Attachment_6_Lessons_Learned.pdf

H92222-14-R-0021

Attachment 6

Additional Instructions to Offerors

Force Management Development Lessons

Learned

Sub-factor 2.1

H92222-14-R-0021

Attachment 6

Background: This instruction to offerors gives additional instructions for preparation of the proposal in support the Force Management Directorate (FMD) Lessons Learned (LL)

Statement of Work (SOW).

H92222-14-R-0021 Attachment 6 includes the following: ITO, SOW, DD254 w/Addendums (Attachment 6a) and the LL pricing template (Attachment 6b)

GENERAL INFORMATION

Due Date of Proposals: IAW H92222-14-R-0021; L1.5

Period and Place of Performance: The anticipated start for this effort is 01 May 2015.

Period of Performance: 12-month base period, plus 4 1-year options. Place of performance is worldwide IAW the SOW.

Base Year 01 May 2015 – 30 April 2016

Option Year 1 01 May 2016 – 30 April 2017

Option Year 2 01 May 2017 – 30 April 2018

Option Year 2 01 May 2018 – 30 April 2019

Option Year 4 01 May 2019 – 30 April 2020

Historical Labor Requirements: Historically, this effort was performed by approximately 42 full-time contractor employees for data collection worldwide. The requirement has been revised to reflect the current locations for data collection as defined in the SOW.

INSTRUCTIONS

All offerors are to submit their proposals for FMD Lessons Learned IAW H92222-14-R-

0021 and these additional instructions.

1. Task Order Technical Sub Factor 2.1: Submit a technical proposal IAW H92222-

14-R-0021 Section L2.3.

a. The Task Order Lead is considered Key Personnel; provide a resume IAW

L2.3.2.

b. Special attention should be given to the unique nature of OCONUS locations that require visas, travel coordination (to include US Military coordination and transportation), Synchronized Pre-Deployment and Operational Tracker

(SPOT) requirements, unique skill sets that are required per the SOW, and the ability to plan for site specific requirements prior to personnel deployment.

c. 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. Include the price for the basic and all option periods IAW attached pricing template. The fully burdened rate shall include all labor, material required to provide these services.

b. Cost CLIN – Travel: The Government estimates $400,000.00 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.

Additional information in support of the travel CLIN is required to enable the

Government to determine that the proposed indirect rate is fair and reasonable. Provide a detailed explanation for the basis of the proposed indirect rates (i.e., Forward Pricing

Rate Agreement (FPRA) dated xx/xx/20XX; Unaudited Forward Pricing Rate

Submission; Budgeted rates as of __________). If the rates are not based on an FPRA, the Offeror shall provide three years of historical data and budgetary data for the contract period of performance. Data shall include a detailed build-up of the indirect rates (i.e., listing of all detailed accounts and associated costs included in the pool and base ) and rationale for increases/decreases by calendar year. Contractor proposal cost and price data shall reflect justification to determine all subcontractor costs are fair and reasonable

(e.g. subcontract was competed or provide a cost analysis report to support a fair and reasonableness determination).

Evaluation: The task order evaluation will be IAW H92222-14-R-0021 M2.3. The TO price evaluation will be IAW H92222-14-R-0021 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 B

Directorate of Force Management and Development

Lessons Learned Support (FMD J9-D)

Statement of Work

1.0 DESCRIPTION OF ORGANIZATION REQUIRING SUPPORT. The U.S. Special

Operations Command (USSOCOM), Directorate for Force Management and Development

(FMD), develops, refines, and integrates the joint SOF body of knowledge including doctrine, lessons learned, training and education. The FMD Doctrine and Lessons Learned Division

(FMD-J9-D) encompasses three Branches; Joint Doctrine Branch (FMD-J9-DF), Doctrine Plans

& Integration Branch (FMD-J9-DP), and the Lessons Learned Branch (FMD-J9-DL). The purpose of the USSOCOM Lessons Learned Program is to save lives, resources, and time through aggressive global collection, analysis, outreach, and dissemination of relevant U.S. Special

Operations Forces observations, insights, and lessons to the Special Operations Forces (SOF) warfighter and Joint Community. The success of the Lessons Learned program is achieved through an integrated network of headquarters, component command, Theater Special Operations

Command (TSOC), and forward deployed lessons learned specialists.

