SOW J3I SOW for RFI.pdf

U.S. Special Operations Command Wide Mission Support (SWMS)

Group A

Directorate of Operations, J3-International (J3-I) Division

U.S. Special Operations Command (USSOCOM)

International Special Operations Support

Statement of Work

8/12/2025

1 DESCRIPTION OF ORGANIZATION REQUIRING SUPPORT

The Directorate of Operations (J3) provides fully capable Special Operations Forces (SOF) to defend the U.S. and its interests and synchronizes planning of global operations against terrorist networks. Within the J3, the J3-I Division enhances interoperability, strengthens alliances, and advances partnerships across the global SOF enterprise consistent with the National Defense

Strategy and Commander USSOCOM guidance and priorities. The J3-I Division is a mixed organization consisting of US military, US government service personnel, and SOF officer and senior enlisted representatives from twenty-five nations (at present) from across the globe. The

J3-I Division also manages USSOCOM’s network of Special Operations Liaison Officers

(SOLOs) currently assigned to 22 countries worldwide.

2 SCOPE

The purpose of this task is to provide support to the J3-I mission: Enhance interoperability, strengthen alliances, and advance partnerships across the global SOF enterprise consistent with the National Defense Strategy and Commander USSOCOM guidance and priorities.

J3-I objectives include:

● Support development of an International SOF Common Operating Picture (COP)

● Provide USSOCOM enterprise planning processes with inputs from and access to

Allied/Partner Nation (A/PN) SOF capabilities and insights.

● Support management of strategic relationships with key SOF partners.

● Accelerate interoperability with SOF partners.

● Provide world-class life and family support to A/PN representatives assigned to USSOCOM

● Manage and support the USSOCOM International Engagement Program (IEP) and

USSOCOM SOLOs deployed globally.

The contractor shall provide subject matter experts (SMEs) for the multiple activities described in this SOW.

3 CONTRACT LINE ITEMS (CLIN) AND CONTRACT TYPE BY CLIN

Basic CLINs will be denoted as 0001, 0005 and 0006. Optional line items will carry the same contract type, and will be denoted as 1001, 2001, 3001, 4001, etc.

CLIN Contract Type Description

X001 FFP Labor

X005 CR-NF Travel

X006 LH Surge Labor

4 GENERAL REQUIREMENTS

The Contractor shall be responsible for meeting the following general requirements, as well as the specific support identified in Section 5.0 as well as all other contract terms & conditions.

4.1 Transition

The Contractor shall execute a transition plan to minimize interruptions or delays to work in progress that would impact the mission. The Contractor shall focus their efforts in support of stability of the workforce, ensuring successful performance from contract start to contract end with no interruption to USSOCOM’s mission. The Contractor shall include the approach that works in conjunction with the complete staffing plan for hiring personnel after contract award through the end of the transition period. This plan shall include Staffing Action Milestones for hiring ramp-up and timeframe when staffing actions will be completed. The plan shall focus on the initial staffing levels (key personnel) and discuss the approach for ramping up to the steady state level within the defined transition plan. The Government has indicated in the Service

Delivery Summary (SDS) maximum calendar days after contract award for personnel to be hired and available to perform work. The plan shall also detail how the Contractor shall coordinate communications with the incumbent contractors and Government personnel and how it will enable incumbent knowledge transfer not contained in formal documents during the transition process.

Offerors shall provide a detailed phase-out plan in support actions such as task hand-off with

Government personnel, out-processing personnel, transfer of work control, status reporting. The detailed plan should demonstrate how the Contractor will execute updates during the transition period to ensure the Government is fully informed of the transition status and any issues that need disposition.

4.2 Qualified Personnel

The Contractor shall provide stability through qualified personnel that meet the required skills and qualifications identified in Table 6.1 and shall ensure the workforce is sustained for the entire period of performance. The Contractor shall ensure adequate corporate resources are available to ensure an ability to provide maximum reach to qualified candidates and maintain/enhance individual competencies to ensure currency of qualifications. The Contractor shall manage out-reach by leveraging government and non-government resources to expand opportunities to address personnel requirements and ensure continuity of mission.

4.3 Management of Issues

The Contractor shall ensure performance issues that would cause interruption to SOCOM missions are minimized throughout the period of performance and that the requirements defined in the SOW are successfully met 100% of the time. The Contractor shall maximize its ability to resolve issues and concerns efficiently to minimize Government involvement. The Contractor shall achieve stability by maintaining open lines of communications that limit unnecessary processes, and procedures when resolving performance issues. The Contractor shall attain agility by implementing effective quality control plans that successfully execute all required support functions such as security and contract management with clear management delineation of responsibility and authority, and effective processes for responding to short notice issues, surge, and travel requirements. The Contractor shall achieve reach to support this requirement by applying sufficient corporate resources to prevent, identify and resolve issues within the parameters delineated in the SDS.

4.4 Management of Positions (Retention/Fill Rates/Surge)

A Full Time Equivalent for this task order equates to 1,880 hours per year. The Contractor shall ensure any absences (such as leave, medical emergencies) lasting more than thirty consecutive calendar days are back-filled with a qualified candidate for the duration of the absence or until permanently filled.

