Attachment_6_CAOCL_SOP_Signed_11_Dec_2018_(1).pdf

TABLE OF CONTENTS

INDENTIFICATION TITLE PAGE

Chapter 1 BILLETS AND RESPONSIBILITIES 1-1

1. Director CAOCL 1-1

2. Director of Research 1-1

3. Professor of Military Cross-Cultural Competence 1-2

4. Operations Officer 1-4

5. Plans and Policies Officer 1-5

6. Education Officer 1-6

7. Operational Culture/Language Training Coordinator 1-6

8. Current Operations Officer 1-9

9. Operations Chief 1-10

10. Instructional Systems Specialist. 1-11

11. Business Manager 1-12

12. Financial Management Analyst 1-14

13. Administrative Assistant.. 1-15

14. Contracting Officer Representative 1-16

Chapter 2 GENERAL ADMINISTRATION 2-1

1. Daily Administrative Duties 2-1

2. Staffing 2-1

3. Civilian Awards 2-1

4. Military Fitness Reports 2-2

5. Civilian Performance Evaluations 2-2

6. Budget Processes 2-2

7. Research Integrity and Academic Freedom 2-2

8. Human Subjects Research 2-2

9. Initiating Research Activities 2-2

10. External Publications 2-3

11. Weekly CG’s SITREP 2-3

Chapter 3 CONTRACTING 3-1

1. Background 3-1

2. Nomination and Appointment Process 3-1

3. Nomination 3-1

4. Appointment 3-7

5. COR/KO Relationship 3-7

6. CAOCL Contracting Businesses Rules 3-7

7. Firm Fixed Price Contracts 3-7

8. Indefinite Delivery/Indefinite Quantity Contracts 3-8

9. Contract General Administrations 3-9

Chapter 4 PLANS AND POLICIES AND INSITIUTIONALIZATION 4-1

1. Background 4-1

2. Marine Corps Strategy 4-1

3. LREC Doctrine and Guidance 4-2

4. LREC Operational Advisory Group Proponent 4-2

5. Support to Marine Corps LREC Advocate CD&I Advocacy, Transition Fiscal, and Personnel Division (ATF&P) 4-3

6. Marine Corps Capabilities Baseline Assessment (MC CBA) 4-3

7. Senior Language Authority (SLA) Support 4-4

8. Strategic Communications Support 4-4

9. Other Institutionalization Activities 4-5

Chapter 5 Training 5-1

1. Training Program Management Lines of Operation (LOO) 5-1

2. Training Curriculum Development LOE 5-1

3. Training Coordination LOE 5-1

4. Instruction Delivery LOE 5-2

5. Direct Support to the Operating Forces (OPFOR) 5-2

6. Training Assessment Program LOE 5-2

Chapter 6 Education 6-1

1. Regional, Cultural, and Language Familiarization (RCLF) Program 6-1

2. Background 6-1

3. Concept of Operations 6-2

4. CAOCL MCU Support 6-6

5. Other Venue Support 6-6

6. RCLF Collaboration and Technology Usage 6-7

7. MarineNet Course Publication 6-8

Chapter 7 Social and Behavioral Science Research 7-1

1. General 7-1

2. Tasking and Prioritization 7-1

3. Research Integrity and Academic Freedom 7-1

4. Human Subjects Research 7-1

5. MCU Policy 7-1

6. Research Design and Execution 7-1

7. Research and Curricular Deliverables 7-2

8. Peer Review, Editing, and Proof Reading 7-2

9. Assessment Activities 7-3

10. Curriculum Development and Integrations 7-3

11. Advising and Review Activities 7-4

11. Outreach Activities 7-4

12. Instruction 7-5

13. Publications and Presentations 7-5

APPENDICES

*Appendices are labeled to match the chapter for which they reference

A Reserved for Future Use A-1

B Reserved for Future Use B-1

C-1 Task Order Timeline C-1 CPARS Guidelines C-2

D Reserved for Future Use D-1

E-1 Reserved for Future Use E-1

E-2 Curriculum Development E-2-1 Master Lesson File E-2-5 Sample learning Analysis Worksheet E-2-6 Sample Learning Objective Worksheet E-2-12 Sample Concept Card E-2-24 Sample Exam Concept E-2-26 Sample Lesson Plan E-2-28 Sample Student Outline E-2-45 Sample Test E-2-64 Sample test Answer Sheet E-2-67 Instructor Preparation Guide E-2-71 Sample Operational Assessment Worksheet E-2-73 Class Development Standards for SME Culture Briefings E-2-74

E-3 Training Coordination E-3-1 Training Support Request (TSR) E-3-4

E-4 Instruction Delivery E-4-1 Student Note Page E-4-5 Student Roster E-4-6 Instructional Rating Form (IRF) E-4-7 After Action Report (AAR) E-4-8 After Instruction Report (AIR) E-4-12

E-5 Direct Support to the OPFOR E-5-1

E-6 Training Assessment Program E-6-1 Teachback – Relevance & Culture Concepts and Skills E-6-4 Teachback – Academic E-6-7 Teachback – Peer E-6-10 Training Coordination Assessment E-6-11 Exercise Culture Assessment (ECA) E-6-13

F-1 Reserved for future use F-1

G-1 Reserved for future use G-1

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Chapter 1

Billets and Responsibilities

1. Task Organization. The Center for Advanced Operational Cultural Learning (CAOCL) is a unique organization primarily supported by contracted personnel. The limited number of government employees (both civilian and military) requires that each billet is clearly defined and understood by all personnel. Upon check-in all new employees/Marines are required to become familiar with the billet descriptions and assigned tasks of all permanent personnel.

a. Billets.

