Attachment 1 - SOW - GPOI Assistance in Zambia- 8 July 2024_.pdf

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SBU - CONTRACTING AND ACQUISITIONS

Statement of Work (SOW) Global Peace Operations Initiative Capacity Building Assistance in Zambia

July 8 2024

1. GENERAL

1.1. Background. The Global Peace Operations Initiative (GPOI) is a U.S. Department of State security assistance program focused on building international peacekeeping capacity worldwide in close collaboration with the U.S. Department of Defense (DOD). The GPOI program’s mission is to strengthen the effectiveness of the United Nations (UN) and regional peace operations by enhancing partner countries’ capacities to prepare, deploy, and sustain peacekeepers and reinforcing UN and regional organizations’ performance and accountability frameworks. State’s Bureau of Political Military Affairs, Office of Global Programs and Initiatives, Peace Operations Capacity Building Division (PM/GPI/POCB) serves as the GPOI Program Office.

1.2. GPOI Program Objectives.

▪ Support partner countries’ development of critical mission capabilities.

▪ Enhance partner countries’ peace operations planning, training, and readiness competencies.

▪ Enable partner countries to conduct effective operations and sustainment.

▪ Reinforce UN and regional organizations’ performance and accountability frameworks.

Context. The Zambia Defense Force will hereafter be referred to as the ZDF in this SOW. The ZDF contributes one (1) Battalion to the UN Multidimensional Integrated Stabilization Mission in the Central African Republic (MINUSCA). In the past, the ZDF has also supported deployments through the Southern Africa Development Community (SADC). As United Nations missions are frequently drawing down, additional support to SADC missions could arise. In addition to broader capacity building, GPOI assistance will primarily focus on supporting the ZDF’s pre-deployment training for MINUSCA and potential regional missions.

ZDF is a key peacekeeping partner, ranking in the top 10 troop contributing countries in

MINUSCA, with 966 military peacekeepers deployed as of December 2023. Zambia has frequently been highlighted for their record in peacekeeping operations including their overall performance during operations but also their lack of conduct and discipline issues. Their force has a record of being professional and highly dedicated peacekeepers. As a testament to this, a Zambian officer was recently appointed by the UN Secretary General to be the MINUSCA Force

Commander. Additionally, the ZDF has been highlighted for promoting the role of women in peacekeeping.

The ZDF has trainers capable of conducting effective individual and collective unit training but can benefit from more advanced, integrative training skills and training management processes. The Zambia Peace Operations Training Center (POTC) at Nanking, while austere, has established classrooms and the POTC is connected to the national electrical grid. Through GPOI assistance, the U.S. Government seeks to build Zambia’s capacity to effectively prepare, deploy, and sustain its peacekeepers. Accordingly, the approach to all tasks should be designed to enhance the ZDF’s ability to plan for and execute pre-deployment training for their peacekeeping units while being able to flexibly adapt to changes to Government requirements in a timely manner.

Bureau of Political-Military Affairs, Office of Global Programs and Initiatives (PM/GPI) 19AQMM24R0118 SOW – GPOI Capacity Building Assistance in Zambia

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Through GPOI assistance, the U.S. Government seeks to build Zambia’s capacity to effectively prepare, deploy, and sustain its peacekeepers. Accordingly, the approach to all tasks shall be designed to enhance the ZDF’s ability to plan for and execute pre-deployment training on their own for their peacekeeping units while being able to flexibly adapt to changes to Government requirements in a timely manner. PDT is also delivered in conjunction with the British Peace Support Team (BPST) who has a longstanding relationship with the ZDF. The BPST provides trainers during PDT along with Training of Trainers (ToT) courses throughout the year. The

French have also provided limited support to the ZDF’s PDT.

1.3. Purpose. The overarching purpose of this project is to build the ZDF’s capacity to prepare, deploy, and sustain effective peacekeeping forces in support of UN-mandated tasks. The activities in this SOW shall complement broader GPOI programming efforts and support U.S.

Government (USG) peacekeeping policy priorities for Zambia and the region. Required tasks, as described in the Scope of Work, consist of three (3) distinct but interconnected activities:

▪ The development and delivery of high-quality training that is informed by the latest UN policy, doctrine, and guidance and that incorporates partner nation doctrine, processes, practices, and lessons learned; mission-specific and responsive to changing mission trends;

adaptive to both formal classroom and field training environments; and carried out using sound adult learning principles with consideration for a variety of trainee skill levels to execute a combination of classroom, hands-on learning/practical exercises, and field training exercises.

▪ Strategic, responsive, collaborative, and respectful mentorship and engagement before, during, and after training activities which builds partner confidence, addresses unique training requirements, and develops institutional capacity to advance the partner toward self-sufficiency and improved operational readiness.

▪ Procurement and delivery of equipment and supplies for use in pre-deployment training the same way that partner employs the equipment and supplies in the mission. Training aids and support material should be introduced for added realism and scenario flexibility.

The partner’s peace operations training center (POTC) staff should be capable of maintaining, repairing, accounting, issuing, and storing equipment, supplies, and training support material after the completion of training as specified by the contract.

2. REQUIREMENTS.

2.1. Summary of Requirements. The Contractor shall provide all management, training, personnel, equipment, training support materials, technology, supplies, and incidentals necessary to meet the performance objectives defined in each required task of this SOW.

