MICC_JBLM_FORGE_INDUSTRYDAY_SAM.GOV NONCUI.pdf

JBLM FORGE INDUSTRY DAY

21-23 January 2026

Version 1 As of 19 FEB 25

Controlled by: MICC TSC Categories: Basic NONE Limited Distribution: POC: Charley Jackson, Jr. (571) 588-9138

LTG Matthew W. McFarlane

Commanding General

I Corps and Joint Base Lewis- McChord, WA

Lieutenant General Gavin A.

Lawrence

Deputy Commanding General of the U.S. Army Materiel Command

Senior Commander of Redstone Arsenal, Alabama

Brigadier General Freddy Adams

Commanding General

Mission and Installation Contracting Command

UNCLASSIFIED

VISION

Be the premier enterprise postured to support a global Joint Force with predictive and precision sustainment

Readiness of the Joint Strategic Support Area

MISSION

AMC delivers precision sustainment and materiel readiness to an expeditionary global force from the Joint Strategic Support Area to the tactical point of contact across the spectrum of conflict in support of the Joint Force

U.S. Army Materiel Command

ACC

U.S. Army Contracting Command Redstone Arsenal, Alabama

AMCOM

U.S. Army Aviation and Missile Life Cycle Management Command

Redstone Arsenal, Alabama

USASAC

U.S. Army Security

Assistance Command Redstone Arsenal, Alabama

AMLC

U.S. Army Medical Logistics Command Fort Detrick, Maryland

CECOM

U.S. Army Communications-

Electronics Life Cycle Management Command

Aberdeen Proving Ground, Maryland

IMCOM

U.S. Army Installation Management Command Joint Base San Antonio, Texas

ARTRANS

U.S. Army Transportation Command Scott Air Force Base, Illinois

ASC

U.S. Army Sustainment Command Rock Island Arsenal, Illinois

Synchronizing, Integrating, and Delivering Materiel Readiness

TACOM

U.S. Army Tank-automotive and Armaments Life Cycle Management Command Warren, Michigan

USAFMCOM

U.S. Army Financial Management Command Indianapolis, Indiana

AMC Major Subordinate Commands

Synchronizing, Integrating, and Delivering Materiel Readiness

Delivering Ready Combat Formations

Agreements Officer Presentation

JBLM FORGE INDUSTRY DAY

21-23 January 2026

Version 1 As of 19 FEB 25

Controlled by: MICC TSC Categories: Basic NONE Limited Distribution: POC: Charley Jackson, Jr. (571) 588-9138

Charley Jackson, Jr.

Agreements Officer and Division Chief

U.S. Army Mission and Installation Contracting Command

Agenda

Opening Remarks AMC Structure About the MICC / TSC OTA Basics Facility Prototype Review Draft JBLM FORGE RPP in PDF Questions

Opening Remarks

U.S. Army Mission and Installation Contracting Command (MICC)

Headquartered at Joint Base San Antonio-Fort Sam Houston, Texas, the Mission and Installation Contracting Command consists of about 1,500 military and civilian members who are responsible for contracting goods and services in support of Soldiers as well as readying trained contracting units for the operating force and contingency environment when called upon. The MICC provides contracting support for Soldiers across Army commands, installations and activities located in the continental United States and Puerto Rico. MICC mission partners include the U.S. Army Forces Command, U.S. Installation Management Command, U.S. Army Training and Doctrine Command, U.S. Army Futures Command, U.S. Army North, U.S.

Army Reserve Command and U.S. Army Medical Command. The MICC consists of two brigades, two field directorate offices, 30 contracting activities and 10 battalions.

https://www.jbsa.mil/ https://www.army.mil/forscom/ https://home.army.mil/imcom/index.php https://www.tradoc.army.mil/ https://www.tradoc.army.mil/ https://armyfuturescommand.com/ https://www.arnorth.army.mil/ https://www.usar.army.mil/USARC/ https://www.usar.army.mil/USARC/ https://www.army.mil/armymedicine

MICC Continued

OTA Basics

Other Transaction Authority (OTA) is the term commonly used to refer to the (10 U.S.C. 4021) authority of the Department of Defense (DoD) to carry out certain prototypes, research, and production projects. Other Transaction (OT) authorities were created to give DoD the flexibility necessary to adopt and incorporate business practices that reflect commercial industry standards and best practices into its award instruments. As of the 2016 National Defense Authorization Act (NDAA) Section 845, the DoD currently has permanent authority to award OT under (10 U.S.C. 4021) for (1) Research, (2) Prototype, and (3) Production Purposes.

