(a) The USD(AT&L) may review and approve non-IT service acquisitions identified by the USD(AT&L) as special interest, regardless of the estimated dollar value. Before an acquisition of non-IT services with a total estimated value greater than $1 billion is approved, advance notification shall be provided to the USD(AT&L) so that a determination can be made as to any Office of the Secretary of Defense (OSD) special interest. The following procedures shall be followed before the final solicitation is issued or, for other than full and open competition, before the negotiations commence:
(1) A briefing or written notification shall be provided to the Director, Defense Procurement, Acquisition Policy and Strategic Sourcing (DPAPSS), through SAAL-ZP to the address at 5101.290(b)(3), indicating the expected value of the acquisition of services for the projected life (base year and options) of the contract. A copy of the acquisition strategy shall be attached and be consistent with the USD(AT&L) Acquisition of Services Policy memorandum, dated October 2, 2006, paragraph 4.2.3. For Army review thresholds, see Table 1 at 5137.590-4 for the Army Acquisition of Services Categories and the Army Acquisitions of Information Technology Services. If the acquisition strategy uses a sole source approach, attach a justification and approval (J&A) document.
(2) The Director, DPAPSS shall notify the Senior Official or Decision Authority within 10 working days of receipt if USD(AT&L) will review the acquisition. If DPAPSS does not notify the Senior Official or Decision Authority within 10 working days, the acquisition may proceed. If a review is conducted, it shall be completed within 30 working days of the determination.
(3) If the USD(AT&L) decides to review the acquisition, issues shall be resolved via procedures specified by the USD(AT&L), or designee, in direct coordination with the DASA(P) or designee.
(b) The ASD(NII)/DoD Chief Information Officer (CIO) is the Senior Official responsible for the management and acquisition of IT services and may review and approve IT service acquisitions identified by the ASD(NII) or the DoD CIO as an item of special interest, regardless of dollar value. Before an IT service acquisition with a total estimated value greater than $500 million is approved, advance notification shall be provided by the DASA(P), through the ASA(ALT) to the ASD(NII) and the DoD CIO so that the a determination can be made as to any ASD(NII)/DoD CIO special interest. The following procedures shall be followed before the final solicitation is issued or, for other than full and open competition, before the negotiations commence:
(1) A briefing or written notification shall be provided to the Director, Acquisition, OASD(NII), through SAAL-ZP to the address at 5101.290(b)(3), indicating the expected value of the acquisition of services. A copy of the acquisition strategy and, if the acquisition strategy uses a sole source approach, a J&A shall be attached.
(2) The Director, Acquisition, OASD(NII), shall notify the Senior Official or the Decision Authority within 10 working days of receipt if the ASD(NII)/DoD CIO will review the acquisition. If the Director, Acquisition, does not notify the Senior Official or the Decision Authority within 10 working days, the acquisition may proceed. If a review is conducted, it shall be completed within 30 working days of the determination.
(3) If the ASD(NII)/DoD CIO decides to review the acquisition, issues shall be resolved via procedures specified by the ASD(NII)/DoD CIO, or designee, in direct coordination with the originating Senior Official or Decision Authority.
(c) If a proposed acquisition contains both hardware and services, and the total estimated value of the non-IT services portion exceeds $1 billion or the total estimated value of the IT services portion exceeds $500 million, it shall be reviewed and approved by USD(AT&L) or ASD(NII), unless excepted. The exception is that service acquisitions that are part of a weapon system acquisition program or an automated information system that is managed in accordance with DoDI 5000.2 will be reviewed and approved as part of that program management review process.
(d) The DASA(P) has the authority to review and approve service acquisitions with a total planned dollar value of $500 million or more and service acquisitions identified by the ASA(ALT) as special interest.
(e) PEOs, Direct Reporting Program Managers (PM), and HCAs will, at a minimum, review and approve service acquisitions not already supported in an approved program acquisition strategy under their cognizance with a total planned dollar value of $250 million but less than $500 million and any service acquisition identified by the PEO/Direct Reporting PM/HCA as special interest.
(f) PARCs, PEOs and Direct Reporting PMs will review and approve service acquisitions with a total planned dollar value of $10 million or more, but less than $250 million.
(g) Directors of Contracting (DOC) and PMs will review and approve service acquisitions with a total planned dollar value greater than the simplified acquisition threshold (SAT), but less than $10 million.
Table 1. Army Acquisition of Services Categories
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Acquisitions of Services that do not include Information Technology
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Category
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Estimated Value
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Decision Authority
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Special Interest I
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As designated by USD(AT&L) or other Senior OSD Official
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USD(AT&L) or Senior Officials
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Special Interest II
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As designated by the ASA(ALT), DASA(P) or other Senior Army Official
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ASA(ALT), DASA(P) or other Senior Army Official
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Category I
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Acquisitions of services valued at $500 million or more (see Note 1)
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DASA(P)
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Category II
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Acquisitions of services valued at $250 million, but less than $500 million
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HCAs, PEOs and Direct Reporting PMs
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Category III
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Acquisitions of services valued at $10 million, but less than $250 million
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PARCs, PEOs and Direct Reporting PMs
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Category IV
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Acquisitions of services valued at greater than the simplified acquisition threshold, but less than $10 million
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DOCs and PMs
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Army Acquisitions of Information Technology Services
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Category
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Estimated Value
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Decision Authority
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Special Interest I
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As designated by the ASD(NII)/DoD CIO or other Senior OSD Official
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ASD(NII)/DoD CIO
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Special Interest II
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As designated by the ASA(ALT) or other Senior Army Official
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ASA(ALT), DASA(P), Army CIO/G6 or other Senior Army Official
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Category I A
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Acquisitions of IT services valued at $500 million or more, or acquisitions of IT services designated as special interest acquisitions by the DoD CIO (See Note 2).
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ASD(NII)/DoD CIO or DASA(P) (See: Note 2)
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Category II A
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Acquisitions of IT services valued at $250 million or more, but less than $500 million
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HCAs, PEOs and Direct Reporting PMs or as designated
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Category III A
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Acquisitions of IT services valued at $10 million, but less than $250 million
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PARCs, PEOs and Direct Reporting PMs or as designated
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Category IV A
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Acquisitions of IT services valued at greater than the simplified acquisition threshold, but less than $10 million
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DOCs and PMs
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Notes:
1. Acquisitions of services with a value estimated at greater than $1 billion dollars (base year and options) shall be referred to USD(AT&L) using these procedures and formally reviewed at USD(AT&L) discretion.
2. Proposed acquisitions of IT services with a total estimated value over $500 million dollars (base year(s) and options) shall be referred to ASD(NII) using these procedures and formally reviewed at ASD(NII) discretion.
3. Dollar amounts are in Fiscal Year 2006 constant year dollars.
4. Acquisitions of services that are part of a weapon system acquisition program or automated information system program managed according to DoD Instruction 5000.2 shall be reviewed and approved as part of program oversight.
5. If a proposed acquisition contract includes both hardware and services, and the estimated value of the services portion exceeds the values specified in 5137.590-4(c), it shall be reviewed by USD(AT&L) or ASD(NII) unless an exception applies.
6. Related task orders within an ordering vehicle shall be viewed as one effort for the purpose of determining the appropriate thresholds.
7. Oversight of Category IV and IV A Acquisitions of Services should be implemented as soon as possible at any time before but no later than 1 October 2009.
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