THE UNITED STATES OF AMERICA 1775
Headquarters
Department of the Army
Washington, DC
18 September 2024

*Army Regulation 715–9

Effective 18 October 2024

Procurement

Operational Contract Support Planning and Management

By Order of the Secretary of the Army:

RANDY A. GEORGE

General, United States Army

Chief of Staff

MARK F. AVERILL

Administrative Assistant to the

Secretary of the Army

History. This publication is an administrative revision. The portions affected by this administrative revision are listed in the summary of change.

Authorities. This regulation implements Department of Defense Instruction 1100.22 and Department of Defense Instruction 3020.41.

Applicability. This regulation applies to the Regular Army, the Army National Guard/Army National Guard of the United States, and the U.S. Army Reserve, unless otherwise stated.

Proponent and exception authority. The proponent of this regulation is the Deputy Chief of Staff, G–4. The proponent has the authority to approve exceptions or waivers to this regulation that are consistent with controlling law and regulations. The proponent may delegate this approval authority, in writing, to a division chief within the proponent agency or its direct reporting unit or field operating agency in the grade of colonel or the civilian equivalent. Activities may request a waiver to this regulation by providing justification that includes a full analysis of the expected benefits and must include formal review by the activity's senior legal officer. All waiver requests will be endorsed by the commander or senior leader of the requesting activity and forwarded through their higher headquarters to the policy proponent. Refer to AR 25–30 for specific requirements.

Army internal control process. This regulation contains internal control provisions in accordance with AR 11–2 and identifies key internal controls that must be evaluated (see appendix B).

Suggested improvements. Users are invited to send comments and suggested improvements on DA FormDA FormDepartment of the Army form 2028 (Recommended Changes to Publications and Blank Forms) directly to G–4 Publications Team mailbox: usarmy.pentagon.hqda-dcs-g-4.mbx.publications@mail.mil.

Distribution. This regulation is available in electronic media only and is intended for the Regular Army, the Army National Guard/Army National Guard of the United States, and the U.S. Army Reserve.

*This publication supersedes AR 715–9, dated 24 March 2017.

AR 715–9 • 18 September 2024

UNCLASSIFIED

Administration The management and execution of all military matters not included in tactics and strategy, primarily in the fields of logistics and personnel management.

Annex W Annex W OCSOCSOperational contract support is the primary means combatant command staff, service component, and contract support agency planners use to document OCSOCSOperational contract support in OPLANs or OPORD. Annex W is generally included in geo- graphic combatant command plans and orders. The level of detail included in annex W varies based on the information available and the level of command.

Applicable Operations Contingency operations, humanitarian assistance, and other peace operations conducted outside the United States and other military operations as determined by a CCDRCCDRCombatant commanders or as directed by the Secretary of Defense.

Army Command An Army Force, designated by the Secretary of the Army, composed primarily of institutional organiza- tions with Army lead for two or more of the Secretary of the Army’s Service Title 10 functions (10 USCUSCUnited States Code 3013b). Command responsibilities are those established by the Secretary and normally associated with administrative control.

Civilian Employees of the U.S. Government and personnel with nongovernmental organizations who are not members of the military. Reservists not on active duty and employed by the U.S. Government may qualify as civilians.

Classified contract Any contract, license, agreement, or grant requiring access to classified information by a contractor and its employees for performance. A contract is referred to in this rule as a ‘‘classified contract’’ even when the contract document and the contract provisions are not classified. The requirements prescribed for a ‘‘classified contract’’ also are applicable to all phases of precontract, license, or grant activity, including solicitations (bids, quotations, and proposals), precontract negotiations, post-contract activity, or other government contracting activity (GCA) programs or projects which require access to classified information by a contractor (see 32 CFRCFRCode of Federal Regulations 117).

Contingency A situation requiring military operations in response to natural disasters, terrorists, subversives, or as oth- erwise directed by the appropriate authority to protect United States interests.

Contingency Basing The life-cycle process of planning, designing, constructing, operating, managing, and transitioning, trans- ferring, or closing a non-enduring location supporting a CCs requirements.

Contingency Clause A clause in a contract for peacetime performance that would afford an option to require continuation of the performance, in whole or specified part, in a wartime situation. If such a situation occurs, a duly ap- pointed contracting officer would exercise the option.