2.2. Required Tasks. Required tasks under this SOW are as follows, with additional detail provided under the Scope of Work section below.

REQUIRED TASKS DAYS

TASK A. In-Country Training Preparation and Partner Engagement (TPPE) 15

TASK B.

ZDF Peacekeeping Training Resource Management & Training Doctrine Development Course (PTRM)

TASK C. ZDF Lessons Learned Workshop 5

TASK D. ZDF Pre-Deployment Training and Mentorship - CAR Battalion 50

TASK E. Pre-Deployment Training Equipment – CAR Battalion 5

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REQUIRED TASKS DAYS

TASK F. POTC Training Center Equipment 5

TASK G. Instructor Development Course 20

2.3. Training.

2.3.1. The Contractor shall ensure that all training is mission-specific and responsive to recent lessons learned. The Contractor shall further ensure that training programs of instruction address considerations for mission and sector-specific tasks that the respective unit will support.

2.3.2. The Contractor shall ensure that all training is informed by the latest UN policy, doctrine, and guidance. The Contractor shall, where appropriate and as directed by this contract, deliver, or draw upon existing UN-published standardized and specialized training materials (e.g., UN Core Pre-deployment Training Materials (CPTMs) or recently published UN Infantry Battalion Specialized Training Materials (UNIBAT STMs)).

2.3.3. The Contractor shall ensure that all training delivered on this task order (pre-deployment, institutional, and other) is aligned to partner nation doctrine, processes, and practices adaptive to both formal classroom and field training environments.

2.3.4. The Contractor shall ensure that all training delivered on this contract uses the principles of adult learning with varying training audience skill levels. The definition and expectations for adult learning are outlined in Appendix 6.

2.3.5. The Contractor shall ensure all training delivered on this contract prioritizes the use of hands-on learning and practical exercises.

2.3.6. Unless otherwise specified, the Contractor shall develop all training materials (e.g., Programs of Instruction or POIs) required to achieve the performance objectives and trainee learning outcomes in this SOW. Upon request, the Contractor shall provide the Contracting Officer’s Representative (COR) copies of any specified training materials.

See appendix 8 for additional requirements on training materials.

2.3.7. All training on this contract order shall reinforce key themes of preventing sexual exploitation and abuse (SEA), operationalizing protection of civilians (POC), increasing women’s participation and gender integration, and other important human rights (HR) topics. Reinforcement of these themes shall be achieved throughout all training and engagement tasks through competency-based instruction, structured discussions, and assessment-based practical exercises. Contractor shall draw upon additional guidance and definitions of SEA and POC outlined in Appendix 7.

2.4. Partner Engagement and Mentorship.

2.4.1. Across the execution of all training and equipping tasks, the Contractor shall pursue an approach that fosters engagement and mentorship to build partner confidence, trust, and ownership in ways that effectively advance that partner towards increased peace operations institutional capacity.

2.4.2. The Contractor shall ensure that its trainers’ approach to engagement and mentorship is adaptive to the partner’s existing technological, environmental, and human resource constraints.

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2.4.3. The Contractor shall, at every appropriate opportunity, encourage the ZDF to increase and enhance the full, equal, and meaningful participation of women in peacekeeping unit deployments and selection or assignment as POTC trainers. The Contractor should encourage this by reinforcing the numerous advantages to pursuing this broader policy goal, particularly pointing to the international consensus that women’s participation is a proven means of enhancing operational effectiveness.

2.4.4. The Contractor shall ensure that all personnel performing on this contract possess the skills and temperament to conduct collaborative and respectful engagement and mentorship activities. The Contractor shall ensure their personnel are fully prepared for all engagements.

2.4.5. The Contractor shall ensure that all personnel performing on this contract understand that they represent not only the Contractor, but also the GPOI Program Office, the U.S.

Embassy, and USG. Any confirmed incidents of contract personnel engaging with the partner in ways that are disrespectful, inappropriate, or otherwise antithetical to the partner engagement guidance defined in this contract shall be considered a significant risk to contract performance and referred immediately to the CO.

2.5. Equipment and Supplies.

2.5.1. The Contractor shall provide all equipment, supplies, and technology required to execute the tasks under this SOW. No U.S. government property will be provided.

2.5.2. The Contractor shall provide all fuel and oil necessary for the actual conduct of training, but not for partner country transportation between training sites and home station.

2.5.3. Equipment. The Contractor shall provide all primary end-item and spare parts equipment as specified in this SOW. The Contractor shall complete a 100% bilateral equipment inventory annotating a DS-127 Receiving and Inspection Report with each item’s quantity. In case of missing and/or damaged items, the Contractor shall indicate an estimated remedy date. The inventory must be signed by the partner and a USG representative prior to handover of items.

2.5.4. Supplies. The Contractor shall provide training aids, training materials, and administrative supplies necessary for conducting training, including consumable supplies. These items shall be priced and accounted for in the vendor’s technical proposal. They may be locally procured and shall be priced as a single lot under each task. Supplies in this category are consumables and do not require a signed inventory.

The Contractor is required to report the delivery and accountability of supply items only when directed to do so by the COR or CO.

2.5.5. Licenses. The Contractor shall obtain all licenses required to procure, ship, and deliver equipment and supplies specified in the SOW to the place of performance.

