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Transcript of 1 Operational Contract Support (OCS) Education and Training Overview Joint Logistics Education and...
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Operational Contract Support (OCS) Education and Training Overview
Joint Logistics Education and TrainingWorking Group
September 20, 2010
Ms. Anna L. CarterDirector, Plans and Programs
OFFICE OF THE SECRETARY OF DEFENSEDeputy Assistant Secretary of Defense (Program Support)
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Agenda
Today’s Environment Setting the Stage Requirement for Change
Operational Contract Support (OCS) Definition Strategic Goal: Institutionalize OCS Education and Training OCS Education and Training Model
Way Ahead
Key Take Aways
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Contractors currently make up ~50% of the total force in the
USCENTCOM Area of Operation
"Geographic Combatant Commanders are responsible for establishing
lines of command responsibility within their Area of Responsibility (AOR)
for oversight and management of DoD contractors ...“
DepSecDef Memo dtd 25 Sep 2007, Ref DoDD 3020.41
DoD reliance on contracted capability is here to stay
DoD’s Mission Allocated Government Resources
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Contract Actions (Obligations) for Iraq / Afghanistan
Name Contract Actions1 $
Other US 8,114 $10.6B
DoD 146,693 $84.2B
TOTAL U.S. Government
154,807 $94.8B
May 2003 through March 20091 Contract Actions include: contract awards, modifications,
and purchase/delivery orders above $25,000.00
Total Contractors
U.S. Citizens
Third Country
Nationals
Local/Host Country
Nationals
Iraq Only 95,461 24,719 53,549 17,193
Afghanistan Only
112,092 16,081 17,512 78,499
Other USCENTCOM
Locations42,782 12,621 24,046 6,115
USCENTCOM AOR
250,335 53,421 95,107 101,807
Current Contracted Support (CENTCOM AOR)
IRAQ:DoD Contractor Personnel Breakdown
By Type of Service Provided(as of 31 MAR 10)
DOD Contractor Personnel (2nd Qtr FY 10)
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Co
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lexi
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f S
ervi
ces
Medical Laundry
Food Service
Transportation
Maintenance
Security
Construction
Simple Services Longer Deployment/Nation Building Complex Services
American Revolution 1:6
Civil War 1:5
World War I 1:20
World War II 1:7
Korea 1:2.5
Vietnam 1:6
Gulf War 1:60
Balkans 1:1
Afghanistan 1:1
Iraq 1:1
All volunteer Army
Sources: Center for a New American Security: Contracting in Conflicts, The Path To Reform , June 2010Center for Military History (CMH), The Commission on Wartime Contracting in Iraq and Afghanistan, Interim Report, June 2009
Importance of Contracting: A Historical Perspective
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Driven by: AOR lessons learned Audits and studies (GAO, SIGIR) 2007 Gansler Commission Report National Defense Authorization Acts from FY07, 08 & 09 Emerging legislation driving increased oversight Restrictions on Inherently Governmental functions
Requirement for Change
Contractor Fraud Unchecked In Iraq !
IG Faults Oversight Of Security Contractors
In Process:• Commission on Wartime Contracting in Iraq and
Afghanistan • Dependence on Contractor Operations Task Force(s)
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- The ability to orchestrate and synchronize the provision of integrated contract support and management of contractor personnel providing that support to the joint force in a designated operational area
- a framework for the planning, integration and execution of contract support, including the management of contractors operating in designated contingency operations across the range of military operations
(Ref: JP 4-10)
Joint Operation Area
System Support
Contracts
External Support
Contracts
Theater Support
Contracts
USAUSAFUSMCUSN
Contingency Contracting Support to Operating Forces
Subject to rigors of
the Defense Acquisition Framework
Subject to rigors of Business Clearance Authority (BCA)
OCS Integration &
Contractor Management
Contingency Operation
Weapon Systems… Civil Augmentation LOGCAP, GCC, AFCAP, etc
DLA
What is Operational Contract Support (OCS)?