Contingency Contract A legally binding agreement for supplies, services, and construction let by government contracting officers in the operational area and other contracts with a prescribed area of performance within a designated op- erational area. Contingency contracts include theater support, external support, and system support con- tracts.

Contingency Contracting The process of obtaining goods, services, and construction via contracting means in support of contin- gency operations.

Contingency Contractor Employees Individual contractors, individual subcontractors at all tiers, contractor employees, and sub-contractor em- ployees at all tiers under all contracts supporting the Military Services during contingency operations. They are also referred to as “contingency contractor personnel.”

Contingency Operation A military operation that is either designated by the Secretary of Defense as a contingency operation or becomes a contingency operation as a matter of law (Title 10, United States Code, Section 101[a][13]).

Contingency Plan A branch of a campaign that is planned based on hypothetical situations for designated threats, cata- strophic events, and contingent missions outside of crisis conditions.

Continuation of Essential Department of Defense Contractor Services during crises A service provided by a firm or an individual under contract to the DoD to support vital systems in support of military missions considered of utmost importance to the U.S. peace, mobilization, and wartime mis- sion. This service will be designated in the contract as essential. If designated, the contract is considered essential because the DoD components may not have military or DoD Civilians to perform these services immediately, or the effectiveness of defense systems or operations may be seriously impaired, and inter- ruption is unacceptable when those services are not immediately available, especially during a crisis. Such contracts include most support contracts under external support and systems support contracts, services for Foreign Military Sales customers, and some support under theater support contracts.

Contract Requirements Review Board Contract Review Committee is the committee established by the Authority that reviews proposals and ac- tions related to contracts for clerical and administrative services, loan servicing, and other substantial op- erating contracts.

Contract Support Integration The planning, coordination, and synchronization of contracted support in military operations.

Contract Support Integration Plan The planning mechanism to ensure effective and efficient contract support to a particular operation. The CSIP serves as the mechanism for providing detailed guidance on OCSOCSOperational contract support for a specific military operation and covers the function of acquiring (contracting for) theater support contracting and non-facility (an engi- neer staff function) support-related information on external support contracts, such as LOGCAP, in sup- port of a particular operation.

Contracting Authority Contracting officers have the authority to enter into, administer, or terminate contracts and make related determinations and findings. Contracting officers may bind the Government only to the extent of the au- thority delegated to them. Contracting officers will receive from the appointing authority clear instructions in writing regarding the limits of their authority. Information on the contracting officers’ authority limits will be readily available to the public and agency personnel. No contract will be entered into unless the con- tracting officer ensures that all requirements of the law, executive orders, regulations, and all other appli- cable procedures, including clearances and approvals, have been met. See FARFARFederal Acquisition Regulation Subpart 1.602–1 and 1.603–1

Contracting Officer The Servicemember or DoD Civilian with the legal authority to enter into, administer, modify, and/or termi- nate contracts. Per FARFARFederal Acquisition Regulation 2.101, a contracting officer is a person with the authority to enter into, administer, and/or terminate contracts and make related determinations and findings. The term includes certain au- thorized representatives of the contracting officer acting within the limits of their authority as delegated by the contracting officer.

Contracting Officer’s Representative An individual designated in writing by the contracting officer to perform specific technical or administrative functions.

Contracting Organization Army organizations that have contracting authority delegated to them by the DA (for example, U.S. Army Contracting Command, U.S. Army Corps of Engineers).

Contracting Support The planning, coordination, and execution of contracting authority to legally bind contractors in support of military operations.

Contractor Any industrial, educational, commercial, or other entity that has been granted an entity eligibility determi- nation by a CSACSACommunications service authorization. This term also includes licensees, grantees, or certificate holders of the USG with an entity eligibility determination granted by a CSACSACommunications service authorization. The term ‘‘contractor’’ does not refer to contractor em- ployees or other personnel.

Contractor Acquired Property Contractor acquired property means property acquired, fabricated, or otherwise provided by the Contrac- tor for performing a contract to which the Government has title.

Contractor Employee Prime contractors, their employees, and subcontractors at all tiers (including third-country national and local national personnel) supporting U.S. Armed Forces under such contracts. They are also referred to as “contractor personnel.”