The Contractor shall ensure fully qualified personnel are in place to fill vacancies IAW the SDS when personnel depart this task order. The Contractor shall ensure mission continuity through effective retention and backfill of vacancies.

The Contractor shall achieve agility by effectively managing surge requirements without impacting mission continuity outside the surge period. Surge capacity is defined as operational requirements which require contractor work hours outside of normal duty hours to support operational needs or contingencies. The Contractor shall ensure that surge capacity, when approved by the Senior Contracting Officer (SCO), is met by hours worked by contractor personnel currently assigned to the task order.

4.5 Travel

Travel is required to various Continental US (CONUS) and Outside CONUS (OCONUS) non-hazardous locations. All Contractor personnel authorized to accompany U.S. Armed Forces deployed to OCONUS locations must be accounted for in the Synchronized Pre-Deployment and

Operational Tracker (SPOT) system.

Travel Requests The Contractor shall submit travel requests to the COR for approval prior to costs being incurred and a minimum of five (5) business days in advance of departure and no less than 24 hours prior to travel for an urgent tasking via a Post Award Collaboration in the GSA Information

Technology Solution Services (ITSS) web-based order processing system at https://portal.fas.gsa.gov. For standardization purposes, the Contractor shall develop a standard travel approval form that identifies:

● Traveler’s name/Relationship to the Contractor

● Purpose of trip

● Travel dates

● Location(s) https://portal.fas.gsa.gov/

● Per diem rates

● Purpose of trip

● All expenses (i.e. lodging, lodging tax, meals and incidental expenses (M&IE), transportation costs, etc.)

The Contractor shall ensure that the requested travel costs will not exceed the funded amount available at the time of request.

Travel Costs Costs incurred for lodging, meals, and incidental expenses shall be considered reasonable and allowable only to the extent that they do not exceed, on a daily basis, the maximum per diem rates in effect at the time of travel as set forth by the travel regulations provided in Federal

Acquisition Regulation (FAR) 31.205-46(a)(2)(i), (ii), and (iii). The Contractor shall be responsible for ensuring the correct regulation is used based on the location of travel.

Travel Budget The budget for the Contractor travel under this contract is:

● Base Year: $56,250

● Option Year 1: $75,000

● Option Year 2: $75,000

● Option Year 3: $75,000

● Option Year 4: $75,000

● 6 Month Extension Option: $37,500

● 11 ½ Months Bridge Extension: $68,750

These amounts represent the ceiling price for each contract year. Any unused portion of these budget amounts may be moved to future contract years, if exercised, at the Government’s discretion via unilateral modification. If at any time the Contractor has reason to believe that travel costs that will accrue in performing this contract in the next succeeding 30 days, if added to all other payments and costs previously accrued, will exceed 85 percent (85%) of the budgeted amount (ceiling price), the Contractor shall notify the SCO giving a revised estimate of the total price to the Government for performing this contract with supporting rationale and documentation.

5 SPECIFIC REQUIREMENTS

5.1 Task Lead and Senior International SOF Support SME

Due to the size and complexity of this requirement, the Government requires a single point of contact from the contractor, normally referred to as the Task Lead. The minimum expectations for the task lead are: knowledge, skills, and abilities to oversee and perform day-to-day management and administration of project tasks; develop detailed work plans and schedules in support of the J3-I mission and objectives; assign contractor personnel responsibilities; manage contractor travel; manage contract surge hours. The Task Lead shall perform quality checks of all work products, interact continually with the J3-I government lead, COR, and any appointed

Technical Representatives to present interim results, discuss concerns, and ensure total product / service satisfaction and successful transition of all phased-in requirements. Finally, this individual shall also perform as a senior international SOF Support SME. Tasks include:

● Provide advice, insights, and experience concerning international SOF support to all elements of the J3-I.

● Assist and advise J3-I leadership in the management of the overall J3-I program of work to meet Commander USSOCOM objectives and priorities.

● Participate and facilitate J3-I strategic planning.

● Support the functional SMEs in maintaining timely / accurate global awareness and assisting in the integration of PN SOF capabilities and organization into plans, operations, crisis response to critical events, and capability development and readiness events across the SOF

Enterprise.

● Develop measures of performance and measures of success for J3-I.

● When required, mentor international SOF officer and senior Non-Commissioned Officers

(NCOs) on USSOCOM, its components, operational headquarters, and SOF culture.

5.2 International SOF Support SMEs (J3-I Plans & Ops Branch)

Support the J3-I mission. The primary function of this branch is to provide clarity to partner nations on US SOF operational requirements and coordinate their support to US operations where national and security interests align, and in close coordination with the Theater Special

Operation Commands (TSOCs) and other staff elements (J33, J35, J5). The secondary function of this branch is to address partner nation operational information gaps and assist in development of the international SOF common operational picture (COP). Tasks include:

● Identify international SOF requirements and areas requiring deconfliction, synchronization, and coordination with US SOF operational headquarters and elements.

