This Instruction:

a. Reissues DoD Directive (DoDD) 5230.24 (Reference (a)) as a DoD Instruction (DoDI) in accordance with the authority in DoDD 5134.01 (Reference (b)) and pursuant to section 133 of title 10, United States Code (U.S.C.) (Reference (c)) to establish DoD policies, assign responsibilities, and prescribe procedures for marking and managing technical documents, including research, development, engineering, test, sustainment, and logistics information, to denote the extent to which they are available for secondary distribution, release, and dissemination without additional approvals or authorizations.

b. Establishes a standard framework and markings for managing, sharing, safeguarding, and disseminating technical documents in accordance with policy and law.

c. Facilitates implementation of DoDD 5230.25 (Reference (d)) by enabling document originators to signify to what extent technical documents must be controlled in accordance with procedures of that Directive.

The Office of Federal Procurement Policy (OFPP) last year issued the “Myth-Busting” memorandum on “Addressing Misconceptions to Improve Communication with Industry during the Acquisition Process.” In the subsequent months, Federal agencies have taken significant additional steps to improve communications between Federal agencies and the vendor community. These developments are discussed further below.

To continue to make progress in improving these communications, OFPP is issuing this second “Myth-Busting” memorandum. Whereas we focused last year on the misconceptions on the part of Federal agencies, we want to continue the discussion by addressing in this memorandum the misconceptions that may be held by some in the vendor community. As we did last year, we highlight the misconceptions in the Attachment and, for each one, provide the facts about the Federal procurement process, with the goal of improving the productivity of our communications. The Attachment also provides additional information and strategies for both agencies and vendors to promote more effective communication.

We encourage you to share this information with current and potential industry partners – especially those new to government contracting – as part of your outreach efforts to ensure that we are collectively making the best use of our engagement opportunities.

Frank Kendall, Acting Undersecretary of Defense (AT&L), discusses his priorities in relation to the recently released defense strategy. At a speech at the Center for Strategic and International Studies, Kendall said his highest priority program is the government workforce and having a more capable and qualified acquisition community.

Kendall said, “If we’re going to be successful, we’re going to have to change. We have to change how we think about the money, how we value it, how we spend it and how we do our business. The change has to be real. It can’t be superficial...we’ve got to change what we actually do. It takes a lot of work. It takes tenacity.”

Starting in November 2011 , CON 115, Contracting Fundamentals, will replace CON 110, Mission Support Planning, as a core training requirement for PM Level II DA WIA certification. After December 2011, Defense Acquisition University (DAU) will no longer offer CON 110. More details appear in the attached memo.

Effective immediately, Mrs. Katrina McFarland shall perform the duties of the ASD(A) and may discharge all of the duties of the ASD(A) except those duties, if any, that qualify as "statutory" for purposes of the Federal Vacancies Reform Act of 1998, as amended. Mrs. McFarland will continue to serve as the President, Defense Acquisition University. More on Mrs. McFarland's appointment can be found in the attached memo at https://dap.dau.mil/policy/Lists/Policy%20Documents/Attachments/3308/AssistantSecyOfDefenseAcq.pdf. Additionally, and effective immediately, additional authorities have been delegated to Alan F. Estevez, ASD(L&MR), and will remain in effect for the period during which Mr. Frank Kendall serves as Acting USD(AT&L) or until otherwise terminated. More details on Mr. Estevez's additional authorities can be found in the attached memo at https://dap.dau.mil/policy/Lists/Policy%20Documents/Attachments/3308/DelOfAuth-ASD(LMR).pdf.

A memorandum of thanks from Dr. Carter as he transitions from his USD(AT&L) role to Deputy Secretary of Defense.

This DTM implements and institutionalizes selected requirements of the Weapon Systems Acquisition Reform Act of2009 (Public Law 111-23) (Reference (a)). The law established a number of requirements that directly impact the operation of the Defense Acquisition System and the duties of key officials that support it.

• This DTM amends the Acquisition Policy in DoD Instruction 5000.02 (Reference (b)), the Defense Federal Acquisition Regulation Supplement (DFARS) (Reference (c)), and the associated business practices contained in the Defense Acquisition Guidebook (Reference (d)).

• This DTM is effective immediately and shall be incorporated into References (b), (c), and (d) within 180 days.