(1) Director CAOCL. The Director for CAOCL reports directly to the President of MCU.

The Director’s mission is to ensure Marines and Marine units throughout the Marine Corps are equipped with requisite regional, cultural, and language knowledge to allow them to plan and operate successfully in the joint expeditionary environment, in any region of the world, in current and potential operating conditions, targeting persistent and emerging irregular, traditional, catastrophic and disruptive threats.

(a) Major duties and responsibilities

1. Responsible for overall management of the Center and the development of a culture and language training program for pre-deployment of operational Marine Corps forces

(OPFOR).

2. Provide direction and guidance to subordinates in the development of advanced culture and language training initiatives in support of Marine Corps wide efforts and provide guidance to higher headquarters based upon the analysis of information from resident and non-resident technical experts to the center.

3. Supervise the development and management and execution of day-to-day and long-range projects and initiatives relating to the training and development of goals, concepts, philosophy, principles, policies, planning, methods, procedures, priorities and initiatives for cultural and language training and development.

4. Advises staff in the establishment of academic policies, procedures and practices regarding the administration of CAOCL.

5. Advise school directors, regional experts, Commanding Officers (CO)/Commanding Generals (CG) of the OPFOR on advanced operational cultural and language training.

(2) Director of Research (DoR). The DoR reports directly to CAOCL’s Director. The DOR’s core mission is to provide guidance and advice that advances CAOCL’s and the Marine Corps’ ability to effectively leverage social/behavioral science research and expertise. The DOR is CAOCL’s Dean. The DoR is CAOCL’s senior advisor (in coordination with the PM3C) to CAOCL’s Director on matters related to social and behavioral science, Professional Military Education, university governance, organizational change, and LREC. The DoR provides

1-2 guidance and advice to CAOCL’s section heads on these matters. The DoR directs CAOCL’s assessment platform and provides guidance and advice to CAOCL’s section heads on assessment. The DoR directs the Translational Research Group (TRG).

(a) Major duties and responsibilities

1. Advance CAOCL’s and the Marine Corps capacity to effectively leverage social/behavioral science research and expertise. Provide or arrange for scientific advising, research, and review for CAOCL’s Director and other Marine Corps leaders. Participate in appropriate working groups, meetings, and committees across the Marine Corps and DoD.

2. Direct the Translational Research Group (TRG). Identify Marine Corps and CAOCL needs. Set the long-term agenda for the group, prioritizing work flow across CAOCL and external support. Match expertise to requirements. Approve all activities of personnel supporting TRG, and review all deliverables. Serve as the Principal Investigator on all human subjects research projects conducted by TRG.

3. Serve as CAOCL’s Dean in university governance and related matters. Attend the Deans Meetings and serve as CAOCL’s dean-level representative in routine meetings, such as the President’s Planning Council, and working groups on topics such as strategic planning, MCU policy, and accreditation.

4. In coordination with the PM3C, provide guidance, direction, and content expertise to CAOCL’s sections in the domains of LREC and social and behavioral science. This may take the form of setting direction, providing content, or providing review depending on the specific project. In coordination with the PM3C, make and communicate determinations regarding appropriate timing of required coordination actions by section heads to ensure adequate time to provide direction, content, and review.

5. Design and direct CAOCL’s overall assessment platform and aggregate section-level inputs into organization-level assessments for CAOCL’s Director. Directly or leveraging expertise within TRG, advise CAOCL’s section heads on developing or refining assessment activities as needed.

6. Support MCU integration through curriculum review/design, instruction, thesis advising, and student mentoring as needed.

7. Directly or by leveraging expertise within TRG, monitor the DoD and Marine Corps science and technology landscapes and ensure CAOCL’s Director’s situational awareness of new and emerging technologies relevant to LREC and other topics of interest. Oversee all CAOCL activities related to LREC science and technology (e.g., participation in technology reviews, adoption of new technologies, etc). Coordinate CAOCL’s inputs to science and technology processes and publications such as the Marine Corps’ Science and Technology Strategy.

8. Ensure CAOCL’s compliance with Marine Corps regulations and federal law related to research activities.

(3) Professor of Military Cross-Cultural Competence (PM3C). PM3C reports directly to the Director, CAOCL and serves as the senior resident scholar focused on cross cultural

1-3 competence (3C) in joint, inter-agency, and multinational operations, particularly how intersections among institutional cultures can create problems and opportunities for leaders.

PM3C provides instruction on the continuing integration of theory and concepts related to cross-cultural considerations across all CAOCL initiatives and all levels and organizations of MCU.

The position supports the Operating Forces through classes, symposia, and advising and supports CAOCL and MCU through research, publication, presentations in scholarly venues, and outreach to civilian academia, other PME institutions, and the joint and inter-agency communities. The PM3C has three primary lines of effort that reach across all aspects of CAOCL mission.

(a) Lines of Effort (LOE)

1. Manage the integration of culture-general concepts and skills throughout CAOCL programs & policies. This is accomplished by overseeing culture-general curriculum development and evaluation throughout CAOCL products, training and educational offerings.

As well as advising on issues of planning and policy pertaining to 3C.