● Maintain the portal-based tracking mechanism currently for all PN requests for support, information, guidance, and status of requests for operational deployments to ensure effective

PN SOF support to the Combatant Commands; track and action US requests for PN SOF support and capabilities.

● Support development of and maintain a common operational picture of PN SOF operations and activities to ensure their strategic interests are captured in USSOCOM planning forums such as Global SOF Synchronization Process (GSOS) and Trans-Regional Synchronization

Forums (TRSF).

● Plan, schedule, draft content for, and execute coordination events (e.g. planning meetings, secure video teleconferences (SVTCs), planning sessions using collaboration tools) with multiple TSOCs, components, North Atlantic Treaty Organization (NATO) SOF

Headquarters (HQ), and PN SOF headquarters.

● Plan, schedule, draft content for, and coordinate PN SOF inputs to key USSOCOM, TSOC, and SOF component planning processes, including senior leader seminars, GSOS, TRSF, Strategic Coalition Alignment Forum (SCAF), key leader engagements, and J3-I communities of interest and communities of action.

● Enhance USSOCOM enterprise planning efforts to include PN SOF units and capabilities;

develop and maintain metrics to assess enterprise integration with PN SOF.

● Coordinate with Foreign Disclosure Office (FDO) for release of USSOCOM, combatant command, and DOD plans to PN SOF representatives; provide a mechanism for tracking requests for information, support, and information release/disclosure.

● Where possible, integrate PN SOF directly into planning efforts to enable development of multinational courses of actions and options.

● Identify barriers to PN entry into planning processes, and provide advice to government on options to address and resolve.

● Collect information from PN SOF and publish situation reports that enable the J3 to maintain situational awareness and track upcoming decisions regarding the employment of PN SOF;

synchronize that information with other inputs (e.g., SOLO, US embassy, TSOC, Geographic

Combatant Command (GCC) reporting) and identify key leader decision points.

● Manage the daily schedule of operations of the J3-I facility, which includes controlled access to open-bay secure collaboration spaces, multiple, scalable secure video teleconference planning rooms, two Secure Compartmented Information Facilities, two conference areas, and 20 individual secure country rooms for PN secure coordination with their home countries.

● Lead development and publishing of J3-I situation reports, incorporating inputs from Allied and Partner Nations, SOLO, and other operational headquarters.

5.3 International Capability Development SMEs (J3-I Interoperability Branch)

Contractor personnel at the senior and junior level for this labor category are required as detailed in Table 6.1 below. The primary function of this branch is to support J3-I assigned Partner

Nations in development of capability roadmaps designed to improve their integration with

USSOF, and to enable and improve PN participation in all facets of USSOCOM and SOF component capability development efforts (training, education, force development, exercises).

SMEs will develop quantifiable assessments of PN SOF interoperability with USSOF and with other PN, and identify actions to improve interoperability based on those assessments. Tasks include:

● Facilitate, support, coordinate, conduct research, analyze data, and draft feasible solutions and options which lead to quantifiable improvements in PN SOF interoperability in accordance with existing security cooperation guidelines.

● Draft inputs to and assist in PN SOF integration into future developmental working groups, experiments, and war-games.

● Coordinate PN SOF participation in and inputs to existing J3-I interoperability programs, including Joint Staff J6 Bold Quest, Defense Information Support Agency’s (DISA)

Coalition Interoperability Assurance Validation (CIAV), Mission Partner Environment

Working Group (MPEWG).

● Conduct research, collect and analyze data on PN SOF capabilities and gaps; draft and maintain PN SOF capability profile for each PN nation assigned to J3-I and with whom

USSOCOM maintains a SOLO.

● Support development of interoperability objectives for J3-I assigned PN SOF.

● Draft and maintain roadmaps which track progress by each PN toward achieving their SOF

Commander’s interoperability objectives.

● Coordinate PN SOF participation in pre-mission training for ongoing operations; support and assist PN participation in US exercises and training in accordance with their established training objectives and interoperability roadmap.

● Support PN efforts to obtain and align their SOF acquisition programs with the appropriate

US security cooperation and assistance mechanisms; track all USSOCOM PN SOF security cooperation activities and cases.

● Draft plans for and support TSOC efforts to support development of SOF-related defense institutions within J3-I countries, where applicable.

● Develop planning products which enable to track USSOCOM and SOF Component exercises and Pre Mission Training, and coordinate A/PN participation in accordance with J3-I priorities.

● Perform the duties and responsibilities as Foreign Disclosure Representatives (FDR) for assigned PN personnel.

5.4 International SOF Engagement and Event Planning SME (J3-I Engagement and

Support Branch)

● Facilitate, support, coordinate, conduct research, analyze data, and draft feasible solutions and options which lead to quantifiable improvements in PN SOF interoperability in accordance with existing security cooperation guidelines.

● Draft, coordinate, and monitor execution of USSOCOM’s SOF Partnership Engagement Plan which identifies and recommends engagement opportunities between USSOCOM and PN

SOF.

● Plan, coordinate, and execute ISOF in 2022, 2024, 2025 and 2026.

