Group_B_Draft_RFP_Sample_SOO.doc

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SOCOM Wide Mission Support (SWMS) Group B Federal contract opportunity
Solicitation number
H92222-14-R-0021
Issued by
United States Special Operations Command

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SWMS Group B Draft RFP Sample Statement of Objectives

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The following Statement of Objectives (SOO) for Family Readiness Support and J7/9 (now FMD) Manpower Augmentation are included for information only, and are representative of the types of performance that will be required under SWMS Group B in addition to the Raven MRX Statement of Work provided with the Draft RFP. These SOOs reflect requirements that were competed and awarded under GBPS. The Final RFP will include task orders that will be awarded and performed under SWMS for Group B.

PERFORMANCE BASED STATEMENT OF OBJECTIVES

JOINT SPECIAL OPERATIONS COMMAND (JSOC)

STAFF SUPPORT

GLOBAL BATTLESTAFF AND PROGRAM SUPPORT

1.0 DESCRIPTION OF ORGANIZATION REQUIRING SUPPORT: The JSOC Assistant Chief of Staff (ACOS) is responsible for the effective operation of the Family Readiness Group (FRG) program. The purpose of the FRG is to support the mission of the Command and the well-being of JSOC personnel and families. The FRG is comprised of service members, civilian employees and their immediate family members, and is designed to meet the intent of Department of Defense and Service FRG Programs. The JSOC Director of Personnel, J1, is responsible for the effective management of the JSOC Awards and Decorations Program. This program ensures appropriate and timely recognition of all military members of all Services and civilian employees assigned to JSOC. The JSOC Director of Resource Management (RM) is responsible for the preparation, submission, execution, and analysis of the JSOC budget; additionally, the RM Director is responsible for accomplishing the distribution of all funds coming into JSOC and for managing the JSOC Management Internal Control Program (MICP) processes; the RM Director is also responsible for resourcing incremental Special Operations (SO) peculiar requirements necessary to provide support to SOF mission activities, equipment, and depot maintenance and life cycle logistical support. The RM Director provides financial management and technical support to all JSOC Components relating to the budget formulation and execution and other financial issues pertaining to the support of Special Operations Forces (SOF) mission activities and exercises involving the JSOC HQs.

1.0.1 TASK PURPOSE AND OVERALL OBJECTIVE: The objectives of this task order are to support three areas within the JSOC HQ including support for the JSOC FRG program, RM Support for the Budget Process, and supporting all functions in the Awards and Decorations Program.

1.0.1.1 Due to the phase-in requirements of the Award and Decorations Program Support, the purpose of this Statement of Objectives is twofold:

1.0.1.1.1 Subtask 1: To provide administrative, functional, and logistics support in order to execute a flexible and responsive FRG program that supports the full spectrum of needs experienced by military/civilian members and their families and to provide financial management and technical support to the HQ JSOC RM Directorate. The FRG Program will meet the following specific objectives: 1) Develop and operate programs that provide information, offer support and outreach, promote involvement, and prevent isolation. 2) Establish a network of communication to provide information to families and collect information on family needs and problems that require assistance. 3) Conduct events and activities that foster a sense of belonging, promote friendships, enhance morale, and improve quality of life. 4) Refer family needs or problems that cannot be met by the FRG to appropriate support personnel. 5) Provide an opportunity for family members to mutually support and assist one another, especially during family separations. And to provide support and expertise in the area of Financial Management and Technical Support for the HQ JSOC RM Directorate at Ft. Bragg in accordance with the RM Directorate budget process.

1.0.1.1.2 Subtask 2: The contractor shall support all phases of the awards and decorations process in order to provide appropriate and timely recognition for all Service members and civilian employees assigned or attached to JSOC. (Beginning 10 Feb 2011 and continuing throughout the period of performance.)

2.0 SPECIFIC REQUIREMENTS:

SUBTASK 1:

2.0.1 Family Readiness Group

2.0.1.1 Program Support. The contractor shall administer and coordinate the operation of the JSOC FRG. The contractor shall document and manage all data and information supporting the conduct of all family support projects to include, but not limited to: family readiness activities, command sponsored events, quality of life issues, and command-unique services. The contractor shall assist with the development of policies and procedures, identify issues, and develop initiatives to assist the Commander, Assistant Chief of Staff (ACOS), and Staff Directors in the effective operation of the JSOC FRG. The contractor shall perform liaison with installation and off-post activities, and other social and family service organizations. The contractor shall advise and assist JSOC Staff Directors and unit Commanders in the execution of their directorate FRG programs. The contractor will administer and coordinate JSOC’s volunteer program, to include maintaining and updating the FRG Overarching Program Calendar, recruiting and training volunteers for general and specific events, and planning and conducting JSOC’s Volunteer Recognition Ceremony. The contractor shall provide feedback and staff support to the Commander and ACOS, as required, concerning matters related to family issues, family support programs, and family team building. The contractor will administer and support the conduct of FRG Steering Committee and FRG Council meetings, to include recommendations on issues, trends, and initiatives.

