R 141805Z SEP 15
MARADMIN 441/15
MSGID/GENADMIN/CMC WASHINGTON DC DMCS//
SUBJ/U.S. MARINE CORPS CONTRACTUAL SERVICES GUIDANCE FOR FISCAL YEAR 2016//
REF/A/DOC/ASN(RDA)/13APR2012//
REF/B/DOC/ASN (RDA) AND ASN(FMC)/17OCT2014//
REF/C/DOC/CMC WASHINGTON DC ACMC/26JAN2015//
NARR/REF A IS ASN (RDA) MEMO, SERVICE REQUIREMENTS REVIEW BOARD GUIDANCE, WHICH PROVIDED GUIDANCE FOR THE DEVELOPMENT OF A PROCESS TO IDENTIFY, VALIDATE, ASSESS, PLAN AND MONITOR SERVICE ACQUISITIONS ACROSS THE DEPARTMENT OF THE NAVY.//
REF B IS ASN (RDA) AND ASN (FMC) JOINT MEMO, CONTRACTUAL SERVICES GUIDANCE FOR FISCAL YEAR 2015, WHICH DIRECTED SPECIFIC AND IMMEDIATE ACTIONS TO ENSURE THE APPROPRIATE BALANCE OF SPENDING, MANAGEMENT AND OVERSIGHT OF CONTRACTED SERVICES, TO INCLUDE ESTABLISHMENT AND IMPLEMENTATION OF A REQUIREMENTS REVIEW PROCESS.//
REF C IS ACMC MEMO, CONTRACTUAL SERVICES GUIDANCE FOR FISCAL YEAR 2015, WHICH REITERATED SUPPORT FOR MEASURES TO IMPROVE THE MANAGEMENT AND OVERSIGHT OF CONTRACT SERVICES AND SPECIFICALLY ENDORSED USE OF A FORMAL SERVICE REQUIREMENTS REVIEW BOARD.//
POC1/RENEE RUPP/CIV/HQMC R/LOC: WASHINGTON DC/TEL: 703-695-7901/EMAIL: RENEE.RUPP@USMC.MIL//
POC2/MICHAEL VICORY/CIV/HQMC L/LOC: WASHINTGON DC/TEL: 703-604-0046/EMAIL: MICHAEL.VICORY@USMC.MIL//
POC3/SANDRA SWITZER/CIV/UNIT: MCSC/LOC: QUANTICO VA/703-432-3556/SANDRA.SWITZER@USMC.MIL//
GENTEXT/REMARKS/1.  PURPOSE.  THIS MARADMIN ANNOUNCES POLICY AND PROVIDES GUIDANCE FOR IMPLEMENTING THE FORMAL SERVICE REQUIREMENT REVIEW BOARD (SRRB) PROCESS PER REFERENCES A, B AND C.
2.  BACKGROUND.  THE MARINE CORPS SPENDS A SUBSTANTIAL PORTION OF ITS AVAILABLE RESOURCES EACH FISCAL YEAR ON CONTRACTUAL SERVICES.  ACCORDINGLY, IT IS IMPERATIVE COMMANDERS PROVIDE THESE SERVICES THE APPROPRIATE LEVEL OF SCRUTINY TO ENSURE THEY PROVIDE MAXIMUM BENEFIT TO THE MARINE CORPS.  THE GUIDANCE DETAILED IN PARAGRAPH 4 PRESCRIBES A GENERAL PROCESS THAT WILL FOCUS ON VALIDATING AND OPTIMIZING SERVICE CONTRACTS.  COMMANDERS ARE REMINDED FINANCIAL MANAGEMENT IS INHERENT IN COMMAND AUTHORITY WITH THE RESPONSIBILITY TO REVIEW AND APPROVE ALL FINANCIAL REQUIREMENTS UNDER THEIR COGNIZANCE.  SCRUTINY PROVIDED BY A FORMALIZED REVIEW WILL FURTHER EMPOWER COMMANDERS TO SHAPE THEIR COMMAND’S FINANCIAL EXECUTION.  PER THE REFERENCES, THE SRRB PROCESS WILL SERVE AS A VENUE FOR COMMANDERS TO IMPROVE OVERSIGHT, SHAPE FINANCIAL EXECUTION, FIND EFFICIENCIES AND INFLUENCE LONG TERM SUPPORT REQUIREMENTS.  
3.  ACTION
3.A.  THE FOLLOWING HEADQUARTERS MARINE CORPS (HQMC) AGENCIES AND MARINE CORPS COMMANDS SHALL ESTABLISH AN SRRB.