● Plan and execute other external engagement events on behalf of the J3 USSOCOM and J3-I.

● Develop invitations and draft executive correspondence to support event planning.

● Record, analyze, maintain record of, and provide assessments from PN SOF engagements in order to measure effectiveness of the overall engagement plan.

● Draft and facilitate briefings, talking points, messaging documents, and executive communications in support of international and key leader engagements (KLEs).

● Plan, coordinate, conduct, and track follow up actions for all USSOCOM international SOF

KLEs.

● Maintain awareness of international engagements across the Command via monitoring of and inputs to information tools, such as J3-I and Command calendars, Engagement Tracker, Long

Range Calendar, and the HQ Visit Tracker.

● Provide SME support to enable effective management of USSOCOM’s Foreign Visitor

Program.

● Maintain a directory of international SOF key leaders and contacts: draft, conduct research, manage, and update information regarding key leaders across the USSOCOM and international SOF enterprise to enable rapid and accurate exchange of information.

● Draft quarterly report of J3-I accomplishments for senior leadership, integrating metrics as appropriate.

● Draft a program to effectively assess J3-I performance, effectiveness, and assess value for

PN SOF relationships and integration.

● Manage and track all PN SOF efficiency reports and ensure timely submission of PN reports, awards and decorations.

● Draft, coordinate, and maintain all PN SOF exchange officer duty descriptions for their respective Memoranda of Agreement (MOA).

● Design engagement programs that result in successful completion of MOA by those nations approved for presence in J3-I.

● Provide support to PN SOF representatives and their families; ensure all in-processing and on-boarding actions are completed to enable PN SOF performance as a member of the

USSOCOM staff. Out-process PN SOF personnel at the completion of their tours. Draft plans for social and other events intended to both integrate PN SOF reps and their families into US culture.

● Track and coordinate PN Foreign Visit Requests (FVR) to other areas within DOD.

5.5 International Special Operations Liaison Officer (SOLO) Program Support SME

The USSOCOM IEP program includes management of USSOCOM SOLOs which are US special operations officers who maintain enduring presence with select partner nation SOF in order to support their development, prepare for future contingencies, and build / foster mutually beneficial relationships in support of TSOC and GCC engagement strategies. In order to maintain persistent presence with key partner nations, USSOCOM employs SOLOs globally in at least 22 locations. Tasks include:

● Assist US SOLO in drafting and coordinating plans and roadmaps for development of SOF capabilities and institutions in accordance with Country Plans.

● Support coordination with designated US Embassy country teams to enable assignment of

SOLO under the provisions of National Security Decision Directive (NSDD) 38, which governs the assignment of DOD personnel to US embassies abroad.

● Review, analyze, and summarize SOLO reporting. Draft plans and track actions stemming from SOLO reporting.

● Assist and coordinate SOLO use of security assistance and cooperation funding mechanisms, to include Counter Terrorism Fellowship Program (Sec 311 and 312), and other funding sources, in order to advance PN SOF capability development efforts.

● Assure SOLO life support in deployed locations; assist with funding, transportation, professional development, and welfare of SOLOs and their families. Draft mechanisms to identify and track communication, health, welfare, and security of deployed SOLOs.

● Draft SOLO selection and assessment process; assist in selection and pre-deployment training for all SOLOs. Draft training plans tailored to specific SOLO countries.

● Maintain and draft primary, alternate, contingency and emergency (PACE) communications plans with SOLOs; coordinate plans with USSOCOM J6; and maintain a contact roster allowing immediate contact of employed SOLOs.

● Process, coordinate, and track to completion all staffing actions regarding international negotiations between USSOCOM and partner nations for SOLO or Foreign Liaison Officer/

Exchange Officer (FLO/EXO) presence; prepare engagement plans to ensure

SOLO/FLO/EXO talking points are included in KLEs.

● Support development of engagement plans and strategies which support negotiation of

MOAs for new countries.

● Maintain a data base of all USSOCOM international agreements affecting J3-I exchange and liaison officers and SOLO placement.

● Prepare staff packages for Chief of Staff-level approval for all J3-I related international agreements.

5.6 International SOF Information/Knowledge Management (IM/KM) SME

J3-I and USSOCOM require detailed and persistent knowledge of PN SOF capabilities, readiness, equipment, tactics, techniques, procedures, and an understanding of correct point of contact (POC) information within PN SOF to work these issues. PN SOF require the same of

USSOCOM: a one-stop-shop for key information, including POCs, in order to provide data required to develop plans, operations, and activities, in order to support existing USSOCOM and

PN planning processes such as trans-regional synchronization and global synchronization of special operations. This requires information management, collection, analysis and dissemination in as many as four domains simultaneously (SIPR - Secret Internet Protocol Router Network, NIPR - Non-classified Internet Protocol (IP) Router Network, BICES - Battlefield Information

Collection and Exploitation Systems, APAN - All Partners Access Network). Tasks include:

● Draft and maintain interactive IM products that enable visual analysis of USSOCOM and

DOD PN networks.