2. Integrate 3C concepts and instruction throughout Marine Corps University (MCU) Curricula and Programs. This intent of this LOE is to foster and develop relationships across MCU and includes reviewing existing curriculum and advise/infuse culture content as appropriate, developing new elective courses, initiating collaborative projects, supporting guest lectures, advising on research projects throughout MCU.

3. Engage in professional outreach and scholarly activities. The PM3C supports this LOE by conducting research, publishing in scholarly journals and delivering presentation at academic conferences.

(b) Major duties and responsibilities

1. Prepare and deliver instruction to all levels of Professional Military Education (PME) across the educational curriculum.

2. Assist in graduate level research across MCU.

3. Participate in curriculum review and development through MCU and CAOCL education programs and schools, including RCLF. Coordinate with related activities across the services and in the joint community.

4. Develop classes, talks and materials to support faculty and staff professional development in cross-cultural considerations.

5. Coordinate with CAOCL and MCU staff to recommend techniques of study that support the sustainable integration of 3C in PME and training.

6. Coordinate with the Director of Research, CAOCL, on development, revision, and delivery of culture-general content, curricula, and related materials.

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7. Actively engage in the full range of professional development activities necessary to maintain and improve currency, breadth, and depth of knowledge, professional networks, professional standing and educational tradecraft.

8. Serve as an advisor and consultant to CAOCL staff on curricular development for live and distance training.

9. Participate in institutionalization activities, including, but not limited to revisions of culture-related education learning objectives/outcomes, doctrine and policies.

10. Participate in CAOCL’s support to exercises and war games. Support ongoing refinement of classes and written materials related to culture in military planning.

11. Conduct outreach and develops professional networks across service, joint and inter-agency organizations in support of coordination and alignment of LREC institutionalization efforts. Participates in DoD and inter-agency conferences and working groups.

12. Conduct original scholarly research in compliance with Human Subjects

Protection regulations.

13. Participate in scholarly conferences and workshops through organizing seminars, working groups, and roundtables, and making presentations.

14. Write and publishes articles, books, commentaries, and posts in scholarly venues.

15. Participate in full ranges of academic service activities in professional associations and the university.

(4) Operations Officer (OPSO). The OPSO reports directly to the Director CAOCL on all matters regarding Operations, Training, and Education. This includes Institutionalization and Strategic Communications efforts.

(a) Major duties and responsibilities

1. Serve as advisor to the Director on LREC matters involving policies, procedures, and processes governing Marine Corps LREC capabilities.

2. Provide service level LREC training to the General Purpose Force.

3. Provide service level LREC education program to the General Purpose Force.

4. Serve as the lead on all annual Program Objective Memorandum (POM) actions and fiscal planning across the Future Years Defense Program.

5. Serve as Capability Portfolio Management 1 and 8 action officer.

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6. Serve as Contract Officer Representative (COR).

7. Serve as DONTRACKER action officer.

8. Serve as LREC DOTMLPF action officer.

9. Serve as LREC Community of Interest OAG lead action officer.

10. Serve as Acting Director in absence of actual.

11. Coordinate internal & external Ops/Sync meetings.

12. Coordinate SITREP inputs from all sections and submit to the Director

CAOCL.

(5) Plans and Policies Officer. The Plans and Policies Officer reports directly to the Operations Officer, assisting him/her in CAOCL’s DOTMLPF and institutionalization programs and policies. This position is CAOCLs primary advocate to integrate and institutionalize LREC across the Marine Corps. This includes developing and refining Doctrine and advocating for T&R inputs for the LREC T&R and any other T&R manuals with LREC influence. The Plans and policies offer works closely with TECOM and MCCDC to advocate for the appropriate budget required to support CAOCL’s LOOs.

(a) Major duties and responsibilities

1. Align prospective organizational efforts for operational culture and language training programs across the DOTMLPF pillars to synchronize and support training, education, and readiness requirements for the General Purpose Force.

2. Coordinate parallel efforts of subject matter experts in external organizations with service-level USMC personnel to meet emerging LREC needs.

3. Coordinate with other DoD agencies and organizations related to Language, Regional Expertise, and Culture programs across the training and education continuum.

4. Promote strategic communication across the USMC and DoD advancing the institutionalization of LREC within the general purpose force as well as CAOCL efforts towards training and education initiatives.

5. Keep the director of CAOCL informed of all future operations and Plans and Policies with regard to CAOCL and GPF LREC initiatives and ongoing efforts.

6. Lead CAOCLs involvement in the Capabilities Based Assessments and yearly POM Marine Corps Enterprise Integration Plan inputs.

7. Design, develop, coordinate, and manage implementation of the Plans and Policies Section’s assessments. Support TRG’s lead in CAOCL’s assessments.

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(6) Education Officer. The Education Officer reports directly to the Director of CAOCL.

The Education Officer’s primary responsibilities are management, oversight, and advocacy for the Regional, Culture, and Language Familiarization (RCLF) Program. Management and oversight within the purview of the Education Officer centers on supervising the production and dissemination of RCLF blocks: ensuring that the content meets the expectations of the organization, LREC COI, and Fleet Marine Corps. Unlike the Plans and Policies Officer whose advocacy resides at the organization level, the Education Officer’s advocacy focuses on the Marines themselves. The Education Officer achieves program advocacy through the writing of point papers, briefing engagements to formal schools, and responding to program RFIs from RCLF students and proponents alike.