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Development of Education and Training Programs:
Key Task: Develop education and training for non-acquisition operational military leaders, officers and enlisted, across all grades on the management of contractors with deployed forces
Progress: Developed OCS Program of Instruction guide (Nov 08)
OSD/Joint Staff designed and fielded on-line training modules (FY09-10)
CJCS approved OCS as a Special Area of Emphasis (FY09-10) USD(AT&L) established OCS Functional Capabilities Integration Board (FCIB) Working with PME/JPME institutions to integrate OCS into existing curricula
Goal: Institutionalize OCS Education and Training
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OCS Education and Training Model
Transfer of Learning & Practice
Process and Measurement
Core Competencies
Ability to plan & integrate contract support with other military & interagency capabilities
Understand contractors role & contract administration in contingency and deployed settings
Fundamental understanding of basic contracting procedures
Continuous learning
Continuous learning
Continuous learning
InterviewsQuestionnaire/survey
Direct observationArchival Performance Data (Records & Reports)
How will we educateand train the non-acquisition
workforce?
How will we measure the transfer of knowledge?
OCS Mission
Education and Training
What do we want the non-acquisition
workforceto possess?
Source: Davis, P., Naughton, J., & Rothwell, W. (2004). “New Roles and New Competencies for the Professional.” T&D, 58(4), 26-36.
Case StudiesExperiential Training
On-line Courses
Small Group InstructionGuest Speakers
Provide effective and timely contract
support to thewarfighter
Integrate OCS Into Existing PME & Joint PME Curricula
Pre-deployment Training CAPSTONE
Tests & SimulationsTailored Training
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OCS Education and Training Progression
Knowledge of basic operational contract support planning to include:
Requirement definition & basic contracting principles Contracting organizations and responsibilities Contract award and administration procedures Ethnical considerations of working with contractors Integration of contracting organizations & contractors into all levels of operational planning and training Role on contractors & contract administration at tactical/operational level during contingency & deployed
settings
Fundamental understanding of OCS to include: Ability to plan and integrate contract support with other military & interagency capabilities Ability to account for & manage contractors as an integrated part of the total force Strategic impact of contracted capability on national security missions Effective and efficient use of contracts/contractor personnel at operational & strategic level Understand legal, ethical and cultural issues related to use of contractors in operational
setting
Executive LevelFlag - General Officers (FOGO) and other equivalent
Senior LevelLt. Col., Col and equivalent
Mid-LevelMajors and equivalent
FOGO Essentials: Planning, Oversight, Fraud, Waste & Abuse
Knowledge of key FOGO requirements development responsibilities Essential elements to develop a contractor management plan (CMP) Essential elements to develop a contractor support integration plan (CSIP) Understand appropriate lines of contracting authority Recognize fraud, waste, and abuse indicators
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Way Ahead
Refine OCS education and training vision and goals
Complete review and update OCS Program of Instruction
Continue to work with Service PME and JPME institutions
Establish OCS Education and Training IPT (under FCIB)
Pursue executive level OCS education and training alternatives
Refine and sustain on-line training modules available through JKO:
Introductory OCS Commander and Staff Course (Mar 09)
OCS Flag Officer/General Officer Essentials Course (Oct 09)
OCS Planners Course (Target Delivery date: 30 Sep 10)
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Key Take Aways
We will continue to depend on contractors for support during contingency operations
Requirements for additional oversight, accountability, education and training are coming
Institutionalizing OCS education and training is vital Education and training gaps must be assessed and addressed for the next conflict !
A leadership issue relevant across all elements of instruction – not just logistics!
