Atch_8_J5_Strategic_and_Plans_Support.pdf

H92222-14-R-0020

Attachment 8

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

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 2 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 2.24) 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.

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. The 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.

2.18.1 Perform monthly internal task reviews with the Program Manager and Operations

Director to discuss task status, including detail on actual task cost accruals and earned value predictions.

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

(7 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 Strategic

Operational Design, 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 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, Employees required to fill positions to meet a new task order requirement or to replace an employee to fill a vacancy are training, and expertise to accomplish task order requirements.

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.

DEPARTMENT OF DEFENSE

CONTRACT SECURITY CLASSIFICATION SPECIFICATION

1. CLEARANCE AND SAFEGUARDING

(The requirements of the DoD Industrial Security Manual apply to all security aspects of this effort.)

a. FACILITY CLEARANCE REQUIRED

TOP SECRET

b. LEVEL OF SAFEGUARDING REQUIRED

NONE

2. THIS SPECIFICATION IS FOR: (X and complete as applicable) 3. THIS SPECIFICATION IS: (X and complete as applicable)

a. PRIME CONTRACT NUMBER

X a. ORIGINAL (Complete date in all cases) Date (YYYYMMDD)

20140811

b. SUBCONTRACT NUMBER b. REVISED (Supersedes all previous specs)

Revision No.

Date (YYYYMMDD) x c. SOLICITATION OR OTHER NUMBER

DUE DATE (YYYYMMDD)

TBD

c. FINAL (Complete Item 5 in all cases) Date (YYYYMMDD)

4. IS THIS A FOLLOW-ON CONTRACT? YES NO If YES, complete the following

Classified material received or generated under is transferred to this follow-on contract

5. IS THIS A FINAL DD FORM 254? YES NO If Yes, complete the following:

In response to the contractor’s request dated _______________________ , retention of the classified material is authorized for the period of ________________________

6. CONTRACTOR (Include Commercial and Government Entity (CAGE) Code)

a. NAME, ADDRESS, AND ZIP CODE

TBD

b. CAGE CODE

c. COGNIZANT SECURITY OFFICE (Name, Address, and Zip Code)

7. SUBCONTRACTOR

a. NAME, ADDRESS, AND ZIP CODE b. CAGE CODE c. COGNIZANT SECURITY OFFICE (Name, Address, and Zip Code)

8. ACTUAL PERFORMANCE

a. LOCATION

HQ USSOCOM/J5

MACDILL AFB, FL

b. CAGE CODE

N/A

c. COGNIZANT SECURITY OFFICE (Name, Address, and Zip Code)

SOCS-Z-SM

7701 Tampa Point Blvd

MacDill AFB, FL 33621

9. General Identification Of This Procurement

J5 STRATEGIC AND PLANS SUPPORT

Period of Performance: 25 SEP 2015- 24 SEP 2020 (ANNUAL REVIEW OF DD FORM 254 REQUIRED)

10. THIS CONTRACT WILL REQUIRE ACCESS TO: YES NO 11. IN PERFORMING THIS CONTRACT, THE CONTRACTOR WILL: YES NO

a. COMMUNICATIONS SECURITY (COMSEC)

INFORMATION

X a. HAVE ACCESS TO CLASSIFIED INFORMATION ONLY AT ANOTHER

CONTRACTOR’S FACILITY OR A GOVERNMENT ACTIVITY

X

b. RESTRICTED DATA X b. RECEIVE CLASSIFIED DOCUMENTS ONLY X

c. CRITICAL NUCLEAR WEAPON DESIGN INFORMATION X c. RECEIVE AND GENERATE CLASSIFIED MATERIAL X

d. FORMERLY RESTRICTED DATA X d. FABRICATE, MODIFY, OR STORE CLASSIFIED HARDWARE X

e. INTELLIGENCE INFORMATION e. PERFORM SERVICES ONLY X

(1) Sensitive Compartmented Information (SCI) X f. HAVE ACCESS TO U.S. CLASSIFIED INFORMATION OUTSIDE THE U.S., PUERTO RICO, U.S. POSSESSIONS AND TRUST TERRITORIES