2.5.6. Timely Delivery. The Contractor shall ensure timely procurement and delivery of all equipment and training materials so those items can be fully utilized during training or POTC staff development as specified by the SOW. The Contractor shall inform the COR of any equipment and supplies that will not be delivered to the place of performance for availability as required.

2.6. Contract Management

2.6.1. The Contractor shall provide contract management through a dedicated Project Manager (PM) possessing the background and skills to effectively serve as the principal

(5) point of contact for contract performance issues and communications between the COR, CO, and Program Office.

2.6.2. The Contractor shall manage all personnel performing work on the SOW, including those CONUS personnel conducting contract management and those personnel working on each required OCONUS task, including all key personnel and all non-key personnel requiring COR review and approval.

2.6.3. The Contractor shall conduct all routine management and supervision required to successfully achieve all performance and quality assurance objectives of the SOW. This shall include primary responsibility for supervising the performance objectives described in the table below:

TABLE 2.6: CONTRACT MANAGEMENT REQUIREMENTS

1. Conduct routine supervision and oversight of the in-country Team Lead (and all other personnel performing on the contract.

2. Unless otherwise directed, conduct routine development, revision, supervision, and quality assurance of all POIs and training materials for training delivered in country under this SOW.

(Note: In some cases, POI for UN training courses or for standardized training modules may be provided to the Contractor by the Program Office.)

3. Establish processes for receiving, analyzing, incorporating (as needed), and disseminating any external reference materials provided to the Contractor by the Program Office or other outside organizations, including newly published UN documents and training materials, feedback from mission areas, partner requests/feedback, and other appropriate materials relevant to contract performance.

4. Designate a single point of contact or contacts to ensure streamlined and efficient communications between the CO and COR and all other appropriate members of the Contractor’s management and support team.

5. Ensure routine communications with the CO, COR, and Program Office during all phases of the contract’s life cycle, including the timely, substantive, and error-free submission of all required written performance deliverables, attendance at all scheduled meetings, and timely responses to all written requests.

6. Ensure responsive updates to scheduling or personnel changes.

7. Attend in-person and/or virtual conferences and scheduled meetings on SOW-related subjects as directed by the COR.

8. Mobilize and de-mobilize all personnel and training teams performing on the contract, to include the recruitment, on-boarding, and compliance with all pre-travel (e.g., vaccinations and visas) and post-travel requirements.

9. Plan and supervise the provision of all lodging, transportation, life support, contract support (e.g., laptops, cell phones, and interpreters), and all other basic life support (e.g., uniforms, PPE, and hygiene needs) for all personnel at the place of performance. Neither the Department of State nor U.S. Embassy Zambia will provide lodging, other accommodations, or logistical arrangements for contracted personnel operating in Zambia.

10. Ensure the timely submission and resolution of all issues and requirements pertaining to invoices and other financial/billing requirements on the contract.

11. Manage the timely procurement, staging (consolidated warehousing), and shipment of all equipment (including locally procured training support materials), including the delivery, joint-inventory, and hand-over of equipment at the place of performance or elsewhere in country as directed by the COR.

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12. Manage timely completion of all Contractor responsibilities before, during, and after any contract modifications, including communicating any partner nation or Contractor -generated change requests.

2.6.4. The Contractor shall submit a weekly report to the COR and Program Office. The report shall include a summary of ongoing activities, a list of all contract staff actively performing on each task. and shall highlight any event or technical issue that jeopardizes contract performance. The Contractor should indicate notable trends and observations regarding the ZDF’s participation in, support for, and performance during the reporting period. The format of this report shall be provided by the COR.

2.6.5. The Contractor shall notify the COR and CO immediately of any serious incident or technical issue that jeopardizes or may impact contract performance. Issues or incidents may include but are not limited to formal requests or correspondence from the U.S. Embassy, security incidents, new travel restrictions, natural/environmental incidents (e.g., floods or pandemics), political incidents (e.g., presidential resignations or military coups), serious injuries to personnel working on the contract, or significant misconduct by personnel working on the contract.

2.6.6. The Contractor shall participate in a conference or MS Teams call with the COR and Program Office to review the weekly reports as directed. The teleconference agenda format shall be provided by the COR. On a routine basis, these calls shall also be used to formally review contract performance.

2.6.7. Contractor shall conduct a quarterly meeting with COR and Program Office to formally review contract performance. COR shall provide the agenda and any pre-meeting submission requirements. Meetings may be conducted in-person if requested by the Contractor at no additional cost to the Government.

2.6.8. Contractor shall accomplish all requirements on this task with a minimum of one Project Manager. Contractor may propose the additional management personnel as part of their technical proposal. Qualifications for the Project Manager are defined in Appendix 3.

2.7. In-Country Team Lead (TL)

2.7.1. The Contractor shall provide in-country management through a dedicated in-country Team Lead possessing the background and skills to effectively manage the scope of training and mentorship activities on the ground. The Team Lead serves as the Project Manager’s primary point of contact for contract execution, coordination, and management of contract activities in Zambia.

2.7.2. The Contractor’s Team Lead shall be the primary interface with the U.S. Embassy, ZDF military leadership, other U.S. and international trainers, and all other stakeholders associated with contract execution on the ground in Zambia.