2.0.1.2 Administration. The contractor shall oversee facility operations in the JSOC Special Staff Annex by performing building custodian, and managing the maintenance of the facility and appliances, initiating work orders as needed. The contractor shall execute stewardship of supplies and demonstrate proper command supply discipline. The contractor shall conduct equipment inventory, store, safeguard, and utilize all equipment (to include identifying requirements for repair and/or replacement) associated with the program and its activities. The contractor shall ensure all FRG programs fully consider and coordinate implementation of appropriate levels of physical security and safety for personnel and equipment. The contractor shall keep family members informed of JSOC functions and activities and serve as a resource clearing house for family members and staff. The contractor shall manage volunteer data, family member data/lists, guides, directories, and other resources by proper coordination with the appropriate JSOC offices to ensure databases are complete at all times to ensure the program support is available for those who require. The contractor shall greet visitors, take calls, and render appropriate assistance IAW standard hours set by the FRG Program Manager ensuring coverage at all times required. The contractor shall assist other staff members in the Special Staff Annex, as appropriate, and perform other administrative functions, as needed.

2.0.2 Financial Management Support

The contractor shall provide financial management, technical, and policy support to the HQ JSOC RM Directorate at Ft. Bragg in accordance with the RM Directorate budget process. The process includes planning and analysis, tracking, data gathering, preparation of reports and data integration. The contractor shall research, analyze, and support the standardization and consolidation of USSOCOM financial data for management analysis and reporting as required by OUSD, OMB, and Congress. The contractor shall support the JSOC Comptroller’s financial management responsibilities associated with other SOF Components and provide support to the JSOC RM Directorate on budget formulation and execution and other financial issues pertaining to fiscal support of SOF mission activities and logistical life cycle tracking, monitoring, and management of MFP-11 funding support provided to JSOC. This supports includes all accounting actions associated with conducting a formal Tri-Annual review within the FM Suite to perform document reconciliation for all expired year accounts IAW DFAS and overarching Command guidance. Support will include providing training on the Tri-Annual review process to customers with respect to GAFS/IAPS, reconciliation systems, Mechanization of Contract Administration Services (MOCAS), Wide Area Workflow (WAWF), and other training as required.

The contractor shall advise, assist and provide support to ensure JSOC complies with the standards and requirements set by OMB, OUSD(C), FASAB, GAAP, GAO, and any other governing body as deemed applicable. The contractor shall provide support relating to financial performance, reporting and audit readiness as required by OUSD, USSOCOM, and Comptroller initiatives and provide any concerns or changes to policies or process with recommended solutions as required. These include Audit Committee, SAT, and Joint Resources Executive Council (JREC).

SUBTASK 2:

2.0.3 JSOC Awards and Decorations Program Support

The contractor shall advise and assist in all areas of the awards and decorations process and ensure that all award recommendations meet Service and DoD requirements. The contractor shall organize and administer assigned functions of the awards program and implement guidance and policies pertaining to both Service and Defense awards. The contractor shall collect, manage and produce data/briefings to JSOC’s Commanders and Staff Directors and provide feedback to the Director of Personnel on all awards issues encountered with customers. The contractor shall record, track, report, and recommend solutions to issues experienced while processing internal and external awards. This data shall be used to maintain personnel rosters, identify shortcomings, substantiate corrective action recommendations, improve program shortfalls, develop internal controls, and implement a continuity documentation program.

2.1 DELIVERABLES

SUBTASK 1

2.1.1.1 The contractor shall establish, coordinate, edit, and oversee publication of a quarterly FRG Newsletter to inform the command and FRG members of unit, installation, and community activities and opportunities. A draft bulletin shall be delivered to the Government 15 days prior to date of publication.

2.1.1.2 The contractor will deliver and maintain the FRG Overarching Program Calendar and plan and provide the information required regarding actions completed and pending with respect to all tasks required on a monthly basis in conjunction with the Monthly Report. Information to be provided with the Calendar includes the plan and all tasks, actions, concerns, and progress associated with conducting seasonal and volunteer events as determined by the Steering Committee or Council. This includes 3 spouse orientation programs per year, the annual JSOC Volunteer Recognition Ceremony, quarterly projects to send snacks/personal items to JSOC members overseas based on the season (Christmas stockings, Easter bags, and Halloween treats) and other possible events based on the approved Program Calendar of Events.

2.1.2.1 Contractor shall provide on bi-monthly basis information regarding reconciliation status including documents completed, outstanding reconciliation actions and current status to include courses of action for resolution resulting from actions in SOO 2.0.2. In addition, each report shall provide information regarding any leadership concerns that require external attention including systemic issues, possible process improvement ideas and required training requirements based on issues, new systems or recent overarching or internal policy changes.