Contractor Management The oversight and integration of contractor personnel and associated equipment providing support to the joint force in a designated operational area.

Contractor Management Plan The contractor management plan part of the OCSOCSOperational contract support planning effort should be focused on risk assessments and mitigation actions regarding the impact of contractors in support of military operations. The global na- ture of the systems and external support contractor base dictates that contractors may deploy CAAF em- ployees and their equipment from anywhere in the world. Proper deployment and in-theater management of CAAF personnel and equipment requires early planning, establishing clear and concise theater en- trance requirements, and incorporating standard deployment-related clauses in appropriate contracts.

Contractors Authorized to Accompany the Force Contractor personnel, including all tiers of subcontractor personnel, who are authorized to accompany the force in applicable contingency operations and have been afforded CAAF status through the issuance of a LOA. Also referred to as “CAAF personnel.” CAAF personnel generally include all U.S. citizen and third- country national employees not normally residing within the operational area whose area of performance is in the direct vicinity of U.S. forces and who routinely are co-located with U.S. forces (especially in non- permissive environments). Personnel co-located with U.S. forces will be afforded CAAF status via LOA. In some cases, CCDRCCDRCombatant commanders subordinate commanders may designate mission-essential host nation or local na- tional contractor personnel (for example, interpreters) as CAAF personnel.

Conversion to Contractor Support The decision made by the ASCCASCCArmy service component commander and/or GCC that the U.S. Government can no longer support a required mission and contractor support is needed. As the mission progresses, the coalition command will attempt to economize the logistic support through the use of civilian contractors. The general aim will be to achieve the most economical logistics organization that will both meet the demands of the force and re- lease military manpower for redeployment.

Coordinating Authority A commander or individual who has the authority to require consultation between the specific functions or activities involving forces of two or more Services, joint force components, or forces of the same Service or agencies but does not have the authority to compel agreement.

Embedded Contractor A contractor who has established a relationship with a deploying military unit and is deployed with the unit. This method of contractor deployment is specified in the contract as military unit processing.

Essential Contractor Service A service provided by a firm or an individual under contract to the DoD to support vital systems including ships owned, leased, or operated in support of military missions or roles at sea and associated support activities, including installation, garrison, base support, and linguist/translator services considered of ut- most importance to the U.S. mobilization and wartime mission. The term also includes services provided to foreign military sales customers under the Security Assistance Program. Services are considered es- sential because: the DoD Components may not have military or DoD civilian employees to perform the services immediately; the effectiveness of defense systems or operations may be seriously impaired and interruption is unacceptable when the services are not available immediately.

External Support Contracts Prearranged contracts or contracts awarded during a contingency from contracting organizations whose contracting authority does not derive directly from the contingency operation or system support contract- ing authority. The largest and most commonly used external support contracts are the Services’ CAP con- tracts including the Army’s LOGCAP, the Air Forces Contract Augmentation Program, and the Navy’s global contingency construction contract and global contingency service contract. External support con- tracts normally include a mix of U.S. citizens, third-country nationals, and local national contractor em- ployees.

Force Structure Contractor-provided support designed to augment military force structure, not replace it.

Funding Document The funding document provides written assurance from a responsible fiscal authority that funds are le- gally available for the purpose of the contract action.

Government-Furnished Property Property in possession of, or directly acquired by, the government and subsequently furnished to the con- tractor, including subcontractors and alternate locations, for the performance of a contract. GFP, in the context of DoDI 5000.64, includes equipment, special tools, and special test equipment. It does not in- clude consumable or material items, or items held as inventory as defined by DoD 7000.14–R (DoDI 5000.64).

Host Nation A nation that permits, either by written agreement or official invitation, government representatives and/or agencies of another nation to operate under specified conditions within the borders.

Host Nation Support Civil and military assistance rendered in peace and operations other than war by a host nation to allied forces which are located on or in transition through the host nation’s territory. The basis for such commit- ments is bilateral or multilateral agreements concluded between the host nation and the nation(s) having forces operating on the host nation’s territory.

Independent Government Cost Estimate The U.S. Government’s estimate of the projected price or cost that a contractor would incur in the suc- cessful performance of a contract. Also known as IGCE.

Industrial Security That portion of information security concerned with the protection of classified information in the custody of U.S. industry.