● Draft an IM plan and program that describes how each member of the team will search, locate, meta-tag, file, and update information relevant to J3-I.

● Coordinate with elements across the USSOCOM staff, components, and TSOCs to ensure a holistic view of PN SOF capabilities, constraints, authorities, and key leadership.

● Coordinate with J3-I representatives from the Office of the Under Secretary of Defense for

Intelligence Battlefield Information Collection and Exploitation System (USD-I BICES) program to ensure consistency between information provide on SIPR and BICES, consistent for Foreign Disclosure policies.

● Develop and maintain J3-I long and short range calendars.

● Coordinate J3-I IM/KM plan and activities with Command KM reps to ensure consistency and access across the SOCOM enterprise.

● Ensure that information attained is clearly categorized based on where it shall be stored and to whom it may be released. This entails development and maintenance of the following products at each security level:

o PN SOF PROFILES: The PN SOF profile presents a unit overview rich in higher-level details and recent employment history, sometimes including information on the unit’s performance in recent operations. Includes results of key leader engagements.

o INTEGRATED GLOBAL SOF PICTURE: Overarching directory framework in a format that can easily be incorporated into a comprehensive tool suite in all four domains (SIPR, NIPR, BICES, APAN), using tool suites such as Microsoft Office family of information management tools and other geospatial management tools.

These data bases, when complete, feed development of the international SOF common operating picture (COP).

o INFORMATIONAL DATA BASES on SIPR, NIPR and BICES which enable rapid search and information recovery for J3-I Situation Reports (SITREPs), requests for information, partner nation data and information.

o J3-I Organization and Functions Manual/Standard Operating Procedure (SOP):

Documentation of J3-I internal organization, processes, and metrics to enable future performance and mitigate personal turnover.

6 PERSONNEL AND MINIMUM SKILL REQUIREMENTS (9 x FTE)

Table 6.1. Personnel Qualifications

Position/Labor

Category & FTE Required Skills/Qualifications

Task Lead and Senior

International SOF

Support SME

(1 FTE)

(Key personnel--Resume required)

GS-15 Equivalent

● Senior (O5 or above) Army Special Forces officer with 15 years combined experience in operations and PN development at O6-command, TSOC, or

NATO SOF HQ level.

● Master’s degree in international relations or related field

● Graduate of School of Advanced Military Studies (SAMS) or equivalent military planning course.

● 1 year recent (last 5 years) combat/operational experience as part of combine joint special operations task force or TSOC staff

● Minimum 1 year experience working with coalition SOF partners

● Joint Professional Military Education Level II or equivalent graduate

● Current DoD Top Secret clearance and eligible for SCI access

International SOF

Support SMEs (J3-I Plans

& Ops Branch)

(2 FTEs)

GS-13 Equivalent

● Graduate of US SOF component selection and assessment program such as

US Army Special Forces Qualification Course (SFQC), Basic Underwater

Demolition School (BUDS) or other SOF component equivalent.

● Bachelor’s degree in any field from an accredited university.

● One year recent (last 5 years) combat/operational experience as part of

International Stabilization Force Afghanistan (ISAF) or similar multinational special operation.

● 3 years recent (last 7 years) regional experience as member of GCC or TSOC staff.

● Graduate of a Joint Professional Military Education course, Intermediate

Development Course or a Senior Professional Military Education Course

● 1 years’ experience in international SOF environment, (e.g., assignment to

Multinational (MN) SOF headquarters such as the NATO SOF HQ, or GCC coalition coordination center).

● Experience with Foreign Disclosure and working with international partner information exchanges.

● Current DoD Secret clearance and eligible for Secure Compartmentalized

Information (SCI) access

Senior International

Capability Development

SME (J3-I

Interoperability Branch)

(3 FTE)

Key personnel--Resume

Required

GS-14 Equivalent

● Graduate of US SOF component selection and assessment program such as

US Army SFQC, BUDS or other SOF component equivalent.

● Bachelor’s degree in international relations or related field

● Demonstrate the following experience: a) completion of a formal program of instruction from a DOD training organization which covers the basic tenets of

US Security Cooperation (examples include Defense Acquisition University, Joint Special Operations University, US Army Command and General Staff

College, US Army or US Navy Special Warfare courses), b) operational experience working with international military forces (joint combined exchange training, joint exercises, or joint combined operations such as

Afghanistan or Iraq), or c) assignment to an international military organization or coordination center, such as Joint Staff J7, or their COCOM staff organization which works with international partners. Demonstration of ability to work with and thru international SOF partners is required. 15 years combined military SOF and Regional experience working special operations conducted in a joint, combined, and interagency environment

● Graduate of a Joint Professional Military Education course, Intermediate

Development Course or a Senior Professional Military Education Course

● Current DoD Secret clearance and eligible for SCI access

● Experience with Foreign Disclosure and working with international partner information exchanges

Senior International SOF

Engagement SME (J3-I

Engagement and Support

Branch)

Key personnel-Resume

GS-15 Equivalent

● Master’s degree in international security studies.

