Other professional or administrative services (for example, consulting services). 

d. Limitations 

The following restrictions apply: This IA shall not be used to procure real estate leasing or 

construction services.

A.5. Period of Agreement 

The terms and conditions described in Part A of the IA become effective when signed by 

authorized officials of both agencies and remain effective for a period of five years, unless 

amended in accordance with Section 11 or terminated in accordance with Section 12. 

Part A Page 2 of 14
49

A.6. Roles & Responsibilities of Servicing Agency & Requesting Agency 

The effective management and use of interagency contracts is a shared responsibility of the 

Requesting Agency and the Servicing Agency. The parties hereby agree to the following 

roles and responsibilities, which are derived from the Checklist in Appendix 1 of Interagency 

Acquisitions, guidance issued by the Office of Federal Procurement Policy (OFPP). 

1. Determine needs and develop requirements document

a. Requesting Agency

i. Establish that a requirement exists. 

ii. Determine that it is in the best interest of the government to pursue an assisted 

acquisition.

iii. Provide documentation to the Servicing Agency, which may be in the form of a 

statement of work (SOW), statement of objectives (SOO), or performance work 

statement (PWS), that includes a specific, definite, and clear description of a bona 

fide need in the fiscal year that the funds are available for new obligations. The need 

must be adequately documented, but may be concise. A solution need not be 

specified in order to establish a bona fide need.

iv. Initiate acquisition planning as soon as a need is identified and involve the Servicing 

Agency, as appropriate, in the planning process. 

b. Servicing Agency

i. Assist the Requesting Agency in refining the requirements document package, 

including the description of key project objectives, unique project requirements, and 

performance expectations. 

2. Prepare a funding document

a. Requesting Agency

i. Work with the Servicing Agency to prepare a funding document (Part B of the IA). 

Provide: (i) description of the products or services required and the acquisition 

activities to be performed by the Servicing Agency that is adequate to demonstrate a 

bona fide need and can be recorded as an obligation (31 U.S.C. 1501, 1502), (ii) 

information on performance or delivery requirements along with projected 

milestones, (iii) data required for the proper transfer and obligation of funds, and 

(iv) information on any agency-unique acquisition restrictions or limitations 

applicable to the funding being provided. 

ii. For all funding documents (Part B) executed under this IA, assign a financial point of 

contact who is a “certifying official” as that term is used in 31 U.S.C. § 3528. The 

funds certifying official shall:

A. Timely execute all financial documents required for a valid funding request to 

show funding meets purpose, time and amount; and

B. Ensure funds are certified and legally available for the specified acquisition.

Part A Page 3 of 14 
50

b. Servicing Agency

i. Work with the Requesting Agency to prepare a funding document (Part B of the IA). 

ii. Do not accept the funding document unless it: (i) identifies proper funds, including 

the type of funds to be used, their period of availability, and a funds citation; (ii) 

identifies the funds certifying official and (iii) adequately describes a bona fide need 

of the Requesting Agency. 

iii. Help the Requesting Agency comply with the bona fide needs rule by:

A. managing funds according to the Requesting Agency’s guidance;

B. recording transactions in a timely fashion; and 

C. implementing and exercising controls to ensure compliance with all applicable 

statutory and regulatory fiscal requirements. 

3. Develop acquisition strategy

a. Requesting Agency

i. Provide the Servicing Agency with information on project objectives, deliverables, 

and schedule milestones.

ii. Work with the Servicing Agency to:

A. Build on initial acquisition planning and market research that was conducted to 

develop requirements documents (e.g., share any information gathered on 

product/service requirements, characteristics, acceptance criteria and any 

independent cost estimates) and establish a formal acquisition plan, where 

required; and 

B. Ensure sufficient time has been built into the acquisition schedule to maximize 

competition and encourage contractors to provide quality proposals.

b. Servicing Agency

i. Conduct market research. 

ii. Depending on the size and complexity of the acquisition, establish a formal 

acquisition plan addressing technical, business, management and other significant 

considerations that will control the acquisition. 

iii. Select an appropriate contract type based on the nature of the requirement and the 

associated risk. 

iv. Advise the Requesting Agency of the risk associated with the acquisition strategy and 

contract type.

v. Provide the Requesting Agency with the opportunity to concur on the contract type 

as well as with the acquisition plan, when required.

