Technical Exhibit E Special Qualifications 27 May 26.pdf

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Army Transition Assistance Program Services
Solicitation number
W9124D26RA041
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Summary: Special Qualifications Document – Army Transition Assistance Program Services

This document specifies staffing qualifications and capabilities requirements for key personnel on the Army Transition Assistance Program (TAP) Services contract with the U.S. Army Human Resources Command, Adjutant General Directorate, Transition Division. The contract requires the contractor to staff four primary positions with defined minimum qualifications that must be met upon hiring.

The Program Manager must hold a Master's Degree, Project Management Professional (PMP) certification, and Program Management Professional (PgMP) certification or equivalent experience (6-8 years of program management managing multiple interconnected projects) upon hiring. The individual must demonstrate experience managing large-scale global operations in organizations with 200+ employees, implementing customer satisfaction practices, assessing emerging technologies, utilizing data analytics, strategic communications, and analyzing government regulatory guidance. Relevant experience cannot exceed 15 years. The Alternate Program Manager requires a Bachelor's Degree and PMP certification or equivalent (3-5 years of direct project leadership experience) upon hiring, with minimum 3 years of experience managing large-scale operations in organizations with 100+ employees and similar competencies to the Program Manager but at a reduced level. The Transition Counselor must hold a Bachelor's Degree or equivalent education-experience combination (where 2 years of experience equals 1 year of education), with minimum 2 years of counseling or advising experience in applicable benefits and resources. The Financial Counselor requires a baccalaureate degree or equivalent combination (2 years of experience equals 1 year of education) and must maintain a nationally recognized professional financial certification per DODI 1322.34. Minimum 3 years of specific financial counseling experience is required, with demonstrated competency in personal financial management, banking, debt and credit, tax fundamentals, military consumer protection laws, retirement planning, insurance, and estate planning.

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Technical Exhibit E Special Qualifications.pdf PDF
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UNCLASSIFIED

SPECIAL QUALIFICATIONS

1. Program Manager.

1.1. Capabilities. Program Manager serves as the primary interface with the COR and the Human Resources Command Transition Division staff. The Program Manager must have full authority to act on all matters pertaining to the execution of awarded actions and the contractor’s position on determinations of scope. The Program Manager is answerable to the Government on staffing concerns, resolution of contractor performance shortfalls, status of ad hoc reports, and all other tasks or objectives contained within the PWS. The Program Manager must maintain a thorough understanding of the PWS and all accompanying documents related to the TAP requirement.

1.2. Qualifications. Relevant experience must not exceed fifteen (15) years.

1.2.1. Education.

• Master’s Degree. Required upon hiring.

• Project Management Professional (PMP). Required upon hiring.

• Program Management Professional (PgMP) required upon hiring or an equivalent combination of education and experience.

o Equivalent Professional Experience Required: 6 to 8 Years of program management experience (managing multiple, interconnected projects).

o Core Responsibilities You Must Demonstrate: Aligning multiple related projects to broader organizational strategic goals, managing program-level benefits, stakeholder governance, and complex resource allocation.

1.2.2. Experience. Minimum of five (6) years:

• Managing large scale global operations in organizations with 200 or more employees and supporting large robust dispersed customer bases.

• Tailoring, implementing, and modifying proactive and responsive customer satisfaction practices serving a diverse customer-base.

• Assessing and implementing emerging technologies or business practices that increase efficiency, improve customer service, and decrease cost.

• Utilizing data analytics to develop status reports, decision points, and inform future processes.

• Strategically communicating and marketing program objectives, benefits, and results to customers and stake holders.

• Analyzing Government regulatory guidance to inform day-to-day operating practices and management decisions.

2. Alternate Program Manager.

2.1. Capabilities. Alternate Program Manager serves as the primary interface with the COR and the Human Resources Command Transition Division staff. The Program Manager must have full authority to act on all matters pertaining to the execution of awarded actions and the contractor’s position on determinations of scope. The Program Manager is answerable to the Government on staffing concerns, resolution of contractor performance shortfalls, status of ad hoc reports, and all other tasks or objectives contained within the PWS. The Program Manager must maintain a thorough understanding of the PWS and all accompanying documents related to the TAP requirement.

2.2. Qualifications. Relevant experience must not exceed fifteen (15) years.

1.2.1. Education.

• Bachelor’s Degree. Required upon hiring.

• Project Management Professional (PMP) required upon hiring or an equivalent combination of education and experience.

