Atch_8_J5_Strat_and_Plan_Amend_03.pdf

H92222-14-R-0020-0003 Attachment 8 Rev 3

Additional Instructions to Offerors

Directorate of Strategy, Plans, Policy (USSOCOM J-5) Strategy Division (J-56) Strategic and Long

Range Planning and Analysis Support Sub-factor 2.3

H92222-14-R-0020

Attachment 8 Revision 3

Background: Additional instructions for the preparation of the proposal in support of the Directorate of Strategy, Plans, Policy (USSOCOM J-5) Strategy Division (J-56) Strategic and Long Range Planning and Analysis Support Performance Work Statement (PWS).

H92222-14-R-0021 Attachment 8 includes the following: ITO, SOW, DD254 w/Addendums

GENERAL INFORMATION

Due Date of Proposals: IAW H92222-14-R-0020; L1.4

Period and Place of Performance: The anticipated start for this effort is 15 September 2015.

Period of Performance: 12-month base period, plus 4 1-year options. Place of performance is MacDill AFB.

Base Year 15 September 2015 – 14 September 2016 Option Year 1 15 September 2016 – 14 September 2017 Option Year 2 15 September 2017 – 14 September 2018 Option Year 3 15 September 2018 – 14 September 2019 Option Year 4 15 September 2019 – 14 September 2020

Historical Labor Requirements: Historically, this effort was performed by approximately 22 full-time contractor employees. The requirement has been revised to reflect the current manpower augmentation requirements.

INSTRUCTIONS

All offerors are to submit their proposals for Strategic and Long Range Planning and Analysis Support IAW H92222-14-R-0020 and these additional instructions.

1. Task Order Proposal Sub Factor 2.3: Submit a proposal IAW H92222-14-R-0020 Section

L2.3.

a. The Task Lead is considered Key Personnel. Identify in the proposal which position will perform the Task Lead responsibilities (SOW Para 2.18) and provide a resume

IAW L2.3.2.

b. All security requirements shall be IAW the DD254 and SOW.

2. Price/Cost Factor 4: Submit a TO price proposal IAW H92222-14-R-0021 Section L-4.

a. Cost CLIN – Travel: The Government estimates $50,000.00 of travel per year;

offeror’s shall apply their indirect rates as appropriate. The contractor shall travel as initiated by written tasking. It is the responsibility of the contractor to ensure that travel expenses are incurred in accordance with the Joint Travel Regulations. While OCONUS travel to non-hazardous locations is possible, at this time it is not anticipated. Should OCONUS travel be required in the future, the TO Prime Contractor shall be required to submit a cost proposal to include ODCs associated with OCONUS travel.

Evaluation: The task order evaluation will be IAW H92222-14-R-0020 M2.3. The TO price evaluation will be IAW H92222-14-R-0020 M2.5.

Basis for Task Order Award: The basis for award will be IAW H92222-14-R-0021 M3.3.

SOCOM Wide Mission Support (SWMS) Group A

Directorate of Strategy, Plans, Policy (USSOCOM J-5) Strategy Division (J-56) Strategic and Long Range Planning and Analysis Support

Statement of Work

1. BACKGROUND

1.1 United States Special Operations Command (USSOCOM) is tasked to provide fully capable and enabled Special Operations Forces (SOF) to defend the Nation’s interests in an environment characterized by irregular warfare and asymmetric challenges. The USSOCOM J5 has responsibility within the command to develop SOCOM strategy, policy, and plans, to posture and employ SOF worldwide, and to synchronize Overseas Contingency Operations against violent extremist organizations to achieve strategic end states as defined in global and theater campaign plans. The J56 Strategy Division has responsibility for developing SOCOM strategy and plans. The products of this task provide guidance and resources to the SOCOM components and TSOCs, enabling them to support the SOCOM mission.