For those programs where the Under Secretary of Defense for Acquisition, Technology and Logistics (USD(AT&L)) is the Milestone Decision Authority (MDA), OIPTs are a wellestablished and integral part of our defense acquisition oversight and milestone decision review process. While OIPTs are not decision-making bodies, they provide a mechanism to coordinate and conduct staff preparation for DAE program decisions and to help execute those decisions. This memorandum is intended to clarify the expectations for OSD OIPT Leaders and the respective OIPTs that they lead.

The Program Management (PM) Functional Integrated Product Team (FIPT) met on September 8, 2010. The Component and 4th Estate Directors, Acquisition Career Management, agreed that several online courses (BCF 102, BCF 103, and LOG 103) be added as requirements for PM Level III certification, and that two courses (ACQ 265 and ACQ 370) be added as PM Level III Core Plus beginning in Fiscal Year 2012. More information can be found in the attached memo.

As noted in the "Better Buying Power" memorandum issued last year, the process for conducting Technology Readiness Assessments (TRAs) has strayed from its original intent and should be reformed. TRAs should focus only on technology maturity, as opposed to engineering and integration risk, and the responsibility for ensuring that technology maturity risk is adequately identified and mitigated should rest with the Program Manager (PM), Program Executive Officer, and Component Acquisition Executive, subject to ASD(R&E) review. New instructions for conducting TRAs are contained in updated "TRA Guidance" (http://www.acq.osd.mil/ddre/publications/docs/TRA2011.pdf).

On September 14, 2010, Dr. Ashton Carter, Under Secretary of Defense for Acquisition, Technology and Logistics, issued a memorandum on the subject of Better Buying Power for the Department. In that memorandum, the Director of Defense Procurement and Acquisition Policy was directed to develop a cash flow model to be used by all contracting officers contemplating financing other than customary progress payments, such as Performance Based Payments (PBP). In addition, guidance was to be developed that ensures that the improved cash flow opportunities provide benefit to both industry (at both the prime and subcontractor level) and the taxpayer. Further details on that guidance are provided within this memorandum.

The purpose of this memorandum is to establish policy with regard to achieved savings as a result of successful "should-cost" program execution. At some point, Service Acquisition Executives will declare that program should-cost savings have been achieved (for example, the negotiated price of an annual production lot of a system is equal to or better than a should-cost program target). That assertion should be validated by the Service Assistant Secretary (Financial Management and Comptroller). Savings would then generally be retained by the Service and reallocated to the highest priority needs as determined by the Service Secretary or a senior leader designated by the Service Secretary.

An exception to the aforementioned guidance would apply if the Secretary of Defense or appropriate designee determines that the savings are required to meet high-priority Department-wide needs, such as financial requirements generated by Joint Urgent Operational Needs. In that case, the savings would be diverted to these departmental requirements.

The September 14th Better Buying Power memorandum directed a review of the documentation required by DoDI 5000.02 in support of the acquisition process.  On April 20, 2011, the PDUSD(AT&L) issued streamlined, annotated outlines for the Technology Development Strategy/Acquisition Strategy and the Systems Engineering Plan (SEP) - the LATTER is attached to this post.  These outlines have been completely re-written and re-focused on information central to the purpose of the document.  The outlines constitute expected business practice and are effective immediately.  Additional document outlines will be distributed as they are completed.  They will be included in the Defense Acquisition Guidebook and referenced in the next update to DoDI 5000.02.  The PDUSD(AT&L) memo provides additional implementation detail.

This Instruction establishes policy and assigns responsibilities for the DoD DEMIL program in accordance with the authority in DoD Directive 5134.01 (Reference (a)) for mandatory DEMIL training, oversight of DEMIL functions, DEMIL code assignment accuracy, and DEMIL life cycle planning in accordance with section 1051 of Public Law 105-261 (Reference (b)).

In accordance with the authority in Reference (a), this DTM, consistent with the direction of the Under Secretary of Defense for Acquisition, Technology, and Logistics to immediately enhance reliability in the acquisition process and with recent Secretary of Defense direction to improve the efficiency of the Defense acquisition system:

• Amplifies procedures in Reference (b) and is designed to improve reliability analysis, planning, tracking, and reporting.
• Institutionalizes reliability planning methods and reporting requirements timed to key acquisition activities to monitor reliability growth.
• Is effective upon its publication to the DoD Issuances Website; it shall be incorporated into Reference (b). This DTM shall expire effective November 23, 2011.