2.1.2.2 The contractor shall provide draft briefings, point papers, and other written documentation as required for JSOC management in accordance with agreed upon timeline established by the COR or Technical Representative based upon Directorate or Division Chief requirements. Documents include, but are not limited to, WPBAC, SPBAC, EPBAC, and other documents and required reports as described in the internal policy.

SUBTASK 2

2.1.3.1 The contractor shall submit a semi-annual Lessons Learned Report resulting from actions in SOO 2.0.3. This report will include lessons learned in the format of problem, discussion, and recommended resolutions including an analysis of problem to justify the recommendation.

2.2 PERSONNEL AND MINIMUM SKILL REQUIREMENTS.

SUBTASK 1

2.2.1.1 FRG Coordination: Two years of work experience in human services, directly related to the task area, and prior military (or military spouse) experience preferred, including 2-years SOF community background. Should possess an understanding of Family Readiness Groups and be well versed in all branches of Service and the Joint service environment. Extensive writing and oral communication skills required, as well as ability to interface at all levels of the command and FRG leaders. Must be able to plan, organize, and execute large-scale social and family events (protocol experience a plus). Must possess knowledge of military activities/programs available to military members and their families. Functional knowledge of current software applications, i.e., Microsoft Word, PowerPoint, and Excel. BA or BS in SOO-related area and working experience in the administration of personnel or human relations.

2.2.1.2 FRG Administration: Two years of work experience performing administrative or reception functions or two years of volunteer experience working with family readiness activities or other volunteer programs. Prior military experience (including service as a military spouse) is preferred. General knowledge of the military and activities/programs available to service members and their families. Solid communication skills, both written and verbal, with ability to communicate effectively and harmoniously with all types of people. Extensive knowledge of word processing, spreadsheet development, and basic automation applications.

2.2.2.1 Financial Management Support: A working knowledge of Database Commitment Accounting System (DbCAS), Database Accounting Reconciliation System (DARS), Army Standard Information Management System (ASCIMS), & Accounting Transaction Ledger Archival System (ATLAS) are required. Knowledge of the different kinds of government contracts is also required. Additionally, knowledge of MS-EXCEL, MS-WORD, MS Power-point, Electronic Document Access (EDA), On-Line Reporting and Viewing (OLRV), Standard Procurement System (SPS), and Wide Area Workflow are preferred.

SUBTASK 2

2.2.3.1 Awards and Decorations Program Support: Must possess work experience in personnel administration and human relations, directly related to the task area. Prior military work experience is preferred. Individual must be well versed in all branches of Service and the joint Service environment and possess the written and oral communication skills required to excel in a professional office environment, with the ability to communicate effectively with the troops and the Commander. Individual must possess an in-depth knowledge of standard professional software programs such as Microsoft Office with Excel and PowerPoint experience preferred. The ability to type 50 wpm is desired.

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

Task Order Level Service Delivery Summary

Category
SDS - Objective
Metric – Performance Threshold
Method of Evaluation
Quality of Service
· Does the contractor’s performance conform to contract and task order requirements, specifications and standards of good workmanship (e.g., commonly accepted technical, professional, environmental, or safety and health standards)?

· For example:

· Are reports/data accurate?

· Does the product or service provided meet the standards for each applicable SDS item?

· Does the contractor’s work measure up to commonly accepted technical or professional standards?

· What degree of Government technical direction was required to solve problems that arise during performance?

· Were there any security violations?

· Contractor receives no more than <insert # of complaints> formal customer complaints/contract discrepancy reports per year for each task order.

· Contractor successfully resolves any customer complaint within <insert # of days> working days of receipt or less time as specified in the task order.

· No security violations acceptable. 100% Compliance.

· All reports and deliverables submitted accurately and on time X% of the time

· Feedback from Leadership/SME/Interested parties

· Feedback from target audience based on interviews, surveys, discussions

· Daily observations and interaction with Key Personnel

· Review of Deliverables

Schedule
· Does the contractor accomplish tasks and delivery of products within schedule timelines, milestones, delivery schedules and administrative requirement?

· Are requirements/deliverables completed in an accurate, timely manner in compliance with task order PWS requirements?

· No more than X late documents per year and no more than X working days late. No more than two sets of corrections/ edits and all corrections must be accomplished within X working days or other such time periods as established in the task order.
· Review of deliverables, feedback from Leadership on quality of submittals.
Cost Control
· Did the contractor manage task order resources within funding constraints?

· Labor hour execution

· Travel funds

· Material funds

· Did the contractor do anything innovative that resulted in a cost savings?

· Execution within X % of budgeted resources, (insert N/A for FFP task orders)

· Must accommodate fact of life changes and increases within scope

· Execution of innovative solution resulted in savings (time, task order cost, extension of services, etc.)