(a) Major duties and responsibilities include:

1. Lead a team of regional experts and instructional designers in developing and sustaining a language, regional expertise, and culture (LREC) educational program for all career-long Marines.

2. Develop and instruct additional curricula, courses, and supplemental materials in support of Marine Corps University and OPFOR requirements.

3. Support DOTMLPF efforts to improve LREC capabilities in support of operational concepts and emerging threats.

4. Develop and execute strategic communication via the latest technologies to maximize outreach and content effectiveness in support of the warfighter.

5. Chair course content review and region change request boards in order to ensure maximum operational relevance and resource allocation.

6. Provide briefs and whitepapers to inform general officer policy decisions.

7. Provide SME representation to learning institutions and conferences.

8. Design, develop, coordinate, and manage implementation of the Education Section’s assessments. Support TRG’s lead in CAOCL’s assessments.

9. Design, develop, coordinate, and manage the Education Section’s assessment program. Ensure this program informs CAOCL’s input to MCU’s Four Column Matrix (4CM).

10. Identify areas for improvement in Curriculum Development with solutions that incorporate social and behavioral science concepts and skills as the foundation of LREC education as leveraged from the Transitional Research Group (TRG) and the PM3C.

11. Identify areas for improvement in Education development and solutions.

12. Identify areas for improvement in Curriculum Delivery and solutions.

(7) Operational Culture/Language Training Coordinator (OCLTC). The OCLTC coordinator reports directly to the Director CAOCL and is the principle subject matter expert (SME) concerning operational culture and language training particularly in support of CAOCL’s

1-7 pre-deployment training program supporting both the Marine Corps and the Joint OPFORs. As a technical expert, the OCLTC influences and manges the development and delivery of operational culture and language training for the Marine Corps. The OCLTC manages the overall training program to align CAOCL LREC training across the training continuum, in accordance with TECOM standards and incorporating LREC concepts and skills, in order to meet the Marine Corps operating forces’ (OPFOR) and the supporting establishment’s (SE) LREC training requirements.

(a) Major duties and responsibilities

1. Assist the Director to implement policy regarding administration and management of CAOCL’s overall mission and goals.

2. Direct and supervise planning for the development of operational culture and language training in support of training for Marine Corps operating forces.

3. Establish and coordinate policies, procedures, and practices regarding the administration of CAOCL’s operational culture and language training program.

4. Provide advice to the Director, CAOCL, school directors, regional experts, and operating forces commanding officers on operational language and linguistic needs, requirements, and training.

5. Participate in conferences and workshops for planning future approaches to operational culture and language training for Marine Corps forces.

6. Develop training program requirements, short- and long-range planning and resourcing, and the overall curricula design and development of operational culture and language training enhancements.

7. Coordinate the provision of training and training materials in support of persistent and pre-deployment operational culture and language training for Marine operating forces.

8. Assist the Director to develop, support, and maintain close working relationships with MCU/EDCOM, TCOM, TECOM, resident schools, DIRINT/Senior Language Authority (SLA), HQMC agencies, MCIA, MCIOC, the Marine Expeditionary Forces (MEF) to include the MEF Information Groups (MIG), Marine Force Reserves (MFR), Center for Emerging Threats (CETO), Marine Corps Warfighting Lab (MCWL), Marine Corps Forces Special Operations Command (MARSOC), Expeditionary Warfare Training Group Atlantic (EWTGLANT) and Pacific (EWTGPAC), Defense Language Institute (DLI), U.S. Army Peacekeeping and Stability Operations Institute (PKSOI), other Joint, DoD, and interagency activities, and appropriate civilian educational institutions.

9. Design and supervise the development and implementation of appropriate assessment mechanisms to ensure appropriate data is used to determine program requirements and to identify, acquire, and invest in the necessary resources to enhance institutional programs, continuously improve instructional materials and training practices, continuously improve training coordination, and continuously improve LREC support to the operating forces, 1-8

10. Perform the full range of administrative and technical duties including work planning and assignment; establishing performance standards and evaluations for regional desk personnel; providing guidance and information to CAOCL staff and personnel on operational culture and language training technical and administrative matters; interviewing and/or selecting individuals for subordinate and support positions; recommending training, and reassignment of subordinate personnel; fostering employee support for and participation in such management programs as safety, cost reduction, and beneficial suggestions.

l1. Assist in personnel hiring and performance appraisal. When assisting and advising in the hiring process, understand and actively support the Command’s Affirmative Action/Equal Employment Opportunity (EEO) program; ensure EEO principles are reflected in all aspects of personnel management for current employees, and applicants for employment;

establishing and maintaining a work environment free of intimidation, harassment, and discrimination; coordinate actions with EEO and civilian personnel specialists to improve representation among women, minorities, the handicapped, and disabled veterans throughout all occupations and grade levels; and cooperating fully in the EEO counseling process, formal investigation and/or resolution of EEO issues arising within the organization.

12. Serve as an instructor to include the following: Prepare and deliver operational culture and language training for operating force units and in support of MCU and TCOM schools as required.

13. Participate in conferences, presenting information in support of both training and professional military education.

14. Maintain knowledge of current developments in the fields of operational culture and language training, military and civilian language technology, and instructional methods and media.