1.1 TASK PURPOSE. The purpose of this task is to provide FMD J9-DL with general program support for the execution of the USSOCOM Lessons Learned Program (LLP) to include expert advice, collection support, analytical support, and assistance in carrying out all responsibilities and actions required to support the USSOCOM mission and Commander‟s Lines of Operation.

1.2 OBJECTIVE. The contractor shall develop detailed work plans and schedules, assign responsibilities and manage all required efforts, utilize, control, and redirect available resources as necessary to complete tasks in accordance with scheduled milestones, OPTEMPO, and any other constraints, and perform quality checks of all work products and interact continually with the government contracting officer representative (COR) and any appointed technical representatives (TR). The contractor shall present status of actions and deliverables including interim results, findings, concerns, and risk areas in order to ensure successful completion of all required documents.

2.0 SPECIFIC REQUIREMENTS.

2.1. Required tasks include collecting, archiving and analyzing observations, insights, and lessons in order to resolve and disseminate the required information to the appropriate organizations, units, or personnel in the form of reports, summaries, or briefings.

2.2 Due to the size and complexity of this requirement, the Government requires a single point of contact/Task Lead from the contractor. The minimum expectations from the Government of the task lead are overseeing and performing the day-to-day management and administration of project tasks.

2.3 The contractor will perform all related activities required to collect, archive, analyze, resolve, and disseminate information resulting from operations, exercises, and training events addressed by this program and requires the contractor to understand the highly complex DoD culture, to include its policies and processes. Knowledge of USSOCOM‟s role in the DoD, areas of responsibility for each organization determined to be a stakeholder, and information required of the stakeholders are also Contractor requirements.

2.4 Collect. The contractor shall execute active collection to include direct observations, interviews, surveys, and focused collection of government-directed events. The contractor will then perform the initial analysis of the collected data and provide direct and immediate feedback to unit commanders as required. This requires a continuous presence allowing for daily interaction with specific commands within Air Force Special Operations Command (AFSOC), Joint Special Operations Command (JSOC), Marine Corps Forces Special Operations Command

(MARSOC), Naval Special Warfare Command (NAVSPECWARCOM), United States Army

Special Operations Command (USASOC), Special Operations Command – U.S. Africa

Command (SOCAFRICA), Special Operations Command – U.S. Central Command

(SOCCENT), Special Operations Command – U.S. European Command (SOCEUR), Special

Operations Command – U.S. Forces Korea (SOCKOR), Special Operations Command – U.S.

Pacific Command (SOCPAC), Special Operations Command – U.S. Southern Command

(SOCSOUTH), and Special Operations Command – U.S. Northern Command (SOCNORTH).

Additionally, this requires a forward deployed cadre of active collectors in both hostile and non-hostile areas of operations.

2.5 Archive. The contractor shall perform all updates to required databases for all component commands and TSOCs to: Contribute Information, Data, and Lessons Learned using the required databases of record specific to USSOCOM, Services and the Joint Chiefs of Staff IAW current policy, regulations, and operating procedures. The contractor shall also maintain oversight of the

USSOCOM Specific Lessons Learned Database – the Joint Lessons Learned Information System-

Special Operations Forces (JLLIS-SOF) on SIPR/NIPR/JIANT/FP and ensure data is synchronized, current, and available to users in the least amount of required time and effort.

2.6 Analyze. The contractor shall analyze collected information and research current archives in order to facilitate in-depth analyses in order to determine trends, additional materiel or support requirements, future operational concerns, and other information. Analyses shall be at the strategic, operational, and tactical levels and performed on joint operations, training events, and exercises. Results of the analyses should identify and prioritize capability gaps across the

Doctrine, Organization, Training, Leadership, Material, Personnel, and Facilities (DOTLMPF) spectrum with recommendations so that the final product will be able to be disseminated to the correct audience for resolution in accordance with DoD, USSOCOM, component command, and

TSOC guidance.