    DIRECTOR, MARINE CORPS STAFF
    DEPUTY COMMANDANT FOR PLANS, POLICY & OPERATIONS
    DEPUTY COMMANDANT FOR COMBAT DEVELOPMENT & INTEGRATION
    DEPUTY COMMANDANT FOR MANPOWER & RESERVE AFFAIRS
    DEPUTY COMMANDANT FOR INSTALLATIONS & LOGISTICS
    DEPUTY COMMANDANT FOR AVIATION
    DEPUTY COMMANDANT FOR PROGRAMS & RESOURCES (DC P&R)
    COMMANDER, MARINE FORCES PACIFIC COMMAND
    COMMANDER, MARINE FORCES COMMAND
    COMMANDER, MARINE FORCES RESERVE
    COMMANDER, MARINE FORCES CENTRAL COMMAND
    COMMANDER, MARINE SPECIAL OPERATIONS COMMAND
    COMMANDER, MARINE FORCES CYBER COMMAND
    COMMANDER, MARINE FORCES EUROPE/AFRICA
    COMMANDER, MARINE FORCES SOUTHERN COMMAND
    COMMANDER, MARINE CORPS INSTALLATION COMMAND (MCICOM)
    COMMANDER, MARINE CORPS RECRUITING COMMAND
    COMMANDING GENERAL, MARINE CORPS LOGISTICS COMMAND
    COMMANDING GENERAL, TRAINING AND EDUCATION COMMAND
    COMMANDER, MARINE CORPS SYSTEMS COMMAND
    PROGRAM EXECUTIVE OFFICER LAND SYSTEMS
    DIRECTOR, INTELLIGENCE DEPARTMENT
    DIRECTOR, COMMAND, CONTROL, COMMUNICATIONS, AND COMPUTERS DEPARTMENT.
3.B.  THE SRRB VALIDATION AUTHORITY SHALL BE ESTABLISHED NO LOWER THAN THE FIRST GENERAL OFFICER (GO) OR SENIOR EXECUTIVE SERVICE (SES) MEMBER IN THE CHAIN OF COMMAND.  ORGANIZATIONS WITH A GO OR SES AT A LOWER ECHELON MAY DELEGATE SRRB VALIDATION AUTHORITY FOR CONTRACT SERVICE REQUIREMENTS UNDER THE LOWER ECHELON’S COGNIZANCE (E.G., MCICOM MAY DELEGATE AUTHORITY TO MCI-WEST).
3.C.  RECOMMEND THE SRRB INCLUDE REPRESENTATIVES FROM THE COMPTROLLER, CONTRACTING AND COUNSEL/LOCAL AREA COUNSEL OFFICES.  ADVICE FROM THE COMMAND INFORMATION OFFICER IS ENCOURAGED FOR INFORMATION TECHNOLOGY RELATED CONTRACT SERVICE REQUIREMENTS.  THE SRRB VALIDATION AUTHORITY MAY ALSO SPECIFY ADDITIONAL SRRB MEMBERS AND/OR THE LEVEL OF PARTICIPATION DEEMED APPROPRIATE (E.G., TOTAL WORKFORCE MANAGEMENT EXPERT).
3.D.  THE SRRB IS A REQUIREMENT VALIDATION TOOL; SRRB APPROVAL DOES NOT CONSTITUTE A PROMISE TO FUND OR A PROMISE TO AWARD A CONTRACT.  FINAL DECISIONS RELATED TO CONTRACT EXECUTION, SUCH AS DETERMINING CONTRACT TYPE, SMALL BUSINESS PARTICIPATION AND/OR LIMITING COMPETITION, ARE RESERVED FOR CONTRACTING OFFICERS.
3.E.  SRRB REVIEWS SHALL BE ACCOMPLISHED NO LESS THAN ANNUALLY; HOWEVER, REVIEWS MAY ALSO BE ACCOMPLISHED THROUGHOUT THE YEAR AS REQUIRED IN ORDER TO SUPPORT CONTRACTUAL REQUIREMENTS FORECASTING AND BUDGET DEVELOPMENT/EXECUTION REVIEWS AND/OR URGENT ACTIONS THAT CANNOT WAIT UNTIL THE REGULARLY SCHEDULED SRRB.
4.  SRRB PROCESS
4.A.  ALL CONTRACT SERVICE REQUIREMENTS THAT EXCEED THE SIMPLIFIED ACQUISITION THRESHOLD ($150,000) SHALL BE VALIDATED BY THE SRRB PRIOR TO CONTRACT EXECUTION.  THE THRESHOLD IS INCLUSIVE OF THE BASE PERIOD AND ALL OPTIONS.  THE SRRB SHALL REVIEW AND REVALIDATE CONTRACT SERVICE REQUIREMENTS PRIOR TO EXECUTION OF OPTIONS ON CURRENT CONTRACTS.
4.B.  SRRB VALIDATION AND APPROVAL SHALL INCLUDE:
4.B.1.  CONTRACT SERVICE REQUIREMENTS THAT WILL BE SUBMITTED TO MARINE CORPS CONTRACTING OFFICES VIA A PURCHASE REQUEST;
4.B.2.  CONTRACT SERVICE REQUIREMENTS THAT WILL BE SUBMITTED TO OTHER DEPARTMENT OF DEFENSE (DOD) AND NON-DOD ACTIVITIES FOR CONTRACT EXECUTION VIA A MILITARY INTERDEPARTMENTAL PURCHASE REQUEST.