Contracted support is a significant force multiplier…..tremendous challenge during major OPS &
requires appropriate education, training and pre-planning
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Program Support Points of Contact
Ms. Anna Carter Director, Plans and ProgramsE-mail: [email protected]
Phone: (703) 571-2357
Ms. Barbara Bishop Director, OCS Education & Materiel Readiness
E-mail: [email protected]: (703) 571-2356
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Program Support Organizational Chart
Director, OCS Education and Materiel ReadinessMs. Barbara Bishop
DMRB, OCS education and training, ALWG, total force mix project
Director, Plans and ProgramsMs. Anna Carter
OCS FCIB Secretariat, PME/JPME Marketing and Execution, Current Initiatives
Director, Operations Ms. Shanna Poole
SPOT, interagency, international, JCASO, COCOMs
Director, Portfolio Management Mr. Bob Gallegos
CAM integration, OCS COI, JCIDS, CBA, CONOPS, Roadmap
Director, Strategy and Planning Colonel Michelle Obata
Strategic guidance, adaptive planning, analytic agenda, JCIDS backup, CCAS transition
Director, Requirements Definition and Contractor ManagementDFAR, FAR, Joint handbooks, DPAP liaison, internal budget, manage internal contracts
Director, Logistics Mr. John Klotsko
Service logistics liaison, JLWP, JICS, J4 liaison
Deputy OCS Program Manager – RDML Nick KalathasServes as DoD Contingency Program Manager
for Operations; Commanding General, Joint Contracting Command (when deployed)
Deputy Assistant Secretary of Defense (Program Support)
Mr. Gary MotsekUK Policy Advisor
Ms. Lisa Hole
Executive Assistant
Military Advisor Captain Tim Wilkins
Staff Admin AssistantSAACP, security, IT, space
management, GO/FO support
Director, Policy and CommunicationsMs. Kerry Powell (Ms. Lisa Hole)
DODDs, DoDIs, business rules, reactive communications
Director, Enterprise Strategic InitiativesMr. Kevin Doxey
Strategic vision support, align goals and objectives, proactive strategic engagement, communications and outreach
Director, Armed Contingency Contractor Policy and ProgramsMr. Chris Mayer
PSC background vetting, USDI liaison, international standards of conduct
SPOT Program ManagerLTC Rich Faulkner
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ForceApplication
Building Partnerships
LogisticsCorporate
Mgmt & Spt Force
SupportProtection
Command& Control
Net-Centric
BattlespaceAwareness
• Deployment and Distribution • Supply• Maintain
• Logistics Services • Engineering
• Operational Contract Support – OCS
JCA Structure, OCS as Tier 2 Under Log
June 07’ DAWG sanctioned 9 Tier 1 JCAs and their associated Tier 2s. OCS is a Tier 2 under Logistics…DoD now beginning to adapt the JCA lexicon into new Guidance to Develop the Force
(GDF) and recent DoD Directives & Instructions
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JPME should provide students with an understanding of:• Historical context of the use of OCS in contingency operations.• Basic operational contracting concepts. • Proper management of OCS contracts and contractors during military and
civil/military operations to include;- contingency contract management roles and responsibilities, - contract management planning and execution, - contingency contract management challenges, - centralized control and decentralized execution of contracts,- contracting authority vs. command authority,- supporting acquisition processes, - OCS contract types and support organizations.
• Contractors Authorized to Accompany the Force (CAAF) to include; - differences in managing OCS personnel vs. military & DoD civilians in theater, - planning for contractor integration, - government-provided support to contractors, - non-DoD contract support.
What Should the OCS JPME Cover?
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• All senior leaders, in CONUS and in deployed or contingency settings, need to have a fundamental understanding of (1) operational contract support, (to include basic contracting procedures), (2) the ability to plan and integrate contract support with other military and interagency capabilities and (3) the ability to account for and manage contractors as an integrated part of the total force.
• Given the increased reliance upon contractors to support mission accomplishment, a greater emphasis on tailored training / education in operational contract support at the ILC and SLC is appropriate.
• ILCs will address basic operational contract support planning, to include requirements definition, as well as basics in contract principles governing contracting organizations and responsibilities, contract award and contract administration, ethical considerations in dealing with contractors, and integration of contracting organizations and contractors into all levels of operational planning and training. ILCs will specifically address the role of contactors and the administration of contracts at the tactical and operational level, in contingency and deployed settings.
• SLCs will address the strategic impact of contracted capability in the execution of national security missions and the effective and efficient use of contracts and contractor personnel at the operational and strategic level. SLCs will address the proper integration of contracted capabilities into contingency and operational planning, training and the execution of operational plans to achieve strategic objectives; at the theater and JTF level, and additionally, interagency integration of contactors and contracted capability into theater operations. SLCs will address risk of reliance on non-organic contracted capability, reach back to the CONUS industrial base, multi-national and interagency contract operations, legal, ethical and cultural issues relating to use of contactors in the operational environment. Additionally, SLCs will address the role of the contracted force as a component of the total force and its implications to DoD core competencies and overall force structure.
What Should the OCS JPME Cover? (cont)