2.7.3. The Contractor’s Team Lead is accountable to the Project Manager for all personnel performing on the contract in Zambia and for all contract requirements at the place of performance in Zambia. This shall include primary responsibility for the performance objectives described in the table below:

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TABLE 2.7: IN-COUNTRY TEAM LEAD PERFORMANCE OBJECTIVES

1. Supervision and quality assurance of all training and mentorship activities required by the contract at the place of performance in Zambia.

2. Supervision and quality assurance of all equipment deliveries, inventories, and handovers at the place of performance as required by the contract.

3. Supervision of all personnel performing at the place of performance in Zambia; ensuring personnel maintain the highest standards of professionalism, performance, and accountability;

ensuring continuous life support (lodging, meals, and transportation) and administrative support (supplies and technology) for all personnel working at the place of performance;

ensuring the coordination of all transportation, administrative, and logistics support for personnel traveling to and departing from the place of performance; ensuring appropriate levels of security and safety at the place of performance and for all life support, and ensuring immediate resolution and reporting of any personnel conduct and discipline issues.

4. Analysis and team dissemination of any reference materials that may have beneficial bearing on contracted training tasks, including newly published UN documents and training materials, feedback from mission areas, partner requests/feedback, and other appropriate materials.

5. Ensuring streamlined and efficient communications between the personnel on the ground and the U.S. Embassy.

6. Maintaining continuous communications on routine contract activities and deliverables with respective POCs in the GPOI Program Office, ensuring all issues affecting contract performance or contract deliverables are communicated immediately. This includes but is not limited to formal requests from the U.S. Embassy, significant incidents in the partner country (such as new travel restrictions or significant security incidents), natural/environmental incidents (e.g., floods or pandemics), political changes (e.g., election-related incidents or military coups), and / or injuries to personnel working on the contract.

7. Ensuring routine coordination and confirmation of all contract requirements with the partner nation, U.S. Embassy, and other stakeholders involved in the contract (NOTE: Contractor shall review specific task requirements and general SOW requirements for more detailed, task-specific confirmation and coordination performance objectivities for which the Team Leader or his/her designated in-country representative may be responsible).

3. PERSONNEL.

3.1. Supervision. The Government shall not exercise any supervision for personnel performing on this contract, who are the service providers performing the services described in this SOW.

Service providers shall be accountable solely to the Contractor who, in turn, is responsible to the U.S. Government.

3.2. Required Personnel. All personnel performing work on this contract at the place of performance shall meet minimum personnel qualification requirements outlined in Appendix 3.

Personnel requirements fall into one of the four (4) categories listed below. All personnel positions will be billed against labor categories defined by the contract.

3.2.1. Key Personnel:

▪ Contract Project Manager

▪ In-Country Team Lead

3.2.2. COR-Approved Personnel:

▪ Senior Technical Trainer

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▪ Senior Specialty Trainer

3.2.3. Required Personnel:

▪ Technical Trainer

▪ Specialty Trainer

3.2.4. Other Non-Required Personnel. May be proposed as part of the Contractor’s technical proposal. Personnel proposed who are not in the categories of key, COR-approved, or required must be invoiced as part of Contractor’s overhead. Positions not specifically proposed in technical proposal shall not be billed directly to the contract.

3.3. Proposed Personnel. The Contractor shall assign to this contract all the personnel whose resumes are submitted at the time of proposal. The Contractor shall also complete the qualifications crosswalk template for key and COR-approved personnel provided in Appendix 4.

Resumes shall be submitted for all key personnel and COR-approved personnel using the template provided in Appendix 4. The Contractor shall provide the CO and COR a signed written agreement between the candidates and the Contractor as evidence of his/her commitment to work on the contract.

3.4. Key Personnel Changes. Changes to key personnel require CO approval and a contract modification. Key personnel modification requests shall be submitted to the CO at least 45 days prior to their proposed performance start date. The Contractor shall make no change to key personnel unless the substitution is necessitated by illness, death, or some other documented change of employment.

3.5. Other Personnel Changes. The COR shall formally review the qualifications for any proposed substitutions of COR-approved personnel prior to that person performing any work on the SOW. The Contractor shall make any requests to change COR-approved personnel in writing at least 30 days prior to their proposed performance start date. Resumes for all other required personnel are subject to COR review upon request.

3.6. Personnel Support. The Contractor shall ensure that all personnel performing work on this contract have the support and resources required to achieve performance objectives. This includes but is not limited to food, lodging, and medical support; vaccinations, prophylactics, and personal protective equipment (PPE); passports, visas, and other travel documents;

transportation, interpreters, and other training supplies; laptops, mobile phones, and internet hot spots; and any other life support or training support required.

3.7. Personnel Availability to Program Office Key personnel and COR-approved personnel performing on this contract must be available for routine meetings with the Program Office during core business hours (Eastern Standard Time). Meetings will be conducted via video or teleconference.

4. SCOPE OF WORK.

4.1. TASK A. In-country Training Preparation and Partner Engagement (TPPE)

4.1.1. The Contractor shall conduct up to fifteen (15) days of in-country planning and engagement of ZDF POTC staff and other ZDF leaders responsible for managing Zambia’s pre-deployment training and deployment of its peacekeeping forces to prepare for and enable the successful execution of training and equipment tasks. The TPPE may be conducted in one or more trips (up to three trips) to ensure training is properly coordinated and performance objectives accomplished.