2.7 Resolve. The contractor shall utilize command-established resolution programs or utilize the

Special Operations Forces Capabilities Integration and Development System (SOFCIDS) or Joint

Capabilities Integration and Development System (JCIDS) process. The Contractor shall facilitate unit, component command, TSOC, and headquarters-level lessons learned working groups as directed by the TR at each command. Activities shall include issue development and presentation, working group actions, and issue resolution through the designated command process.

Resolution shall include integration with the acquisition and capability-based planning processes.

2.8 Disseminate. The contractor shall disseminate findings based on approved recommendations in the form of reports, summaries, publications, or entries into systems of record. The contractor shall consolidate findings for the government to incorporate into professional military education programs, training, exercises, and operational planning.

3.0 DELIVERABLES. The contractor shall produce all required documentation for the LLP and deliver the following deliverables related to the requirements identified in Section 2.0.

3.1 Compile Before Action Reports, After Action Reports, Executive Summaries, Post Activity

Bulletins and Requests for Information. Documentation shall be complete and include substantiated findings and recommendations, consistent with a high level of quality control and distribution ready. The documentation shall also be audience-specific and captured at the appropriate security level. Frequency is as required.

3.2 Clear and concise observations, insights, and lessons emanating from collection efforts formatted for entry into the JLLIS repository to facilitate issue resolution at unit, component command, TSOC, and headquarters-level lessons learned working groups‟ frequency as required.

3.3 Monthly observation summaries formatted as Lessons Learned Bulletins highlighting unit, component command, TSOC, and headquarters-level high priority items and trends due the 10 th calendar day of the month. If the 10 th calendar day falls on a weekend or a Federal holiday, the documents are due the next government business day.

3.4 Country analyses highlighting observations, insights, and lessons from previous engagements in support of the Joint Combined Exchange Training program. At a minimum, analyses shall highlight logistical considerations for deployment and employment recommendations, including program of instruction considerations where appropriate. Frequency will be derived from JCET deployment schedule with analysis being completed 90 days before scheduled deployment.

3.5 Commander- level briefings of findings and recommendations that have DOTLMPF implications, on a quarterly basis derived from the JLLIS inputs by Special Operations Forces.

4.0 PERSONNEL AND MINIMUM SKILL REQUIREMENTS.

4.1 The contractor will provide an on-site task lead at the government site in Tampa, FL and is considered Key Personnel. The task lead coordinates the requirements of the government COR or government TR while synchronizing the daily battle rhythm of the USSOCOM Lessons Learned

Program. The task lead works directly on-site with the COR and TR to facilitate and maintain communications and lines of effort throughout the USSOCOM Lessons Learned Network. The task lead works alongside and advises the TR on various aspects of the program, to include industry and government best practices, emerging trends, and useful methodologies. Additional duties for the task lead include management of personnel from the contractor‟s perspective and the management of the subcontractor duties, if any, in support of the task.

4.2 To assist the task lead, the contractor will appoint the Lead Collector/Analyst at identified locations in Table 10.1 as site leads, providing on-site support to the government. The site leads will assist in the coordination of the USSOCOM Lessons Learned Program for their respective command by managing the lessons learned battle rhythm for their respective command. The site lead shall work with a designated government lead for their respective command.

Table 4.1. Personnel Qualifications

Task Order Role Education and Experience Requirements

TO Lead (TL) Minimum Education Requirement: Master's Degree.

Required Specialized Experience: Minimum of 25 years of experience, including thorough knowledge of USSOCOM organization and staff processes (at least 3 years of experience at USSOCOM staff headquarters), special operations experience at the tactical level, proven leadership experience

(Command at the 0-5 and 0-6 levels). Ability to prepare and deliver briefings and reports to senior leadership (General/Flag Officer level). Prior TO Lead and Program Management experience required.

Task Order Role Education and Experience Requirements

Desired Specialized Experience: Geographic Combatant Command staff experience, operational experience in at least two Geographic Combatant Commands. Ability to use collaborative communications systems (DCO).

