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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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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: anna.carter@osd.mil

Phone: (703) 571-2357

Ms. Barbara Bishop Director, OCS Education & Materiel Readiness

E-mail: barbara.bishop@osd.milPhone: (703) 571-2356

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Questions / Comments

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Back Up Slides

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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)