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4.1.2. The Contractor shall provide responsive, collaborative, and respectful partner engagement in support of the following performance objectives for this task:

TASK A. TPPE PERFORMANCE OBJECTIVES

1. Prepare for and coordinate for other contract activities, including training activities and equipment deliveries.

2. Coordinate and conduct bilateral equipment inventories.

3. Confirm and synchronize the training schedule with the partner nation.

4. Review POIs/Power Point Presentations with the partner to refine and update module content, training references, and training aids.

5. Request and review mission specific documentation required for use in upcoming training such as mission orders, Rules of Engagement (ROE), Statement of Unit Requirements (SURs), Mission Mandate, Mission Standard Operating Procedures (SOPs), etc.

6. Ensure the partner coordinates logistics and administrative support such as training ammunition, training aids, vehicles, and equipment for scheduled training.

7. Conduct in-country planning and coordination for contract support requirements (e.g., lodging, food contracts, and other locally procured support services, including locally procured training support materials).

8. Coordinate and participate in site surveys and inspections of training venues and partner-provided training equipment.

9. Ensure partner conducts re-training for poorly executed training, select capability gaps, and focus areas as the deployment schedule can support.

10. Review of conclusions and incorporation of training-related action items, captured in after action reviews (AARs), Lessons Learned Workshops (LLW), UN/AU pre-deployment verifications (PDVs), and/or UN/AU military skills validation visits (MSVs).

11. Conduct engagements with POTC and ZDF staffs to review in-mission performance, in-mission maintenance and sustainment challenges, and new UN/AU guidance or training documents to encourage the partner to incorporate relevant changes into lesson plans for scheduled training.

12. Encourage the partner to review and rehearse newly published UN Specialized Training Materials (STMs).

13. Reinforce with the partner the importance of refining and sustaining effective forecasting, procurement, and coordination of training resources and equipment for scheduled training.

14. Attend other POTC and ZDF meetings, conferences, and engagements as requested by the partner and approved by the COR.

4.1.3. The Contractor shall request COR approval to perform in-country on this task no less than ten (10) business days in advance of the proposed start date and shall include a summary of planned activities and objectives with their approval request.

4.1.4. The Contractor shall include a summary of performance objective activities, including personnel invoicing against them to perform on the task, as appropriate, in the weekly activities report. Upon request, the Contractor shall provide the COR with additional evidence and documentation of task performance prior to accepting any corresponding invoices.

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4.1.5. The Contractor shall require the Team Lead to be present for all work performed under this task. Additional personnel may join the Team Lead to perform on the task with COR notification and approval.

4.1.6. Other direct costs associated with performance on this task shall be invoiced IAW the requirements of this contract.

4.2. TASK B. ZDF Peacekeeping Training Resource Management Course (PTRM)

4.2.1. The Contractor shall develop and deliver one four (4) week Peacekeeping Training Resource Management Course for up to fifty (50) officers and noncommissioned officers who have responsibilities to develop and resource training of contingents deploying to peacekeeping missions. The overarching objective of this course is to train ZDF Operations personnel, senior staff cadre, and other partner country individuals involved in developing training directives and guidance; annual, quarterly, and weekly training plans; and training resource planning (can include members of deploying ZAMBATT if identified early enough).

4.2.2. The Contractor shall develop and deliver training to achieve the following performance objectives for this task.

TASK B. ZDF PTRM COURSE PERFORMANCE OBJECTIVES

1. Training Management.

a. Understand key UN peacekeeping themes.

b. Understand UN mandate(s) for mission(s) to which contingents are deploying, as well as Force Commander-directed tasks for contingents.

c. Understand UN-directed pre-deployment training requirements, as they apply to specific units as well as to all deploying peacekeepers.

d. Cross walk UN mission-specific tasks into contingent mission essential tasks at the battalion, company, platoon, squad, individual, leader, and staff level.

e. Assess lessons learned from previous deployments to inform training design.

f. Apply UN or appropriate doctrine to develop training requirements.

g. Develop resource-informed multi-echelon training plans that train both the identified mission-specific essential tasks and UN directed pre-deployment requirements.

h. Develop realistic mission-specific, externally evaluated exercises to serve as a means to certify readiness for deployment by the appropriate national authorities in accordance with national and UN standards.

i. Apply the correct training standards and, where necessary, develop training standards to meet mission requirements and inform time and resource considerations.

2. Training Resource Management

a. Conduct resource analysis of training plans to discern the resource requirements. This will include funds, land, ammunition, training aids, transport, life support, cadre, role players, opposing force, controllers, and other requirements to properly support a training plan.

b. Forecast requirements and process timely resource requests within respective national system.

c. Manage limited resources to best support pre-deployment training.

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4.2.3. Contractor shall submit to the COR and Program Office a final Training Activity Report (TAR) and the final Trainee/Trainer roster no later than twenty (20) business days after the completion of this task. Contractor shall ensure that general pricing information is included in the TAR as required.