X

(2) Non-SCI X g. BE AUTHORIZED TO USE THE SERVICES OF DEFENSE TECHNICAL

INFORMATION CENTER (DTIC) OR OTHER SECONDARY DISTRIBUTION

CENTER

X

f. SPECIAL ACCESS INFORMATION X h. REQUIRE A COMSEC ACCOUNT X

g. NATO INFORMATION X i. HAVE TEMPEST REQUIREMENTS X

h. FOREIGN GOVERNMENT INFORMATION X j. HAVE OPERATIONS SECURITY (OPSEC) REQUIREMENTS X

i. LIMITED DISSEMINATION INFORMATION X k. BE AUTHORIZED TO USE THE DEFENSE COURIER SERVICE X

j. FOR OFFICIAL USE ONLY INFORMATION WILL BE

HANDLED IAW DOD 5400.7-R

X l. OTHER (Specify)

Access to all USSOCOM facilities requires contractors to possess a minimum of a secret clearance.

X

k. OTHER (Specify)

FOCAL POINT / ACCM Material NIPRNET, SIPRNET, JWICS at government facilities only.

DD Form 254, DEC 1999 PREVIOUS EDITION IS OBSOLETE

12. PUBLIC RELEASE. Any information (classified or unclassified) pertaining to this contract shall not be released for public dissemination except as provided by the Industrial Security Manual or unless it has been approved for public release by appropriate U.S. Government authority. Proposed public releases shall be submitted for approval prior to release. Direct Through (Specify)

Requests for Public Release must be forwarded through the certifying official, USSOCOM Office of Public Affairs, and contracting officer.

13. SECURITY GUIDANCE. The security classification guidance needed for this classified effort is identified below. If any difficulty is encountered in applying this guidance, or if any other contributing factor indicates a need for changes in this guidance, the contractor is authorized and encouraged to provide recommended changes. The contractor may also challenge guidance or the classification assigned to any information or material furnished or generated under this contract; and may submit questions for interpretation of the guidance to the official identified below. Pending final decision, the information involved shall be handled and protected at the highest level of classification assigned or recommended.

(Fill in as appropriate for the classified effort. Attach, or forward under separate correspondence, any documents/guides/extracts referenced herein. Add additional pages as needed to provide complete guidance.)

The Program manager listed in block 16 will provide a copy of all applicable security directives for this contract. Appropriate level service/component security directives, regulations, and standard operating procedures will be provided by the requiring agency (normally through the Performance Monitor or component command COR). Upon completion or termination of the classified contract, or sooner when the purpose of the release has been served, the contractor will return all classified information furnished or generated to the source from which received unless retention or other disposition instructions are authorized in writing by the USSOCOM Government Contracting Agency/Activity. Furthermore, the contractor will account for and return to the appropriate issuing office, all identification badges and/or entry passes/vehicle decals issued to contractor personnel upon completion or termination of the classified contract, termination of employment, or suspension of classified clearance or access of any contractor employee.

SEE CONTINUATION PAGE

This Solicitation DD Form 254 is tentatively approved. Upon company selection but prior to award and prior to any classified release, this

DD Form 254 with all pertinent information inserted in appropriate sections will be submitted to SMO for final review and approval.

Reviewed/Approved Michael Cauble USSOCOM Industrial Security 22 August 2014

14. ADDITIONAL SECURITY REQUIREMENTS. Requirements, in addition to ISM requirements, are established for this contract. YES NO

(If Yes, identify the pertinent contractual clauses in the contract document itself, or provide an appropriate statement, which identifies the additional requirements. Provide a copy of the requirements to the Cognizant Security Office. Use Item 13 if additional space is needed.)

