Information Brief:

Operational
Contract Support Planning

UNCLASSIFIED
 Summary of Terminal Learning Objectives (TLOs)

1. Prepare a OCS Integration Cell (OCSIC) staffing recommendation for a joint headquarters

2. Determine the most appropriate theater support contracting organizational structure to support
joint operations

3. Describe the processes and procedures to execute a Joint Requirements Review Board (JRRB)

4. Identify OCS considerations for selected boards, bureaus, centers, cells, and working groups
(B2C2WGs) on the battle rhythm (e.g., JIAWG, CMOC, JCSB, CLPSB, JFUB)

5. Summarize OCS equities in the Joint Operation Planning

6. Critique an OCS Staff Estimate containing OCS aspects of the Operational Environment (aOE)

7. Determine OCS equities for inclusion into a Theater Campaign Plan (TCP)

8. Estimate contract and contracting support requirements to develop joint plans and orders

9. Identify where OCS information is documented in the Annex W and other planning documents

10. Apply OCS policies and procedures develop a contractor management plan (includes CTIP)

11. Identify methods to integrate OCS into joint training exercises and to report OCS readiness
 As class starts, setting expectations…
Initial Thoughts:
1) Three distinct Joint Tasks and we’re not doing well in planning for the contracted force …or contractor mgt…
2) OCS is not Operational Contracting Support – many staff officers & leaders don’t think about the contracted force
3) A significant benefit to JOPEC is thinking through OCS in each planning & execution steps and policies with your classmates
Assessment
Operational Contract Support (ST 4.8 *)
The process of planning for and obtaining supplies, services, and construction from commercial
sources in support of joint operations along with the associated contract support integration,
contracting support and contractor management functions.
.
Contract Support Integration Contracting Support Contractor Management
Assessment Assessment Assessment
(ST 4.5.1*) (OP 4.5.1.3*) (ST 4.5.2*)
The coordination and synchronization of The execution of contracting authority The oversight and integration of
contracted support executed in a and coordination of contracting actions in contractor personnel and associated
designated operational area in support of support of joint force operations. equipment providing support to the joint
the joint force. force in a designated operational area.
“PLAN” “PROCURE” “MANAGE”

 Plan & Integrate Contract Support  Plan & organize for Contracting  Plan Contractor Management
 Collaborate in boards, centers, Support
 Prepare for contractor deployment
cells and working groups  Coordinate common contracting
 Conduct assessments and provide actions  Deploy/Redeploy contractors
recommendations  Translate requirements into
 Determine Requirements contract documents Not covered  Manage contractors
 Develop, validate, consolidate  Develop contracts In JOPEC
 Sustain contractors
and prioritize  Award & administer contracts
 Manage OCS Information  Closeout contracts

*Universal Joint Tasks Where are we with Total Force integration?

 Operational Roles to Integrate OCS
J-5 (Future Plans)
o Include OCS in the planning process
(Deliberate & Theater Campaign Plans)
Interagency (IA) (JIACG/CMOC)
o Info source for intra/inter gov’t
actions / activities
o Forum to synch geo-political w/major
OCS actions & challenges
J-3 (Ops) / 7 (Training)
o Support requirements validation
& prioritization
o Force Protection
o Anti Terrorism
o CAAF training requirements
o Personnel Recovery
o Arming of Contractors
o Private Security Contractors
o Training & Exercises
J-2 (Intelligence)
o Security assessments
o OCS related JIPOE matters
o Foreign vendor vetting (FVV)
o Follow the money
o ID interpreters / linguists/ intel
contract support rqmts
Surgeon
o Treatment/Evacuation (US, TCN, LN)
Integrated OCS supports Commander’s objectives
J-4 (Logistics) o Sustain & transport of contractors
o Lead Annex W effort o Remains processing /
o Theater Logistics Analysis evacuation (US, TCN, LN)
o Common User Logistics o ID contract support log rqmts
o ACSA & Host Nation support o Participate or lead OCS B2C2WGs
J-6 (C4 /Cyber)
o Supports OCS IT systems
o Contractor frequency
J-5 J-4 J-6 allocation & management
o ID contract support rqmts
Engineer
o Land & facility allocation/
usage for contractors
o ID construction contract support
Integration rqmts
J-3/7
SJA/MP/CID
o Fiscal Triad
J-8 o Contractor Status / SOFA
J-2 o Contract Law Support / Fraud
o Trafficking in Persons
PA
J-1
J-8/RM/Comptroller
o Budget / Color of Money
o Monitor contract expenditures
o Integrated Financial Operations
J-1(Manpower and Personnel) o Counter Threat Finance (CTF)
o Joint Reception
o Mail
o Accountability/Casualty Reporting Public Affairs
o ID contract support requirements o Strategic Communications
o MWR
 TLO #1 OCS Integration Cell