Part A Page 4 of 14
51

4. Prepare, or finalize, statement of work (SOW) and/or specifications

a. Requesting Agency

i. Work with the Servicing Agency to ensure: 

A. requirements are clearly defined so offerors may make informed business 

decisions on whether to respond and perform the due diligence necessary to 

propose the best solutions; and 

B. suitable performance standards are established against which results may be 

effectively measured. 

ii. For contracts or orders with award fees, work with the Servicing Agency to develop 

appropriate award fee criteria and composition of the award fee board, if one is to be 

established.

b. Servicing Agency

i. Prepare and/or finalize SOW/SOO/PWS/specs based on requirements documents (or 

initial SOW/SOO/PWS/specs) provided by the Requesting Agency, discussions with 

Requesting Agency stakeholders -- including program and project managers, 

contracting, fiscal, legal, and others participating in the acquisition process – market 

research, and other acquisition planning efforts. 

ii. Ensure requirements are clearly defined and suitable performance standards are 

established against which results may be effectively measured. 

iii. Provide the Requesting Agency with the opportunity to concur on 

SOW/SOO/PWS/specs before finalizing. 

iv. For contracts or orders with award fees, develop award fee criteria that are tied to 

identifiable acquisition outcomes, defined in terms of cost, schedule, and 

performance outcomes.

5. Develop quality assurance requirements

a. Requesting Agency

i. Assist the Servicing Agency in developing the QASP, where required, including 

identification of the work requiring surveillance and the method of surveillance. 

ii. Provide trained personnel (e.g., contracting officer’s technical representative) to 

perform monitoring where monitoring is required. 

b. Servicing Agency 

i. Consult with Requesting Agency to identify work requiring surveillance and the 

method of surveillance. 

ii. Ensure the selected surveillance method, including costs and required resources, are

appropriate for the risk associated with the acquisition. 

Part A Page 5 of 14 
52

iii. Consult with the Requesting Agency on the strategy for developing quality assurance 

(QA) documents (e.g., government develops QA plan (QAP) as part of SOW or QASP 

as part of the PWS; offerors propose QASPs in response to SOO).

iv. In preparing QA documents: 

A. Consider drafts developed by the Requesting Agency. 

B. If offerors are required to submit proposed QASPs, review the proposal to ensure 

the plan meets the government’s surveillance needs.

C. Review proposed QASPs with the Requesting Agency. 

v. Provide the Requesting Agency with an opportunity to concur on the QASP or QAP 

before finalizing. 

6. Identify official to assist contracting officer with contract administration 

a. Requesting Agency

i. Provide qualified, trained, available, and willing individuals to be designated or 

appointed by the Servicing Agency Contracting Officer to serve as the Receiving 

Official or Contracting Officer’s Technical Representative (COTR). The COTR must be 

able to provide direct oversight of the work performed by the contractor. Identify 

qualified and trained fee determination officials for contracts with award or incentive 

fees. 

ii. COTRs must be qualified individuals with technical expertise and with appropriate 

acquisition training in accordance with OFPP Federal Acquisition Certification 

standards for COTRs. All COTRs must complete 40 hours of initial acquisition 

training prior to their appointment. This training must have occurred in the two 

years prior to their appointment. In addition, COTRs must complete at least 40 

hours of acquisition training every two years to maintain currency.

iii. Provide alternate individuals within reasonable time should the appointed personnel 

provided by the Requesting Agency be found by the Servicing Agency CO to be 

unable or unavailable to perform the required duties. 

b. Servicing Agency 

i. For each requirement, determine the required level of contract administration. For 

simple acquisitions, designate a Receiving Official from the Requesting Agency to 

accept delivery and verify invoice payment. For complex acquisitions, appoint a 

qualified and trained COTR from the Requesting Agency before contract performance 

begins.

ii. If the selected contract-type involves a fee or incentive, appoint a fee determination 

official before contract performance begins.