https://acqnotes.com/acqnote/careerfields/other-transaction-authority-ota https://www.law.cornell.edu/uscode/text/10/4021 https://acqnotes.com/acqnote/careerfields/other-transaction-authority-ota#Other https://www.law.cornell.edu/uscode/text/10/4021

(1) Research Purpose (10 U.S.C 4021) allows for basic, applied, and advanced research projects. These OTs are intended to spur dual-use research and development (R&D), taking advantage of economies of scale without burdening companies with Government regulatory overhead, which would make them non-competitive in the commercial (non-defense) sector.

Traditional defense contractors are encouraged to engage in Research OTs, particularly if they seek to adopt commercial practices or standards, diversify into the commercial sector, or partner with Non-Traditional Defense Contractors.

Research OTA https://www.law.cornell.edu/uscode/text/10/2371 https://www.law.cornell.edu/uscode/text/10/4021 https://www.law.cornell.edu/uscode/text/10/4021 https://www.law.cornell.edu/uscode/text/10/4021 https://www.law.cornell.edu/uscode/text/10/2371

(2) Prototype Purpose (10 U.S.C. 4022) allows for projects directly relevant to weapons or weapon systems proposed to be acquired or developed by the DoD.

The statutory authority provides that Other Transaction (OT) shall be used to:

“carry out prototype projects that are directly relevant to enhancing the mission effectiveness of military personnel and the supporting platforms, systems, components, or materials proposed to be acquired or developed by the Department of Defense, or to the improvement of platforms, systems, components, or materials in use by the armed forces.”

Prototype OTA https://www.law.cornell.edu/uscode/text/10/4022

(3) Production Purpose allows for a non-competitive, follow-on OTs to a Prototype OT agreement that was competitively awarded and successfully completed. This statute requires that advanced consideration be given and notice be made of the potential for a follow-on OT; this is a necessary precondition for a follow-on Production OT. As such, solicitation documents and the Prototype OT agreement shall include a notice that a follow-on Production OT is possible.

Production OTA

Definition: A Other Transaction (OT) is an legal instrument issued by the federal government that is not a contract, cooperative agreement or grant.

An OT is a common term that refers to any kind of transaction other than a contract, grant, or cooperative agreement that is authorized by 10 U.S.C. 4021. Transactions pursuant to this authority can take many forms and generally are not required to comply with Federal laws and regulations that apply to procurement contracts, grants, and/or cooperative agreements. To the extent that a particular law or regulation is not tied to the type of instrument used (e.g., fiscal and property laws), it would generally apply to an

OT.

What is an “Other Transaction” (OT)?

The key takeaways for understanding, developing, and utilizing OTA are listed below.

1. An OTA is a procurement authority that allows federal agencies to enter into agreements with non-traditional defense contractors, such as small businesses, research institutions, and nonprofit organizations.

2. They allow agencies to bypass certain Federal Acquisition Regulation (FAR) requirements, which can speed up the acquisition process and make it more flexible.

3. Can be used for a variety of purposes, including prototyping, research and development, and follow-on production.

4. Agreements are typically used for projects that are innovative, Medium to high risk, or have a short timeline.

5. Agreements can be beneficial for both the government and contractors, as they can provide a faster and more flexible way to develop and acquire new technologies and capabilities. However, they may also be subject to greater scrutiny and oversight due to the unique nature of the agreements.

Top 5 Takeaways for Using Other Transaction Authority (OTA)

OTs are not covered by the Federal Acquisition Regulations (FAR) and are a highly flexible business tool, the use of which requires the application of astute business acumen to ensure the smarter, more efficient acquisition of prototype systems for the DoD. OTs require a minimum of at least one nontraditional Defense Contractor participating to a significant extent in the project or a cost-sharing arrangement requiring that at least one-third of the cost of the OTA come from non-Federal sources. [1]

Each military service has the authority to execute OTs up to $500M with authorization by their Service Acquisition Executive (SAE), and there are no limits on how many OTs may be executed by the services or the cumulative value of such awards. Beyond the $5000M threshold for individual OTs, USD(A&L) must provide authorization to proceed. There is no limit to the number or dollar value of OTs that the DoD may execute in the aggregate. Agencies must be explicitly authorized by Congress to use Other Transactions.

What are the Other Transaction (OT) Authorities?