· Monthly reports depicting actual execution vs. budget

Business Relations
· Is the contractor oriented toward the customer?

· Is interaction between the contractor and the Government satisfactory or does it need improvement?

· Were products and/or services provided timely, complete?

· Was the quality of problem identification and corrective action plans, if applicable, focused on customer satisfaction?

· Did the contractor personnel exhibit reasonable and cooperative behavior?

· Contractor receives no more than <insert # of complaints> formal customer complaints/contract discrepancy reports per year for each task order. Contractor successfully resolves any customer complaint within <insert # of days> working days of receipt or less time as specified in the task order.
· Review of Deliver

· Feedback from Leadership/SME/Interested parties

· Monthly Reports

Management of Personnel
· How well did the contractor select, retain, support, ensure training over time as required, and replace, when necessary, task order personnel.

· For example:

· How well did the contractor match the qualifications of any key or SME positions, as described in the contract, with the person who filled the key position?

· Did the contractor support key personnel, SMEs and Action Officers so they were able to work effectively?

· If a key person did not perform well, what action was taken by the contractor to correct this?

· If a replacement of a key person was necessary, did the replacement meet or exceed the qualifications of the position as described in the contract schedule?

· Were off-site personnel effectively utilized?

· No more than <insert # of violations> total validated violations. Upon notice of violation, Contractor shall immediately correct or establish acceptable corrective action plans within <insert # of days> working days.

· No more than <insert # of required corrections. Total validated changes as a result of not following current policy or processes or having appropriate skill set for position

· Inspections and periodic surveillance by CORs

4.0. GOVERNMENT FURNISHED PROPERTY/SPACE. The Government anticipates on-site support for this requirement therefore, the Government will provide all equipment and materials, and access to all necessary 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 Fort Bragg NC facility 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. Support will generally occur at government office spaces located at the JSOC Compound on Butner Road at Fort Bragg, NC. The FRG staff support will also occur at the JSOC Special Staff Annex on Knox Street at Fort Bragg, NC. Support may also be required at contractor facilities.

5.0. SECURITY REQUIREMENTS.

Security will be in accordance with the attached DD254. Contractor team individual(s) supporting will be cleared at the TS level with SCI eligibility at the start of the task. These contract personnel will require access to SCI and Focal Point material in performance of this effort. The contractor team individual supporting SOO section 2.0.2 will be cleared at the TS level (with no SCI eligibility) at the start of the task and will require access to Focal Point material in performance of this effort. Contractor will require access to NIPRNET, SIPRNET, and JIANT computer systems only at government facilities for all Subtasks. Contractor will be authorized to courier classified information up to the “Secret” level in performance of official duties upon approval of and designation by the COR.

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.

The contractor shall 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.

6.0 REPORTS. Monthly reports per basic contract PWS para 3.1.1 are applicable. The appointed COR name and information will be located in the task order DD 1155, Section F. Additionally, all reports specific to this task order, outlined in SOO Section 2.1, Deliverables, shall be submitted as required by the Requiring Activity.

7.0 TRAVEL. Travel is required in support of this task order; specific requirements related to the specific JSOC Directorates are outlined below. It is the responsibility of the contractor to ensure that travel expenses are incurred in accordance with the Joint Travel Regulations.

SUBTASK 1: Travel is required to various CONUS (no OCONUS travel is anticipated) locations as part of the FRG Support and Financial Management Support requirements. Visits include attending conferences or other Service FRG Project offices and HQ USSOCOM for new information concerning program updates, data gathering, development assistance, and progress review purposes. Examples of anticipated travel follows: trips to DFAS; HQ USSOCOM; US Army HQ or other activities where Care Coalition/FRG Programs are discussed and/or JSOC funds are executed. All travel is computed based on historic information and requires that the contractor will be required to travel to Program-Project Locations based on Government requirements and estimated 8 CONUS trips per year, 1 person, 5 days each trip.

SUBTASK 2: No travel is anticipated to support this subtask.

8.0 MATERIAL. No material is required for this effort. All material will be provided by the Government.

PERFORMANCE-BASED STATEMENT OF OBJECTIVES

TRAINING, KNOWLEDGE, AND FUTURES DIRECTORATE (J7/9)

SUBJECT MATTER EXPERTISE SUPPORT

GLOBAL BATTLESTAFF AND PROGRAM SUPPORT

1.0 DESCRIPTION OF ORGANIZATION REQUIRING SUPPORT. The J7/9 Training, Knowledge and Futures Directorate has the responsibility to represent CDR USSOCOM with facilitating Special Operations Forces (SOF) combat readiness. The J7/9 maintains the Joint SOF Body of Knowledge, leads joint SOF training, oversees Warrior preparation and acts as a functional manager and requirements advocate for SOF training and missions preparation systems. This is accomplished through the timely delivery of focused training solutions to the Special Operations Warrior/Diplomat as well as providing training oversight through the validation of training requirements and resources, training plan development, and the coordination and de-confliction of the SOF exercise support. The J7/9 also orchestrates assessments of USSOCOM support of the RCCs during CJCS exercises and operations and develops and promulgates joint special operations doctrine, tactics, techniques and procedures. Additionally, the J7/9 develops and executes the USSOCOM joint education strategy and the USSOCOM Lessons Learned program.