Part A Page 6 of 14 
53

7. Comply with competition requirements

a. Requesting Agency

i. Ensure enough time is built into the acquisition strategy to foster competition (e.g., 

allow the Servicing Agency to develop reasonable response time considering the 

complexity, commerciality, availability, and urgency of the need).

ii. Participate in the development of technical evaluation criteria.

iii. If an exception to competition is required and justified (including exceptions to the 

fair opportunity process for multiple award contracts and exceptions recognized 

under FAR Subpart 8.4 for Multiple Award Schedule contracts), develop supporting 

rationale through market research and due diligence and provide appropriate 

documentation to the Servicing Agency.

b. Servicing Agency

i. Develop technical evaluation criteria in consultation with Servicing Agency. 

ii. Seek competition unless an exception is justified.

iii. Require Requesting Agency to furnish supporting rationale and appropriate 

documentation to support an exception to competition.

iv. Review sufficiency of justification and documentation before approving and 

proceeding with a non-competitive action.

8. Comply with customer-unique laws and policies 

a. Requesting Agency

i. Apprise the Servicing Agency of all terms, conditions, and requirements to be 

incorporated into the contract/order as necessary to comply with the statutes, 

regulations and directives that are unique to the Requesting Agency (e.g., funding 

restrictions). 

ii. Provide information and timely clearance on security requirements applicable to the 

IA. 

b. Servicing Agency

i. Ensure the Requesting Agency-unique laws or restrictions and data collection and 

reporting requirements that have been identified by the Requesting Agency are 

followed. 

ii. Work with the Requesting Agency to mutually agree to appropriate contract clauses 

addressing customer-unique laws and policies.

Part A Page 7 of 14
54

9. Ensure price reasonableness

a. Requesting Agency

i. Provide input to Servicing Agency to assist in determination of whether proposed 

contract prices are fair and reasonable. 

b. Servicing Agency

i. Ensure appropriate price reasonableness and best value determination is conducted 

and documented at time of award. Consider the agreed-upon terms and conditions, 

promised quality, and delivery schedule. Request and consider any input from 

Requesting Agency, including its independent cost estimate, if one was prepared.

10. Conduct source evaluation and make award

a. Requesting Agency

i. Provide necessary resources for technical evaluation of proposals or quotes and 

participation in activities that require technical expertise. 

A. Attend oral presentation and technical evaluation discussions.

B. Conduct or assist with technical evaluations of proposals. 

ii. Review the evaluation plan and generally have representation on the source 

evaluation board. 

 iii. Provide the correct funding agency code needed for accurate reporting to the Federal 

Procurement Data System (FPDS).

b. Servicing Agency

i. Appoint the source selection authority and the source evaluation board. 

ii. Ensure source evaluations are conducted fairly and proposals are evaluated based 

solely on the factors and subfactors in the solicitation.

iii. Ensure award decisions are properly documented, including the rationale for any 

tradeoffs made or relied on by the source selection authority.

iv. Consult with the Requesting Agency prior to making a final decision. 

v. Execute the award decision and debrief offerors as necessary.

vi. Ensure the funding agency code provided by the Requesting Agency is entered into 

FPDS.

Part A Page 8 of 14
55

11. Conduct inspection, acceptance, and surveillance

a. Requesting Agency

i. Ensure deliverables are received and quality is acceptable. Inspect work for 

compliance with contract requirements. Within 30 days of receipt, or another period 

as specified in the contract, promptly reject work that does not comply with contract 

requirements, or accept work that meets the terms of the contract or order, and 

immediately notify the Servicing Agency’s CO. 

ii. Conduct appropriate surveillance, which may include site visits, pre-planned 

inspections, random unscheduled inspections, review of contractor reporting 

requirements (e.g., progress reports, shop plans, and blueprints), and periodic 

meetings with contractor officials.