Lead

Collector/Analyst

(LC/A)

Associate or Bachelors of Arts or Science (A.A., A.S., B.A., B.S.). Minimum of 10 years of experience, including 2 years at specific Component or TSOC staff. Ability to prepare and deliver briefings to senior leadership. Ability to prepare collection plans and to collect data using direct methods of interviewing and observation. Knowledge of staff processes. Knowledge of SOF

Command structure to enable targeted dissemination of OIL. Ability to write detailed portions of studies. Knowledge of Joint and SOF Doctrine and TTPs, . Ability to use collaborative communications systems.

Collector Analyst

(CA)

Associate or Bachelors of Arts or Science (A.A., A.S., B.A., B.S.) or a minimum of 7 years of experience. Ability to prepare and deliver briefings to leadership. Ability to prepare collection plans and to collect data using direct methods of interviewing and observation. Knowledge of staff processes and expert knowledge and ability to facilitate issue resolution at the tactical and programmatic

(DOTMLPF, SOFCIDS) levels. Knowledge of SOF Command structure to enable targeted dissemination of OIL for all operations. Ability to write detailed portions of studies. Knowledge of

Joint and SOF Doctrine and TTPs,. Ability to use collaborative communications systems. One

Collector Analyst supporting Village Stability Operations shall also possess additional minimum qualifications requirements including: 7 years of experience in special operations (ARSOF, NAVSOF, AFSOF) and experience in a professional military academic setting.

5.0 SERVICE DELIVERY SUMMARY. The following SDS items outline the key requirements/deliverables in the performance of this task order. Overall performance assessments will be provided to the Contracting Officer by the COR per the procedures under the basic contract Quality Assurance Surveillance Plan. Meeting or not meeting the established thresholds will be the basis of the performance assessments.

Table 5.1 SDS

Performance Objective Performance Measure Reference

Timeliness of task order and contract deliveries

No more than 2% of contract and all task order deliverables are late during the period of performance

SOW Section 5.

Customer satisfaction with delivery of services

Receives no formal customer complaints* during a period of performance, i.e. base period or option year

Personnel possess the required security clearance, and maintain the proper security of documents and facilities

100% of personnel working at the contract level and task order level possess the required security clearance, and maintain the proper security of documents and facilities

Task order DD254

Instances of OCI are avoided and mitigated appropriately

Contractors have zero instances of OCI violations during the period of performance

Contract Section H, OCI

Clause

Contractor provides quality and timely responses to data calls and requests for input/information

98% of responses are sufficient and accurate with no late response(s). Follow-up to obtain the requested information is not required

Contractor meets Quality

Assurance Surveillance Plan

(QASP) metrics

Performance does not fall below

Satisfactory for more than 1% all QASP ratings during the period of performance, i.e. base period or option year

QASP

“Formal Customer Complaint” means any dissatisfaction expressed by a complainant via the COR to the

Contracting Officer (KO) either orally or in writing, regarding any aspect of the contractor‟s performance, including but not limited to deficiencies related to the quality, reliability, or effectiveness, of the contractor„s product deliverables or service performance; a violation of policy, law, or regulation; or failure to meet requirements of the Statement of Work. A formal customer complaint must be justified, verified as accurate and documented as valid and which, directly or implicitly, requests that the KO take specific action(s) to obtain relief or redress on behalf of the complainant. A formal customer complaint is resolved when the KO has closed the complaint after the KO has exhausted all appropriate actions to resolve the complaint and has responded to the complainant in writing explaining the final disposition of the complaint.

6.0 GOVERNMENT FURNISHED PROPERTY/SPACE.

6.1 For efforts that are performed on-site, the government will provide all equipment and materials, with the requisite access to all mission essential networks and systems required to support the activities required under this task order. The government will provide furnished office spaces

(workstations, office automation equipment, telephones, and furniture) and supplies at the locations identified in Paragraph 10.

7.0 SECURITY REQUIREMENTS.

7.1 Security will be in accordance with the attached DD254. Contractor personnel supporting this task, and requiring access to classified information, shall be cleared at the TS/SCI level before the start of the task. Contractors will require access to SCI material in performance of this effort.