 Plans for contracted capabilities, the associated contracting support, and

contractor management (Annex W, other staff Annexes, TPFDD LOI, etc…)

 Synchronizes contract support requirements across the staff as part of a

total force solution (alleviate or modify force flow considerations).

 Analyzes the operational environment (OE) from a business perspective

 Ensures OCS non-lethal effects meet the commanders intent.

 Ensures contract support requirements are linked to the commander’s

lines of operation

 Execute the JRRB as the secretariat

 Coordinate JOA contractor management policy and processes

(government furnished services)
TLO #1 OCS Integration Cells

GCC OCSIC
Dedicated civ / mil / Joint Contingency Acquisition Support Office (JCASO) Team
AOR-specific responsibility Focus is OCS PH0 (Shaping) Planning!

CORE OCSIC
Phase 0 JTF OCSIC Skillsets –
AOR Planning Ad hoc civ / mil / JCASO mix (Task / mission Logistics, Contracting
AOR Training organized) (non-warranted),
Staff
Integration JOA-specific responsibility Program
Collect OCS Management
AOE Phase 0-5
Phase 0 OCS
Estimate JTF Staff
Integration Service component OCSIC
May be a Full-time or Collateral duty for Civ/Mil
JRRB
Unit-specific responsibility!
JTF COP
Phase 1-5
JTF TBC Phase 0
JTF
Staff Integration Phase 1-5
OCSIC
coordination Requirements Potential Building
determination block for JTF OCSIC
Provide input to Annex W
TLO #2 In-theater Contracting Organizational Structures

LSCC – Lead Service for Contract Coordination LSC – Lead Service for Contracting
JTSCC – Joint Theater Support Contracting Command TSC – Theater Security Cooperation
OCS OE – OCS Operating Environment JCSB – Joint Contracting Support Board

Primary Mission Tasks

*Phase 4-5: Commands theater support contracting; coordinates common
contracting actions in the joint operations area via JCSB; assists in OCS
JTSCC analysis of the OE effort. Most applicable in complex, large-scale phase IV
via FRAGO operations.
Phase 1-5: Leads theater support contracting actions tied to lead Service
LSC common user logistics, most capable contracting service and/or
assignments; coordinates common contracting actions via JCSB; assists in
Designated/Tasked OCS analysis of the OE effort. Most applicable to small-scale, long-term,
in OPLAN Annex W Service centric phase I-III operations.

LSCC
Designated/Tasked in the
Theater Campaign Plan
Single-Service Logistic Support. Each Service retains
responsibility for providing support (including
contracting support) to subordinate organizations.
GCC may also designate other contracting support
organizational approaches as described above.
Phase 0-5: Coordinates common contract support via JCSB (if
established); assists in OCS analysis of the OE effort and Theater
Security Cooperation PH0 events. Applicable to phase 0-III small-
scale, short-term operations.
* Actual phase 1-5 alignment depends on mission
requirements. Theoretically, the JTSCC or LSC could be
stood up in Phase 1.
TLO #3 & #4
Key Venues to Coordinate OCS
Note: There are many other venues!

OCS Ecosystem
Commander’s Logistics (In-person or off-line coordination) Joint Facilities Utilization
Procurement Support Board (JFUB) at JTF
Board (CLPSB) at GCC

JIPOE Coordination Cell

Joint Requirements
Review Board
(JRRB)
Manning Working Group
(MWG)
Joint Contracting
Support Board (JCSB)
Joint Planning
Groups (JPG) and
Logistics Coordination Operational Planning
Boards (LCB) Teams (OPT)

Civil-Military Operations Joint Effects / Special OCS Working

Force Protection Groups
(CMO) at JTF Targeting Boards
Working Group at any level
(Non-Lethal)
TLO #6, #7, #8, #9 Focus on OCS Planning

Two key tasks for the GCC OCSIC are:

1) Prepare Annex Ws for various plans.
2) Support other Annex owners in identifying their OCS equities.