1.1 TASK PURPOSE AND OVERALL OBJECTIVE.

The contractor team shall provide subject matter experts (SME) to augment manpower for J7/9 activities across all organizational functions. These SMEs will fill roles in the J7/9 Joint Table of Distribution that remain unfilled or will support newly established operational requirements. Other positions require specialized expertise or skills that are not available from Government staffing mechanisms due to their specialized nature.

Based on current mission requirements currently filled by contracted personnel, J7/9 estimates that the total number of SMEs required will not exceed 33 full-time equivalents. However, various SME positions will be phased in on different start dates. Each position described below indicates the expected start date for that position. Additionally, position conversions and mission changes are anticipated during the base and option years, and the contractor shall remain flexible to reduce or modify the effort in accordance with the Government’s evolving requirements.

2.0 PERSONNEL REQUIREMENTS AND MINIMUM SKILLS.

The following paragraphs describe the functions that the Government requires the contractor SMEs to perform. The list is divided into current J 7/9 organizational structures. In accordance with the DD254 and unless otherwise noted below, all positions are required to have top secret (TS) clearances with sensitive compartmented information (SCI). The contractor shall be responsible for ensuring that all personnel are fully qualified and that all SMEs stay abreast of and remain trained and proficient in the latest technological and professional developments to ensure continual quality support. The contractor is responsible for the individual development and training of all employees unless there is required training that is unique to the Government and can only be provided by the Government.

Although this is a manpower augmentation task order that requires day-to-day interaction between Government and contractor personnel, as part of the overall J7/9 organizational management, tasks must be assigned to all J7/9 personnel, including contractors. However, since this is not a personnel service requirement, strict management-contractor boundaries must be maintained. In order to accomplish this, the Government will require a single point of contact from the contractor, normally referred to as a task lead. The Government’s minimum expectations of the task lead are as follows: be responsible for handling the day-to-day management and administration of contractor employees, respond to personnel-related questions, resolve personnel issues or conflicts, ensuring that all contractor employees are providing quality support and remain proficient in their area of expertise to include new technologies and software, supervise all staff efforts, perform quality checks of all work products when required, and maintain communication and close coordination with the contracting officer’s representative (COR) and any appointed technical representatives (TR) to ensure total product/service satisfaction.

2.1 J7/9 GENERAL SUPPORT.

2.1.1 Travel and Resource Support. The contractor shall support the J7/9 Admin and Resource Office to provide travel and resource support. These processes include day-to-day planning and analysis, tracking, data gathering, preparation of reports and data integration. Additionally the contractor shall develop information papers and other documentation to support requests, and present to and advise decision makers; process, track, organize, and reconcile task orders and training requests, and develop, package, process and track new contractual requirements.

2.1.1.1 Executive Project Analyst (x1) (Start Date: 15 September 2010). The contractor shall provide resource analysis and executive-level administrative management of the Defense Travel System (DTS) and Government Travel Card (GTC) programs. Specific responsibilities include:

Administrative Support:

Ensure mission accomplishment and implement quality improvements in response to regulatory compliance or requirements.

Identify need for change in organization priorities and take action to implement such changes.

Plan and schedule work in a manner that promotes a smooth flow and even distribution and ensure effective use of org resources to achieve organization goals and objectives and needs Manage Command Action Trackers, Form 14s, Service and Civilian awards/performance reports, and message traffic

Establish, update, and maintain office records of varying types

Review and process incoming and outgoing correspondence.

Schedule appointments and meetings; manage VTCs with Joint Staff, COCOMs, TSOCs and our Service components.

Defense Travel System

Review all travel authorizations and vouchers and ensure timely processing

Ensure lines of accounting are correct and available for use

Manage cross-org, fund cite authorizations, and invitational travel orders

Develop, monitor, and change DTS routing lists as required

Maintain a working knowledge of JFTR/JTR and other applicable regulatory guidance to ensure compliance

Conduct periodic internal control evaluations to ensure processes and procedures are followed

Liaison with CTO, RDMO SOFM regarding unique circumstances

Create Fund Cite Authorizations and Liaison with SOFM for certification

Liaison with IMCOM regarding TCS orders

Liaison with individuals regarding Individual Travel Orders (ITO)

Government Travel Card

Manage transfer of personnel into and out of J7/9; process new traveler accounts

Conduct monthly reviews of cardholder accounts (delinquencies, ATM cash transactions, blocked Code transactions, etc.)

