IB01_Draft RFP Technical Exhibit E Special Qualifications.pdf
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- Army Transition Assistance Program Services
- Solicitation number
- W9124D26RA041
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This document outlines special qualifications and staffing requirements for the Army Transition Assistance Program (TAP) Services contract with the United States Army, Human Resources Command, Adjutant General Directorate, Transition Division.
The Program Manager position requires a Master's Degree and Project Management Professional (PMP) certification upon hiring, with Program Management Professional (PgMP) certification required within six months. Candidates must have a minimum of five years of relevant experience within the last fifteen years, including managing large-scale global operations in organizations with 200 or more employees, implementing customer satisfaction practices for diverse customer bases, assessing and implementing emerging technologies, utilizing data analytics for reporting, strategically communicating program objectives, and analyzing Government regulatory guidance. The Program Manager serves as the primary interface with the Contracting Officer's Representative (COR) and must maintain full authority over contract execution and performance matters.
The Alternate Program Manager requires a Bachelor's Degree and PMP certification within six months of hiring, with a minimum of three years of relevant experience within the last fifteen years in similar areas as the Program Manager but for organizations with 100 or more employees. Transition Counselors and Financial Counselors each require a Bachelor's Degree or equivalent education-experience combination, with two years of experience counting as one year of school. Transition Counselors need minimum two years of counseling or advising experience, while Financial Counselors require three years of financial counseling experience and a nationally recognized professional certification per DODI 1322.34, with specific competencies in financial management, debt and credit, tax fundamentals, military consumer protection law, retirement planning, and estate planning. All positions have a fifteen-year experience recency requirement, with experience older than fifteen years considered non-relevant.
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DRAFT
UNCLASSIFIED
UNCLASSIFIED
SPECIAL QUALIFICATIONS
1. Program Manager.
1.1. Capabilities. Program Manager serves as the primary interface with the COR and the Human Resources Command Transition Division staff. The Program Manager must have full authority to act on all matters pertaining to the execution of awarded actions and the contractor’s position on determinations of scope. The Program Manager is answerable to the Government on staffing concerns, resolution of contractor performance shortfalls, status of ad hoc reports, and all other tasks or objectives contained within the PWS. The Program Manager must maintain a thorough understanding of the PWS and all accompanying documents related to the TAP requirement.
1.2. Qualifications.
1.2.1. Education.
• Master’s Degree. Required upon hiring.
• Project Management Professional (PMP). Required upon hiring.
• Program Management Professional (PgMP). Required within six (6) months of hiring.
1.2.2. Experience. A minimum of five (5) years of relevant experience, which must have been obtained within the last fifteen (15) years, in the following areas:
• Managing large scale global operations in organizations with 200 or more employees and supporting large robust dispersed customer bases.
• Tailoring, implementing, and modifying proactive and responsive customer satisfaction practices serving a diverse customer-base.
• Assessing and implementing emerging technologies or business practices that increase efficiency, improve customer service, and decrease cost.
• Utilizing data analytics to develop status reports, decision points, and inform future processes.
• Strategically communicating and marketing program objectives, benefits, and results to customers and stake holders.
• Analyzing Government regulatory guidance to inform day-to-day operating practices and management decisions.
2. Alternate Program Manager.
2.1. Capabilities. The Alternate Program Manager serves as the primary interface with the COR and the Human Resources Command Transition Division staff in the absence of the Program Manager. The Alternate Program Manager must have full authority to act on all matters pertaining to the execution of awarded actions and the contractor’s position on determinations of scope. The Alternate Program Manager is answerable to the Government on staffing concerns, resolution of contractor performance shortfalls, status of ad hoc reports, and all other tasks or objectives contained within the PWS. The Alternate Program Manager must maintain a thorough understanding of the PWS and all accompanying documents related to the TAP requirement.
2.2. Qualifications..
2.2.1. Education.
• Bachelor’s Degree. Required upon hiring.
• Project Management Professional (PMP). Required within six (6) months of hiring.
2.2.2. Experience. A minimum of three (3) years of relevant experience, which must have been obtained within the last fifteen (15) years, in the following areas:
• Managing large scale global operations in organizations with 100 or more employees and supporting large robust dispersed customer bases.