1.2 Objective. The objective of this task order is to provide general program management support, expert advice, analysis, event and editorial support, and assistance in carrying out responsibilities for all phases of the USSOCOM Strategic Planning Process (SPP) including Strategic Assessment, Command Strategy, Action Plan, Capability Programming Guidance (CPG), process management team (PMT), analyses of national and interagency strategic documents, and producing and publishing other directed studies and professional articles. The task order also requires subject matter expertise and strategic analyses to align USSOCOM strategic and long-range planning efforts with the Adaptive Planning and Execution (APEX) system.

1.3 Purpose. The purpose of this task is to provide geo-political and cultural subject matter expertise to conduct strategic/ studies and assessments for the analysis, assessment, and synchronization of the command strategic documents and to increase situational awareness.

2. SPECIFIC REQUIREMENTS

The contractor shall be responsible for performing the following tasks:

2.1 Provide analysis in the development of the strategic assessment, command strategy, action plan and capability programming guidance for the planning and execution of USSOCOM missions.

2.2 Support the development of USSOCOM strategic documents by providing subject matter expertise, document preparation and coordination, in-depth analysis of strategic factors, data collection and analysis, seminar/symposium, conference and war-game participation.

2.3 Research and analyze various DOD, Interagency, Service, and Combatant Command policies, strategies and concepts associated with USSOCOM strategy and missions.

2.4 Provide strategic planning and analysis for current contingency plans, including the USSOCOM Global Campaign Plan for Overseas Contingency Operations and other plans.

2.5 Develop, analyze, and compare alternative USSOCOM strategies to align USSOCOM plans and operations with the national-level strategic guidance and direction, including the Unified

Command Plan (UCP), National Military Strategy (NMS), National Strategy for Combating Terrorism (NS-CT), Contingency Planning Guidance (CPG) and the National Military Strategic Plan for the War on Terrorism (NMSP-WOT).

2.6 Provide analysis for strategic planning meetings, briefings, seminars, and strategy war games, and provide required SOF subject matter expertise to events related to the future operating environment and interoperability of SOF. The Contractor Team will prepare written debriefs for the USSOCOM J5 and other USSOCOM staff offices, including analyses of major issues and recommendations.

2.7 Provide geopolitical subject matter experts (SMEs) to conduct strategic/studies and assessments for the analysis, assessment, and synchronization of the command strategic documents and to increase situational awareness.

2.8 Conduct strategic level studies and assessments to analyze, assess, and synchronize command strategic documents.

2.9 Provide SMEs and strategic analyses for aligning USSOCOM strategic and long-range planning efforts with APEX primary supporting initiatives (e.g., Defense Readiness Reporting System (DRRS), Net Enabled Command Capability (NECC), and Global Force Management

(GFM)).

2.10 Provide personnel to capture data and work in collaboration with USSOCOM-J56 planners as part of an integrated and seamless event support team. The team will help USSOCOM-J5 capture the themes, most salient observations, and specific recommendations that emerge during planning conferences.

2.11 Develop and coordinate future plans, policy and strategy, and present and effectively advise USSOCOM leadership on how to leverage U.S. Government, Interagency, and private-sector capacity in support of the command mission.

2.12 Provide a SME with the geopolitical expertise necessary to conduct strategic studies and assessments for the analysis, assessment, and synchronization of the command strategy, command policy, action plan, and strategic assessment.

2.13 Provide expert knowledge of strategic theory, SOF strategic roles and missions, and experience with the various national level strategic documents.

2.14 Provide expert knowledge of the mission, organization and interrelationships of DOD, Joint Staff, and interagency working groups and other Government agencies/activities.

2.15 Provide a detailed knowledge of national policies and other Government agencies/activities in order to develop, coordinate, and implement operational plans and policies for the Command.

2.16 Conduct detailed planning, coordination, integration, synchronization and execution (PCISE) across the full range of Chemical, Biological, Radiological, and Nuclear (CBRN) defense support requirements associated with the USSOCOM Chemical, Biological, Radiological, and Nuclear Defense Management Office (CBRND-MO) Lines of Effort (LOE) and integration into the USSOCOM Combatting Weapons of Mass Destruction (CWMD) Enterprise/ Overarching Integrated Product Team (OIPT).

