USSOCOM J41 FY 19 DPAS STANDARD INBRIEF MAJ Jenn McIntyre, HQ USSOCOM/J41, 813-826-0017

Agenda Why DPAS? Property & Inventory Accountability Enterprise Approach (swim lanes) Enterprise Approach – POAM SOCOM Warehouse Structure Implementation Timeline Checklist Example Observations Questions

Why DPAS?

16 Points of Why Name, part number, description (noun, nomenclature), model number, serial number, and national stock number, if known Owner (both the accountable and custodial organization) Status (e.g. active or inactive (retired), staged, stored, in transit, transferred, declared excess, awaiting disposition, dispositioned) Quantity (e.g. received, fabricated, issued, and on-hand) and unit of measures General ledger classification (e.g. general equipment, loaned or leased, or a means to apply business rules for making such a determination) Value at full cost and depreciation information, if applicable; or original acquisition cost if the property does not require capitalization Estimated useful life (years or activity based for capitalized property) Unique item identifier (UII) or DoD recognized IUID equivalent as defined in DODI 8320.04 Date placed into service Location (e.g. DoD activity address code, unit identification code, commercial and government entity code) Current condition. Information on supply condition code is contained in DLM 4000.25-2 Posting reference (e.g. receiving report number, contract, purchase order, or other procurement identification number, invoice number). Transaction type (e.g. received, accepted, inventoried, transferred, shipped, retired, and disposed). Transaction date. Care of supplies in storage as needed. Government Furnished Property elements: authorizing contract, receipient point of contact, period of performance expiration date, expected property return date (if different from PoP).

APSR Concerns Imperative for follow on action to automate the APSR with: Requisitioning systems Logistical support systems Financial system USSOCOM component respective APSRs FIAR COMPLIANT GOAL: APSR must be automated with the requisitioning system(s), logistical support systems, financial system and component’s APSRs in order to achieve cradle to grave accountability.

Evaluation Criteria DODI 5000.64 Required Minimum Data Elements (16ea) DOD Approved APSR status FISCAM Compliant DLMS Compliant Implementation Challenges Cost of Implementation and Utilization Integration with Financial and Logistical Support Systems

Enterprise Structure Present Day

The Enterprise Approach

USSOCOM Enterprise Design Policies & Directives (PROPOSED) PLAYERS: J41 J42 J44 ICP 700-0 – Material Overarching descriptions and definitions Standards of operating within SOCOM enterprise (DLMS, DAAS, DPAS, use of ICP etc) SAVs & Inspections Hyper linked to references if possible Reg 700-1 SERIES: EQUIPMENT Management - HQ Commandant 700-00 SERIES: 700-01: DODAAC Mgmt (Who) 700-02: Cataloging 700-03: Authorizations 700-04: Maintenance 700-05: Registry Dir 700-2 SERIES: SO-P/ MFP-11 Material Management roles/ responsibilities Buckets of property Dir 700-21 SERIES: Government Furnished Property Dir 700-22 SERIES: Material transfers Outside of DoD Dir 700-23 SERIES: Disposition & Redistribution Dir 700-24 SERIES: FLIPLs Dir 700-25 SERIES: IUS Dir 700-26 SERIES: Property at the End User Dir 700-5 SERIES: Registry Dir 700-3 SERIES: SO-P Wholesale Supply Chain Management Dir 700-31 SERIES: SO-P Supply Chain Planning and Sourcing Dir 700-32 SERIES: SO-P Storage and Distribution Dir 700-33 SERIES: Logistics Reporting and Metrics Dir 700-34 SERIES: Supply Chain Risk Management (SCRM) Dir 700-4 SERIES: SO-P Maintenance Management Dir 700-41 SERIES: SO-P Ground Support Vehicles Dir 700-42 SERIES: SO-P Weapons Dir 700-43 SERIES: SO-P Aviation Dir 700-44 SERIES: SO-P Maritime TO BE ANSWERED: Where does material fielding plans reside? MUST DO: Redefine CPL definition to include inventory and property, not just property by the title