15. INSPECTIONS. Elements of this contract are outside the inspection responsibility of the Cognizant Security Office. YES NO

(If Yes, explain and identify specific areas or elements carved out and the activity responsible for inspections. Use Item 13 if additional space is needed.)

16. CERTIFICATION AND SIGNATURE. Security requirements stated herein are complete and adequate for safeguarding the classified information to be released or generated under this classified effort. All questions shall be referred to the official named below.

a. TYPED NAME OF CERTIFYING

OFFICIAL

RONALD PETERMAN, GS 13

b. TITLE

Resources Officer

HQ USSOCOM J5

c. TELEPHONE (Include Area Code)

(813) 826-7823

DSN 299-7823

d. ADDRESS (Include Zip Code) 17. REQUIRED DISTRIBUTION

HQ United States Special Operations Command X a. CONTRACTOR

7701 TAMPA POINT BLVD b. SUBCONTRACTOR

MacDill AFB, FL 33621-5323 X c. COGNIZANT SECURITY OFFICE FOR PRIME AND SUBCONTRACTOR

e. SIGNATURE D. U.S. ACTIVITY RESPONSIBLE FOR OVERSEAS SECURITY

ADMINISTRATION

Ronald W. Peterman

USSOCOM J5

X E. ADMINISTRATIVE CONTRACTING OFFICER

X F. OTHERS AS NECESSARY USSOCOM SSO

DD FORM 254 (BACK), DEC 1999

DD FORM 254 CONTINUATIUON PAGE

SECTION 13:

Ref 10e (1): See SCI Addendum.

Ref 10g: Contractor is permitted access to North Atlantic Treaty Organization (NATO) information in performance of this contract, requires a final U. S. Government clearance at the appropriate level, and requires special briefing prior to being granted access. The contractor will maintain strict compliance in regards to NATO information IAW NISPOM Ch 10, Section 7. Prior approval from the contracting activity is required for subcontracting.

Ref 10h: The contractor is permitted access to Foreign Government information in the performance of this contract, requires a final U. S.

Government clearance at the appropriate level, and requires special briefing prior to being granted access. The contractor will maintain strict compliance with NISPOM Ch 10, Section 3. Prior approval of the contracting activity is required for subcontracting.

Ref 10j: FOUO information/provided under this contract shall be safeguard as specified in the attachment, Protecting for Official Use Only

(FOUO) Information.

Ref 10k: ACCM information is governed by DoDM 5200.01 Vol 3, “Information Security Program,” Chapter 6, Section 8, “Alternative

Compensatory Control Measures (ACCM),” and OSD/C3I Memorandum, 18 April 2003, “Revised Alternative Compensatory Control Measures

(ACCM) Guidance”; Focal Point Program information is governed by CJCS Manual 3213.02C, “Focal Point Program Procedures”, and supporting documentation for each Focal Point sub-system, including security classification guides, program security plans, and governing directives. Inspections of ACCM information in USSOCOM, Component (JSOC, AFSOC, NSWC, MARSOC, or USASOC), or Theater

Special Operation Command (SOCCENT, SOCEUR, SOCPAC, SOCSOUTH, or SOCKOR) owned and operated facilities are under the auspices of the respective Command or Component FPPCO.

SECTION 14:

While performing duties at USSOCOM, Component, or Theater Special Operation Command owned and operated facilities, the contractor will adhere to the applicable Information Security Program, ADP and DoDIIS Programs, Physical Security Program, Industrial Security Program, and SCI/SAP Program (if applicable). Prior approval of the contracting activity is required for subcontracting. Access to intelligence information requires special briefings and a U.S. Government clearance at the appropriate level.

Training Requirement: Contractors performing on this contract at military installations are required to conduct command and unit specific security training (Initial/Refresher INFOSEC, OPSEC, EMSEC, AT/FP, Etc.). This training will be provided by the responsible military organization.

IA requirements: Specific Information Assurance requirements may be mandated and are authorized by the responsible command/unit where primary performance location is identified.