This DTM applies to:

• OSD, the Military Departments, the Office of the Chairman of the Joint Chiefs of Staff and the Joint Staff, the Combatant Commands, the Office of the Inspector General of the Department of Defense, the Defense Agencies, the DoD Field Activities, and all other organizational entities within the DoD (hereafter referred to collectively as the “DoD Components”).
• Major Defense Acquisition Programs (except Information Systems) and designated special interest programs.

The Heads of the DoD Components shall implement and ensure Component compliance with the procedures in the Attachment. These procedures shall be applied to other than Acquisition Category I programs by designation of the Component Acquisition Executive.

Consistent with the Department of Defense's (DoD) intent to obtain greater efficiency and productivity in defense acquisition, I am eliminating the Program Manager's (PM) reporting responsibility for the Post-Critical Design Review (CDR) Report currently required by DoD Instruction 5000.02, Enclosure 2, para 6.c.(6)(c)(l). The Office of the Deputy Assistant Secretary of Defense (Systems Engineering) (DASD(SE)) will participate in program CDRs and prepare a brief assessment of the program's design maturity and technical risks which may require Milestone Decision Authority (MDA) attention. Consequently, PMs of Major Defense Acquisition Programs shall be required to invite DASD(SE) engineers to their system-level CDRs and make available CDR artifacts. The draft CDR assessments will be coordinated with the PM prior to forwarding to the MDA. PMs shall continue to document CDRs in accordance with component best practices.

This procedural change is effective immediately and constitutes expected business practice. It will be documented in the Defense Acquisition Guidebook and institutionalized in the next update to DoDI 5000.02. I encourage Component MDAs to consider similar assignment of CDR reporting responsibilities for acquisition programs under their cognizance.

The DoD has prepared the following report, “A New Approach for Delivering Information Technology Capabilities in the DoD,” to provide an update on progress toward developing a new acquisition process for information capabilities, to discuss the timeframe for implementation, and anticipates the legislative changes that will be required to fully implement the new acquisition process. The Department considers IT critical to accomplishing its national security mission, and is committed to working with Congress to build a process that matches the dynamic nature of today’s information age and the evolving needs of our forces.

The memo is entitled:  Preparation for Defense Acquisition Board (DAB) Meetings, DAB Readiness Meetings (DRM) and DAB Planning Meetings (DPM), April 23, 2010. It is about internal processes associated with DAB preparation and conduct of DABs.

Product Support Strategy example and instructions

Guidelines for Preparation of the Test and Evaluation Master Plans Format Policy Memorandum

Dec 2009 - Directive Type-Memorandum 09-27 (December 2009) On 4 December 2009 Dr. Ashton Carter, Under Secretary of Defense for Acquisition, Technology and Logistics, signed the Directive-Type Memorandum (DTM) 09-27, for the implementation of the Weapons Systems Acquisition Reform Act of 2009. This DTM implements and institutionalizes selected requirements of the Weapon Systems Acquisition Reform Act of 2009 (Public Law 111-23). The law established a number of requirements that directly impact the operation of the Defense Acquisition System and the duties of key officials that support it. This DTM amends the Acquisition Policy in DoD Instruction 5000.02, the Defense Federal Acquisition Regulation Supplement (DFARS), and the associated business practices contained in the Defense Acquisition Guidebook.

Dec 2009 - Briefing outlining Directive-Type Memorandum (DTM WSARA) 09-027 by Prof Brad Brown, Implementation of the Weapon Systems Acquisition Reform Act of 2009 (Public Law 111-23) into the DoDI 5000.02.

Dec 2009 - DoDI 5000.02 - "The Honorable John Young, Under Secretary of Defense for Acquisition, Technology, and Logistics approved a major revision to the DoD Acquisition System (DoD Instruction 5000.02) on December 2, 2008. This revision, the first major change to acquisition policy in over 5 years, reflects the department's determination to improve the effectiveness and efficiency of its enterprise-wide acquisition business processes so it can continue to provide warfighters with the best weapon systems and support in the world." This rapid deployment training briefing provides an overview of the major policy and structural framework changes to the Instruction. (As of 8 December 2008)

Establishes and reissues policies and assigns responsibilities for the collection of information and the control of the paperwork burden

The Office of Management and Budget (OMB) issued Appendix A to its OMB Circular A- 123, Management's Responsibility for Internal Control, effective fiscal year 2006. The appendix requires an annual report on internal control over financial
reporting. The annual report will be published in the Department of Defense (DoD) Performance and Accountability Report.

List of programs for OSD T

DISAM - Security Assistance Health Affairs Handbook