USSOCOM Enterprise Design Property & Inventory Accountability Lanes ECHELON 1 Narrative: CPL appoints via Policy Memorandum 17-30, Interim Policy Change to USSOCOM Directive 700-2, dtd 9 JAN 19; applicable to HQ, Components, TSOCs and SOF-AT&L J44 ensures compliance J41 ensures compliance CPL Narrative: CPL appoints J41 as Material Manager for all of USSOCOM inventory; J41 appoints Inventory Mangers for all facilities housing USSOCOM inventory and appoints Item Managers to manage SO-P material Appoints All facilities & locations ECHELON 2 Property Inventory Managed by “PBO” role Component SOF AT&L/ HQ / D-CELL J41 TSOCs LVL 2 – Item Managers ICP J4 Centrally Funded Data Analysis Works w/ PMO – business decision matrix Ref: Dir 700-32 Appoints Appoints APO APO Option 1: This includes the Components and TSOCs into the Enterprise Design. The components include the service components, HQ Commandant, and SOF AT&L. The CPL will appoint all parties in writing as accountable officers in their respective areas. The CPL also manages accountable officer for inventory and should be written into all definitions of CPL with regard to USSOCOM policy and directives. Supporting Reference: Draft 700-2 MFR – USSOCOM Guidance on Accountability Roles and Management of Special Operations – Peculiar Equipment and Other Accountable Property dtd 7 JUN 2018 APO As designated PEO/PM CDR As designated Custodians Custodians LVL 1 – Inventory Managers 1x IM Level 1 for each facility at a minimum Required for Offsite & SOFSA Gov’t Position only Off Site IM’s funded by PEO Onsite IM’s funded by SOFSA Custodians Unit CDRs Supply Techs PM designee Unit CDRs Supply Techs

ICP Construct Material Management ICP Cell CPL J41 CW3 Moore, OIC Policy and Guidance Interfaces with PEO/ Components/ TSOCs Sets Inventory Facility Standards Lead Gov’t Rep NCOIC: Metrics Reporting DODAAC Manager CPL Inventory J41 LVL 1 – Inventory Managers 1x IM Level 1 for each facility at a minimum Required for Offsite & SOFSA Gov’t Position only Off Site IM’s funded by PEO Onsite IM’s funded by SOFSA Appoints LVL 2 – Item Managers ICP J4 Centrally Funded Data Analysis Works w/ PMO – business decision matrix Ref: Dir 700-32 Brent Matthews, KTR Lead CPO Vest, NCOIC Portfolio 1 PEO C4 Portfolio 2 SOF-Warrior WPN Portfolio 3 Coming Jan 2020 KTR Portfolio Mgr KTR Inventory Technician Portfolio Managers/Technicians: Interfaces with PEO/PMs regularly Validates ordering activity against approved DODAACS DODAAC Manager Optimizes inventory management Recommends levels management to PM Reference USSOCOM Dir 700-32 for more tasks # of portfolios per manager grow over time as implementation continues and DPAS team grows