Report delinquent or improper use to the cardholder’s supervisor and/or J7/9 leadership

(as required)

Liaison with Citi Bank for GTC issues (lost/stolen cards, etc.)

Maintain expertise in the Citi Bank Electronic Access System

Ensure annual training has been completed and maintain certification documents

Ensure Statements of Understanding are signed by members and maintain documents

Maintain up to date card holder listing

· Ensure mandatory split disbursement is implemented

· Meet the DoD delinquency rate in dollars goal of 2% and the delinquency rate of total cardholders with balances over 60 days each month of 1%

Required Minimum Skills: A Bachelor of Science degree in Business is required as well as subject matter expertise of over 5 years of experience in budget matters. Individual must possess strong administrative and communication skills, and possess proficiency in the use of Microsoft Office software applications. Individual must have full working experience and subject matter expertise (to include advisory) with Air Force finance systems such as Commanders Resource Information System (CRIS), the Automated Business Support System (ABSS), and Defense Transaction Interface Module Systems (DTIMS), CITIBANK Database for the Government Travel Card. The individual's experience should include senior subject matter expertise and over 5 years of experience with the Defense Travel System (DTS) in areas of inputting, reviewing, and providing organizational defense travel administrator functions. The individual must provide positive affirmation of travel support represented by results of an audit (e.g., IG inspection) within the past 6 months.

2.1.1.2.

JCIM Administrative Support (x1) (Start Date: 29 September 2010). Contractor shall provide Research, Analysis, Strategic Planning, and Wargaming expertise in support of Joint Civil Information Management (J-CIM) and other related organizations as required. This support includes administrative and security support.

2.1.1.2.1 Administrative Support. Develop administrative Standard Operating Procedures (SOP) for J-CIM. Develop and maintain sponsorship process for J-CIM. Develop and maintain in-processing procedures for incoming contractor and government personnel. Assist with government and contractor personnel identification requirements such as badge and CAC requests. Develop and maintain a training program for incoming personnel. Create information packets to support administration operations. Assist with daily reporting requirements and updates. Develop for Government approval Memorandum of Agreement (MOA) and Memorandum of Understanding letters of support for Stakeholders. Assist the Government on the Development of training on travel procedures, budget, and personnel activities. Develop administrative requirements for Working Groups to include General Officer steering committee and Joint Working Groups. Coordinate and supervise monitor (military/civilian) overseas movements. Coordinate and supervise postal operations.

2.1.1.2.2 Security Support: Develop security SOP for J-CIM. Support in-processing of new personnel. Coordinate and monitor security procedures. Determine security requirements for joint tests and provide recommendations for Government approval. Coordinate overseas and host nation security requirements. Coordinate facility security requirements. Coordinate and supervise monitor mailing of classified documentation and test equipment.

Required Minimum Skills: A bachelor’s degree is highly desired but not required if the SME has over 3 years of experience in administrative matters. Individual must possess strong administrative skills and possess proficiency in the use of Individual must be proficient in the use of Microsoft Office software applications, particularly Excel and Access. Requires a secret clearance.

2.2

J7/9-JD JOINT DOCTRINE BRANCH

2.2.1 Doctrine Developer Program Analysts (x3) (Start Date: 25 September 2010). The contractor shall provide 3 full-time Doctrine Developer Program Analysts responsible for developing and integrating joint doctrine and joint tactics, techniques, and procedures (JTTP), as applicable to special operations, across the entire range of joint operations. These senior program managers/analysts are subject matter experts for joint doctrine development and joint special operations doctrine within SOCOM to establish publication and project-specific joint working groups and enlist the participation of experts from the joint doctrine community. The contractors shall schedule, oversee preparations, ensure resourcing, host and conduct working group conferences throughout the duration of assigned projects which are long term and involve responsibility for establishing priorities toward common objectives and production of deliverable products on schedule. Additionally, the contractor is responsible for researching, drafting, coordinating, and revising doctrine publications within a prescribed process in support of the customer. Submissions will address the inter-relationships of the capabilities and core tasks (to include synergies available to a joint force commander responsible for unified action; command and control structures; planning; processes; employment; and enablers). The contractor will participate in an iterative collaboration process including electronic submission of working text and scheduled telephone conferences with lead agent and principal authors. The contractor shall work closely with the lead agent and principal authors to provide subject matter expertise on integrating key aspects of MISO, IO, SC and related human influence terminology, theory and practice as applied to joint and special operations throughout the doctrine development process. Recommendations will be provided in written form as required in the iterative authorship process.