iii. Perform duties in a timely manner. Advise the Servicing Agency’s CO immediately of 

any circumstances that affect performance by the contractor, including failures to 

comply with technical requirements of the contract or to show a commitment to 

customer satisfaction, particularly if the contractor does not make corrections. 

b. Servicing Agency

i. Ensure that personnel who have been appointed to perform contract administration 

are carrying out responsibilities related to inspection, acceptance, and surveillance 

and reporting back in a timely manner. 

ii. Ensure appropriate surveillance is conducted. The type and extent of surveillance 

should be commensurate with the criticality of the service or task and the resources 

available to accomplish the surveillance. Surveillance should ensure that the 

government receives the value for which it contracted. 

iii. Work with the Requesting Agency, as necessary, to identify respective roles for other 

applicable contract administration responsibilities identified in FAR 42.302.

iv. Take appropriate and timely actions to address performance problems. Typically, 

problems will be identified by the COTR.

12. Determine when contract modifications are required

a. Requesting Agency

i. Work with the Servicing Agency to evaluate proposals for changes. If requested by 

the Servicing Agency’s CO, participate in negotiation of changes, modifications, and 

claims.

ii. Ensure agency is not authorizing work (making commitments or promises, issuing 

instructions to start or stop work, directing changes), changing any contractual 

documents, modifying the scope of work (including the period of performance), 

authorizing accrual of costs, or otherwise providing direction to the contractor, 

except as expressly authorized in an appointment by the Servicing Agency’s CO. 

Part A Page 9 of 14 
56

b. Servicing Agency

i. Work with Requesting Agency to evaluate proposals for changes.

ii. Ensure that any modifications to the requirements or price of the order or contract 

remain within the overall scope of the contract or order. 

iii. Work with Requesting Agency to develop funding document (i.e, Part B of IA), or 

addendum to existing funding document, to cover contract modification.

13. Prepare contractor performance evaluations

a. Requesting Agency

i. Track, measure, and report to the Servicing Agency CO on the performance of the 

contractor.

b. Servicing Agency

i. Evaluate the contractor’s performance, taking into consideration data provided by (a) 

the COTR/COR and (b) the end users from the Requesting Agency when the 

appointed COTR/COR is not an end user.

ii. Provide evaluations to the contractor as soon as practicable after completion of the 

evaluation. Review performance with the contractor in accordance with FAR 

42.1502.

iii. Document performance in the contract file. (The ultimate conclusion on the 

performance evaluation is a responsibility of the Servicing Agency.)

iv. Input data into the Past Performance Information Retrieval System (PPIRS). 

14. Review and approve invoices and make payment

a. Requesting Agency

i. Review the invoice and advise the Servicing Agency CO whether to approve or 

disapprove payment. 

b. Servicing Agency

i. Ensure the contract/order addresses the appropriate processes for invoice submittal 

and approval and identifies the payment office, which typically is the Servicing 

Agency.

ii. Work with the appointed COTR, or Receiving Official responsible for invoice review, 

to facilitate accurate and timely review and payment to the contractor.

iii. Approve or disapprove payment after consultation with the Requesting Agency. 

Regardless of the funding source, the Servicing Agency CO retains the authority to 

stop payment when necessary.

Part A Page 10 of 14 
57

A. Pay non-disputed invoice and bill the Requesting Agency for reimbursable 

services.

B. Return improper invoice within specified time periods (e.g., in accordance with 

the Prompt Payment Act where applicable).

C. Do not authorize payment if the work being invoiced is disputed or the invoice is 

otherwise found to be improper. 

15. Perform contract closeout

a. Requesting Agency

i. Support contract close-out functions, to include providing appropriate funding to 

satisfy settlement agreements and/or claims. 

ii. Take appropriate actions to retrieve unexpended balances.

b. Servicing Agency

i. Close out contract/order upon ensuring that all contract/order requirements and 

administrative actions have been completed. 

ii. Return unused balance of the funds to the Requesting Agency.