Army Transition Assistance Program Services
United States Army, Human Resources Command, Adjutant General Directorate, Transition Division
• Tailoring, implementing, and modifying proactive and responsive customer satisfaction practices serving a diverse customer base.
• Assessing and implementing emerging technologies or business practices that increase efficiency, improve customer service, and decrease cost.
• Utilizing data analytics to develop status reports, decision points, and inform future processes.
• Strategically communicating and marketing program objectives, benefits, and results to customers and stakeholders.
• Analyzing Government regulatory guidance to inform day-to-day operating practices and management decisions.
3. Transition Counselor.
3.1. Capabilities.
• Analytical skills. Interpret client records, agency-wide data, and assessments to match interests and abilities with potential careers.
• Compassion. Work with people who are dealing with stressful and difficult situations, and be able to empathize with clients.
• Interpersonal skills. Work with people of all backgrounds and personalities. Form and maintain collaborative relationships with clients, stakeholders, and other professionals.
• Listening skills. Give full attention to clients in order to understand their problems.
• Speaking skills. Communicate effectively with clients. Express ideas and information in a way that clients understand.
• Group Instruction: Effectively instruct a class, and have competency of the subject matter, the ability to plan and deliver engaging lessons, and the capacity to interact positively with clients.
3.2. Qualifications. Experience from fifteen (15) years or longer ago will not be considered relevant.
3.2.1. Education. Bachelor’s Degree required or an equivalent combination of education and experience.
Two (2) years of experience can count for one (1) year of school. If experience is used in lieu of a degree, the contractor shall document the equivalency and maintain such records for Government inspection. The COR shall be notified upon hire of any personnel qualified via an experience equivalency.
3.2.2. Experience. Minimum of two (2) years specifically in counseling or advising populations of applicable benefits and resources.
4. Financial Counselor.
4.1. Capabilities.
• Analytical skills. Interpret client records, agency-wide data, and assessments to match interests and abilities with potential careers.
• Compassion. Work with people who are dealing with stressful and difficult situations, and be able to empathize with clients.
• Interpersonal skills. Work with people of all backgrounds and personalities. Form and maintain collaborative relationships with clients, stakeholders, and other professionals.
Army Transition Assistance Program Services
United States Army, Human Resources Command, Adjutant General Directorate, Transition Division
• Listening skills. Give full attention to clients in order to understand their problems.
• Speaking skills. Communicate effectively with clients. Express ideas and information in a way that clients understand.
• Group Instruction: Effectively instruct a class, and have competency of the subject matter, the ability to plan and deliver engaging lessons, and the capacity to interact positively with clients.
4.2. Qualifications. Experience from fifteen (15) years or longer ago will not be considered relevant.
4.2.1. Education. Possess a baccalaureate degree from an accredited university or a combination of education and experience which equips the individual to serve as a financial counselor (Two (2) years of experience can count for one (1) year of school); AND maintain a relevant nationally recognized professional certification, IAW DODI 1322.34, Financial Readiness of Service Members, that prepares the individual to provide factual, unbiased financial education and counseling. If experience is used in lieu of a degree, the contractor shall document the equivalency and maintain such records for Government inspection. The COR shall be notified upon hire of any personnel qualified via an experience equivalency.
A nationally recognized professional certification cannot be waived.
4.2.2. Experience. Minimum of three (3) years specifically in financial counseling or advising populations of applicable financial benefits and resources; and have experience that infers competency to:
• Recognize the importance of personal financial management and what resources are available.
• Identify warning signs of Service members at risk for financial problems.
• Understand the fundamentals of banking services and fees.
• Understand the fundamentals of creating and managing a spending plan, and the importance of updating a spending plan.
• Understand the fundamentals and management of debt and credit.
• Understand fundamentals of income tax and common tax benefits, and potential changes to tax situation.
• Know military consumer protection law fundamentals, including Service members’ Civil Relief Act and Military Lending Act.
• Understand how to access credit protection benefits available to Service members
• Comprehend the components of Service member’s military retirement system and the importance of
• preparing for retirement.
• Discuss the reasons, needs, types, and options for purchasing insurance.
• Understand the purpose and implications of estate planning (e.g., beneficiaries, wills, trusts, power of attorney).
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