Required Minimum Skills. A master’s degree is highly desired, but not required. Requires extensive knowledge and experience with joint special operations forces (SOF) and the missions, core tasks, roles and functions of USSOCOM and its components and experience in special operations, experience as a staff officer at headquarters combatant command level and in doctrine development. Also required is extensive knowledge in a variety of joint warfighting functional areas. Must know DoD and Joint Staff policy and precedents governing the development and revision of joint doctrine. A comprehensive knowledge of the relationships between joint doctrine and concept development, lessons learned, training, strategy, operation planning, and military education is mandatory. Contractors must have authoritative knowledge and extensive experience in joint doctrine development and the production management processes that initiate and produce joint special operations-specific doctrine publications, to include their integration with the entire joint doctrine hierarchy of publications. Contractors will be skilled in oral and written communications in order to coordinate effectively with a wide range, and large number, of colleagues, subject matter experts, military audiences, and representatives from the academic community.

2.2.2 Production Manager (x1) (Start Date: 25 September 2010). The contractor shall provide one full-time production manager to manage and execute the production process, staffing, administration, and support functions necessary to produce final copy doctrine publications. Manages and oversees the daily operations, including development requirements and administrative actions. Process expert with specific experience in headquarters staff processes, including doctrine development process, and oversight of administrative functions at the headquarters combatant command level; overall function is to integrate numerous processes and administrative tasks necessary to efficiently and effectively execute doctrine development.

Required Minimum Skills. A bachelor’s degree is highly desired, but not required if the SME has over 3 years of experience specifically supporting SOCOM Doctrine policy. Must know DoD, Joint Staff and USSOCOM policy and precedents governing the development and revision of joint and SOF doctrine. Must have knowledge of the HQ organization and functions within each level of the administrative/support arena. Knowledge of the Command tasker tracking and staff action suspensing systems of the HQ and subordinate component commands to include procedures and methodologies related to formatting of joint doctrine review/change recommendation matrices. A comprehensive knowledge of the relationships between joint doctrine and concept development, lessons learned, training, strategy, operation planning, and military education. Knowledge and experience in joint doctrine development and the administrative/logistical processes that initiate and produce joint and special operations forces-specific doctrinal publications. Knowledge of the Joint Doctrine Development System/process and the four major stages of development to include project initiation; subject matter development; approval; and maintenance. This also includes policies and procedures for preparing and formatting; publishing and production management principles, techniques, and procedures; as well as distributing joint publications. Ability to communicate effectively, both written and oral, clearly and concisely with technical accuracy; includes producing senior level presentations, reports, and staff papers using standard office automation applications (Microsoft Word, Excel, Power Point) and in compliance with all related administrative and security regulations and guidance.

2.3

J7/9-JP JOINT PROPONENT BRANCH

The contractor shall provide 5 full-time contractor on-site subject matter experts with organizational goals/objectives to: (1) ensure the viability and integrity of the Joint Military Information Support Operations (MISO) Proponency Office and principally its Doctrine, Organization, Training, Leadership and Education, Materiel, Personnel, and Facilities (DOTMLP-F) responsibilities for advancing DoD MISO capabilities to support the warfighter; (2) develop DoD MISO capabilities and associated policies, doctrine, tactics, techniques and procedures; (3) provide oversight for operational testing, evaluating, and accrediting MISO capabilities of forces and acquired systems before they are brought on-line and (4) conduct assessments and monitoring operational programs; (4) coordinate security issues for sensitive capabilities and activities with program security managers; (5) develop and plan the Joint Task Force deployable headquarters initiatives.

2.3.1 Irregular Warfare Analyst (x2) (Start Date: 29 September 2010). The contractor shall provide two (2) on-site Irregular Warfare Analysts to develop and plan the Joint Task Force (JTF) deployable headquarters initiative, from Phase I (Initial Operating Capable) through Phase II, and Phase III (Full Operating Capable). The task will include research, collection of materials, analysis, classifying and labeling, organizing materials, and presentation development. Develop classified and unclassified briefing packages targeted towards the contacted command, coordinating briefing locations, dates and times, clearance/visit request, and arranging travel and conference itineraries. Give briefs as required. Provide feedback and recommendations to USSOCOM and contacted commands. The contractor will provide technical oversight and direction for specific work assignments as needed.

2.3.2 Sr. Strategic Analyst (x1) (Start Date: 29 September 2010). Contractor shall provide one Sr. Strategic Analyst to serve as the senior technical advisor and manager for planning, programming, and fulfilling Joint Proponent Branch and subordinate office DOTMLP-F responsibilities for MISO, Security Force Assistance (SFA), Civil Affairs (CA) and Irregular Warfare (IW). Principal agent for coordinating, integrating, and advancing Service Component and Combatant Commander Joint Proponent programs and capability requirements. Assists in the development of future concepts, long-range strategic plans, and operations; reviews Service, COCOM, and USSOCOM command echelon plans, programs, requirements, and activities for consistency with joint doctrine and ensures standardization and interoperability compliance requirements are met. Assists in formulating and promulgating MISO, SFA, CA, and IW strategy and policy guidance in coordination with the OSD and CJCS staff. Monitors information operations, IW programs, and associated activities to ensure organization, training, and equipment pursuits are supportive of DoD MISO, SFA, and IO program implementation.