15. Research to improve curricula and instructional material.

16. Assist in budget preparation.

17. Assist in contract oversight.

18. Assist in scheduling, planning, organizational design and execution, and coordination.

19. Manpower. Identify manpower requirements (uniform, GS, and Contractor) to support the Training Program to the Director via the Operations Officer.

20. Forecast Training section funding requirements to support temporary duty (TDY) travel, production of Cultural Field Guides (CFG) and other supplemental materials, LREC SME support and training in support of the operating forces, the supporting establishment and expeditionary culture and language experts (ECLE) in order to identify contract ceiling requirements.

21. Coordinate contract requirements through the COR for all Contractor tasks and Contracting Officer (KO) communication requirements.

22. Develop portions of CAOCL’s contract(s) supporting the Training section.

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23. Ensure LREC training requirements are met effectively, efficiently, and within the scope of the contract.

24. Ensure quality assurance measures are implemented.

25. Maintain a list of issues and solutions to include in follow-on contracts.

26. Design, develop, coordinate, and manage implementation of the Training Section’s assessments. Support TRG’s lead in CAOCL’s assessments.

27. Design, develop, coordinate, and manage the Training Section’s assessment program. Ensure this program informs CAOCL’s input to MCU’s Four Column Matrix (4CM).

28. Identify areas for improvement in Curriculum Development with solutions that incorporate socio-anthropological concepts and skills as the foundation of LREC training as leveraged from the Transitional Research Group (TRG) and the PM3C.

29. Identify areas for improvement in Training Coordination and solutions.

30. Identify areas for improvement in Training Delivery and solutions.

31. Identify areas for improvement in LREC Support and solutions.

(8) Current Operations Officer. The Current Operations Officer reports directly to CAOCL’s director and works closely with the OCLTC. The position’s primary goal is to optimize the quality of service CAOCL provides to the operating forces. This is accomplished by integrating the training and doctrine functional areas, and it consists of four primary lines of effort:

(a) Lines of Effort

1. Training: ensure that the training provided to the OPFOR is mission-appropriate, relevant to the target audience, and delivered effectively.

2. Conduct targeted outreach to Marine Corps entities to advertise CAOCL’s capabilities and services. The focus is on building durable, inter-organizational relationships that establishes CAOCL as the Marine Corps’ go-to organization for LREC support.

3. Training Self-Assessment framework.

4. Support doctrine development and associated training alignment.

(b) Major Duties and Responsibilities

1. Identify areas for improvement in the design, coordination, and delivery of training to the OPFOR.

2. Provide professional recommendations to CAOCL’s director on recommended changes to the training program in coordination with the OCLTC.

3. Assist with the development, revision, and update of the Training portion of the SOP. Ensure that the baseline briefing template yields relevant and participatory instruction.

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4. Observe live instruction to OPFOR units with different roles and missions in a variety of regions.

5. Participate in teach backs as either an Academic Reviewer, a Relevance/Culture Concepts & Skills Reviewer, or as a Peer Reviewer (only for those regions/countries in which the Current Operations Officer has cultural expertise) as required.

6. Serve as an instructor as required.

7. Reach out to Marine Corps organizations not currently receiving regular support from CAOCL, establish a relationship, build points of contact, and assess how CAOCL can support their mission. The intent is to establish organizational relationships between government personnel that is not personality-dependent.

8. Assist with the development and refinement of the training sections self-assessment mechanism. Screen feedback to ensure that CAOCL’s training is adapted to the needs of the OPFOR. Ensure that it remains relevant as new missions and organizations arise.

9. Assist with the creation, update, and revision of LREC-related doctrinal publications.

10. Ensure that content and delivery of training align with LREC-related doctrine.

Similarly, ensure that best practices from subject matter experts inform the development of LREC-related doctrine.

(9) Operations Chief. The Operations Chief reports directly to the Operations Officer and assists the Operations Officer and the OCLTC in the execution of all Training and Operations administrations and tasks.

(a) Major duties and Responsibilities

1. Manage the Training Support Request (TSR) database. Input TSR information received from the requesting units. Review all TSR submissions for accuracy and completeness.

Maintain a Pending TSR List for all active TSRs that have not yet been included in a Task Order (TO). Utilize the Pending TSR List to build draft Task Orders. Provide reports for various data queries as required.

2. Per the schedule set by the OCLTC, build draft TOs and provide an independent Government cost estimate (IGCE) for each line number. Submit the draft TO to the OCLTC for review.

3. Manage the data and products on Training webpages. Training webpages are found on TECOM’s VCE SharePoint website, CAOCL’s MILSUITE website, and MCU’s website. Update new Training products/data and archive outdated Training products/data.

4. Assist the OCLTC in curriculum development and training.

5. Lead all Training Section Course Content Review Boards (CCRB).

6. Participate in Training and Readiness (T&R) manual reviews as identified by the

OCLTC.

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7. Administer Teachback assessments. Participate as either an Academic Reviewer, a Relevance/Culture Concepts & Skills Reviewer, or as a Peer Reviewer (only for those regions/countries in which you have cultural expertise).

8. Provide instruction, as required, of all of the Operational Culture general classes.

9. Co-teach with the Professor of Military Cross Cultural Communication (PM3C) as required.

10. As required, attend training sessions and training events in the National Capital Region (NCR) or at TAD/TDY locations for the purpose of providing feedback to improve the Training program. When attending training sessions, provide an IRF as well as an AAR. When attending training events, provide an AAR. In the AAR, gather Marine’s comments as available, independent of any IRFs they may have completed, about the usefulness of the training and how it can be improved.

