Requirements Overview J8-R

Overview Requirements 101 CMNS Success Bottom Line UNCLASSIFIED Overview Requirements 101 CMNS Success Bottom Line Requirements Division accelerates the fielding of SOF capabilities by efficiently and effectively synchronizing the analysis, validation, and approval of urgent and deliberate SOF requirements. UNCLASSIFIED

UNCLASSIFIED Requirements 101 Special Operations Capabilities Integration and Development System (SOFCIDS) Special Operations Command Requirements Evaluation Board (SOCREB) Delegated Authorities Combat Mission Needs Statement (CMNS) UNCLASSIFIED

JCIDS DOD Decision Support Systems Effective Interaction is Essential Joint Capabilities Integration & Development System (JCIDS) CJCSI 3170.1G VCJCS/Service Chief Oversight Planning, Programming, Budgeting & Execution Process (PPBE) Defense Acquisition System Milestone Decision Authority (MDA) Oversight DEPSECDEF Oversight DoD 7000.14-R DoDD 5000.01

SOFCIDS USSOCOM Title X Authorities Decision Support Systems Effective Interaction is Essential SOF Capabilities Integration & Development System (SOF CIDS) USSOCOM Directive 71-4 DCDR / SOCREB Oversight USSOCOM Acquisition Management System USSOCOM Strategic Planning Process (SPP) Special Operations Acquisition Executive Oversight USSOCOM CDR & Board of Directors Oversight USSOCOM Directive 1-9 USSOCOM Directive 70-1

SOFCIDS JCIDS and SOFCIDS: SOFCIDS Unique: Capabilities Based Assessment (CBA) Initial Capabilities Document (ICD) – Required capabilities, capability gaps, non-materiel and materiel solutions analysis Doctrine, Organization, Training, Materiel, Leadership, Personnel and/or Facilities (DOTMLPF) Change Recommendation (DCR) – Non-materiel solutions to capability gaps identified in an approved ICD Capability Development Document (CDD) – Outlines materiel for development to meet capability gap in approved ICD; KPPs and KSAs, DOTMLPF needed or developed capability, IOC and FOC Capability Production Document (CPD) – Update to CDD prior to production phase of acquisition or define capabilities for COTS/GOTS solution to capability gaps in an approved ICD SOFCIDS Unique: 9-line Capability Validation Document or Delegated Authorities Capability Document – Abbreviated CDD or CPD; must be tied to SOCREB / Service / JROC approved ICD Basis of Issue Adjustment Memorandum – Must be linked to approved CDD or CPD

SOFCIDS Abbreviated Content is strongly encouraged Extent of analysis will be commensurate with the complexity of the capability shortfall, its materiel or non-materiel solutions, and the urgency of the requirement Use of lesson learned Approved CMNS National to Theater capabilities Must address all associated Materiel, Manpower, and MILCON

SOCREB Used to Approve USSOCOM Materiel, Manpower, and MILCON (associated with the capability) Requirements VCDR USSOCOM – Approval Authority Director, J8 – Validation Director, J3 – Operational Certification Director, J6 – C4 Interoperability Certification Directory, J2 – Intelligence Supportability Certification Director, J4 and J8-O – Weapons Safety Endorsement and Insensitive Munitions Certification Directors HQ USSOCOM J-Staff, SORDAC, and SOFM provide SME input J8-R – Gatekeeper Special Operations Peculiar (SO-P)

SOCREB SOCREB decision sets cost, performance, and schedule thresholds for SOF capabilities Must resubmit to VCDR USSOCOM for review if cost, schedule, or performance triggers are crossed Cost increase >25% for CDD, >10% CPD. 9-line, UDA, CMNS Any increase in Manpower MILCON cost increase >25% IOC or FOC delay greater than 6 months Failure to complete UDA or CMNS final delivery within 180 days MILCON delay greater than 6 months in design, award, or completion; change in programmed FY Change in IOC or FOC quantities Any change or addition to KPP for CDD, CPD, or 9-line, KSA changes on case-by-case basis Any changes or modifications to materiel approach for UDA or CMNS

Delegated Authorities CDR USSOCOM delegates to Component Commanders the limited authority (Appendix G-like) to validate and approve DACD CDD CPD BOI establishment and adjustments Component Commander can approve the documents: Within their ability to resource That are Component-specific Which have no significant Joint or cross-Component effects An approved capability gap, MNS, ICD exists National to Theater (N2T) Transition

CMNS Urgent Needs worked through either the Joint or Service processes (CJCSI 3470.01) Joint: Joint Urgent Needs Statement (JUONS) / Joint Rapid Acquisition Cell (JRAC) Service / USSOCOM: Combat Mission Needs Statement (CMNS), Operational Needs Statement (ONS), Urgent Needs Statements (UNS) CMNS may be used: SOF unit (deployed or in pre-deployment status) Urgent and compelling capability gap on combat survivability deficiency (unacceptable force protection risk) or risk to operational success (mission failure) Requesting unit submits CMNS to TSOC for support TSOC submits Validated CMNS to appropriate Component for Endorsement USSOCOM initiates CMNS Rapid Response Team (RRT)