In accordance with statute, this authority may be used only when one of the following is met: [1,2]

The awardee is a non-traditional defense contractor OR a small business:

“Non-traditional defense contractor” is defined by statute as “an entity that is not currently performing and has not performed, for at least the one-year period preceding the solicitation sources by the Department of Defense for the procurement or transaction, any contract or subcontract for the Department of Defense that is subject to the full coverage under the cost accounting standards prescribed pursuant to Section 1502 of title 41 and the regulations implementing such section.”

“Small business” is defined under section 3 of the Small Business Act (15 U.S.C. 632).

The awardee is a traditional defense contractor, but at least one of the following applies:

At least one non-traditional contractor is participating to a “significant” extent All significant participants in the transaction other than the Federal Government are small businesses (including those participants in the Small Business Innovation Research (SBIRS) or Small Business Technology Transfer (STTR) program or nontraditional contractors.

The awardee provides a financial or in-kind cost share – typically, a 1/3 cost share is required.

However, the Government should not generally mandate cost-sharing requirements for defense-unique items.

The Service Acquisition Executive makes a written determination that exceptional circumstances justify the use of OTA for the purpose of executing innovative business models or structures that would not be feasible or appropriate with a FAR-based contract.

OTA Permissible Uses

The terms “prototype” and “prototype project” are not defined in statutes or regulations. However, in 2002, the Under Secretary of Defense for Acquisition, Technology, and Logistics stated:

“With regard to section 845 authority, a prototype can generally be described as a physical or virtual model used to evaluate the technical or manufacturing feasibility or military utility of a particular technology or process, concept, end item, or system.

The quantity developed should be limited to that needed to prove technical or manufacturing feasibility or evaluate military utility. In general, Research, Development, Test & Evaluation (RDT&E) appropriations will be appropriate for OT prototype projects.”

What Constitutes a Prototype Project?

Other Transactions are a great tool that should be utilized to the fullest extent possible but may not be the best option.

The following is a list of where using an OT is best.

1. For advancing new technologies and processes through prototyping or models to evaluate the feasibility of a new technology satisfying a need.

2. To promote and utilize non-traditional vendors

3. Need the flexibility of tailored agreements to leverage commercial capabilities and items.

4. Need the flexibility of funding and payment arrangements.

DoD Instruction (DoDI) 5000.02 determines whether or not OTs are subject to it based on the acquisition plan chosen by the program office. OTs are neither automatically subject to DoDI 5000.02 nor free from it. Instead, choosing the award instrument should be seen as a different but related, choice. As a result, any program executed under the DoDI 5000.02 pathway is subject to DoDI

5000.02 policy, regardless of whether an OT or traditional contract is used, once this pathway is selected.

When to Use the Other Transaction (OT)?

OT consortiums are business structures put in place by the government to execute OT more effectively. OSD guidance states that contracting officers should not use specific templates for designing such structures. The intent, rather, is for the government to structure business arrangements that are most appropriate for each specific scenario.

Once a consortium is established, government customers may issue calls for whitepapers to the consortium. The government may then select a small number of companies to submit a more formal proposal. Ultimately, the government selects one or more awardees and delivers funding to the selected consortium member(s) – typically through the consortium management organization. The government may also propose new relationships between consortium members without re-soliciting white papers or proposals from the entire consortium.

Other Transaction (OT) Consortiums

Commercial Solutions Opening (CSO) for Other Transaction Agreement

(OTA)

Commercial Solutions Openings (CSO) is a “solicitation method” that can use either a non-FAR or FAR-based solicitation method and can use either a OT contract or FAR-based fixed-price contract (but not cost-reimbursable).

Commercial Solutions Opening (CSO) for Other Transaction Agreement (OTA) https://acqnotes.com/acqnote/careerfields/commercial-solutions-opening https://acqnotes.com/acqnote/careerfields/commercial-solutions-opening https://acqnotes.com/acqnote/careerfields/commercial-solutions-opening

An OTA is a powerful and extremely useful tool that, if executed correctly, brings many benefits. A few of the benefits are:

•Most of the laws and regulations governing federal procurement contracts do not apply •Flexible selection and evaluation procedures •Competitive procedures shall be used to due to the maximum extent practicable •Schedule reduction due to decreased administrative burden and flexibility to restructure projects mid-course •Cost reduction in the form of fewer non-value-added activities and reduced overhead/administrative burden •The following are not applicable:

• Competition in Contracting Act (CCA)