Contractors will also be required to have access to Focal Point, SCI, ACCM, SAP, and North

Atlantic Treaty Organization (NATO) classified material. Contractors will require access to

NIPRNET, SIPRNET, Focal Point, ACCM, JWICS, and CENTRIX computer systems only at government facilities. Contractors will be authorized to courier classified information up to the

“SECRET” level in the performance of their official duties upon approval of and designation by the COR.

7.2 The contractor shall 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. The contractor's management system shall prevent unauthorized disclosure of classified and sensitive unclassified information. The government shall be immediately notified if any security incident or any indication of a potential unauthorized disclosure or compromise of classified or sensitive unclassified information.

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

8.0 REPORTS. Monthly reports per basic contract SOW, paragraph 6.0.

8.0 TRAVEL. Travel is required to various CONUS, OCONUS non-hazardous and OCONUS hazardous locations in order to collect observations, insights, and lessons, gather additional data, and perform any associated actions to accomplish the objectives of this task. 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. Personnel may be deployed to OCONUS locations; therefore, the government COR must approve all travel and

OCONUS travel into hazardous areas in advance through the SPOT system.

9.0 MATERIAL. No material is anticipated to be required for this effort.

10.0 LOCATIONS. Table 10.1 identifies the number of billets (Full-time Equivalent), Hours per

Year per Billet, and Task Order Role assignment by Command and location.

Table 10.1 Locations by Command

Command Location # of Billets Hrs/Year

/Billet

TO Role

HQ USSOCOM MacDill, AFB, FL 1 1880 TL

SOCAFRICA Stuttgart GE 1 1880 CA

SOCCENT MacDill AFB, FL 1 1880 CA

SOCEUR Stuttgart, GE 1 1880 CA

SOCKOR Seoul, Korea 1 1880 CA

SOCPAC Camp Smith, HI 1 1880 CA

SOCSOUTH Homestead ARB, FL 1 1880 CA

SOCNORTH Colorado Springs, CO 1 1880 CA

SOJTF-A Kabul, Afghanistan 3 3600 1 LC/A; 2 CA

AFSOC

HQ AFSOC Hurlburt Field, FL 2 1880 1 LC/A; 1CA st SOW Hurlburt Field, FL 1 1880 CA

AFSOAWC Hurlburt Field, FL 2 1880 2 CA th

SOW Hurlburt Field, FL 1 1880 CA th

SOW Cannon AFB, NM 1 1880 CA nd

SOG Mildenhall AB, England 1 1880 CA rd

SOG Kadena AB, Okinawa 1 1880 CA

MARSOC

st MSOB Camp Pendleton, CA 1 1880 CA nd

MSOB Camp Lejeune, NC 1 1880 LC/A rd

MSOB Camp Lejeune, NC 1 1880 CA

NAVSPECWARCOM

NSWG 2 Little Creek AMPHIB, VA 1 1880 CA

Command Location # of Billets Hrs/Year

/Billet

Position

NSWG 4 Little Creek AMPHIB, VA 1 1880 CA

NSWG 1 Coronado AMPHIB, CA 1 1880 CA

WARCOM Coronado, AMPHIB CA 1 1880 LC/A

NSWG 11 Coronado AMPHIB, CA 1 1880 CA

USASOC

MISOC Fort Bragg, NC 1 1880 CA

USASFC Fort Bragg, NC 2 1880 2 CA rd

SFG Fort Bragg, NC 1 1880 CA th

SFG Fort Bragg, NC 1 1880 CA th

SOAR Fort Campbell, KY 1 1880 CA th

SFG Fort Campbell, KY 1 1880 CA st SFG Fort Lewis, WA 1 1880 CA th

SFG Fort Carson, CO 1 1880 CA th

RGR RGT Fort Benning, GA 1 1880 CA

JSOC

JSOC Fort Bragg, NC 2 1880 1 LC/A; 1 CA

TOTAL: 40

Attachment 6a – DoD Contract Security Classification Specification

Attachment 6b – Lessons Learned Pricing Template