● Recent experience (last 3 years) demonstrating successful development, coordination, & execution of strategic level engagements on a Commander’s

Action Group at the Combatant Command/4 star level.

● 1 year recent experience demonstrating successful development, coordination, & execution of strategic level engagements on a Commander’s Action Group or Political Advisor at the Combatant Command/TSOC level.

● 3 years’ experience using analytic and communication skills to prepare, staff, and coordinate written products and briefings for senior leader (general officer/flag officer/senior executive service level) use.

● 3 years recent experience in developing business and communication strategies intended to achieve strategic objectives.

● Current DoD Top Secret clearance and eligible for SCI access.

Event Planning and

Engagement Support

SMEs

2 FTE

GS-13 Equivalent

● Bachelor’s degree in international relations, communications, or other social science.

● 5 years’ experience using marketing or communication skills, both written and oral, to include preparation of written products for senior leader (general officer/flag officer/senior executive service level)

● Demonstrated executive writing skills.

● 1 year experience in a multinational environment. Experience can be military, academic, business, non-governmental organization, or with another agency of the US Government.

● Desired: Basic language proficiency (1/1; basic conversation/writing) in

Romance or European language (i.e., French, Spanish, Italian, other).

● Experience as Event Planner for Executive Level conferences and engagements.

● Experience in use of social media analytic tools.

● Ability to organize complex, inter-governmental events of over 500 people.

● Current DoD Secret clearance and eligible for SECRET access.

International SOLO

Program Support SME

● Master’s Degree in international relations, economics, or related field.

● Graduate of Dept. of State Foreign Service Institute or equivalent US military program of instruction.

● Served as Foreign Service or Foreign Area Officer with 10+ years’ experience as a member of a US embassy country team, deployed developmental worker, or other member of Dept. of State or US Agency for International

Development.

● 3 years’ experience in a federal agency, GCC, or service headquarters in policy development, international agreements, and strategy.

● 2 years’ experience or academic coursework in negotiations. Acceptable example would be experience negotiating Memos of Agreement or

Understanding

● Current DoD Top Secret clearance and eligible for SCI access.

International SOF

Information/Knowledge

Management (IM/KM)

SME

● Master’s Degree in Library and Information Science with data science concentration from an American Library Association (ALA) accredited university and an Accreditation Board for Engineering and Technology

(ABET) accredited university program or a Master’s degree in a Management field concentrating on Information or Security

● 5 years’ experience in Business process and multinational information management

● 1 year experience in portal development and management.

● 1 Year experience in managing geospatial analysis tools (Examples of tools required are Microsoft Office family of information management tools, SOF

Geospatial Enterprise.

● Current DOD Top Secret clearance and eligible for SCI access.

SWMS Basic Contract Clause 5652.237-9001, Key Personnel Requirements (2003) applies to positions identified as Key Personnel in Table 6.1 above.

7 DELIVERABLES/PERFORMANCE

The contractor shall produce and deliver the following deliverables:

7.1 Delivery Method

All deliverables shall be delivered through GSA’s Information Technology Solution Services

(ITSS) web-based Order Processing System (https://portal.fas.gsa.gov) or future equivalent.

Monthly deliverables should be accompanied by an invoice for the month in which it directly corresponds to.

The deliverables will be inspected for content, completeness, accuracy, and conformance to the order requirements by the COR. If a deliverable is unacceptable, the Government will notify the

Contractor Program Manager (CPM), who shall coordinate with the COR to determine the resubmission time. The acceptability of deliverables will be reflected in the contractor’s performance evaluation.

7.2 SWMS Monthly Reports

The Contractor shall submit a monthly report in the SWMS Monthly Report Format, or a format agreed upon by the COR and Contractor no later than the 10th of each month. At a minimum, each monthly report shall include:

● Complete contract and task order number;

● Period of performance covered by the report;

● Manpower Status which includes:

o Total number of contract personnel required o Total number of personnel on task o Total number of CAC’s returned

● Chart depicting task order funding which includes, by CLIN:

o Task Order Total o Amount Obligated o Amount Expended o CLIN Balance

● Chart depicting anticipated expenditures for the following month

● Major actions/events conducted during the month

● Projected major actions/event for the following month

● Current or projected difficulties/concerns; if none, so state

● Recommendations for improvement; if none, so state

● The results from quality control inspections conducted by the contractor. Results shall clearly identify the population size, sample size, standards, and evaluation methods (random sampling, periodic sampling, 100% inspection). If the standard was not met, the contractor shall provide detailed explanation of corrective measure taken to resolve the discrepancy.

7.3 SWMS Quarterly Report

The Contractor shall submit a quarterly report in accordance with Base IDIQ CDRL A002.

7.4 Contractor Manpower Reporting Application (CMRA)

The Contractor shall report ALL Contractor labor hours (including subcontractor labor hours) required for performance of services under this contract via a secure data collection site. The

Contractor is required to completely fill in all required data fields using the following web address: http://www.ecmra.mil/. Reporting inputs will be for labor executed during the period of performance during each Government Fiscal Year (FY) which runs October 1 through 30

September. While inputs may be reported any time during the FY, all data shall be reported no later than October 31 of each calendar year. Contractors can find User Guides, Frequently Asked

Questions and may direct questions to the help desk at http://www.ecmra.mil/.

