Topic I-19 • Services Acquisition

Requirements Approval Documents (RADs)

The short version: a RAD is a form the requiring activity's leadership signs to confirm that they are contracting out a service responsibly. The full name is Requirements Approval Document. The customer writes it, their boss signs it, and it comes to contracting with the rest of the requirements package. The rule lives in DAFI 63-138, not the FAR. This topic covers what goes in one, when it is required, who signs, and the reality that in an operational contracting office the CO often helps the customer build the form they were supposed to bring.

1 What a RAD Actually Is

Plain English first. The RAD is the requiring activity's permission slip. The customer's chain of command signs the slip saying the work is needed, the funding is real, and the job cannot be done by existing military or civilian personnel. The CO's job is to read the slip carefully before accepting the requirements package.

Formal version: a Requirements Approval Document (RAD) is a memo from the requiring activity that says, in effect, "We have reviewed this services requirement at the right level of our chain of command and we approve it for contracting action." It lives in DAFI 63-138, Acquisition of Services. Nothing in the FAR requires it. New COs sometimes go hunting for a RAD clause or template in the FAR and come up empty, because there isn't one. RADs are an Air Force services-side process, not a federal-wide one.

Why does this exist on services and not on supplies? Supplies are usually tied to an authorized stock level or a bill of materials. A services requirement is often somebody in a shop saying "we need five contractors to do X for a year," and the agency wants assurance that somebody senior looked at that ask before it became a contract. The RAD is that assurance, in writing, with a signature.


2 Why It Exists: The SRRB Process

The RAD is the paper output of the Services Requirements Review Board (SRRB) process. DoD leadership pushed the SRRB concept because a lot of services work was getting contracted without senior visibility into whether the work was still needed, whether the scope was reasonable, or whether it should have been insourced. The SRRB makes the requirement owner defend the requirement to their own leadership before it comes to contracting.

On larger buys, the SRRB is a scheduled meeting with a panel: the requiring activity presents, functional stakeholders weigh in, and a senior leader approves or sends them back. On smaller buys, the SRRB process is usually handled on paper, with the same elements addressed in the RAD and signed by the appropriate approval authority. Either way, the nine elements covered in Section 4 below are the substance of the review.

Process vs. paper. The SRRB is the review process. The RAD is the document that captures the result. Some commands run formal SRRB meetings and then produce a RAD. Others skip straight to a paper RAD for smaller actions, with the review done by routing. The CO cares about the RAD because that is what lands in the contract file. The CO cares about the SRRB because a RAD with no real review behind it is a piece of paper waiting to fail.

3 When a RAD Is Required

DAFI 63-138 requires an approved RAD for services requirements at or above the Simplified Acquisition Threshold (SAT), signed by the Requirements Approval Authority (RAA) at the applicable dollar level. The RAD has to be approved before solicitation release. Late approval is allowed only with an explanation captured in the acquisition strategy documentation, and that is not a place the acquisition team wants to end up.

A few additional triggers worth knowing:

  • Interagency agreements (IAAs). A RAD is required before a DAF organization can establish an IAA to fund a services requirement. If the customer is talking about going through GSA, Interior, or another assisted acquisition partner, the RAD still has to exist on the DAF side first.
  • Option exercise. An option year on a previously-approved services contract generally does not require a brand new RAD if the approved scope and value are still within the original approval. Command supplements vary on this, so check locally before assuming.
  • Modifications that expand scope or value. If a modification takes the requirement above the threshold the original RAA approved at, or adds scope that was not in the original review, a new or updated RAD is usually required.
  • Below SAT. Under SAT, a RAD is not required by the DAFI, though many commands have local guidance that still asks for some form of written requirement validation. The work does not disappear just because the threshold does.
Before solicitation release. The rule is that an approved RAD has to be in hand before the solicitation goes out. A CO who releases a solicitation without an approved RAD on file for an action above SAT is building a deficiency into the contract file that will surface in the next peer review or audit. If the RAD is not in hand, the solicitation waits.

4 The Nine Elements Inside Every RAD

DAFI 63-138 and the underlying SRRB guidance define the substantive elements a services requirement review has to cover. A well-built RAD addresses each of these, usually as numbered paragraphs in the memo. For a CO reading a RAD for the first time, think of these as the nine questions you are checking the document for.