Specific guidance CJCSM 3130.03 Adaptive Planning and Execution (2012)

Focus areas are:

 Theater Campaign Plan  Identify component tasks (i.e. Lead Service for
Contracting Coordination).

 Assessing the OCS Operational Environment (OE) Informs the OCS Estimate.

 Engagement and collaboration Meet staff counterparts

 Coordination with components OCS should be routine business.

TLO #5 Key OCS Planning Authorities

October 2012: CJCSM 3130.03, APEX Planning Formats and Guidance

– Base Format Annex W and OCS ties to other Annex owners Current Results?
1) Lack of understand of OCS
February 2015: Guidance for Employment of the Force (GEF) Operation Environment
– (U) Force Demand includes not only requirements for U.S military units, but
2) Plan reviews show – No / limited
also force requirements below the reporting or measured unit level, DoD
contracting capabilities and DoD civilians. (Page-11) specific OCS requirements id’d

3) Unknown contracting requirement

– (U) Contractors will continue to deploy with and support DOD force in
Continuous Cycle

significant numbers. (Page-14) 4) No contractor management plan

– (U) Resource Informed Planning; The concept of resource informed

planning requires the development of plans bases on the near and far term
availability and readiness of the force ( combat, combat support, combat
service support), the capacity and capability of the logistics and JS Specific Actions to Assist:
transportation systems, preferred munitions availability, identification and
considerations for leveraging non DoD capabilities, and the level of 1) JOPEC
Operational Contract Support required to offset the known shortfall in
military capabilities. 2) CJCSM 4301.01,
Planning Operational Contract
September 2015: Joint Strategic Capabilities Plan (JSCP)
– (U) Combatant Commanders will develop plans using DOD total force Support (currently in Draft)
Significant capabilities resident in force structure on the date of this document to
include existing contracts and task orders.” 3) JOPEC Next Level –
Planners Course (Future)
October 2015: Draft JSCP Logistics Supplement (LOGSUP):
– Contractors and contracted support solutions are part of the total force and
will be planned for in the same or similar vein as assigned, apportioned
or allocated forces
 TLO #8, #9 Focus on OCS Planning

ANNEX W TO Command OPLAN XXXX-XX,

OPERATIONAL CONTRACT SUPPORT (OCS)

1. Situation:
a. Enemy. Refer to Annex B, Intel
b. Friendly.
Operational Level Planning c. Commercial Business Environment.
d. Assumptions.
e. Limiting Factors.
2. Mission. See base plan.
3. Execution.
a. Concept of Contract Support Opns. APPENDIX 2 TO ANNEX W TO COMMAND OPLAN XXXX-XX
Contract Support Requirements ID’d by Annex Owner CONTRACTOR MANAGEMENT PLAN (CMP)
(1) Systems Support Contracts.
(Roll up to Tab A to App3 to Ann W) (2) External Support Contracts
Annex B, Intelligence (3) Theater Support Contracts. 3. Execution
Annex C , Operations 3. Execution.
a. Contractor Accountability.
a. Concept of Contract Support Operations.
Annex D, Logistics b. Government Furnished Support.
(1) Systems Support Contracts.
Annex E, Personnel c. Military clothing and protective gear.
(2) External Support Contracts
Annex G, Civil Affairs
(3) Theater Support Contracts. d. Equipment Requirements.
Annex K, C4 Systems
b. Contingency Contracting Administrative Services (CCAS). e. Force Protection.
Annex P, Host-Nation Support (HNS)
c. Tasks to Major Subordinate Units. f. Discipline and Laws Applicable to Contractors.
Annex Q, Medical Services d. Initial Guidance by Support Function. 1) Applicability of US Law.
Annex V, Interagency Coordination (1) Non-Logistic Support.
Annex Y, Commander’s Communication Strategy 2) Applicability of International Laws, Local Laws, and Host Nation
(2) Logistics. Agreements.
e. Coordinating Instructions.
g. CAAF Deployment. Training, Theater Entrance Requirements, In Theater
4. Administration and Logistics.
Management, and Redeployment.
a. Funding/Fund Disbursement.
h. Country Entry Requirements.
Specific Location b. Contract/Fiscal Law Support.
Time (C-Day)
Phase 1 Phase 2 Phase 3 1) Medical, Dental, Physical, and Psychological Requirements.
5. Command, Control and Contracting Authority.
Condu Operation

Operation

Operation

Operation

Operation

Operation
Task 2.1

Task 2.2

Task 2.3

Task 2.4

Task 3.1

Task 3.2
JROS& Mission

Mission

Mission

Mission

Mission

Mission

Operational or Operational or Operational or Operational or

al or

al or

al or

al or

al or

al or

Event/Task (accd to plan level detail) Mission Task 1.1 Mission Task 1.2 Mission Task 1.3 Mission Task 1.4

2) Deployment & Training.