16. Track contract activity

a. Requesting Agency

i. Ensure that correct data is provided in a timely manner to the Servicing Agency to 

facilitate accurate and complete data reporting.

ii. Provide the correct funding agency code to the Servicing Agency needed for accurate 

reporting to FPDS.

b. Servicing Agency

i. Ensure accurate contract data reporting into the applicable government-wide 

database – e.g., report use of competition for placement of task and delivery orders 

and contract awards in FPDS; report contractor performance assessments in PPIRS 

[consistent with Requesting Agency’s threshold for reporting]; and ensure contractor 

is reporting required subcontracting data into the Electronic Subcontracting 

Reporting System (ESRS).

ii. Confer with Requesting Agency if funding agency code has not been provided.

iii. In accordance with FAR Subpart 34.2, for contracts involving significant development 

work, provide earned value management report to project manager.

iv. Ensure proper socio-economic credit is assigned to the requesting agency.

Part A Page 11 of 14
58

A.7. Billing & Payment 

a. Procedures

The Servicing Agency will pay contractor invoices for acquisitions under this IA on a reimbursable 

basis. The Servicing Agency will present an itemized statement to the Requesting Agency for 

reimbursement of incurred contract costs and assisted services support costs. The Requesting 

Agency will pay reimbursable billings to the Servicing Agency. 

Reimbursable billings are delinquent when they are 30 or more calendar days old (from date 

of the billing). When billings remain delinquent over 30 calendar days and the Requesting 

Agency has not indicated a problem regarding services, the Servicing Agency may choose 

not to award any new contract/orders or modifications to existing contract/orders for the 

Requesting Agency (or the client within) and termination of existing services will be 

considered and negotiated with the Requesting Agency. 

b. Service charge 

The Servicing Agency shall earn a service charge upon the execution of any contract action 

under this IA in the amount of three (3) percent of the total funds obligated under that 

contract action, in consideration of acquisition services rendered by the Servicing Agency on 

behalf of the Requesting Agency. 

c. Prompt payment Interest

The Requesting Agency shall be responsible for interest owed under the Prompt Payment 

Act except that the Servicing Agency shall be responsible for interest owed to the contractor 

due to delays created by actions of the Servicing Agency. 

A.8. Small Business Credit 

Any contract actions executed by the Servicing Agency on behalf of the Requesting Agency 

will allocate the socio-economic credit to the Requesting Agency at the lowest FIPS 95-2 

Agency/Bureau component as identified by the Requesting Agency in Part B of this IA. If 

the code is not provided, the Servicing Agency will allocate the credit to the highest 

Requesting Agency FIPS 95-2 Code. 

A.9. Contract Termination, Disputes and Protests 

If a contract or order awarded pursuant to this IA is terminated or cancelled or a dispute or 

protest arises from specifications, solicitation, award, performance or termination of a 

contract, appropriate action will be taken in accordance with the terms of the contract and 

applicable laws and regulations. The Requesting Agency shall be responsible for all costs 

associated with termination, disputes, and protests, including settlement costs, except that 

the Requesting Agency shall not be responsible to the Servicing Agency for costs associated 

with actions that stem from errors in performing the responsibilities assigned to the 

Servicing Agency. The Servicing Agency shall consult with the Requesting Agency before 

agreeing to a settlement or payments to ensure that the Servicing Agency has adequate 

time in which to raise or address any fiscal or budgetary concerns arising from the proposed 

payment or settlement. 

Part A Page 12 of 14
59

A.10. Review of Part A 

The parties agree to review jointly the terms and conditions in Part A at least annually if the 

period of this agreement, as identified in Section 5, exceeds one year. Appropriate changes 

will be made by amendment to this agreement executed in accordance with Section 11. 

The parties further agree to review performance under this IA to determine if expectations 

are being met and document a summary of their assessment. The responsible reviewing 

official at each agency shall sign and date the assessment. 

The performance assessment will consider, at a minimum, the quality of each party’s overall 

execution of responsibilities assigned under this IA, including each party’s responsiveness to 

requests made by the other party. Information to be evaluated will be obtained through a 

sampling of records and interviews. 