11. Manage the Training section’s product inventory. The Training section creates, publishes, and disseminates cultural support products. Some products will need to be ordered through other Government agencies.

12. Maintain an inventory of all Training cultural products held at CAOCL and at each OCLE location. Update this inventory monthly..

13. Ensure cultural products are available to the OPFOR. Coordinate with the OCLEs to identify cultural products needed at each MEF location. Use the U.S. Postal Service to ship Government products to military installations. Ship as Official Business in order to provide shipping at no cost to CAOCL.

14. As required, order language survival kits (LSG) from the Defense Language Institute (DLI).

15. Maintain a small amount of each cultural products on hand at CAOCL.

16. Collate input from the staff, update, and submit the draft weekly situation report (SITREP) to the Operations Officer and copy to the CAOCL staff.

17. Collate input from staff, update, and submit the draft Command Chronology to the Operations Officer annually for staffing and review.

18. Attend the monthly MCU Operations Synchronization (OpsSync) meeting.

Report all pertinent information to the Operations Officer and the OCLTC. Provide pertinent information to the OpsSync attendees as required.

(10) Instructional Systems Specialist (ISS). The ISS reports directly to the Operations Officer and performs diversified duties related to instructional systems development, analysis, design, implementation and evaluation for Marines and Marine Units throughout the Marine Corps. The ISS works across CAOCL’s sections to execute extensive planning and organization, analysis of accumulated data and information, and considerable coordination and integration of work with those sections.

(a) Major duties and responsibilities.

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1. Manage completed courses along subject-matter, or functional specialty area lines based upon the Marine Corps Instructional Systems Design/Systems Approach to Training and Education (MCISD/SATE) process and per the learning outcomes established by MCU.

2. Study technical material to determine the scope and content of courses.

3. Establish the time and emphasis to be given each unit of study, continuity between units and the level to which students should be trained on each item.

4. Determine which performance aids will be optimal for training specific tasks.

5. Manage job and task analysis to produce learning objectives at an appropriate level and tailored to the specific target population for each course.

6. Provide solutions as required to problems that result from new developments in the specific area or course assigned, relative to the analysis, design, development, implementation and evaluation of instructional programs for the Marines and Marine units.

7. Produce reviews, and/or evaluate selected programs of instructions (POI), to ensure compliance with the MCISD/SATE, soundness and effectiveness of phasing, scope, sequencing, methodology, prerequisites, and attainment of overall program objectives.

8. Evaluate policies, practices, and procedures associated with instructional systems management and implementation, including instructor presentation techniques, validity of learning objectives and evaluations tools, internal and external course evaluation, student performance and attainment of organizational and Marine Corps objectives.

9. Serve as a curriculum developer in support of new and current POIs, reviewing and producing lesson plans, marked requirements, and all elements of the POI.

10. Develop and/or provide recommendations for the development, modification and production of curriculum materials as required within CAOCL’s purview or as designated by Head Quarters Marine Corps (HQMC), TECOM, and MCU/EDCOM.

11. Manage master lesson files and as required conduct regional inspections relative thereto.

12. Manage computer based training and Web-based courses pursuant to asynchronous and synchronous teaching and learning.

(11) Business Manager. Reports directly to the Director CAOCL and serves as the CAOCL lead for fiscal planning and programming across the Future Years Defense Program.

The Business manager also coordinates all logistics, facilities maintenance, administration and maintenance of all IT requirements, and serves as the CAOCL Security Manger and CMS Manager/Custodian. The Business Manager works closely with both the MCU, the Contracting Officer Representative, and Plans and Policies to plan and execute the yearly budget and assist in the planning and development of POM. The Business manager supervises both the Financial Analyst and the Administrative Assistant in accomplishing CAOCL’s mission.

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(a) Major duties and responsibilities

1. Supervise, direct and manage the day-to-day operation and the full range of administrative, logistical, facilities, budget, and information technology functions.

2. Assist the OPSO in the fiscal planning and programming across the Future Years Defense Program.

3. Supervise civilian employees daily in support of the organization administrative and financial management analyst support.

4. Serve as CAOCL, Personal, and Family Readiness Program Representative and Resource Advisor for CAOCL.

5. Review all incoming correspondence, publications, regulations, and directives that may affect the administration of the organization.

6. Provide oversight for all CAOCL actions and suspense files for correspondence noting when and to whom actions are assigned. Monitor each action’s status, and ensure that replies or actions are timely, accurate, and in the correct format for all CAOCL external taskers.

7. Keep the CAOCL Director informed of problems and status of action items.

Brief the status of active tasking at staff meeting.

8. Oversee the military personnel and civilian personnel awards and ensure awards are processed in a timely manner to allow for presentation prior to an individual’s departure from

CAOCL.

9. When necessary, develop policy letters, memos, or SOPs for office administrative functions. Review and certify time and attendance (SLDCADA) on assigned civilian personnel. Oversee and monitor the Defense Travel System (DTS), and Trusted Associate Sponsorship System (TASS), PR Builder, SABR’s, and SMARTS.

10. Oversee the commitments, obligations, expenditures, and liquidation of allocated Baseline (B/L) and Overseas Contingency Operation (OCO) funds.

