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Operational Contract Support (OCS) Education and Training Overview
OFFICE OF THE SECRETARY OF DEFENSE Deputy Assistant Secretary of Defense (Program Support) Operational Contract Support (OCS) Education and Training Overview Joint Logistics Education and Training Working Group September 20, 2010 Ms. Anna L. Carter Director, Plans and Programs
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Agenda Today’s Environment Operational Contract Support (OCS)
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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DoD’s Mission Allocated Government Resources
Contractors currently make up ~50% of the total force in the USCENTCOM Area of Operation DoD reliance on contracted capability is here to stay "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
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Current Contracted Support (CENTCOM AOR)
DOD Contractor Personnel (2nd Qtr FY 10) Contract Actions (Obligations) for Iraq / Afghanistan 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 Locations 42,782 12,621 24,046 6,115 USCENTCOM AOR 250,335 53,421 95,107 101,807 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 2009 1 Contract Actions include: contract awards, modifications, and purchase/delivery orders above $25,000.00 IRAQ: DoD Contractor Personnel Breakdown By Type of Service Provided (as of 31 MAR 10)
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Importance of Contracting: A Historical Perspective
Iraq 1:1 Afghanistan 1:1 Balkans 1:1 Gulf War 1:60 (Contractor to Soldier Ratio) Complexity of Conflict Vietnam 1:6 All volunteer Army Korea 1:2.5 World War II 1:7 World War I 1:20 Civil War 1:5 American Revolution 1:6 Simple Services Longer Deployment/Nation Building Complex Services Medical Laundry Food Service Transportation Complexity of Services Maintenance Construction Security Sources: Center for a New American Security: Contracting in Conflicts, The Path To Reform , June 2010 Center for Military History (CMH), The Commission on Wartime Contracting in Iraq and Afghanistan, Interim Report, June 2009
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Requirement for Change Contractor Fraud Unchecked In Iraq !
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 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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What is Operational Contract Support (OCS)?
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 (Ref: JP 4-10) Joint Operation Area System Support Contracts External Theater USA USAF USMC USN 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 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
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Goal: Institutionalize OCS Education and Training
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 8
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OCS Education and Training Model
Continuous learning OCS Mission Provide effective and timely contract support to the warfighter Transfer of Learning & Practice How will we measure the transfer of knowledge? Interviews Questionnaire/survey Direct observation Archival Performance Data (Records & Reports) How will we educate and train the non-acquisition workforce? Process and Measurement Integrate OCS Into Existing PME & Joint PME Curricula Small Group Instruction Guest Speakers Case Studies Experiential Training Tailored Training Tests & Simulations What do we want the non-acquisition workforce to possess? On-line Courses Pre-deployment Training CAPSTONE Education and Training Fundamental understanding of basic contracting procedures Ability to plan & integrate contract support with other military & interagency capabilities Understand contractors role & contract administration in contingency and deployed settings Core Competencies Source: Davis, P., Naughton, J., & Rothwell, W. (2004). “New Roles and New Competencies for the Professional.” T&D, 58(4),
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OCS Education and Training Progression
Executive Level Flag - General Officers (FOGO) and other 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 Senior Level Lt. Col., Col and equivalent 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 Mid-Level Majors and equivalent 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
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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 12
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Program Support Points of Contact
Ms. Anna Carter Director, Plans and Programs Phone: (703) Ms. Barbara Bishop Director, OCS Education & Materiel Readiness Phone: (703)
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Questions / Comments
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Back Up Slides
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Program Support Organizational Chart
Deputy Assistant Secretary of Defense (Program Support) Mr. Gary Motsek UK Policy Advisor Ms. Lisa Hole Military Advisor Captain Tim Wilkins Deputy OCS Program Manager – RDML Nick Kalathas Serves as DoD Contingency Program Manager for Operations; Commanding General, Joint Contracting Command (when deployed) Executive Assistant SPOT Program Manager LTC Rich Faulkner Staff Admin Assistant SAACP, security, IT, space management, GO/FO support Director, OCS Education and Materiel Readiness Ms. Barbara Bishop DMRB, OCS education and training, ALWG, total force mix project Director, Logistics Mr. John Klotsko Service logistics liaison, JLWP, JICS, J4 liaison Director, Operations Ms. Shanna Poole SPOT, interagency, international, JCASO, COCOMs Director, Requirements Definition and Contractor Management DFAR, FAR, Joint handbooks, DPAP liaison, internal budget, manage internal contracts Director, Strategy and Planning Colonel Michelle Obata Strategic guidance, adaptive planning, analytic agenda, JCIDS backup, CCAS transition Director, Portfolio Management Mr. Bob Gallegos CAM integration, OCS COI, JCIDS, CBA, CONOPS, Roadmap Director, Armed Contingency Contractor Policy and Programs Mr. Chris Mayer PSC background vetting, USDI liaison, international standards of conduct Director, Plans and Programs Ms. Anna Carter OCS FCIB Secretariat, PME/JPME Marketing and Execution, Current Initiatives Director, Enterprise Strategic Initiatives Mr. Kevin Doxey Strategic vision support, align goals and objectives, proactive strategic engagement, communications and outreach Director, Policy and Communications Ms. Kerry Powell (Ms. Lisa Hole) DODDs, DoDIs, business rules, reactive communications
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JCA Structure, OCS as Tier 2 Under Log
Force Application Command & Control Battlespace Awareness Net- Centric Building Partnerships Logistics Corporate Mgmt & Spt Force Support Protection Deployment and Distribution Supply Maintain Logistics Services Engineering Operational Contract Support – OCS 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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What Should the OCS JPME Cover?
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. 18 18
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What Should the OCS JPME Cover? (cont)
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. 19 19
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