7.5 Phase-In Transition Report

The Contractor shall provide up-to-date availability of all administrative and functional transition activities while clearly articulating any impact on Government schedules. This report shall be provided weekly until all transition actions have been completed. At a minimum, the transition report shall include the following information:

● Status of Common Access Card (CAC) issuance for onboarding personnel

● Status of security clearance and availability for SCI read-ons

● Status for new hire personnel o Number of new hire personnel o Timeline for arrival in local area o Timeline for availability on task

● Status of coordination for task turnover

7.6 Phase-Out Transition Report

Preliminary Phase-Out Report The Contractor shall provide a phase-out report to the COR no less than 45-days prior to end of the performance period. At a minimum, this report shall include the following information:

● Status of electronic continuity resource per position

● Status of ongoing tasks to be transitioned, to include remaining actions and highlighting critical items to be accomplished during transition

● Status of funds remaining, to include outstanding invoices to be submitted

● Status of hours remaining per position, to include projected hours during transition

Final Phase-Out Report The Contractor shall provide a final phase-out report to the COR and SCO no less than 30-days after the end of performance. At a minimum, this report shall include the following information:

● Status of CAC turn-in

● Status of clearance read-off

● Status of final invoice submission

● Status of funds remaining on task order for de-obligation

7.7 Place of Performance

Performance under this SOW requires on-site work at HQ USSOCOM, MacDill AFB FL and, when required, at temporary duty locations across the SOF Enterprise.

7.7.1 Telework

Services may be performed at contractor facilities and/or various offsite locations with written pre-approval by the COR. For any Government provided equipment provided for working offsite, the Contractor is responsible for ensuring the equipment is properly returned to the Government when personnel will no longer perform telework services for this task order." The Government shall not incur any additional costs as a result of telework services.

7.8 Hours of Operations

Work accomplished under this task order shall be conducted during SOCOM’s normal business hours. Normal workdays are Monday through Friday except US Federal Holidays as stated in the

Basic IDIQ SOW. Daily start and stop times may vary upon coordination with the COR, however all personnel are required to be at work during USSOCOM core business hours from

0900 to 1500 daily. Global travel is required, so work may take place for extended periods at locations outside continental United States.

7.9 Period of Performance

The Contractor will be allowed a 14-day transition in period from the date of award to fully prepare itself to perform the full set of contract requirements. Enforcement of all contract requirements will begin immediately upon the expiration of the 14-day period. The period of performance for this order is from the expiration of the 14-day transition period through 9 months thereafter, with 4 (1-year) annual option periods and a six-month extension option. With bridge extension of 11 ½ months that may extend the cumulative term of this order to 6 years and 2½ months.

7.10 Surge Capability -CLIN X006

The contractor shall provide surge capability within as few as 24 hours advance notice by the

Government to support operational needs or contingences. Surge hours shall be scheduled as required during primary work hours, after-duty hours, weekends and holidays. The Surge labor categories and rates will be incorporated into the task order award, and these rates shall not be exceeded. This CLIN shall not be used for new or additional task requirements.

Surge requirements may be directed by the Government or requested by the contractor for approval at the Government’s discretion. SCO approval is required prior to proceeding with labor under the Surge CLIN. The Contractor shall deploy the required personnel within 24 hours or as otherwise approved by the Government. The Government reserves the right to require

Surge capability at any time during the Period of Performance of this task order. The total amount of all Surge labor shall not exceed the awarded Surge CLIN’s ceiling amount for each

Period of Performance.

If the Surge requirements are requested by the contractor, the Contractor shall submit a Surge request (in contractor format) to the COR for concurrence at which point the COR will submit to the SCO for final approval. The Surge request shall, at a minimum, include: 1) date of request, 2)

PWS task items numbers, 3) employee name, 4) labor category, 5) labor hours requested, 6) the pre-negotiated Surge labor rate, 7) total cost of Surge labor for each PWS task item and total overall cost of the Surge request, 8) estimated time period for the surge support work; 9) brief justification describing why the work is required, and 10) other information as required by the

COR. The form should include signature and date blocks for the required approvals.

Surge Budget The budget for the Surge under this contract is:

● Base Year: $172,500

● Option Year 1: $230,000

● Option Year 2: $230,000

● Option Year 3: $230,000

● Option Year 4: $230,000

● 6 Month Extension Option: $115,000

● 11 ½ month Extension: $20,000

These amounts represent the ceiling price for each contract year. Any unused portion of these budget amounts may be moved to future contract years, if exercised, at the Government’s discretion via unilateral modification. If at any time the Contractor has reason to believe that

Surge costs that will accrue in performing this contract in the next succeeding 30 days, if added to all other payments and costs previously accrued, will exceed 85 percent (85%) of the budgeted amount (ceiling price), the Contractor shall notify the SCO giving a revised estimate of the total price to the Government for performing this contract with supporting rationale and documentation.