Industrial Security Specialist The individual designated in writing by the appropriate commander to be responsible for implementing the installation or unit ISP and for providing oversight of contractors who perform classified contractual activi- ties on Army installations or within activities in order to ensure compliance with governing security regula- tions.

International Agreements Agreements concluded with one or more foreign governments. See AR 550–51.

Interoperability The condition achieved among communications-electronics systems or items of communications-elec- tronics equipment when information or services can be exchanged directly and satisfactorily between them and/or their users.

Joint Requirements Review Board The subordinate joint force commander’s established board to review, validate, approve, and prioritize selected Service and special operations forces component contract support requests.

Justification and Approval A contracting officer’s rationale for other than a full and open competition contract as stipulated in FARFARFederal Acquisition Regulation, Subpart 6.3, and local policies.

Letter of Authorization A document issued by the procuring contracting officer or designee that authorizes contractor personnel authorized to accompany the force to travel to, from, and within the operational area; and outlines govern- ment-furnished support authorizations in the operational area, as agreed to under the terms and condi- tions of the contract.

Logistics Planning and executing the movement and support of forces.

Logistics Civil Augmentation Program Army regulatory program to preplan during peacetime and execute contracted support services for de- ployed forces performing DoD-directed missions during wartime or other contingency operations globally.

Logistics Civil Augmentation Program support unit Units deploying worldwide in support of any contingency using LOGCAP capabilities and providing an on- site interface between the customer and contractor.

Logistics System Corporate entity consisting of personnel, procedures, and machines working within established policy to- ward the mission of planning, moving, stationing, and sustaining U.S. ARFOR.

Maintenance All action taken to retain materiel in or restore it to a specified condition. It includes inspection, testing, servicing, classification as to serviceability, repair, rebuilding, and reclamation.

Materiel All items, including ships, tanks, self-propelled weapons, aircraft, and related spares, repair parts, and support equipment (but excluding real property, installations, and utilities) necessary to equip, operate, maintain, and support military activities without distinction as to its application for administrative or combat purposes.

Mission The essential task or tasks, together with the purpose, that clearly indicates the action to be taken and the reason for the action.

Mission–Essential Contractor Employees Defined as CAAF who are deemed by the contracting officer in consultation with the requiring activity as - mission essential individuals. Mission-essential CAAF have managerial or technical skills not commonly found in the general population. Examples include but are not limited to CAP contractor managers, sys- tem support contract field service representatives, and interpreters.

Non-contractors Authorized to Accompany the Force Contractor Employees Normally includes local national (and third-country national expatriates who are permanent residents in the operational area) who perform support functions away from the close proximity of, and do not reside with, U.S. forces. Non-CAAF contractor employees are non-mission-essential employees (for example, day laborers and delivery and cleaning service personnel) and generally are not conveyed CAAF status. Government-furnished support to non-CAAF contractor employees is typically limited to force protection, emergency medical care, and basic human needs (for example, bottled water, latrine facilities, security, and food when necessary) when performing their jobs in the direct vicinity of U.S. forces.

Operational Command The authority granted to a commander is to assign missions or tasks to subordinate commanders, to de- ploy units, to reassign forces, and to retain or delegate operational and/or tactical control as deemed nec- essary. It does not, in itself, include responsibility for administration or logistics.

Operational Contract Support The ability to orchestrate and synchronize the provision of integrated contract support and management of contractor personnel providing support to the joint force within a designated operational area. OCSOCSOperational contract support is the process of planning for and obtaining supplies, services, and construction from commercial sources in support of CCDRCCDRCombatant commanders-directed operations. It is a complex source of support planned and executed in accord- ance with JFC guidance and through the contracting authority of one or more military departments or DoD agencies to supporting contracting organizations. Also, per joint doctrine, OCSOCSOperational contract support consists of three compli- mentary functions: contract support integration, contracting support, and contractor management.

Operational Control The authority to perform those functions of command over subordinate forces involving organizing and employing commands and forces, assigning tasks, designating objectives, and giving authoritative direc- tion necessary to accomplish the mission. Also called OPCON. Note: it does not include administrative or logistic control.

Performance Work Statement Addresses the quality of work in terms of the desired outcome and accurately reflects the actual govern- ment’s requirement, including performance standards.