Examples Initial Entry Preps Initial Entry Preps
a. Command and Control.
ct

Capability Planning Factor1 Contractor Estimate

Gov't, Alt Source* Gov't, Alt Source* Gov't, Alt Source* Gov't, Alt Source*
System Support
F15
F16 CSSM Phase 2, 3, 4, & 5 b. Contracting Authority. 3) In-Theater Management.
F22 charts are
Commo Systems behind/below Phase 1
Weapon/Ground Systems
Intel Systems
Satellite/Imagery
Activities
4) Redeployment.
External Support
Basecamp Services
LOGCAP
Appendixes
AFCAP
GCC/GCSC
AAFES 1--Summary of Contracting Capabilities and Capacities Support i. Weapons and Arming of Contractors.
Translator/Interpreter Unclass // Contingency Planning CONTRACT STATEMENT OF REQUIREMENTS (CSOR) // Unclass
Communication
OPS/Intel/Log Analyst
Planning Assumptions Location (List Name): Phase 1
Location Force Size (Mil, Civ, CAAF):
Phase 2 Phase 3 Phase 4 Phase 5 LOCATION: List Location (Country, City), Operational Name (E.g. LSA Name)
Location 4 Digit Grid:
Estimate j. Contractor Personnel for Private Security Services.
Synch Matrix
Estimated Length of Phases: POC This CSOR:
Theater Support
LOG SERVICES:
What How Much By Phase
Security:
Base Security
Convoy Security
(Capability Gaps or Decision to Contract to Conserve
Organic Capabilities)
(See inserted comment for instructions)
(Staff Proponent Responsi bl e for the
Commodi ty or Servi ce must compl ete)
Phase 1 Phase 2 Phase 3 Phase 4 Phase 5
How
This section is for the Operational
Contract Spt / HNS Team to complete
2--Contractor Management Plan
Private Security
Hygiene Services
Translator/Interpreter
Consumption /
Planning
Factor (if
Unit of
Issue
Size
(if
Applica
Qty Qty Qty Qty Qty
Coordina
ted HNS Contract Venue:
3--Summary of Contractor Support Estimate
OPS/ Intel/Log Analyst
Applicable) ble) or ACSA Theater Spt (TS);
Construction Labor

Tab A to APPENDIX 3 TO ANNEX W TO COMMAND OPLAN XXXX-XX

Item or Service (By Commodity/Function) (Y/N) External Spt (ES);
Communication
Basic Labor Base
Non-LOGCAP Interpreters Interpreters
Services Example: Japanese (office Environment) 1:200 soldiers each NA 10 20 20 12 5
Vehicle Leases Language A (insert language name) (Office Environment) each NA # # # # #
Personal Hygiene Services

SUMMARY OF CONTRACTOR SUPPORT ESTIMATE

Language A (Office Environment) with Security Clearance (State level) each NA
Food Service Language B ( POW / Enemy) each NA
Augmentation Language B (POW Enemy) w / Security Clearance (State level) each NA
Laundry Language C (Coalition Forces) each NA
Sustain the Force Language C (Coalition Forces) w / Security Clearance (State level) each NA
Medical Services / Log Medical Services / Log
Supply: 31Lbs/bed/day
CL I (Non DLA) Medical Waste Disposal Service (750 lbs/day NA # # # # #
CL II (Tentage) 31Lbs/bed/day
CL III (Non-DESC) Medical Waste Incinerator (750 eache.g. 5Ton #
CL IV (Barrier/Construction 31Lbs/bed/day
Medical Waste Incinerator (install, O&M and Repair) (750 each 5Ton #
Materials)
CT Scanner lease (Install, Maint, Repair) 1 scanner / CSH days 16 Slice #
CL V
Casualty Evacuation (HA/DR & Displaced Persons only) Ambul a nce NA #
CL VI (Hygiene/Personal
Hospital Services (HA/DR & Displaced Persons only) beds NA #
Items)
Mortuary Affairs Mortuary Affairs
CL VII crushed
Ice (Non-Potable) 70lbs/remain
30 remai ns for lbs ice bags #
every 20 (l ) x 8
Refrigerated Bldg Lease (w) ft space square ft # NA
30 remains per
Reefer Truck/Trailer Lease 20ft reefer reefer
20 or 40 ft #
Tractor; Trailer: Choose: ___ lease ____or service (w/ driver) each 5 Ton #
Human Remains Processing each NA #
Transportation Transportation