4.2.4. The Contractor shall require the Team Lead to be present for all performance under this task.

4.2.5. The Contractor shall conduct a minimum of forty (40) hours of planning prior to the start of this task. The Contractor shall maintain an accurate registry of planning hours used and include a summary of those activities, including personnel invoicing against them to perform on the task, as appropriate, in their weekly report. Upon request, the Contractor shall provide the COR with additional evidence and documentation of planning hours performed prior to accepting any corresponding invoices.

4.2.6. The Contractor shall accomplish this task with a minimum of 3 trainers, including a minimum of one (1) Senior Technical Trainer. All other trainers shall have the skills and experience necessary to achieve the task’s performance objectives.

4.2.7. Other direct costs associated with performance on this task shall be invoiced IAW with the requirements of this contract.

4.3. Task C. ZDF Lessons Learned Workshop

4.4.1 The Contractor shall, in coordination with the ZDF Commandant and other appropriate ZDF officials, plan, administer and facilitate, over three (3) working days (one day for preparation and two days for the workshop), an LLW for approximately forty (40) ZDF officers, noncommissioned officers and soldiers, ideally from the most recent redeployed DRC battalion. The Contractor shall be prepared to include up to ten

(10) additional U.S. Government officials in the LLW, as directed by the CO and COR. The CO and COR will notify the Contractor at least two (2) weeks prior to the LLW if additional officials will participate.

4.4.2. The primary purpose of the LLW is to identify strategic, operational, and tactical issues related to the ZDF’s ongoing deployments. Workshop discussions shall address deployment, handover, operational, and sustainment challenges and best practices.

The workshop shall further review the efficacy of the pre-deployment training in preparing ZDF units for deployment, suggesting changes to support future pre-deployment training.

4.4.3. ZDF leadership and cadre should lead the conduct of the LLW, however, the Contractor will help provide advice to ZDF leaders by asking or suggesting further questions or discussion points to facilitate the dialogue, as needed, to ensure the workshop's primary purpose is accomplished.

4.4.4. The Contractor shall provide the workshop site, all workshop support equipment, and materials (projector, easels, etc.), coffee and refreshments (twice daily) throughout the workshop, and lunch for all participants during the LLW.

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4.4.5. The Contractor shall provide a note-taker during the workshop and prepare a workshop executive summary report to the COR no later than twenty (20) days after the completion of the workshop. This report should include a strategy for strengthening pre-deployment training and shaping broader U.S. peace operations capacity building assistance to address strengths and weaknesses to help the partner continue its path toward self-sufficiency.

4.4.6. The Contractor shall accomplish this task with a minimum of two (2), including one (1) Senior Technical Trainer and the Team Leader. All other trainers shall have the skills and experience necessary to achieve the task’s performance objectives. The total labor hours for this task shall not exceed 80 hours, not including travel, or the equivalent to two (2) full-time personnel conducting five (5) days of task performance.

Direct costs associated with performance on this task shall be invoiced IAW with the requirements of this contract.

4.4. TASK D. ZDF Pre Deployment Training and Mentorship - CAR Battalion

4.4.1. The Contractor shall develop and deliver pre-deployment training and mentorship in conjunction with ZDF cadre for approximately 1100 officers, NCO’s and soldiers preparing to deploy to the Central African Republic.

4.4.2. The Contractor shall ensure all training performance on this task utilizes the UN Military Performance Standard checklists to ensure the ZDF can achieve all mandated mission tasks as described in the training concept of operations (CONOPS) along with all other training-related requirements and performance objectives defined in this contract.

4.4.3. The Contractor shall organize training IAW with the below subtasks. Subtasks may be conducted concurrently or sequentially as coordinated and approved by the ZDF and shall meet all performance objectives required of in each subtask. Where specified, each subtask shall be completed within the range of allowable training hours specified described for each subtask. The duration for the performance of all subtasks shall not exceed ten (10) total weeks not including in-person planning time before and after the task.

TASK E. PRE-DEPLOYMENT TRAINING MINUSCA– REQUIRED SUBTASKS

Subtask D.1. UN Military Peacekeeping-Intelligence Training

Subtask D.2. UN Peacekeeping Logistics Training

Subtask D.3. UN Infantry Battalion Staff Training

Subtask D.4. Small Unit Tactics (TACTICS) Training for UN Peacekeeping Operations

Subtask D.5. Company-level Operations (COYOPS) Training for UN Peacekeeping

Subtask D.6. Medical Training for UN Peacekeeping Operations

Subtask D.7. Explosive Hazardous Awareness Training

Subtask D.8. Final Mission Rehearsal / Certification Exercise (MRX/CERTEX)

4.4.4. The Contractor shall propose a complete schedule and personnel matrix (see Appendix

5) as part of their technical proposal which illustrates how they will align and sequence each of the required subtasks along with the number of personnel who will perform on each. Upon contract award, any scheduling or subtask changes requested by the ZDF

(13) that fall outside the Contractor’s approved proposal shall be submitted to the COR and CO for determination. The Contractor shall ensure that any ZDF change requests are formally documented as part of their submission (i.e, included in a request memorandum signed by the POTC Commandant or an appropriate headquarters representative).

4.4.5. Provide Program Office on the first Weekly Report after the completion of each subtask the rating (T, P, or R) and narrative paragraph for the subtask addressing Block 26 of the Training Activity Report for the event as well as the number of personnel who completed the subtask. Trainee satisfactory completion is measured by attendance in a minimum of 80% of the course modules. The Block 26 narrative and completion will also be submitted as part of the final Training Activity Report and the final Trainee/Trainer roster.