Enterprise Approach Timeline 1-3 years (USSOCOM Universe) ICP FOC M&U Initiates ICP Stand up Transition CRANE/SOFSA to SOCOM Consolidated ICP SOCOM Registry – FOC SOCOM Registry - IOC Initiatives J4 Policy Re-Writes 75% complete towards OM&S Determination 100% OM&S Determination Capable Starts Dormant/Unserviceable/ Obsolete Removal from SOFSA SOFSA Base GFP Complete COMPONENTS AFSOC Transition AFSOC in SOCOM DPAS AFSOC Transition into DPAS WH WARCOM Transition Component Ongoing DPAS Sustainment CRANE Sustainment FY 19 FY 20 FY 21 FY 22 A B C FY 23 SOF AT&L (ALL) SOFSA WARRIOR WPN SOFSA JOS WPN C4- RIS C4- NGTC-HF C4- NGTC- Handheld C4- SDN C4- NGLS Steady state in DPAS until transition to SOFSA (if required) FY 23-25 C4 - SCAMPI IM “Officer” – must be resourced outside of this “IM Team” 1ST IM – requirement currently fulfilled; however requires renewal of 3rd year IMA Officer, LTC Prudhommme 2nd IM – vacant; required by 1ST QTR, FY 20; responsible for value = 3rd IM – vacant; required by 4th QTR, FY 20; responsible for value = 4th IM – vacant; required by 2nd QTR, FY 21; responsible for value = Personnel: DCR at J4 is the manning document for material management Base/ TF DPAS = starting with 5 PAX DPAS @ USSOCOM UFR #1 – 13PAX = +6x AO Team @ SOFSA; +4x ICP @ USSOCOM; +3x DPAS @ USSOCOM UFR #2 – 11 PAX = [+4 AO Team @ SOFSA; +4x ICP @ USSOCOM; +3x DPAS @ USSOCOM] + [renewed option year on TF DPAS] UFR #3 – 10 PAX = additional specific to UFR #3 SOFSA ROM for implementation labor (10 pax over 33 months) UFR #4 – Executing option years on 22 PAX (#1+#2) + 2x AO @ SOFSA + 2x ICP @ USSOCOM = 12 AO + 10 ICP renewal UFR #5 – Renewal of Entire DPAS + SOFSA ROM - renewing 13 +4 new personnel (DPAS); renewing SOFSA ROM for implementation labor = 10pax over 33 months UFR #6 – Renewal of AO Team & ICP Team UFR #7 – Renewal of DPAS Team & SOFSA ROM Division of Responsibility: “Accountable Officer” – SOFSA requirement to fund/source UFRs – J4 responsibility Funding AO 4 1 2 UFR #2 +$1.2M UFR #1 + Base +$1.7M 3 UFR #3 +$1.1M 4 UFR #4 +$1.9M 6 UFR #6 +$2M AO 2 AO 3 5 UFR #5 +$3.8M 7 UFR #7 +$3.5M POM = $4.1M DPAS AO ICP 18 29 39 43 47 37 POM Discussions Sustainment Ops -10 PAX (SOFSA) – Right Sizing Sustainment $4.0M $5.7M $5.5M

Enterprise Approach Timeline 1-3 years (by program) ICP FOC M&U Initiates ICP Stand up Transition CRANE/SOFSA to SOCOM Consolidated ICP SOCOM Registry – FOC SOCOM Registry - IOC Conditions for Enterprise/ SOFSA Success: - Unserviceable/Obsolete disposal prior to DPAS implementation - Inventory level controls set by PM - Visibility to inbound materials; material fielding plans - Task order management; close old TOs; systematic first in/first out - Personnel and Funding AFSOC Transition NLT 31 AUG - Forecasting Process - Frustrated Cargo plans Initiatives WARCOM Registry Transition CTR Manpower 18 29 39 43 47 37 -10 PAX (SOFSA) – Right Sizing Sustainment $4.0M $5.7M $5.5M Sustainment Ops AO 2 AO 3 AO 4 UFR #1 + Base +$1.7M Funding 2 UFR #2 +$1.2M 3 UFR #3 +$1.1M POM Discussions 4 UFR #4 +$1.9M 5 UFR #5 +$3.8M 6 UFR #6 +$2M 7 UFR #7 +$3.5M POM = $4.1M DPAS AO ICP 1 FY 19 FY 20 FY 21 FY 22 FY 23 SOFSA WARRIOR WPN SOFSA 12XX WPN SOFSA JOS WPN C4-MISO C4-SOCRATES C4-STC C4-TACLAN FW-UAS MARITIME SOFSA- MTRC B C SW-ECM SW-FOSOV SW-SPEAR SW-TCCC JOS A FW - AC-130J FW- MC-130 FW-CV22 (FTWB) SRSE - JTWS SRSE-SSE SRSE-TCC RW-MH-60M (SOFSA) SOFSA Program Timeline IM “Officer” – must be resourced outside of this “IM Team” 1ST IM – requirement currently fulfilled; however requires renewal of 3rd year IMA Officer, LTC Prudhommme 2nd IM – vacant; required by 1ST QTR, FY 20; responsible for value = 3rd IM – vacant; required by 4th QTR, FY 20; responsible for value = 4th IM – vacant; required by 2nd QTR, FY 21; responsible for value = Personnel: DCR at J4 is the manning document for material management Base/ TF DPAS = starting with 5 PAX DPAS @ USSOCOM UFR #1 – 13PAX = +6x AO Team @ SOFSA; +4x ICP @ USSOCOM; +3x DPAS @ USSOCOM UFR #2 – 11 PAX = [+4 AO Team @ SOFSA; +4x ICP @ USSOCOM; +3x DPAS @ USSOCOM] + [renewed option year on TF DPAS] UFR #3 – 10 PAX = additional specific to UFR #3 SOFSA ROM for implementation labor (10 pax over 33 months) UFR #4 – Executing option years on 22 PAX (#1+#2) + 2x AO @ SOFSA + 2x ICP @ USSOCOM = 12 AO + 10 ICP renewal UFR #5 – Renewal of Entire DPAS + SOFSA ROM - renewing 13 +4 new personnel (DPAS); renewing SOFSA ROM for implementation labor = 10pax over 33 months UFR #6 – Renewal of AO Team & ICP Team UFR #7 – Renewal of DPAS Team & SOFSA ROM Division of Responsibility: “Accountable Officer” – SOFSA requirement to fund/source UFRs – J4 responsibility SRSE-MSS C4- RIS C4- NGTC-HF C4- NGTC- Handheld C4- SDN C4- NGLS Steady state in DPAS until transition to SOFSA (if required) FY 23-25 Off Site Program Timeline C4 - SCAMPI 3rd QTR, FY 19 Pcs: 322, 066 Value: $983.9M 1st QTR, FY 20 Pcs: 556,209 Value: $998.5