Contractor will be authorized to courier classified information up to SECRET in performance of official duties upon approval of and designation by the COR, PM, and/or SSO.

SECTION 15:

DSS is relieved of security inspection responsibility for SCI portions of the contract within a Contractor’s facility but retains responsibility for all non-SCI classified material released to or developed under the contract and held within the Contractor’s facility. Security oversight and inspection responsibility falls under the purview of the USSOCOM, Component (JSOC, AFSOC, NSWC, MARSOC, or USASOC), or Theater

Special Operations Command (SOCCENT, SOCEUR, SOCPAC, SOCSOUTH, SOCAFRICA, or SOCKOR) SSO.

SCI ADDENDUM for DD Form 254

This supplement applies to:

Prime Contact Number: TBD

Delivery/Task Order Number: TBD

Subcontract Number N/A.

Expiration date: 24 SEPTEMBER 2020 (Annual review required)

The following controls will apply to Sensitive Compartmented Information (SCI) provided under this contract.

1. Item 10e (2): Security clearances for contractors working within SCIF spaces must be adjudicated meeting Intelligence Community Policy Guidance (ICPG)

704.1, 704.2, 704.3, 704.4, 704.5 eligibility requirements. Prior approval of the contracting activity is required for sub-contracting. Access to intelligence information requires special briefings and a final U.S. Government clearance at the appropriate level.

2. Item 13: Department of Defense Manual (DoDM) 5105.21 Vol 1-3, Intelligence Community Policy Guidance (ICPG) 704.1, 704.2, 704.3, 704.4, 704.5 and

Director Central Intelligence Directive (DCID) 6/9, and Headquarters, United States Special Operations Command (HQ USSOCOM) 380-6, provide the necessary guidance for physical and information security measures and are part of the SCI security specifications for the contract.

3. Item 13: Inquiries pertaining to classification guidance will be directed to the responsible USSOCOM contract monitor (Ronald Peterman (813) 826-7823)

4. Item 13: All SCI furnished to the contractor in support of this contract / delivery / task order remains the property of the DoD or the agency or command that releases the information. Upon termination of the contract, all furnished SCI will be returned to the HQ USSOCOM Special Security Office (SSO) or the prime contractor.

5. Item 14: This contract / delivery / task order requires that eight contract billets be established in order to fulfill the contractual obligations incurred. Access will be granted by the government agency. Upon completion or cancellation of the contract, the Contractor SSO (CSSO) will debrief or notify the HQ

USSOCOM SSO to debrief all personnel not required for contract closeout and those billets will be disestablished.

6. Item 14: Names of contractor personnel requiring access to SCI and justification for SCI billets will be submitted to HQ USSOCOM SSO after contract monitor coordination. Billet justifications will include the contract statement of work. If a Single-Scope Background (SSBI) Investigation has not been completed upon approval of billets by the HQ USSOCOM SSO, the CSSO will submit necessary forms to the Defense Industrial Security Clearance Office

(DISCO) for an SSBI. An SSBI and access to SCI will comply with the National Industrial Security Program Manual. Upon completion of the SSBI, a nomination for SCI access will be submitted to HQ USSOCOM SSO.

7. Item 14: The CSSO will advise HQ USSOCOM SSO, through the contract monitor, upon reassignment of personnel to other duties not associated with this contract.

8. Item 14: The CSSO must coordinate with the SCI contract monitor before subcontracting any portion of SCI efforts involved in the contract. A separate DD

Form 254 for the subcontractor will be processed and a copy provided to HQ USSOCOM SSO.

9. Item 14: The contractor will not use references to SCI access, even by unclassified acronyms, in advertisements, promotional efforts, or recruitment of employees.

10. Item 14: All SCI work will be conducted within USSOCOM SCIFs.

11. Item 15: HQ USSOCOM SSO has exclusive security responsibility for all SCI released to the contractor or developed under this contract. DIA has delegated to the Defense Security Service authority for all inspections of the contractor to ensure compliance with SCI directives, regulations, and instructions.