4.C.  MARINE CORPS ACTIVITIES RECEIVING FUNDS FROM ANOTHER MARINE CORPS COMMAND WILL RELY ON THE ORIGINATING COMMAND’S SRRB VALIDATION AND APPROVAL.  AN ADDITIONAL SRRB REVIEW IS NOT REQUIRED.
4.D.  IN DETERMINING THE VALIDITY OF A REQUIREMENT, THE SRRB SHALL CONSIDER, AT A MINIMUM, THE FOLLOWING:
4.D.1.  STRATEGIC ALIGNMENT AND ACCOUNTABILITY - HOW THE REQUIREMENT IMPACTS SIMILAR CONTRACT SERVICE REQUIREMENTS AND/OR SUPPORTS THE BROADER ORGANIZATIONAL MISSION; 
4.D.2.  PRIORITIZATION - WHY THE REQUIREMENT IS FISCALLY SUPPORTABLE IN COMPARISON TO OTHER CONTRACT SERVICE REQUIREMENTS AND/OR OPTIMIZES EXPENDITURES WITHIN A CONSTRAINED FISCAL ENVIRONMENT;
4.D.3.  REQUIREMENT DEFINITION - FOCUS IS ON TASKS (VICE PERSONNEL) WITH CLEAR OUTCOMES.  THE REQUIREMENT DOES NOT INCLUDE PERSONAL SERVICES AS DEFINED IN FEDERAL ACQUISITION REGULATION (FAR) 2.101;  
4.D.4.  WORKFORCE ANALYSIS - HOW WAS THE REQUIREMENT PREVIOUSLY SATISFIED?  PROPOSED ACQUISITIONS FOR SERVICES MUST CONSIDER AND ADDRESS THE EXTENT OF THE AGENCY’S RELIANCE ON CONTRACTORS TO PERFORM FUNCTIONS CLOSELY ASSOCIATED WITH INHERENTLY GOVERNMENTAL FUNCTIONS AS DEFINED IN FAR 2.101.
5.  SRRB INTERNAL CONTROLS.  MARINE CORPS COMMANDS WILL IDENTIFY, DOCUMENT AND IMPLEMENT APPROPRIATE INTERNAL CONTROL PROCESSES TO ENSURE THAT FUNDING DOCUMENTS FOR CONTRACT SERVICE REQUIREMENTS ARE NOT APPROVED BY THE COMPTROLLER FOR SUBMISSION TO CONTRACTING OFFICES WITHOUT PROPER SRRB REVIEW, VALIDATION AND APPROVAL. 
6.  SRRB REVIEW AND DECISION DOCUMENTATION
6.A.  SRRB REVIEWS AND DECISIONS SHALL BE DOCUMENTED IN WRITING AND SIGNED BY THE APPROVING AUTHORITY.  THE DOCUMENTATION SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING:
6.A.1.  NUMBER OF CONTRACT SERVICE REQUIREMENTS REVIEWED;
6.A.2.  BRIEF DESCRIPTION OF EACH REQUIREMENT;
6.A.3.  DOLLAR VALUE OF EACH REQUIREMENT;
6.A.4.  SOURCING OPTION RECOMMENDED: USMC CONTRACTING OFFICE OR OTHER DOD/NON-DOD AGENCY;
6.A.5.  LIST OF ACTIONS NOT VALIDATED, TO INCLUDE AN EXPLANATION WHY (E.G., INHERENTLY GOVERNMENTAL FUNCTIONS, PERSONAL SERVICES, PRIORITIZATION);
6.A.6.  DESCRIPTION OF TRIPWIRES (E.G., THRESHOLD METRICS THAT REQUIRE FURTHER EXPLANATION TO INCLUDE BUT NOT LIMITED TO LABOR RATE TRIGGERS), IF UTILIZED, AND THEIR EFFECTIVENESS;
6.A.7.  OPPORTUNITIES IDENTIFIED (E.G., SAVINGS, STRATEGIC SOURCING, CONSOLIDATION/ELIMINATION OF DUPLICATIVE CONTRACT SERVICE REQUIREMENTS); AND
6.A.8.  LESSONS LEARNED.
6.B.  ANNUAL SRRB DOCUMENTATION CAPTURED IN PARAGRAPHS 6.A.1 THROUGH 6.A.8 SHALL BE SUMMARIZED IN A REPORT AT THE HQMC AGENCY/COMMAND LEVEL AND SUBMITTED NO LATER THAN 1 OCTOBER OF EACH FISCAL YEAR TO THE DC PR.  AGENCIES AND COMMANDS THAT DELEGATE SRRB VALIDATION AUTHORITY TO LOWER ECHELONS MUST CONSOLIDATE RESULTS INTO A SINGLE SUBMISSION TO DC PR.
7.  RELEASE AUTHORIZED BY LIEUTENANT GENERAL JAMES B. LASTER, DIRECTOR, MARINE CORPS STAFF.//