11. Develop and deliver mid-year and annual budget briefs to the Director.

12. Coordinate and develop acquisition strategy for the execution of service contracts.

13. Serve as the SME on funding issues, travel policy, TAD, Government Credit Card Purchase, and contract funding.

14. Coordinate maintenance of facilities and plans for future requirements.

15. Attend facilities coordination meetings with MCU Facilities Director for future relocation of CAOCL to new facilities.

16. Oversee the daily maintenance issues for CAOCL facilities.

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17. Ensure proper facilities safety inspections are conducted on time.

18. Serve as the Trusted Associate Sponsorship System (TASS) Trusted Agent

19. Upon requests from Contractor Projector Managers, create and submit TASS application requests for Common Access Cards (CACs). Recertify CACs semi-annually for Contractors.

20. Revoke CACS upon Contractor departures and surrender the CACS to DEERS.

21. Collect CACs from contractors when the contract period of performance ends and surrender the CACs to the DEERS office.

22. Establish sponsorship of the applicant (Contractor) with the service or agency

23. Verify the applicants need for logical or physical access to either a DoD network or facility, both initially and ongoing through semiannual reverifications.

24. Design, develop, coordinate, and manage implementation of the Business Office’s involvement in CAOCL’s assessments. Support TRG’s lead in CAOCL’s assessments.

(12) Financial Management Analyst (FMA). This position reports directly to the Business Manager and supports the clerical and technical duties for accounting, budgeting and other related financial management work. The Financial Management Analyst supports all CAOCL personnel in the execution of their budgets and the completion of Procurement Requests (PR), Defense Travel System (DTS) administration, and acts works closely with the COR to execute all CAOCL contracting requirements. When required/desired the Director may assign all COR responsibilities to the FMA.

(a) Major duties and responsibilities

1. Initiate and track commitments, obligations, expenditures, and liquidations that result from the Defense Supply Service Center (DSSC) purchases, Government Credit Purchase Card (GCPC), Defense Automated Printing (DAPS) requirements, Defense Travel System (DTS) travel for TAD requirements, and Purchase Request Builder (PR Builder) requirements.

2. Monitor funds status, obligations, and expenditures of funds provided to external Department of Navy agencies (NAVCOMPT 2275 & 2276, DD Form 448, DD Form 844, and direct cites.

3. Preparation, execution, and administrative control of CAOCL budget.

4. Track and maintain funding levels for various accounts including contracts, military interdepartmental purchase requests (MIPRs), conferences, staff training, miscellaneous administrative support, operational requirements, and travel funding actions required to accomplish them.

5. Present solutions and/or alternatives to resolve financial management issues.

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6. Apply applicable policies, regulations, and procedures to obtain and distribute funds related to program goals.

7. Advise CAOCL staff of specialized or new policies, practices, and requirements.

8. Review proposed regulation revisions and submit changes to initiating offices/agencies as required.

(13) Administrative Assistant. This position reports directly to the Business Manager…

(a) Major duties and responsibilities

1. Maintain the CAOCL central files for accuracy and completeness.

2. Control action items and ensure prompt staff responses. Keep CAOCL’s Business Manager and Director informed of problems and status of action items.

3. Review all incoming message traffic and route to appropriate section for action.

4. Perform all aspects of the day-to-day administrative office functions. Receive visitors and telephone calls to the office.

5. Complete arrangements for meetings and conferences, including such matters as location, schedules, agenda, and attendance list.

6. Maintain CAOCL Director’s calendar and appointments.

7. Manage and maintain inventory of office supplies using DSSC.

8. Verify self-entry time and attendance for CAOCL personnel in the Navy's automated payroll system (SLDCADA) checking biweekly error reports; process administrative time and attendance processes for new hires/departures, and coordinate with TECOM Payroll Specialist.

9. Serve as Timekeeper for CAOCL personnel assuring pay is not disrupted.

Coordinate SLDCADA training for employees.

10. Defense Travel System (DTS). Serve as the DTS Administrator SME.

Arrange and coordinate travel for the Director of CAOCL. Review Travel Authorization orders, vouchers, and local vouchers.

11. Morning Report to MCU G-1

12. CAOCL Internal Morning Report of all contract personnel to the Director

13. Maintaining incoming mail; pick up mail at MCU G-1, 2076 Breckinridge, Room 010

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(14) Contracting Officer Representative (COR). The COR reports directly to both the Director CAOCL and the Contracting Officer (KO) for the management, administration and execution of CAOCL’s contracts. The COR is nominated by the Director and appointed by the KO in writing. The COR serves as CAOCL's representative in support of the Contracting Officer, monitoring contract performance and ensuring contractor performance is meeting contract requirements. The COR also coordinates with the Program Manager to ensure all requirements are understood and coordinated. Further explanation of the relationships between the COR, KO and PM are explained in Chapter 3.

(a) Major duties and responsibilities

1. Administrator all contracts and review and provide input to all programs, policies, or procedures that involve contractors or deliverables for contractors.

2. Develop acquisition strategies and direct or manage procurements.

3. Plan, execute, and analyze requirements for the CAOCL contracted services.

4. Develop and maintain a strong understanding of CAOCL’s mission and overall requirements to facilitate actions required as the COR.

5. Liaison with personnel at the government installation and the contractor personnel on site.

6. Provide technical advice/recommendations/clarification on the statement of work.

7. Complete statements of work for delivery/task orders placed under the contract.

8. Prepare an independent government estimate of the effort described in a definitive work statement.

9. Ensure quality assurance of services performed and acceptance of the services or deliverables.

10. Ensure security requirements on Government installations.

11. Maintain an "arms-length" relationship with the contractor in the interest of procurement integrity as well as sound contract management.