Army Transition Assistance Program Services

United States Army, Human Resources Command, Adjutant General Directorate, Transition Division o Equivalent Professional Experience Required: 3 to 5 Years of direct project leadership experience.

o Core Responsibilities You Must Demonstrate: Leading cross-functional teams, managing the project life cycle (initiation to closeout), and managing constraints like budget, scope, and scheduling.

2.2.2. Experience. Minimum of five (3) years:

• Managing large scale global operations in organizations with 100 or more employees and supporting large robust dispersed customer bases.

• Tailoring, implementing, and modifying proactive and responsive customer satisfaction practices serving a diverse customer-base.

• Assessing and implementing emerging technologies or business practices that increase efficiency, improve customer service, and decrease cost.

• Utilizing data analytics to develop status reports, decision points, and inform future processes.

• Strategically communicating and marketing program objectives, benefits, and results to customers and stake holders.

• Analyzing Government regulatory guidance to inform day-to-day operating practices and management decisions.

3. Transition Counselor.

3.1. Capabilities.

• Analytical skills. Interpret client records, agency-wide data, and assessments to match interests and abilities with potential careers.

• Compassion. Work with people who are dealing with stressful and difficult situations, and be able to empathize with clients.

• Interpersonal skills. Work with people of all backgrounds and personalities. Form and maintain collaborative relationships with clients, stakeholders, and other professionals.

• Listening skills. Give full attention to clients in order to understand their problems.

• Speaking skills. Communicate effectively with clients. Express ideas and information in a way that clients understand.

• Group Instruction: Effectively instruct a class, and have competency of the subject matter, the ability to plan and deliver engaging lessons, and the capacity to interact positively with clients.

• Have the ability to counsel on topics such as, Transition, Education and Employment enhancement topics.

3.2. Qualifications. Experience from fifteen (15) years or longer ago will not be considered relevant.

3.2.1. Education. Bachelor’s Degree required or an equivalent combination of education and experience.

Two (2) years of experience can count for one (1) year of school. If experience is used in lieu of degree, then a formal request must be submitted to the COR prior to hiring.

3.2.2. Experience. Minimum of two (2) years specifically in counseling or advising populations of applicable benefits and resources.

4. Financial Counselor.

4.1. Capabilities.

• Analytical skills. Interpret client records, agency-wide data, and assessments to match interests and abilities with potential careers.

• Compassion. Work with people who are dealing with stressful and difficult situations, and be able to empathize with clients.

• Interpersonal skills. Work with people of all backgrounds and personalities. Form and maintain collaborative relationships with clients, stakeholders, and other professionals.

• Listening skills. Give full attention to clients in order to understand their problems.

• Speaking skills. Communicate effectively with clients. Express ideas and information in a way that clients understand.

• Group Instruction: Effectively instruct a class, and have competency of the subject matter, the ability to plan and deliver engaging lessons, and the capacity to interact positively with clients.

4.2. Qualifications. Experience from fifteen (15) years or longer ago will not be considered relevant.

4.2.1. Education. Possess a baccalaureate degree from an accredited university or a combination of education and experience which equips the individual to serve as a financial counselor (Two (2) years of experience can count for one (1) year of school); AND maintain a relevant nationally recognized professional certification, IAW DODI 1322.34, Financial Readiness of Service Members, that prepares the individual to provide factual, unbiased financial education and counseling. If experience is used in lieu of degree, then a formal request must be submitted to the COR prior to hiring. A nationally recognized professional certification can NOT be waived.

4.2.2. Experience. Minimum of three (3) years specifically in financial counseling or advising populations of applicable financial benefits and resources; and have experience that infers competency to:

• Recognize the importance of personal financial management and what resources are available.

• Identify warning signs of Service members at risk for financial problems.

• Understand the fundamentals of banking services and fees.

• Understand the fundamentals of creating and managing a spending plan, and the importance of updating a spending plan.

• Understand the fundamentals and management of debt and credit.

• Understand fundamentals of income tax and common tax benefits, and potential changes to tax situation.

• Know military consumer protection law fundamentals, including Service members’ Civil Relief Act and Military Lending Act.

• Understand how to access credit protection benefits available to Service members

• Comprehend the components of Service member’s military retirement system and the importance of

• preparing for retirement.

• Discuss the reasons, needs, types, and options for purchasing insurance.

• Understand the purpose and implications of estate planning (e.g., beneficiaries, wills, trusts, power of attorney).

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