Personnel Recovery The sum of military, diplomatic, and civil efforts to prepare for and execute the recovery and reintegration of isolated personnel.

Post-Contract Award Oversight The non-acquisition function to monitor and report contract execution as it relates to unit-mission readi- ness.

Receiving Official Those who receive and/or accept goods and ensure that goods accepted are in accordance with the con- tract requirements.

Reimbursable A category of personnel or materiel made available for use in a mission for which an agreement for use and reimbursement is made to the member state concerned from an allocated budget.

Requirements Approval The process of consolidating, validating, approving, and prioritizing contract support requests.

Requirements Development The process of defining specific contract support requirements and capturing these requirements in pro- curement-ready contract support requirements packages.

Requirements Management All activities necessary to develop and approve contract support requirements, along with the associated post-contract award oversight functions in support of combatant commander-directed operations.

Requiring Unit or Activity A military or other designated supported organization that identifies the need for contracted support dur- ing military operations (see supported unit).

Sponsoring Unit That unit or activity tasked to furnish organizational or life support to external support or system contractor employees. It may be the supported organization, the requiring unit or activity, a functional organization such as a transportation unit, the Army Sustainment Command that would provide equipment or facilities, or any other organization with the support capability. The supporting organization may, if appropriate, use another contractor to provide such support.

Support The action of a force that aids, protects, complements, or sustains another force in accordance with the directive requiring such action. 2. A unit that helps another unit in battle. 3. An element of a command that assists, protects, or supplies other forces in combat.

Supported Unit As related to contracted support, the organization that is the recipient, but not necessarily the requester of, contractor support.

Supporting Unit or Activity Commander context of a support command relationship, the commander who aids, protects, complements, or sustains another commander’s force and who is responsible for providing the assistance required by the supported commander. See also support.

Synchronized Predeployment and Operational Tracker-Enterprise Suite The Joint Enterprise System for all contingency contracts and CAAF. The SPOT–ES provides by-name visibility of deployed CAAF and contract capability information for CCDRs. Defense contracting agencies are required to register acquisition information into the SPOT–ES (or its successor) when contingency contracts are awarded. Thereafter, defense contractor companies populate the SPOT–ES or its succes- sor with their employee’s personal data via a Web-based application. Once an individual is selected for deployment duty, the SPOT–ES allows for the generation of a standardized, digitally signed LOA. Prede- ployment processing compliance, travel to the area of responsibility, in-theater movements, and redeploy- ment activities are annotated in SPOT–ES (or its successor). Government agencies use the SPOT–ES to analyze available contract services and to support their mission needs. Contractors use the SPOT–ES to process and track CAAF who deploy to provide required capabilities. CCDRs use the SPOT–ES reports to maintain the overall visibility of contractors within their area of responsibility, determine their support requirements, and integrate contractor support into their operational plans.

System Support Contracts Prearranged contracts awarded by Service acquisition program management offices that provide fielding support, technical support, maintenance support, and, in some cases, Class IX (Repair Parts) support for selected military weapon and support systems. System support contracts are routinely put in place to pro- vide support to newly fielded weapons systems, including aircraft, land combat vehicles, and automated C2 systems. System support contracting authority, contract management, and program management au- thority resides with the Service system materiel acquisition program offices. System support contractors, made up mostly of U.S. citizens, provide support in CONUSCONUSContinental United States and often deploy with the force in both train- ing and contingency operations. The JFC generally has less control over systems support contracts than other types of contracts.

Tactical Control The authority over forces that is limited to the detailed direction and control of movements or maneuvers within the operational area necessary to accomplish missions or tasks assigned, also called TACON.

Theater Support Contracts Contingency contracts awarded by contracting officers deployed to an operational area serving under the direct contracting authority of the Service component, special operations force command, or designated joint contracting authority for the designated contingency operation. These contracts, normally executed under emergency contracting authority (FARFARFederal Acquisition Regulation Part 18), provide goods, services, and minor construction from commercial sources normally within the operational area. Theater support contracts are typically as- sociated with term contingency contracting. From the contractor management perspective, local national personnel make up the bulk of the theater support contract employees.

Workforce Mix The appropriate mix of manpower (military and civilian) and private sector support necessary to accom- plish defense missions consistent with appropriate laws, policies, and regulations.