12. Keep the Contracting Officer (KO) fully informed of any technical or contractual difficulties encountered during performance. Recognize when there is a need to call in an additional SME to assist in monitoring a contractor’s performance.

13. Assure the KO that the contractor is performing the technical requirements of the contract in accordance with the contract terms, conditions, and specifications.

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14. Inform the contractor of failures to comply with the technical requirements of the contract and informing the KO of any failures to do so, particularly if the contractor does not make corrections.

15. Coordinate site entry for contractor personnel, if applicable.

16. Ensure the government furnished property, if applicable, is available when required and being accountable for such property to the appropriate personnel.

18. Ensure that all required items, documentation, data, and/or reports are submitted as required by the contract.

19. Evaluate proposals for and participating in negotiations of changes, modifications, and claims at the request of the KO.

20. Review vouchers for cost reimbursement type work. Recommending approval by the KO if the contractor’s costs are consistent with the contractor’s proposal or negotiated amounts and progress is satisfactory and commensurate with the rate of expenditure.

21. Review all invoices and vouchers in a timely manner in accordance with The Prompt Payment Act.

22. Processing all invoices and vouchers in a timely manner in accordance with The Prompt Payment Act.

23. Document actions taken and decisions made as the COR, and maintaining adequate records to sufficiently describe the performance of duties as COR during the life of this contract.

24. Perform final inspection and acceptance of all work required under the contract, including the review and approval of reports and assisting the KO with the contract closeout activities as requested.

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Chapter 2

General Administration

1. General. This chapter applies to all CAOCL personnel, both civilian and military. All CAOCL personnel will be familiar with the contents of this chapter to ensure smooth day to day operations and appropriate submission of required items.

a. Daily Administrative Duties.

(1) Morning Report. The Morning report is due to the MCU G-1 every morning NLT 1000. All GS and military personnel will verify with the Administrative Assistant their current status for accurate reporting to MCU.

(2) Maintaining incoming mail; pick up mail at MCU G-1, 2076 Breckinridge, Room 010

b. Staffing.

(1) Lateral Staffing at CAOCL. CAOCL is a flat organization. Several of the leadership positions have responsibilities for providing guidance that cross-cuts the sections and all leadership positions require broad situational awareness.

(a) To the maximum extent possible, ideas, plans, and taskers are staffed or socialized in the early stages to all section heads, the Director of Research (DoR), and the Professor of Military Cross Cultural Competence (PM3C).

(b) All section heads, the DoR, and the PM3C will respond promptly to staffed materials, indicating their required degree of involvement or indicating that they do not need to be included in further staffing on the matter.

(2) Staffing to the DoR and PM3C. The DoR and PM3C have broad responsibility for providing direction and guidance to shape CAOCL’s approach to LREC-related policy, doctrine, content, programming, assessment, strategic communication, and outreach.

(a) Changes or new initiatives in these areas will be brought to the attention of the DoR and the PM3C at the beginning of development.

(b) The DoR and the PM3C will respond promptly to such notifications indicating the timing and type of involvement required or indicating that they do not need to be included in further staffing on the matter.

2. Civilian Awards. MCU Human Resources Office sends civilian award announcements out each quarter. Supervisors will write awards on those employees considered for an award and forwarded to the Director for review and signature, and then sent to MCU Human Resources Office.

3. Military Awards. All military awards will be written by the senior officer or as the Director of CAOCL directs.

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4. Military Fitness Reports. The Reporting Senior for all military personnel in CAOCL will be determined on a case by case basis by the Director CAOCL. The Reporting Officer for CAOCL military personnel will either be the MCU President or MCU Chief of Staff. Every Marine checking in is responsible for ensuring their fitness reports are submitted in a timely manner.

5. Civilian Performance Evaluation. Civilian employee (non-contractor/non-bargaining unit) performance evaluations will be done in accordance with the DoD Performance Management and Appraisal Program (DPMAP) and for Bargaining Unit employees the Master Labor Agreement applies.

6. Budget Processes

a. MCU Fiscal notifies CAOCL for Program Objective Memorandum (POM) input around January of each year for consolidated input into a MCU brief.

b. MCU Fiscal will notify CAOCL for its Requirements for the Budget submission around June of each year.

c. The Business office will coordinate with all CAOCL sections for review of requirements, justifications, and prioritized requirements to meet FY projected funding.

d. CAOCL’s Phasing Plan will be developed by the Business Office.

e. All POM Budget submission will be consolidated by the Business Office for review of requirements and justification for fiscal funding request.

f. All POM Budget submissions and Phasing Plans will be reviewed and approved by the Director of CAOCL before submission to MCU Fiscal.

g. The Business Office will maintain file copies of all submissions forwarded to MCU Fiscal.

7. Research Integrity and Academic Freedom. Guidelines related to research integrity and academic freedom are available in CAOCL’s Research Integrity Policy, which is available from CAOCL’s government leads and the COR. Government civilians holding faculty, research, or other scholarly/scientific positions fall under MCU’s Academic Regulations, which are available on the MCU website or from CAOCL’s government leads.

8. Human Subjects Research. Federal, DoD, Naval, and Marine Corps guidelines related to conduct of human subjects…