A.11. Amendments 

Any amendments to the terms and conditions in Part A shall be made in writing and signed 

by both the Servicing Agency and the Requesting Agency. 

A.12. IA Termination 

This IA may be terminated upon thirty (30) calendar days written notice by either party. If 

this agreement is cancelled, any implementing contract/order may also be cancelled. If the 

IA is terminated, the agencies shall specify the terms of the termination, including costs 

attributable to each party and the disposition of awarded and pending actions. 

If the Servicing Agency incurs costs due to the Requesting Agency’s failure to give the 

requisite notice of its intent to terminate the IA, the Requesting Agency shall pay any actual 

costs incurred by the Servicing Agency as a result of the delay in notification, provided such 

costs are directly attributable to the failure to give notice. 

A.13. Interpretation of IA 

If the Servicing Agency and Requesting Agency are unable to agree about a material aspect 

of either Part A or Part B of the IA, the parties agree to engage in an effort to reach mutual 

agreement in the proper interpretation of this IA, including amendment of this IA, as 

necessary, by escalating the dispute within their respective organizations. 

If a dispute related to funding remains unresolved for more than sixty (60) calendar days 

after the parties have engaged in an escalation of the dispute, the parties agree to refer the 

matter to their respective Agency Chief Financial Officers with a recommendation that the 

parties submit the dispute to the CFO Council Intragovernmental Dispute Resolution 

Committee for review in accordance with Section VII of Attachment 1 to the Treasury 

Financial Manual, Volume 1, Bulletin No. 2007-03, Intragovernmental Transactions, Subject: 

Intragovernmental Business Rules, or subsequent guidance. 

Part A Page 13 of 14
60

A.14. Signatures 

 

REQUESTING AGENCY OFFICIAL: 

Signature: John Doe___________________________________ Date: __1/10/08_

Name: ___John Doe_______________________________________________________ 

 

Title: ____Director, Bureau of Administrative Operations_____________________________ 

 

Agency: __The Department of Public Service______________________________ ______ 

 

Address: _ 1234 Main Street, Washington, D.C. ______________________________ ____ 

 

Phone: ___555-123-4567______________________________________________ __ 

E-mail & fax: john.doe@dps.gov_555-123-5555_____________________________ 

SERVICING AGENCY OFFICIAL: 

Signature: _ Jane Smith_______________________________ Date: _1/10/08_

Name: ____Jane Smith_________________________________________________ 

 

Title: ___ Director, Office of Assisted Acquisition _____________________________ 

 

Agency: ___The Department of Acquisition___________________________________ 

Address: ___135 First Avenue, Washington, D.C._________________________________ 

Phone: ___555-321-9876______________________________________________ 

E-mail & fax:_jane.smith@doa.gov 555-321-5555_____________________________ 

Part A Page 14 of 14 
61

Interagency Agreement (with sample information) 

PART B – Requirements & Funding Information 

B.1. Purpose 

This Part of the IA (hereinafter “Part B”) serves as the funding document. It provides 

specific information on the requirements of The Department of Public Service, Office of the 

Chief Information Officer (Requesting Agency), sufficient to demonstrate a bona fide need 

and identifies funds associated with the requirement to allow The Department of Acquisition, 

Office of Assisted Acquisition, Washington D.C. Branch (the Servicing Agency), to provide 

acquisition assistance and conduct an interagency acquisition. 

B.2. Authority 

The parties’ authority to enter into this interagency agreement is (check applicable box): 

X The Economy Act (31 U.S.C. 1535) 

 Franchise Fund (e.g., 31 U.S.C. 501 note) or Revolving Fund (e.g., 40 U.S.C. 321) 

 Identify specific statutory authority _____________________________ 

 Other (identify specific statutory authority or authorities) 

___________________________________________________________ 

B.3. Part B Identifier 

Insert common agreement number(s) to identify Part B on other documents. 