4.4.6. The Contractor shall propose a list of consumables/administrative items to achieve the performance objectives of this task. The list of training support supplies shall price this as a single lot.

4.4.7. The Contractor shall conduct a minimum of 40 hours planning prior to this Task. The Contractor shall maintain an accurate registry of planning hours used and include a summary of those activities, including personnel invoicing against them to perform on the task, as appropriate, in their weekly report. Upon request, the contractor shall provide the COR with additional evidence and documentation of planning hours performed prior to accepting any corresponding invoices.

4.4.8. Required Personnel.

4.5.6.1. The table below lists the minimum contractor provided required personnel.

TASK D. REQUIRED PERSONNEL

Subtasks Key Minimum COR-Approved Total Minimum

Required Trainers

D.1. TL Senior Technical Trainer – One (1) One (1)

D.2. TL Senior Technical Trainer - One (1) UN Logistics One (1)

D.3. TL Senior Technical Trainer – One (1) Two (2)

D.4. TL Senior Technical Trainer – One (1) Tactics Three (3)

D.5. TL Senior Technical Trainer – One (1) Tactics Three (3)

D.6 TL Senior Specialty l Trainer – One (1) Medical One (1)

D.7. TL Senior Specialty Trainer – One (1) EHAT One (1)

D.8. TL Senior Technical Trainer – One (1) Three (3)

Total Required Personnel Required by Labor Category

CLIN Description

Total Minimum

Required Days

(All Subtasks)

CLIN 0001 Team Lead Fifty (50)

CLIN 0002 Senior Technical Trainer One Hundred Fifteen

(115)

CLIN 0003 Senior Specialty Trainer Twenty-Five (25)

CLIN 0004 Technical Trainer One Hundred Twenty-

Five (125)

(14)

TASK D. REQUIRED PERSONNEL

CLIN 005 Specialty Trainer Zero (0)

4.5.7 Subtask D.1. UN Military Peacekeeping-Intelligence (MPKI) Training. The Contractor shall plan and design five (5) training days of MPKI training and mentor and assist the ZDF trainers as they conduct the training for approximately twenty (20) officers, NCOs, and soldiers assigned to MPKI Section (S2/B2) duties.

4.5.7.1. Enable each participant’s ability to plan, direct, collect, produce, and disseminate key information influencing the unit’s ability to satisfy the mandate, protect civilians, protect the force, and perform associated operational task.

4.5.7.2. Incorporate operational scenarios and PEs completing, submitting, and receiving UN and/or regional reports required for the mission. MPKI performance objectives are below.

SUBTASK D.1. MPKI TRAINING PERFORMANCE OBJECTIVES

1. Introduction to Intelligence

2. Specific duties, roles, and responsibility of the MPKI section

3. Intelligence Requirements

4. Intelligence Cycle

5. Awareness and Understanding of the Battalion Area of Responsibility (AOR)

6. Provide Direction & Acquisition

7. Provide Analysis

8. Provide Dissemination

9. Receiving and briefing their portions of an operations order

10. Effectively tracking missions and troops throughout task execution while operating as part of a tactical operations center 24-hours a day in a peacekeeping environment.

11. Provide Staff estimate.

12. Develop an Information Acquisition Plan to include Priority Information

Requirements (PIR) and Friendly Force Information Requirements (FFIR).

4.5.7.3. Required Personnel.

▪ Conduct training with a minimum of (1) mentor.

▪ At least one mentor shall be a Senior Technical Trainer - Intelligence

▪ All other mentors (required or proposed) shall have the skills and experience necessary to achieve the task’s performance objectives.

4.5.9. Subtask D.2. UN Peacekeeping Logistics Training. The Contractor shall plan and design Fifteen (15) training days of UN Peacekeeping Logistics Training. The intended training audience is for approximately twenty (20) ZDF officers, NCOs, and soldiers scheduled to deploy to a UN mission.

(15)

SUBTASK D.2: UN PEACEKEEPING LOGISTICS TRAINING PERFORMANCE OBJECTIVES

1. Understand UN Operational Support structure and be able to explain the roles and responsibilities of the key support offices in MINUSCA or MONUSCO (as appropriate).

2. Understand basic UN Contingent Owned Equipment (COE) System concepts for reference documents, equipment classification, reimbursements, claims, and verification /inspection standards.

3. Understand Logistics Planning Consideration required for a logistics estimate.

4. Understand how to create a basic Excel spreadsheet and develop standard operating procedures for daily and monthly personnel, ammunition, equipment serviceability, and maintenance repair status reports.

5. Understand and develop SOP for vehicle operation requirements to include vehicle operator safety, license requirements, dispatch procedures, radio checks, hazardous goods certification, and movement reports.

6. Understand classes of supply and key services; differentiate between UN and TCC mission support requirements and responsibilities.

7. Understand and develop basic SOP for units to request, receive, store, issue, dispose, secure, and organize supplies, parts, and weapons in warehouses, conexes, and arms rooms.