• Bayh-Dole & Rights in Technical Data

• Truth in Negotiations Act

• DoD Grants and Agreements Regulations (DODGARS)

•Award selection is not subject to protest under the Government Accountability Office (GAO)

• Maybe be protested at the agency level or in the Court of Federal Claims

• Protest may focus on the appropriate use of authority

OTA Summary

(i) Pilot Authority for Use of Other Transactions for Installation or Facility Prototyping.-

(1) In general.-The Secretary of Defense or the Secretary of a military department may establish a pilot program under which the Secretary may, under the authority of this section, carry out prototype projects that are directly relevant to enhancing the ability of the Department of Defense to prototype the design, development, or demonstration of new construction techniques or technologies to improve military installations or facilities (as such terms are defined in section 2801 of this title).

(2) Limits.-(A) In carrying out prototype projects under the pilot program established under paragraph (1)-

(i) not more than two prototype projects may begin to be carried out per fiscal year under such pilot program; and

(ii) the aggregate value of all transactions entered into under such pilot program may not exceed $300,000,000.

Other Transactions for Installation or Facility Prototyping

Conclusion

IMCOM Structure

America’s First Corps is the U.S. Army’s operational headquarters for the Indo-Pacific — a warfighting-focused, globally responsive command trusted to project combat-credible forces across the theater.

Headquartered at Joint Base Lewis-McChord, I Corps directs daily operations for over 75,000 Soldiers stationed across Washington, Hawaii, Colorado, Alaska, and forward locations west of the International Date Line.

We are a key element of the Joint Force, executing persistent campaigning in competition, enhancing theater readiness, and preparing forces for decisive action in crisis or conflict. We actively strengthen a resilient network of Allies and Partners through a robust series of multinational exercises, operational deployments, and security cooperation engagements as part of Operation Pathways.

Our Soldiers, Civilians, and Families are the foundation of our success. We foster cohesive, highly trained, disciplined, and fit teams that are prepared to fight and win in a complex, contested environment. America’s First Corps remains forward, dynamic, and ready — demonstrating every day that deterrence is best achieved through a posture of strength, integration, and innovation.

In a rapidly evolving Indo-Pacific theater, America’s First Corps ensures the Army and the Joint Force can fight tonight, deter future conflicts, and sustain a Free and Open Indo-Pacific.

MISSION

America's First Corps works alongside all U.S. military branches and international partners to conduct operations across land, sea, air, space, and cyberspace in the Indo-Pacific region or globally. Our presence strengthens deterrence, prevents conflict, and ensures readiness to prevail in crisis or combat.

Warfighting readiness

I Corps

Trains and deploys combat-credible forces prepared to fight and win in the Indo-Pacific.

• Builds joint readiness with allies and partners through persistent forward exercises.

• Develops terrain-specific proficiency in arctic, jungle, and littoral environments.

• Ensure Soldiers are disciplined, fit, and fully mission-ready.

Modernization

• Leads Army experimentation and innovation across the Indo-Pacific.

• Operates with cutting-edge capabilities in space, cyber, and long-range fires.

• Partners with multi-domain task forces, industry, and academia to improve how we fight.

• Tests future force concepts in live exercises and joint operations.

Installation (JBLM)

• Provides world-class base support for Soldiers and Families.

• Serves at the Army's premier Indo-Pacific power projection platform.

• Connects units with community resources through Community Information Exchanges (CIE) and

Readiness Expos.

• Maintains a rapid deployment posture with integrated infrastructure and services.

More about I Corps

I Corps Divisions

Ivy - 4th Infantry Division Bayonet - 7th Infantry Division Arctic Angels - 11th Airborne Division Tropic Lightning - 25th Infantry Division

I Corps Subordinate Commands

• 1st Multi-Domain Task Force

• 593rd Corps Sustainment Command

• 17th Field Artillery Brigade

• 1st Multi-Domain Task Force The Thunderbolt Brigade is America's premier HiMARS brigade and the Fires force element for America's First Corps.

• 201st Expeditionary Military Intelligence Brigade The Gryphons Brigade provides military intelligence analysis and collection support to America's First Corps.

• 22nd Corps Signal Brigade The Eagle Brigade provides expeditionary signal capabilities and defend the unified network to provide decision dominance for America's First Corps.

•555th Engineer Brigade Triple Nickle stands "willing and able" as the combat engineer brigade to America's First Corps—providing construction, assured mobility and munitions clearance.