 

Document Number: ABCD

B.4. General Terms & Conditions 

Activities undertaken pursuant to this document are subject to the general terms and 

conditions set forth in Part A, Document Number 1234. Part A is located at (check 

applicable box): 

 

 [insert location] 

X Attached 

Part B Page 1 of 6
62

B.5. Project Title 

Tier 1 and Tier 2 Helpdesk Support Services for the Department of Public Service

B.6. Description of Products or Services / Bona Fide Need 

This section describes the goods or services that will be acquired from a contractor by the 

Servicing Agency on behalf of the Requesting Agency under this IA. 

Funds in the amount of $416,000 are obligated for the purpose of acquiring Tier 1 and Tier 

2 Helpdesk Support Services for up to 500 seats of the Department of Public Service’s MidAtlantic Regional Offices (Region 1). Support shall include, at a minimum, 24/7 access to 

phone support services and on-site support in each of the building(s) occupied by Region 1 

employees and contractors during business hours 8:00 a.m. - 5:00 p.m. M-F. Support will 

be provided for the Department's financial and contract writing systems, which currently use 

Brand ABC Operating System. This acquisition shall be a performance-based services 

acquisition, and the resulting contract award shall have an estimated period of performance 

of one year plus four option years.

If the goods and/or services to be acquired are described in an attachment, check the box 

below and describe the attachment. 

 Description of goods or services is attached. [insert brief description of 

attachment] 

B.7. Projected Milestones 

Event Projected Date

IA Fully Executed 2/1/2008

Requirements Documents Finalized 2/28/2008

Solicitation Issued 3/14/2008

Award Date 6/30/2008

Delivery Date or Period of Performance 7/15/2008 – 7/14/2009 (Base Period)

Plus four 12-month option periods

B.8. Billing and Payment 

The Servicing Agency will pay contractor invoices from amounts identified in section 13 on a 

reimbursable basis. The Servicing Agency will present an itemized statement to the Requesting 

Agency for reimbursement of incurred contract costs and assisted services support costs. The 

Requesting Agency will pay reimbursable billings to the Servicing Agency from funds identified in 

section 13. See section 7 of Part A for additional terms and conditions addressing billing and 

payment. 

Part B Page 2 of 6
63

B.9. Description of Acquisition Assistance 

The Servicing Agency will provide the following services to the Requesting Agency. 

The Servicing Agency will provide cradle-to-grave acquisition support services to the 

Requesting Agency. These services shall include preparing a solicitation, conducting a 

competition, including evaluation of offers and source selection, and invoice processing and 

payment. The Servicing Agency’s specific roles and responsibilities are delineated in Section 

A.6 along with the associated roles and responsibilities of the Requesting Agency.

B.10. Fees 

Services charges will be determined as follows: 

The Servicing Agency shall earn a service charge upon the execution of any contract action 

under this IA in the amount of 4% of the total funds obligated under that contract action, in 

consideration of acquisition services rendered by the Servicing Agency on behalf of the 

Requesting Agency. 

 

B.11. Obligation Information 

Servicing Agency and Requesting Agency shall complete the table below. 

Common 

Agreement 

Number 

Requirement Type of Requirement 

(Product / Severable Service 

/ Non-severable service) 

1234 Helpdesk 

Support 

Services

Severable Service

Part B Page 3 of 6 
64

B.12. Requesting Agency Funding Information 

The Requesting Agency’s Certifying Official shall complete the table & certification 

Basic appropriation symbol (Treasury account symbol) 1481234

Amount obligated (contract costs plus assisting agency’s 

service fee) 

$416,000

Fund citation (line of accounting) 09 0441A2212R 01113-0001-0000-0000 OFMD3030-0020-01000-0000 DDA-001 2610* 

Appropriation expiration date 9/30/2008

Unique restrictions on funding (if any) None

Business event type code DISB** 

Agency location code (8-digit) for IPAC 14-12-3456

DUNS/BPN number (Business Partner Network or BPN #) 123456789

Funding agency code 1400

Funding office code 1425

Requesting Agency Funds Certifying Official 

I certify that the funds cited above are properly chargeable for the purposes set forth in paragraphs B. 4 and B.11 of this 

IA

Albert Smart________________________________________ 

Signature 

1/30/08___________________________

Date 

Printed Name Albert Smart

Title Accountant / Budget Officer

Office Office of Finance & Budget

**Note: Valid BETC codes can be found at http://www.fms.treas.gov/gwa/factsheet betc.html. 

B.13. Servicing Agency Funding Information 

The Servicing Agency shall complete the table below. 