CMNS Complete Cost, Schedule, and Performance Analyses Mission / Capability Gap Threat / Operational Environment Materiel Approach Concept of Operations Abbreviated Procedures Approximately $20M set aside per year for SO-P CMNS 25 working days – SOF unit CMNS to acquisition action RRT Composition Need – Unacceptable Force Protection Risk, Mission Failure Solution – SO-P, Fielding <180 days Resourcing – CMNS funds, Component responsibilities

CMNS Success Keep in mind: Due Diligence Vignettes Not an alternate funding source Opportunity cost Due Diligence Metric based analysis (D71-4 Appendix C) Well defined capability gap Kleenex vs tissue vs runny nose Prioritized attributes Vignettes Up-armored Hilux Handheld Full Motion Video Gunship PID

“Flexibility & Oversight” Bottom Line Holistic approach to Capabilities process Materiel, Manpower, MILCON, and Resourcing Strategy Improve SOFCIDS over JCIDS process Give Component Commanders more authority Transition solutions from National to Theater SOF CMNS Retain and Improve HQUSSOCOM oversight “Flexibility & Oversight”

Questions Requirements Resources Contact Info: J8R Requirements Division Richard.Polczynski@hq.socom.smil.mil Richard.Polczynski@socom.mil (813) 826-1911 DSN: 299-1911 SCAMPI: 299-5853 Requirements Resources

Technology, Acquisition, and Logistics UNCLASSIFIED Requirements 101 USSOCOM Resources Technology, Acquisition, and Logistics SOFCIDS Capabilities Documents Planning, Programming, and Budgeting Capabilities Validation and Approval Feedback Loop Acquisition & Technology Management SOF Warfighters Product Capability Needs & Requirement Operations and Sustainment UNCLASSIFIED

USSOCOM SOCREB Approved as Permanent SOF JCB SOFCIDS Joint Requirements Oversight Council (JROC) Joint Capabilities Boards (JCBs) Functional Capabilities Boards (FCBs) USSOCOM SOCREB Approved as Permanent SOF JCB DOTMLPF Analysis CBA Technology Development EMD ICD MSA CDD CPD MS C MDD MS A MS B Prod & Deployment = Sponsor Activity = JCIDS Document = Acquisition decision MDD = Materiel Development Decision MSA = Materiel Solutions Analysis EMD = Engineering & Manufacturing Development

SOCREB N2T2 S&T CAPABILITY SPONSOR SOCREB SORR JCB / JROC Transition national solutions to applicable component Oversight of Interoperability & Integration Approved Component- Specific Requirements Component CDD, CPD, or 9-Liner”/DACD Info Copy CPD / CDD with Joint or Cross-Component effects, or SIE interface If req’d ICD CAPABILITY SPONSOR CDD / CPD - Outside Component CDRs’ ability to resource - Joint or Cross-Component effects SOCREB Validation Approval of SOF-Peculiar Capability Submits Manpower MILCON SORR Establish/Change Org If req’d JCB / JROC Transition of technology to applicable component Approval of Joint Capability S&T

Preliminary Coordination U N C L A S S I F I E D Preliminary Coordination Cross- Components Center Reps Sponsor Initial Submission J8-R Initial Staffing Package for Comments Electronic-Staffing* Initial Capabilities Briefing Capabilities Document Endorsement CDM Initial Staffing = AO/O-6 level HQ Centers/Key Staff Components TSOCs min 10 Working Days J8-R Final Staffing Package for Approval Sponsor Re-Submits Package CRM Returned to Sponsor for Adjudication** Briefing Adjudicated Capabilities Document Adjudicated CRM **If no Comments for Adjudication, Enters into Final Staffing Final Staffing = Center Dir/Dep APPROVED Electronic- Staffing* Final Center Dir Staffing J8 Validation Certification*** SOCREB VCDR min 10 Working Days *** As Required CIO for ISS Compliance J2 Intel Supportability J3 Missions Certification RFIs Sponsor * Electronic Staffing: May also be Hand-Carried, based on Classification, Sensitivity, or Time Constraints. U N C L A S S I F I E D

Joint Staff/SOFCIDS Staffing/Certification U N C L A S S I F I Joint Staff/SOFCIDS Staffing/Certification Joint Potential Designator (JPD) Joint Staffing JS Certification* J-2, J-6 No Joint Staffing Staffing and SOCREB Sequence Timeline Changes Full Limited (case-by- case) 15-day Quick Turn JROC Interest Yes 2 full rounds of staffing - Staff first. End of Final, SOCREB, and recommend as JROC Interest 145 days to SOCREB JCB Interest Yes-1 round only (15 days) SOCOM Cert only Staff first, then SOCREB No more than 45 days, including adjudication Joint Integration Opt: 7-day Info Only. No commenting Staff, then SOCREB No more than 15 days required Joint Information SOCREB, then load to KM/DS Independent SOCOM Cert, not loaded to KM/DS U N C L A S S I F I E D

CMNS