# DLAD APPENDIX B – REGULATION, GUIDANCE, BEST PRACTICES, SAMPLE SOWs AND TEMPLATES

APPENDIX B – REGULATION, GUIDANCE, BEST PRACTICES, SAMPLE SOWs AND TEMPLATES

Federal Acquisition Regulation (FAR). FAR Subpart 37.600 prescribes policies and procedures for the use of performance-based contracting methods.

Defense Federal Acquisition Regulation (DFARS). DFARS Subparts 237.601 and 212.102 permit contracting officers to use FAR Part 12 for performance-based contracts for services under certain circumstances.

The Office of Federal Procurement Policy (OFPP). OFPP’s ARNet offers a variety of information on performance based service contracting (PBSC) such as guidance on Best Practices for Performance-Based Contracting, Final Edition, October 1998; OFPP Report on the Performance-Based Service Contracting Pilot Project, May 1998; and OFPP Memorandum, Subject: PBSC Checklist. Templates and samples are also available.

Seven Steps to Performance Based Acquisition. This guide, geared to the greater acquisition community (especially program offices), breaks down performance-based service acquisition into seven simple steps.

Establish an integrated solutions team

Describe the problem that needs solving

Examine private-sector and public-sector solutions

Develop a performance work statement (PWS) or statement of objectives (SOO)

Decide how to measure and manage performance

Select the right contractor

Manage performance

The guide includes several links to performance-based acquisition sites which include samples and templates.

U.S. General Services Administration. GSA’s portal http://www.gsa.gov/portal/category/100000 provides several agency websites which link to a variety of sources of information on performance-based acquisition (includes samples and templates):

U.S. Navy. Information on the Navy’s Performance Based Logistics’ Acquisitions is available at an extranet site which includes SOWs as well as performance and supply chain metrics.

Deputy Under Secretary of Defense for Logistics and Materiel Readiness. Product Support for the 21st Century: A Program Manager’s Guide to Buying Performance. This guide presents a performance-based logistics (PBL) strategy for product support of weapon systems. The guide is a tool for program managers as they design product support strategies for new programs, major modifications, or as they reengineer product support strategies for legacy weapon systems.

The Under Secretary of Defense Acquisition and Technology. Performance Based Services Acquisition Guidebook – January 2001. The Department of Defense (DoD) developed this guidebook as a cooperative effort among the components to help the acquisition team, and any other stakeholder, better understand the basic principles of PBSA and better implement performance based methodologies into service acquisition.

The Under Secretary of Defense. The Guide to Incentive Strategies for Defense Acquisitions – January 2001, amplifies existing policy regarding use of incentives in defense acquisitions.

The Office of the Secretary of Defense (OSD). OSD’s Rules of the Road: A Guide for Leading Successful Integrated Product Teams, located on the DoD Acquisition Deskbook website, is a living document that facilitates organizing, leading, and participating in effective and efficient IPTs.