2.17 Assist with organizing, focusing and synchronizing USSOCOM CBRN defense enterprise partners and enablers to meet defined organizational end states. Specifically, the contractor shall:

2.17.1 Facilitate and support CBRND-MO organizational Strategic Planning Process, goal development and implementation.

2.17.2 Leverage CWMD Capabilities Coordination Group to implement Capabilities Based Planning concepts for emerging CBRND needs.

2.17.3 Support all of the lines of responsibility through task/project planning, research, analysis, document preparation/staffing, coordination support and CBRN Defense Community of Interest/Common Operational Picture (COI/COP) knowledge management synchronization.

2.17.4 Directly manage CBRND doctrine, organization, training, materiel, leadership and education, personnel, facilities and policy (DOTMLPF-P) Capability Portfolio and execute support management of CBRN Defense readiness, futures, capability development and sustainment with emphasis on material and training associated with the SOF CBRN Defense portfolio aligning with the baseline and SOF peculiar/unique issues.

2.17.5 Define, institutionalize and codify portfolio baseline development effort required to support enterprise engagement in the CBRN defense readiness, futures, capabilities development, and sustainment support arenas.

2.17.6 Monitor component status, integrate assessments, and develop corrective action recommendations and integration into CBDP and Service level programmatic arenas to ensure SOF Components are effective in Special Operations Forces Force Generation (SOFFORGEN) processes.

2.17.7 Execute staff coordination support to reach the programmatic end-state and facilitate CBRN Knowledge Management (KM) fundamentals.

2.17.8 Provide direct coordination and synchronization support to the J53 Special Plans and Policy Division Chief as required.

2.18 Task Order Management. Due to the size and complexity of this requirement the Government will require a single point of contact from the contractor, normally referred to as a Task Lead to ensure contractor support is received across J5 Directorates throughout the period of performance. The Task Lead is considered Key Personnel in accordance with contract clause 5652.237-9001.

12.8.1The Task Lead shall manage the task order contractor team to include subcontractors;

serve as the working level primary interface with Government program leads; serve as the primary point of contact with the KO, COR, PCOR for all task order performance issues; ensure on-time delivery of tasks, including all work products and deliverables; responsible for timely staffing of qualified personnel and subsequent availability to support the TO requirements.

2.18.2 Provide the Government, if applicable, with any lessons learned on task execution throughout the period of performance of the task via monthly reports and quarterly reviews and at the end of all option periods.

3. DELIVERABLES

3.1 Provide draft and final electronic copies of research, analysis, and assessment studies addressing USSOCOM strategy and strategic documents. Estimated at two reports per year.

3.2 Provide draft and final electronic copies of outlines, papers, briefings, and written debriefs for SOF strategic issues of interest. Estimated at 10 reports per year.

3.3 Provide draft and final electronic copies of strategic plans for the development and transformation of SOF. Estimated at one plan, per year, updated annually.

3.4 Produce memorandums, papers, slides or other material analyzing the most relevant issues pressuring individuals, localities, nations, regions, or the transnational environment regarding the preparation of strategic plans or policy memorandums. Estimated at 10-25 per year, due not more than 10 days after information is requested.

3.5 Provide meeting summaries and trip reports summarizing discussions, roundtables, conferences, or any networking events, providing contextual information or comment and providing analysis/advice for potential follow-up activities or policy recommendations for the leadership of USSOCOM to promote beyond this headquarters. Estimated at 10 per year.

3.6 Deliver conference notes within three working days from the end of the conference.

4. PERSONNEL SKILLS AND CAPABILITIES

4.1 Contractor shall apply the specific labor categories and skill levels shown in Figure 1 to accomplish the task order performance objectives.

Figure 1 PWS Skills/Qualifications

Position (Labor Category) Required Skills/Qualifications

Strategists (6 Full Time Equivalents

FTE)

SME with geopolitical and cultural expertise necessary to conduct strategic/regional studies and assessments for the analysis, assessment, and synchronization of the command strategy, strategic plan, and strategic appreciation. Expert knowledge of strategic theory, experience in Systemic Operational Design or other similar course, SOF strategic roles and missions, and experience with the various national level strategic documents.