12. In accordance with DODM 5105.21 Vol 1-3, the following activity is designated User Agency Special Security Office for SCI requirements:

HQ USSOCOM

Special Security Office

7701 Tampa Point Boulevard

MacDill AFB, Florida 33621-5323

Telephone: DSN 299-3631

Commercial (813) 828-3631

PROTECTING "FOR OFFICIAL USE ONLY" (FOUO) INFORMATION

1. GENERAL:

a. The "For Official Use Only" (FOUO) marking is assigned to information at the time of its creation in a DoD User Agency. It is not authorized as a substitute for a security classification marking but is used on official government information that may be withheld from the public under exemptions 2 through 9 of the Freedom of Information Act (FOIA).

b. Other non-security markings, such as "Limited Official Use" and "Official Use Only" are used by non-DoD User Agencies for the same type of information and should be safeguarded and handled in accordance with instruction received from such agencies.

c. Use of the above markings does not mean that the information cannot be released to the public under FOIA, only that it must be reviewed by the Government prior to its release to determine whether a significant and legitimate government purpose is served by withholding the information or portions of it.

2. MARKINGS:

a. An unclassified document containing FOUO information will be marked "For Official Use Only" at the bottom of the front cover (if any), on the first page, on each page containing FOUO information, on the back page, and on the outside of the back cover (if any). No portion markings will be shown.

b. Within a classified document, an individual page that contains both FOUO and classified information will be marked at the top and bottom with the highest security classification of information appearing on the page. If an individual portion contains FOUO information but no classified information, the portion will be marked, "FOUO."

c. Any "'For Official Use Only" information released to a contractor by a DoD User Agency is required to be marked with the following statement prior to transfer.

“This document contains information EXEMPT FROM MANDATORY DISCLOSURE UNDER THE FOIA. Exemptions apply.”

d. Removal of the "For Official Use Only" marking can only be accomplished by the originator or other competent authority. When the "For

Official Use Only" status is terminated, all known holders will be notified to the extent practical.

3. DISSEMINATION: Contractors may disseminate "For Official Use Only" information to their employees and subcontractors who have a need for the information in connection with a classified contract. Contractors must ensure employees and subcontractors are aware of the special handling instructions detailed below.

4. STORAGE: During working hours, "For Official Use Only" information shall be placed in an out-of-sight location if the work area is accessible to persons who do not have a need for the information. During nonworking hours, the information shall be stored to preclude unauthorized access. Filing such material with other unclassified records in unlocked files or desks, is adequate when internal building security is provided during nonworking hours. When such internal security control is not exercised, locked buildings or rooms will provide adequate after- hours protection or the material can be stored in locked receptacles such as file cabinets, desks, or bookcases.

5. TRANSMISSION: "For Official Use Only" information may be sent via first-class mail or parcel post. Bulky shipments may be sent by fourth-class mail. DoD components, officials of DoD components, and authorized DoD contractors, consultants, and grantees send FOUO information to each other to conduct official DoD business. Tell recipients the status of such information, and send the material in a way that prevents unauthorized public disclosure. Make sure documents that transmit FOUO material call attention to any FOUO attachments. Normally, you may send FOUO records over facsimile equipment. To prevent unauthorized disclosure, consider attaching special cover sheets, the location of sending and receiving machines, and whether authorized personnel are around to receive FOUO information. FOUO information may be passed to officials in other departments and agencies of the executive and judicial branches to fulfill a government function. Mark the records

"For Official Use Only" and tell the recipient the information is exempt from public disclosure under the FOIA and requires special handling.

6. DISPOSITION: When no longer needed, FOUO information must be shredded.

7. UNAUTHORIZED DISCLOSURE: Unauthorized disclosure of "For Official Use Only" information does not constitute a security violation but the releasing agency should be informed of any unauthorized disclosure. The unauthorized disclosure of FOUO information protected by the Privacy Act may result in criminal sanctions and disciplinary action may be taken against those responsible.