View of Total Force

Requirements
Fuel Trucks /Tankers: Choose: ___ lease ____or service (w/ driver) each 10K #
HETs: Choose: ___ lease ____or service (w/ driver) each NA #
Lowboys: Choose: ___ lease ____or service (w/ driver) each NA #
Cargo Truck: Choose: ___ lease ____or service (w/ driver) each #
Trailer (40 Ft): Choose: ___ lease ____or service (w/ driver)
Trailer (20 Ft): Choose: ___ lease ____or service (w/ driver)
each
each
40 ft
20 ft
#
#
= Risk & Enablers
CSOR
Tractor Trailer: Choose: ___ lease ____or service (w/ driver) each NA #
Motor Pool Services (NTV Dispatch & Maint) vehicles/da NA #
NTV (Pick-up): Choose: ___ lease ____or service (w/ driver) each NA #
NTV (SUV): Choose: ___ lease ____or service (w/ driver) each NA #
NTV (6 pax Van): Choose: ___ lease ____or service (w/ driver) each NA
NTV Lease (15 pax Van): Choose: ___ lease ____or service (w/ driver) each NA
NTV Lease (Sedan ): Choose: ___ lease ____or service (w/ driver)
Gators
Gator Maintenance

Transportation Movement Control Services - Ground

each
each
each
# of
NA
NA
# of ve hi cl e s

ve hi cl e s
to NA
#
#
NA

#
11
 TLO #5, #6, #7, #8, #9
Functions Planning Functions, JOPP, and OCS

Strategic Plan
Planning

Concept Development Plan Development

Guidance Assessment Execution

IPR IPR IPR IPR

Initiation A COA Development C Plan F R ALL
Development (Future Plans,
COA Analysis and
Steps
JOPP

Future Ops,
Wargaming
Current Ops)
Mission Analysis COA Comparison
COA Approval
• Receive Order • Refine OCS OE • Refine OCS OE • Revise • Revise OCS
• Begin OCS collection / • Initiate detailed OCS products
development of development and OCS planning products and develop
OE begin aOE • Refine CSSM and and plans, OPORD/
OCS Planning

• Develop OCS • Begin the CSSM develop CSOR

Activities

as required FRAGOs, as
• Develop
facts and • Provide OCS options required
Annex W
assumptions and impacts to
• Incorporate OCS
operational COAs information into
• Develop OCS other Annexes
advantages and • Develop and
disadvantages for assess OCS in the
each COA LSA
LEGEND: aOE – Analysis of the Operational CSSM – Contract Support JOPP – Joint Operation Planning
Environment Synchronization Matrix Process
COA – Course of Action FRAGO – Fragmentary order OCS – Operational Contract Support
CSOR – Contract Statement of Requirement IPR – In Process Review OE – Operational Environment
UNCLASS OPORD – Operation order
TLO #10 Joint Equities in Contractor Management

OCSIC prepares the Contractor Management Plan (CMP) with all other staff

Pre-Deployment Deploy / Redeploy Joint Personnel

Credentialing
Certification Contractors Processing Center

Accountability
Government Foreign Vendor • SPOT Legal
Furnished Support Vetting • JAMMS Considerations

Contractor
Medical Support Uniforms Force Protection
Equipment

Armed Contractors
• PSC CTIP Base Access Human Remains
• Individuals
TLO #11 OCS Training & Readiness

Use existing OCS UJTs Determine OCS

Educate other staff
as “staff tasks” if not equities in existing
to train OCS
“primary” JMETs GCC JMETs

Report OCS Share lessons

Readiness in DRRS learned

 Help determine what OCS readiness means!

 How we measure it?
 What education and training gaps exist?