Element What it is supposed to answer
1. Mission Need What outcome is the requirement trying to achieve? Why does the mission fail or suffer without it?
2. Strategic Alignment How does the requirement support the broader organizational mission, unit strategy, or higher-level priority?
3. Issues and Risks What known issues and risks, government-side and contractor-side, could affect execution? Schedule, cost, performance, workforce, security.
4. Workforce Analysis Why can this work not be done by existing military or civilian personnel? Has an insource/outsource look been done? What did it conclude?
5. Relationship to Other Requirements Does this overlap with other contracts, other units, or other service lines? Is there a bundling or consolidation angle?
6. Projected Cost What is the estimated value of the requirement across the full period of performance? How is it funded and by which appropriation? Is the funding in hand or planned?
7. Prioritization Where does this requirement rank against other services needs the organization is trying to fund this year?
8. Contract and Work Functions Does any part of the work involve inherently governmental functions, personal services, functions closely associated with inherently governmental work, or critical functions? If so, has that been addressed?
9. Metrics How will the organization measure whether the work is being done well? What does performance look like and how will it be tracked?
Element 8 is the one that bites. Inherently governmental and personal services questions are where a weak RAD gets exposed. A RAD that says "the work does not involve inherently governmental functions" without any discussion is not a review, it is a sentence. For requirements that sit close to the line (advisory and assistance, contract management support, anything that touches decision-making), the CO should expect to see real analysis, not just a denial.

5 Who Has to Sign It

Short answer: it depends on how much money is involved. The bigger the contract, the higher up the chain you go for the signature. A $200,000 custodial contract and a $200 million services contract do not get signed by the same person.

DAFI 63-138 does two things to make this concrete. First, it gives the signer a name: the Requirements Approval Authority, or RAA. That is just "the person whose signature counts for this dollar value." Second, it sorts services buys into five tiers based on dollar value and tells you the minimum rank that can sign at each tier. The DAFI calls those tiers S-CAT I through V (S-CAT is short for Services Category, but you can think of it as just "tier 1 through tier 5"). Tier I is the biggest. Tier V is the smallest tier above SAT.

Rough shape, no exact dollars (the dollar breakpoints change with DAFI updates, so always pull the current table):

  • Tiers 1 and 2 (largest buys). Signer is a general officer or senior executive. Very limited delegation.
  • Tiers 3 and 4 (middle). Signer is typically a wing commander or group commander.
  • Tier 5 (smallest tier above SAT). This is where most everyday operational contracting lives. Signer is commonly a squadron commander.

What this means for a new CO when a RAD lands on the desk: look at the dollar value, look at the signer's rank, and ask "is this signature high enough for this number?" If yes, move on. If a $12M services action has a RAD signed by a flight chief, the signature is too low for the dollar value and the package goes back.

Look up the current numbers. The exact dollar breakpoints between tiers, and exactly who can sign at each tier, change with DAFI updates and local supplements. Pull the current table from DAFI 63-138 and your MAJCOM supplement when you need it. Do not rely on a number you remember from a year ago.

6 Where the RAD Sits in the Lifecycle

The RAD is an early-lifecycle document. It should be in place before the acquisition strategy is finalized, because the acquisition strategy depends on having an approved requirement to build a strategy around. The typical sequence on a services buy above SAT:

  1. Requirement identified. Customer shop recognizes a services need, drafts a rough scope, estimates a rough cost.
  2. SRRB review (formal or paper). The requirement is reviewed against the nine elements, approved or sent back for rework.
  3. RAD signed. Approved requirement is documented in a RAD and signed by the RAA at the correct level.
  4. Requirements package to contracting. The customer brings the RAD along with the PWS or SOO, the IGCE, the funding document or PR, market research, QASP, and related artifacts.
  5. Acquisition strategy developed. The CO and the acquisition team use the RAD-approved requirement as the basis for the acquisition strategy, source selection plan, and competition decisions.
  6. Solicitation release. With the RAD approved and the acquisition strategy signed, the solicitation goes out.

This sequence matters because it puts the "should we buy this at all" question in front of the "how do we buy it" question. That is the whole point of the RAD. If the order flips and contracting starts building strategy against a requirement that has not been validated, the acquisition team ends up doing work that may get unwound when the requirement finally gets reviewed.


7 The Operational Contracting Reality: CO as Acting PM

In the systems world, services requirements typically come from a program management organization that has dedicated staff building and routing the RAD. The CO receives a clean package. That is not the world a new operational contracting officer walks into.

In an operational contracting squadron supporting a wing or installation, the "program manager" for a services requirement is often a lieutenant or NCO in the customer shop who has never built a RAD before. They may not know the RAD exists. They may know it exists and not know what goes in it. They may know what goes in it and not know who is supposed to sign it. The CO ends up being the person who teaches them, drafts template language with them, and sometimes quietly writes half the RAD in a shared document so the customer can route it for signature.

None of that is a complaint about the customer, just the normal shape of services work at an operational base. The CO has the institutional knowledge of the DAFI, the acquisition lifecycle, and the signature routing. The customer has the institutional knowledge of the mission need. Getting a good RAD out the door is a joint effort, and the CO who expects a polished RAD to appear on their desk is going to be waiting a long time.