10 years SOF-related strategy experience with: DoD, Joint Staff, Global Combatant Command (GCC), or Functional Combatant Command (FCC).

Education: Senior Service College and/or Master’s Degree in strategic issues.

Expert knowledge of mission, organization and interrelationships of DOD, Joint Staff, and interagency working groups and other Government agencies/activities. Detailed knowledge of national policies and other Government agencies/activities in order to develop, coordinate, and implement operational plans and policies for the Command. Ability to develop and coordinate future plans and strategy, and present and effectively advise USSOCOM leadership on how to leverage U.S.

Government, Interagency, and private-sector capacity in support of the command mission.

Comprehensive knowledge of special operations doctrine, tactics, techniques, and procedures (TTPs) required for developing, coordinating, and implementing strategy, policy, future plans, and operations. Ability to provide geo-political expertise and ability to conduct strategic/regional studies and assessments for the potential application of strategy, plans, and tactics. SME in geopolitical and cultural areas to conduct strategic/regional studies and assessments for the analysis, assessment, and synchronization of the command strategy, action plan, and strategic assessment.

Industrial Analyst, Business Process Consultant (0.33 FTE count because this is only a reachback capability)

Strong private sector expertise available through reachback in economic development, politico-military affairs as well as branding, corporate benchmark survey research, mergers and acquisitions, and information technology. Expert understanding of U.S. interagency cultures and capabilities to maximize integration and synchronization of potential partnerships. Prior experience within the SOF community.

CWMD/CBRN Assistant Program Manager

(1 FTE)

CWMD/CBRN Assistant Program Manager will possess six years of comprehensive programmatic knowledge and experience of SOF CBRN defense and CWMD operations, policy, doctrine, and TTPs

Possess demonstrated experience at the Service SOF Component level and combatant command staff levels supporting CBRN/CWMD mission areas.

Demonstrate the capability to execute program and project management;

operational planning, and coordination processes. Knowledge of policy review and development of analytical, acquisition and logistics methods and procedures in relation to CBRN operations and programs.

Work independently and coordinate with key officials of DoD, Joint Staff, Services, Combat Support Agencies and Other Government Agencies.

Work in an environment to stimulate cooperation and joint planning by such agencies to get needed programs into execution and make services easier and quicker to obtain.

Be able to develop CWMD/CBRN projects or program action plans.

Implement the technical or professional correctness of methods and techniques used; develops and apply new TTPs to solve problems.

Be able to analyze and recommend new approaches (including a set of alternatives for the solution of anticipated problems that are likely to occur) designed to effect desirable changes in CWMD/CBRN program administration and operation.

CWMD/CBRN Defense Program Analyst

(1 FTE)

CWMD/CBRN Defense Program Analyst will have four years’ experience in related CWMD/CBRN field.

Be able to conduct general planning, coordination, integration, synchronization and execution (PCISE) support across the spectrum of specified and implied tasks identified by the CBRND-MO management of Command CBRND priorities.

Will provide support to the designated Action Officer (AO) (OPR/OCR) to assist in the completion of identified tasks, taskings, and projects. Be able to conduct task/project research, analysis, document preparation/staffing, coordination support and CBRN Defense COI/COP knowledge management integration.

Have knowledge and understanding of the DOTMLPF-P process integration for core program elements (Policy, plans and operations;

resource synchronization; capability development; readiness process integration; sustainment synchronization; and CBRN Defense Enterprise program management).

Familiarity of policy and procedures to execute staff coordination support to reach the programmatic end-state and facilitates CBRN Knowledge Management (KM) fundamentals. Have the skills and knowledge necessary to be able to provide direct coordination and synchronization support to the J53 Special Plans and Policy Division. Possess critical skills in the areas of project management; joint service, and SOF doctrinal understanding as is applies to the CBRN defense and CWMD mission areas. Possess practical experience in operational and tactical level planning, orders and execution processes.