8. Understand how changes in the personnel status may affect the unit’s ability to conduct operations.

9. Understand Level 1 medical support staffing, equipping, roles, and responsibilities.

10. Initiate Environmental Management compliance measures

4.4.9.1. Required Personnel.

▪ Conduct training with a minimum of One (1) mentor

▪ At least one mentor shall be a Senior Technical Trainer (UN Logistics) experience necessary to achieve the task’s performance objectives

4.5.10. Subtask D.3. UN Infantry Battalion Staff (STAFF) Training. The Contractor shall develop and deliver Five (5) weeks of staff training to a ZDF BN Headquarters staff. The overarching objective is to train the battalion and company staffs as individual staff officers, staff sections, and a collective staff to support battalion mission planning, operational awareness, subordinate control, and commander decision-making. The intended training audience is approximately thirty (30) battalion staff officers and noncommissioned officers preparing to deploy to a UN or regional mission. Staff training shall consist of the following:

SUBTASK D.3: UN INFANTRY BATTALION STAFF TRAINING

1. Staff Roles and Responsibilities

2. Battalion Tactical Operations Center (TOC)

3. Planning and Decision-Making

4. Dissemination of Orders and Rehearsals

4.5.10.1. Subtask D3.1. Staff roles and responsibilities performance objectives consist of the following:

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Subtask D.3.1: Staff Roles and Responsibilities Performance Objectives

1. Understand the function of each specific staff section of a battalion headquarters staff.

2. Understand and integrate Civil-Military Cooperation and Public Information Operations into multi-echelon planning.

3. Conduct and maintain a staff estimate.

4. Assess and maintain status and awareness of protection actors.

5. Assess and maintain status and awareness of host nation security forces and private military companies.

6. Assess and maintain status and awareness of threat actors and significant events in sector.

7. Assess and maintain status and awareness of vulnerable populations.

8. Maintain status and awareness of personnel, classes of supply, vehicle serviceability, transport taskings, and base camp services.

9. Maintain status and integration of communications assets (VHF, UHF, phone, internet).

10. Generate systems to track and answer commander’s critical information requirements (CCIR).

11. Understand the specific role and function of tactical operations center (TOC) operations.

12. Understand specific staff roles in mission planning and military decision-making.

13. Understand specific staff “battle rhythm” and reporting requirements.

14. Understand the operationalization of protection of civilians (POC) responsibilities within a mission/sector context and specific staff roles and responsibilities to support these functions.

15. Understand specific staff roles and responsibilities with respect to unit conduct and discipline, including the prevention of sexual exploitation and abuse (SEA) and the role of contingent National Investigation Officers.

16. Understand the role of the battalion engagement platoon and demonstrate its integration into battalion operations.

4.5.10.2 Subtask D.3.2. Battalion TOC performance objectives consist of the following:

Subtask D.3.2: Battalion TOC Performance Objectives

1. Understand and execute a TOC battle rhythm as a collective battalion staff.

2. Understand how TOC operations directly support the battalion’s mission and essential mandated tasks, including of protecting civilians.

3. Understand how TOC operations promote good order and discipline, including preventing SEA.

4. Conduct collective staff processes to address and answer CCIR.

5. Conduct collective staff processes to perform routine reporting “pulls” from subordinate units and “push” routine reporting to higher headquarters.

6. Conduct collective staff processes to perform routine change over briefs and battle update briefs.

7. Conduct TOC “battle drills” and other “crisis action” TOC action.

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8. Conduct collective staff processes and follow established SOPs on TOC information management and communications.

9. Conduct collective staff processes to support current operations, future operations, and plans.

4.5.10.3 Subtask D.3.3. Staff planning and decision-making performance objectives consist of the following:

Subtask D.3.3: Staff Planning and Decision-making Performance Objectives

1. Understand and practice the 5-step UN-MDMP.

2. Understand and practice each staff section’s role and contribution to each step of the process.

3. Identify products required at the end of each step.

4. Understand and practice briefing requirements for each part of the process.

5. Understand and practice an After-Action Review following each step of the process.

6. Understand warning order, fragmentary orders, and operations orders.

7. Understand techniques to develop and brief both leaders and subordinates on all types of orders, formal presentations, and back briefs.

8. Demonstrate a complete development orders process from receipt of mission from higher headquarters to orders production.

4.5.10.4 . Subtask D.3.4. Dissemination of orders and rehearsals performance objectives consist of the following:

Subtask D.3.4: Dissemination of Orders and Rehearsals Performance Objectives

1. Prepare and deliver operation orders brief with visual aids.

2. Describe the fundamentals, different types, and methods of rehearsals.

3. Facilitate subordinate leader back briefs.

4. Prepare and conduct multiple types of rehearsals.

4.5.10.5. Additional Requirements.

4.5.10.5.1. The Contractor may conduct all classroom instruction for all unit staffs as a consolidated group. However, the unit staffs shall be separated into different classrooms for PEs and divided into the different primary and special staff sections.

4.5.10.5.2. Conduct at least one (1) Command Post Exercise for the ZDF unit staffs.

4.5.10.5.3. Staff trainees shall continue perform their operational duties to practice and reinforce all training received after training is complete and for the duration of the training.

4.5.10.5.4. Staff trainees shall conduct daily Commander Update Briefings (CUBs) on the progress of training.

4.5.10.5.5. Staff…