Partner with the requirement owner. The fastest way to get a usable RAD is for the CO to walk the requirement owner through the nine elements in a one-hour meeting, capture their answers in a draft, and hand the draft back for their chain of command review and signature. It is not the CO's job to sign the RAD (that would put the CO on both sides of the acquisition), but helping the customer build the draft is well within bounds and saves weeks of back and forth.

8 What a Weak RAD Looks Like

A weak RAD is usually not wrong in a flashy way. It is just empty. Common patterns a new CO will see:

  • Mission need is boilerplate. A sentence that could apply to any services contract in the DAF and says nothing specific about what this requirement achieves.
  • Workforce analysis is a denial. "This work cannot be performed by in-house personnel" with no evidence of having looked at the manpower document, the authorized strength, or past insource studies.
  • Cost estimate is a number with no basis. A projected value appears in the RAD but no IGCE or historical reference supports how the number was derived.
  • Contract functions analysis is missing or superficial. Either the inherently governmental question is not addressed at all, or it is addressed in a one-liner that does not match the actual scope.
  • Metrics are outputs, not outcomes. "Contractor shall submit a monthly report" is an output. "Facility cleanliness inspection score of 95% or higher on monthly walkthroughs" is an outcome.
  • Signature is wrong level. Signed by someone below the RAA level for the action's dollar value. This is the easiest one to catch and the clearest reason to reject the package.
  • Stale. The RAD is dated six or twelve months ago and the requirement scope or value has changed materially since signature.

The CO does not have to rewrite a weak RAD on the spot. The CO does have to recognize it, document the concerns, and route the package back to the customer with a short explanation of what needs to be fixed before the acquisition team can move forward. A 20-minute phone call when the weak RAD first arrives saves a 20-day delay at solicitation release.


9 CO Quick Checklist Before Accepting the Package

When a requirements package lands on the CO's desk for a services action above SAT, run this quick check against the RAD before touching anything else:

Check What good looks like
Is there a RAD at all? Signed document, not a placeholder or a draft.
Dollar value on the RAD vs. the IGCE Within reasonable alignment. Large delta means the RAD was built against a different scope.
Signature level matches S-CAT Approver rank is at or above the required RAA for the dollar value under the current DAFI and supplement.
Date is current Recent enough that the requirement has not materially changed since approval.
Nine elements addressed Each element has real content, not boilerplate. Element 8 (contract and work functions) is especially worth a careful read.
Scope matches the PWS The work described in the RAD is the same work described in the PWS or SOO, not a cousin.
Funding citation present Cost section references a funding line, appropriation, or PR number. "Will be funded" without specifics is a flag.
Bottom line. The RAD is the requirement owner's promise, in writing, that the work is real and approved, not a pro forma cover sheet. A CO who reads it carefully and pushes back on weak sections is doing the job. A CO who treats it as a checkbox and moves on is building a contract on a foundation the CO has not actually looked at.

There is no government-wide RAD template. Formats vary across MAJCOMs, components, and local supplements. What follows is a realistic sample for a mid-value services action in an operational contracting setting. The nine DAFI 63-138 elements are numbered in the body so the CO can see where each lives.

Fictional setup: a recurring custodial services contract for a wing headquarters and four administrative annexes. The expiring contract runs out in September, the new contract needs to be in place by 1 October. Estimated total value is $4.2M across a base year and four option years, which puts the action above SAT and in the S-CAT V range where a squadron-level RAA can sign under typical delegation.

Part A • Sample RAD (memorandum format)
Department of the Air Force
MEMORANDUM FOR 7 CONS/LGCA
FROM
7 MSG/CC (Mission Support Group Commander), Wildhorse AFB
DATE
3 June 2027
SUBJECT
Requirements Approval Document – Custodial Services, Wing Headquarters and Administrative Annexes, FY28–FY32
ACTION
New competitive services acquisition; base year plus four one-year options; est. total value $4,200,000

In accordance with DAFI 63-138, Acquisition of Services, I have reviewed and approve the requirement described below for contracting action. This requirement has been vetted against the Services Requirements Review Board (SRRB) elements and is within my delegated Requirements Approval Authority for this S-CAT level.