8 CONTRACT TERMS AND CONDITIONS

8.1 Government Furnished Property/Space

No Government-Furnished Property (GFP) is planned for this effort, however the Government will provide all equipment, materials, access to all necessary networks and systems, furnished office spaces (workstations, office automation equipment, telephones, and furniture) and supplies at MacDill AFB 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.

8.2 Security Requirements

Security shall be in accordance with the attached DD254. Contractor team individual(s) supporting this task shall be cleared at the TOP SECRET level at the start of the task.

Contractors will require access to SCI, Foreign Government Information, NATO, and ACCM material in performance of this effort. Contractor will require access to

NIPRNET/SIPRNET/JIANT/BICES/JWICS computer systems only at government facilities.

Contractor will be authorized to courier classified information up to TOP SECRET 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 material inventories, program access requests, preparing and monitoring personnel indoctrination and debriefing agreements, and maintaining and using security-related databases.

When no government employee or military member is available the contractor will be required to conduct security related functions (traditionally considered inherently governmental functions) such as opening/closing of security containers, end-of-day checks for processing and safeguarding classified information/material, and arming/de-arming USSOCOM Buildings, Secure Rooms, or SCIFs. In the event that the contractor fails to properly conduct these responsibilities and a security violation/incident occurs, the government will have the option to take action against the company IAW U.S. law to the extent the violation/incident arises from contractor’s failure. In addition, the company will be responsible for reviewing preliminary inquiry reports for any security violation/incident for which an employee is found culpable and provide a written response to the GCA and Organizational Security Manager for actions taken against the employee.

Contract personnel shall provide escort duties in USSOCOM campus as needed (501 complex, Joint Special Operations University, etc.).

While on Telework services, Contractor personnel shall use USSOCOM provided network services to accomplish tasks IAW this SOW. Provided services may include: Virtual Private

Network (VPN) service connectivity, Outlook on the Web (OWA), Microsoft Teams, and future system updates.

8.3 Personal Services/Inherently Governmental Functions

In this effort, the Contractor shall provide strictly non-personal services and shall work as an independent Contractor not subject to supervision or control by the Government. The Contractor shall advise and assist the Government but shall not make final decisions or certifications on behalf of the Government, nor perform any inherently Governmental functions. The Contractor and its employees shall not represent the Government nor appear to represent the Government in performance of these contract services. At all times, Contractor personnel shall wear appropriate identification (in accordance with USSOCOM or other applicable Government policy), identifying themselves as Contractor personnel. At all meetings, conferences, or sessions with

Government personnel, Contractor personnel shall clearly identify their status as Contractor employees. While performance of this effort shall not require inherently governmental services, it may include services that are closely associated with inherently governmental functions as defined in Section 804 of the FY 2005 National Defense Authorizations Act. All reports and draft documentation delivered under this contract are the property of the U.S. Government unless properly identified, noted, and documented as specified in the contract.

To counter the circumstances that infer personal services and to preserve the non-personal nature of the contract, the Contractor shall adhere to the following guidelines in the performance of the contract.

a. Provide for direct supervision of all contract employees assigned to the contract.

b. Refrain from discussing the issues such as skill levels and hours, salaries, cost and funding data, or administrative and personnel matters affecting Contractor employees with the client.

c. Ensure close communication/coordination with the GSA Contract Specialist (CS) &

SCO, reporting problems as they occur (not waiting for a monthly meeting).

d. Do not permit Government officials to interview potential Contractor employees, discuss individual performance, approve leave or work scheduling of Contractor employees, terminate Contractor employees, assist Contractor employees in doing their jobs or obtain assistance from the Contractor in doing Government jobs.

e. Do not assign Contractor personnel to work under direct Government supervision.

f. Maintain a professional distance from Government employees.

g. Provide Contractor employees with badges, if appropriate, identifying them as

Contractors.

h. Ensure proper communications with the Government. Technical discussion and

Government surveillance is acceptable, but the Government cannot tell the Contractor how to do the job.

i. Assign a task leader to the contract. The task leader or alternate should be the only one who accepts tasking from the assigned Government point of contact or alternate.

j. When travel is required for the performance on a task, Contractor personnel are only to travel as directed by their contract management.

The client has determined that use of the GSA contract to satisfy this requirement is in the best interest of the government, economic and other factors considered, and this contract is not being used to procure personal services prohibited by the FAR Part 37.104 titled “Personal Services

Contract”.

8.4 Non-Disclosure/Non-Use Agreement

The contractor shall ensure that a Non-Disclosure Statement is signed by all staff assigned to or performing on this contract before performing any work, including all subcontractors and consultants. The Non-Disclosure / Non-Use statement will be cosigned by a corporate official

(contractor Task Manager or higher). The contractor shall also ensure that all staff understand and adhere to the terms of the non-disclosure statement, protecting the procurement sensitive information of the Government and the proprietary information of other contractors. Assignment of contractor employees who have not executed this statement or failure to adhere to this statement shall constitute default on the part of the contractor.

8.5 Organizational Conflict of Interest (OCI)

If the…