Basic appropriation symbol (Treasury account symbol) 10X1234

Fund citation (line of accounting) 09 1222447890 7744-3322-1399-4370 4120-

0001-0000-0000-0000 2610*

Business event type code COLL

Agency location code (8-digit) for IPAC 10-01-5678

DUNS/BPN number (Business Partner Network or BPN #) 987654321

*Note: A line of accounting can vary between agencies. The Common Government-wide Accounting Classification (CGAC) 

standardizes the data elements Government-wide. However, agencies have the flexibility in the sequencing of those data elements, 

the values for the data elements and the addition of optional or agency-specific data elements. See www.FSIO.gov for further 

guidance.

B.14. Description of Requesting-Agency Specific Restrictions 

This section identifies unique restrictions applicable to the Requesting Agency regarding 

acquisition, other than funding. Note: unique restrictions on funding should be identified 

in paragraph B. 12. 

There are no unique restrictions. 

Part B Page 4 of 6
65

B.15. Small Business Credit 

The Servicing Agency shall use the following FIPS 95-2 Code to identify the Requesting 

Agency in FPDS: 12345

.

B.16. Amendments 

Any amendments to the terms and conditions in Part B shall be made in writing and signed 

by both the Servicing Agency and the Requesting Agency. 

B.17. Contact Information 

Servicing Agency Contracting POC Requesting Agency Program Office POC 

Jim Green Mary White

123 Agency Avenue, Suite 4000

Washington, DC

789 Government Drive

Arlington, VA

jim.green@doa.gov mary.white@dps.gov

202-555-1234 (p) 202-555-6666 (f) 703-555-4321 (p) 703-555-8888 (f)

Servicing Agency Financial POC Requesting Agency Financial POC 

Ted Money Linda Good 

123 Agency Avenue, Suite 4000

Washington, DC

789 Government Drive

Arlington, VA

ted.money@doa.gov linda.good@dps.gov

202-555-5678 (p) 202-555-7777 (f) 703-555-8765 (p) 703-555-9999 (f)

Individual proposed to serve as COTR

Gene Wright

789 Government Way, Suite 100

Washington, DC 20000

Gene.wright@dob.gov

202-111-4444 (phone) / 202-111-2222 (fax)

Part B Page 5 of 6
66

B.17. Signatures 

By signing this document, the Requesting Agency confirms that a bona fide need exists and that 

funds are for the designated purpose, meet time limitations, and are legally available for the 

acquisition described in this document; that all unique funding and procurement requirements, 

including all statutory and regulatory requirements applicable to the funding being provided, 

have been disclosed to Servicing Agency; and all internal reviews and approvals required prior 

to transferring funds to the Servicing Agency have been completed. The Servicing Agency’s 

acceptance of this document creates an obligation on the part of the Requesting Agency.* 

Requesting Agency Official Servicing Agency Official 

Mark Spotless 

______________________ 

Signature 

2/1/08__________

Date 

Amy Brown 

_____________________ 

Signature 

_2/1/08_________

Date 

Mark Spotless

____________________________________ 

Printed Name 

Amy Brown

___________________________________ 

Printed Name 

Deputy Chief Information Officer

___________________________________ 

Title 

Manager, DC Branch, Office of Assisted 

Acquisition

____________________________________ 

Title 

Department of Public Service

____________________________________ 

Agency 

Department of Acquisition 

____________________________________ 

Agency 

* Note: if the transaction is subject to the Economy Act, a warranted contracting 

officer or another official designated by the agency head, must approve a 

Determination and Finding [not shown in this model].

Part B Page 6 of 6