1. 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

2. 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

3. 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

4. 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)

5. 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

6. 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)

7. 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

8. 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

9. 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),

10. 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

11. 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)

12. 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

13. Program Support Points of Contact
Ms. Anna Carter
Director, Plans and Programs
Phone: (703)
Ms. Barbara Bishop
Director, OCS Education & Materiel Readiness
Phone: (703)

14. Questions / Comments

15. Back Up Slides

16. 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

17. 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

18. 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

19. 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