Implementation Timeline Standard Program Implementation Timeline TF DPAS Enterprise approach to implementation is to open discussions 180 days out from Go-Live date with all interested parties. This enables relationships to be built and a greater shared understanding of the scope of the program’s challenges and the way forward. The standard implementation timeline is the focal point for all parties and overall implementation should take no longer than 180 days. The timeline is dependent upon multiple actions taken by PM, facilities, and DPAS Enterprise to ensure smooth processing through pre-implementation and training. 180 Days* Inbrief MRX MRX #2 AAR Outbrief D-90 D-60 D-30 D-DAY D+30 D+60 D+90 Pre-Implementation Period Training/OJT Go Live Sustainment Period Formal Inbrief includes (D-90): Agreed upon timeline Data Requirements & Deliverables Condemned/Unserviceable Action Plan MRX/ Rehearsals Task Order Review DPAS Training OJT Certification Physical Inventories** M&U initiation Daily Reconciliations Ongoing training and support FIAR Audit Compliance Review & Validation Reconciliation Causative Research INPUTS DUE In-brief Format AAR format Questionnaires, decision matrix formats Personnel review w/ Contracting Official Schedule MS Project – Project Management tool Formal AO training program Formal Initiation Brief to J4 Director ETP for 100% Inventories Approved Policy & Procedures Formal training format & time Funding code for training to allocate time against TDY funding for TF DPAS team 100% inventories or ETP w/ way ahead for 100% inventories Reconciliations Processes Progress Reports 100% inventories or ETP w/ way ahead for 100% inventories Site conducts causative research as needed FIAR Audit Compliance – PCNs, auditability focus *Planning factor for 350K pcs facility ** Physical Inventory ETP (customized)

Example Checklist 94 line items Includes due outs, follow ups, discussions Checklist is a “glidepath” to success

References DPAS Business Case Analysis, dtd 2017 Policy Memo 17-30, dtd 9 JAN 18 Implementation of DPAS, dtd 6 JUL 17 MFR – Host Training Facility MFR – DPAS Inventory Instructions MFR – SA/LW MFR – Contract Task Order Review

Observations Pre-inventories recommended Obsolete/Unserviceable – NSWC Crane discoveries Metrics & Reporting – details 180 days vs 270 days – understanding “how” you do business Optimizing Processes vs “How we’ve always done it” Perceptions vs Reality – we don’t know what we don’t know M&U Module Implementation Sales Pitches

Questions?