Possesses fundamental knowledge of USR, SORTS and DRRS readiness processes; CWMD, CBRN and SOF doctrinal and TTP principles: JCIDS processes; logistics and sustainment database systems; CBRN tactical operations; analytical and technical writing concepts.

5. SERVICE DELIVERY SUMMARY

Performance assessments will be provided to the Contracting Officer (KO) by the Contracting Officer Representative (COR) in accordance with the Quality Control Plan*. Meeting or not meeting the below thresholds will be the basis of that performance evaluation.

Performance Area Performance Objectives Performance Threshold

Quality of Work

TO requirements met with little rework/re-performance required and with few minor and no significant problems encountered.

Contractor performance meets all task order requirements.

Performance occurs with no required re-work/re-performance at least 90% of the time. Problems that are encountered are minor and resolved satisfactorily. Communication with the program office and customer is good. Customer is satisfied with overall performance.

Schedule

Adheres to planned schedules to meet the customer's timeline.

Contractor provides accurate documents in support of the task order performance.

Technical products / deliverables are complete, accurate, clear and conform to the task order requirements. Identified problems prior to adverse impact.

No more than 2% of all task order deliverables are late during the period of performance, unless delay(s) are satisfactorily justified and validated by the COR

Task Order Management

Contractor maintains a stable workforce with no disruption of service. Contractor effectively hires/retains personnel with the appropriate education, experience, training, and expertise to accomplish task order requirements.

Employees required to fill positions to meet a new task order requirement or to replace an employee to fill a vacancy are placed within an agreed upon timeframe.

Customer satisfaction with delivery of services

No more than two customer complaints within a task order period of performance.

Contractor complies with task order security requirements.

No security violations during the period of performance.

The contractor ensures OCI compliance at the task order level.

Contractor has zero instances of OCI violations during the period of performance

Contractor provides CDRLs IAW Exhibit A.

All CDRLS are received complete within the specified time with no rework.

*The QCP is contractor provided and will be incorporated in the Basic IDIQ Award.

6. GOVERNMENT FURNISHED EQUIPMENT/MATERIALS

6.1 The Government anticipates onsite support for this requirement. The Government will provide all equipment and materials, access to all necessary networks and systems, furnished office spaces (workstations, office automation equipment, telephones, and furniture), and supplies for contractors working in support of this effort. Contractor personnel will have access to secure telephones, a photocopier, data, fax (secure and unclassified), and shredder on a non-interference basis when needed to perform the work requirements.

7. SECURITY

7.1 Contractor Team individuals supporting this task and requiring access to classified information will be cleared at the TS level with SCI eligibility at the start of the task. It is anticipated that on site individuals will require this level of access. Contractors will require access to SCI, Foreign Government Information, and Focal Point material in performance of this effort. Contractor will require access to NIPRNET, SIPRNET, and JWICS computer systems only at Government facilities.

7.2 Contractor will ensure requirements for safeguarding classified information and classified materials, for obtaining and verifying personnel security clearances, for verifying security clearances and indoctrination of visitors, for controlling access to restricted areas, for protecting Government property, and for the security of automated and non-automated management information systems and data are fulfilled. Contractor’ management system will prevent unauthorized disclosure of classified and sensitive unclassified information. The Government shall be immediately notified of any security incident or any indication of a potential unauthorized disclosure or compromise of classified or sensitive unclassified information.

7.3 Contractor will provide security management support. Typical efforts include, but are not limited to, performing classified document control functions, classified materials inventories, program access requests, preparing and monitoring personnel indoctrination and debriefing agreements, and maintaining and using security-related databases.

8. REPORTS

8.1 The Monthly Report shall be prepared and delivered in accordance with the basic contract Statement of Work, paragraph 6.0.

9. TRAVEL

9.1 Government directed travel to various CONUS and non-hazardous OCONUS is required to support this task order. Contractor will travel as initiated by written tasking and will ensure that travel expenses are incurred in accordance with the Joint Travel Regulations. All contractor travel requires advance, written approval for the travel to be conducted.