  1. Mission Need Daily custodial services are required to maintain clean, sanitary, and professional working conditions in the Wing Headquarters building and four administrative annex buildings supporting the 7th Mission Support Group staff, base-level personnel, finance, and customer service functions. Over 420 military and civilian personnel report to these facilities daily. Loss of custodial coverage directly degrades working conditions, occupant health, and customer-facing mission support functions.
  2. Strategic Alignment Custodial services support the installation Mission Support mission and are an enabling requirement for all Wing and tenant unit activities housed in the covered facilities. The requirement aligns with the Wing Commander's installation sustainment priorities for FY28 and with the DAF Installation and Mission Support Center guidance for base-operating-support services.
  3. Issues and Risks Primary risks: (a) expiring incumbent contract ends 30 September 2027, creating a hard transition window; (b) local custodial labor market is tight due to competing commercial demand; (c) service-level dips are immediately visible to senior leaders in the covered buildings. Mitigations: bridge contingency planning is in place with the incumbent for up to a 60-day extension if source selection runs long, and the PWS includes a 30-day phase-in period to manage workforce transition.
  4. Workforce Analysis This requirement cannot be satisfied using existing military or civilian manpower. The 7 MSG manpower document does not contain custodial positions for these facilities, and the A-76 and insource reviews conducted in 2021 and 2024 concluded that custodial services at this scale are appropriately performed under commercial contract. No changes in mission or manpower authorizations since the 2024 review alter that conclusion.
  5. Relationship to Other Requirements This requirement does not overlap with any other active contract. Custodial services for the industrial area, flight line facilities, and dormitory common areas are covered under separate contracts and are not in scope. A bundling review was conducted and determined that consolidating the administrative and industrial custodial scopes would reduce small business participation without proportional savings.
  6. Projected Cost Total estimated value: $4,200,000 (base year plus four one-year options). Base year estimated value: $810,000. The IGCE is attached and is based on a combination of incumbent historical pricing, square-footage cleaning rates from the General Services Administration Per Square Foot database, and local market wage data. Funding: O&M, 3400 appropriation. Initial funding for the base year is identified in the FY28 financial plan and will be committed on PR 7MSG-28-C-0014 at award.
  7. Prioritization This requirement is rated Priority 1 in the 7 MSG FY28 services priority list. Loss of custodial services in the covered buildings would result in an immediate degradation of occupant health and mission support quality and cannot be deferred.
  8. Contract and Work Functions The work is routine commercial custodial services. It does not involve inherently governmental functions. It does not constitute personal services. It is not closely associated with inherently governmental functions and is not a critical function under DoDI 1100.22. Contractor personnel will not supervise government personnel, exercise discretion in government decision-making, or represent the government in any capacity.
  9. Metrics Performance will be measured against the Performance Requirements Summary in the PWS. Key metrics: (a) monthly facility cleanliness inspection score of 90% or higher on a standardized checklist administered by the COR; (b) response to service calls within 2 business hours for routine and 30 minutes for emergency; (c) zero valid occupant-health complaints per quarter. Metrics will be tracked by the designated COR and reviewed monthly with the 7 MSG facilities manager.

The approved requirements package, including the draft Performance Work Statement, Independent Government Cost Estimate, Quality Assurance Surveillance Plan, and market research summary, accompanies this document.

MARCUS D. HOLLOWAY, Colonel, USAF
Commander, 7th Mission Support Group
Requirements Approval Authority, S-CAT V (delegated)
Sample format. There is no government-wide RAD template; local MAJCOM or installation supplements typically provide a preferred format. The content required by DAFI 63-138 (the nine SRRB elements) does not depend on the format.
Part B • What the CO reads it for

Walking through the sample above the way a CO would on intake:

Routing block The action type, total value, and RAA level match. Total value $4.2M, signed by an O-6 Mission Support Group Commander under S-CAT V delegation. That lines up. If the same memo was signed by a squadron CC for a $20M action, the signature would be wrong for the dollar value and the package goes back without further review.

Element 1 Mission Need Specific to the requirement. Identifies the facilities, the occupant population, and what happens if coverage lapses. Not boilerplate.

Element 3 Issues and Risks Real issues identified with real mitigations. A RAD that says "no known risks" on an expiring contract transition is a RAD that did not think about the transition.

Element 4 Workforce Analysis References the manpower document and past insource studies, not just a denial. If a CO receives a RAD that says "this cannot be done in-house" with nothing behind it, element 4 needs more work.

Element 6 Projected Cost Has a basis of estimate, identifies the appropriation, and names the PR. A RAD with a value but no funding citation is not funded, it is hoped-for.

Element 8 Contract and Work Functions This is the one a CO should read twice on any services action. The sample addresses inherently governmental, personal services, closely associated, and critical functions by name. For a custodial contract this is easy and the analysis is short. For an advisory and assistance contract, a contract management support contract, or anything that touches decision-making, the analysis has to be substantive. A one-liner denial is not an analysis.

Element 9 Metrics Mixes objective measures (cleanliness inspection score, response time) with outcome measures (valid occupant-health complaints). Not just "contractor will submit reports."

What good practice looks like on intake. Spend 10 to 15 minutes reading the RAD carefully on the day the package arrives. If something is weak, email the customer the same day with specific asks. The goal is to catch the issue when the customer still has context on the requirement, not three weeks later when the PWS has already been through two revisions and the funding deadline is breathing down everyone's neck.