2.3.3 Joint Strategic Concepts, Plans, Programming, and Policy Analyst (x2) (Start Date: 29 September 2010). The contractor shall provide two analysts to coordinate, integrate, and formulate DOTMLP-F enabling capabilities to support the DoD MISO, SFA, CA, and IW with emphasis on development and implementation of strategy, plans, programs, and policy to support the acceleration and advancement of force capabilities; identifies, evaluates, coordinates, and integrates OSD, Joint Staff, Services, COCOMs plans and policy implementation; provides technical expertise, analytical support, and Joint Proponent oversight of plans, programs, and activities; assists in establishing standards and interoperability requirements among the Services to achieve a robust joint warfighting capability for MISO, SFA, CA and IW areas. Conducts liaison with interface with national-level agencies and intelligence support elements.

Required Minimum Skills for all 5 Proponent Contractors. A bachelor’s degree is highly desired, but not required if the SME has over 5 years of experience in SOF operations. The contractor must be familiar with existing DOD MISO, SFA, CA and IW policies, authorities, and doctrine; be able to conduct mission analysis of selected USSOCOM command plans; and develop Proponent supporting plans. The contractor should have extensive military experience in the Military Decision- Making Process (MDMP), mission analysis, and in the Joint Operations, Planning and Execution System (JOPES). Strong organizational skills and experience in working with Microsoft Office suite of software tools (Word, Power Point, and Excel) are required. Mandatory that contractors have a strong background in US Army Special Forces; specifically, planning, staffing, training, and conducting special operations-focused tasks.

2.4.

J7/9-K KNOWLEDGE DIVISION

2.4.1.

Education Program Analyst Support (x5) (Start Dates: three (3) analysts must start on 15 September 2010, the other two (2) have a start date of 29 September 2010). The contractor shall provide 5 full-time Education Program Analysts to provide SOF timely, effective, professional educational opportunities to assist them in obtaining the requisite knowledge to make informed recommendations and decision on the employment of resources available to them at all levels of warfare. Responsible for Special Operations Forces (SOF) professional development through policy development, programmatic oversight, strategic guidance and in depth analysis as it pertains to joint Special Operations doctrine, strategy, concepts of operations, and other assigned issues. Develops and implements senior-level academic programs for the professional development of individuals that are key to the integration of SOF and the Interagency to achieve USSOCOM’s operational and strategic objectives. Develops and implements the USSOCOM Regional Centers program and the SOF Fellowship and Professional Development Programs. Conducts extensive analysis for assessing special operations (SO) professional development programs. Assists in the establishment, sustainment and improvement of Joint Professional Military Education programs. Implements working groups, special study task forces, and research teams, and develops position papers and other necessary documents as requested.

Required Minimum Skills: Individual must have a relevant bachelor’s degree. Expert knowledge of a wide range of qualitative and quantitative methods for the assessment and development of educational program objectives and evaluating their effectiveness; requiring an understanding of the substantive nature of education programs and their interrelationships. Mastery of advanced concepts and principles of military education as well as expert knowledge on a broad range of joint Special Operations doctrine, strategy, and operations including current issues of interest to USSOCOM leadership and the national defense community. Knowledge of the organization and functions of USSOCOM, OSD, the Joint Staff, other Military Services, and other US government agencies involved in national security issues. Understanding of the ramifications of proposals or actions on Joint Special Operations doctrine, strategy, and operations and ability to relate USSOCOM's concerns to the Interagency and defense communities. Knowledge of U.S. National Security policy-making architecture and the coordination process, and the ability to interact effectively within the U.S. national defense community. Knowledge of one or more of the following subject matter areas: 1) Joint SOF Doctrine, 2) SOF C2 structure, 3) SOF Air Operations, 4) SOF Maritime Operations, 5) Unconventional Warfare, 6) Counterterrorism, 7) MISO, 8) Civil Affairs Operations, 9) Foreign Internal Defense, 10) Counterinsurgency, and 11) Personnel Recovery. Knowledge of research and writing techniques sufficient to conduct complex non-technical studies and analysis affecting significant Joint special Operations and national security issues that define and describe feasible options for Joint Special Operations doctrine, strategy, and concept of operations including the consequences of their adoptions. Skill sufficient to articulate and represent Joint Special Operations doctrine, strategy, and operations clearly and persuasively to a variety of audiences. Knowledge of SOF education/training administration policies and procedures; principles and techniques of training instruction, programs, design and development.

2.4.2. ORSA and Outreach Lessons Learned Subject Matter Experts (x2) (Start Date: 25 September 2010).

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