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DA Memo 5–5
Headquarters
Department of the Army
Washington, DC
12 January 2017
Management
Force Modernization Process for Military Information Support Operations Conventional
Force Materiel Requirements
Applicability. This memorandum applies to Headquarters, Department of the Army (HQDA) and its field operating
agencies.
Proponent and exception authority. The proponent of this memorandum is the Deputy Chief of Staff (DCS),
G–3/5/7. The DCS, G–3/5/7, with concurrence from the DCS, G–8 and the Assistant Secretary of the Army
(Acquisition, Logistics and Technology) (ASA (ALT)), as necessary, has the authority to approve exceptions to this
memorandum that are consistent with controlling law and regulations. The DCS, G–3/5/7 may not delegate this
exception authority.
Paragraph Page
Purpose .............................................................................................................................. 1 1
References ......................................................................................................................... 2 1
Explanation of abbreviation and terms .............................................................................. 3 1
Responsibilities .................................................................................................................. 4 2
Policy ................................................................................................................................. 5 3
Procedures ......................................................................................................................... 6 4
Appendix A ....................................................................................................................... 6
Glossary ............................................................................................................................. 8
1. Purpose
This memorandum prescribes policies and procedures for executing Army force modernization in support of Army-
assigned Military Information Support Operations Conventional Forces (MISO CF). These policies and procedures
apply specifically to materiel requirements determination, validation, approval, development, acquisition, fielding,
sustainment, and disposal.
2. References
See appendix A.
3. Explanation of abbreviation and terms
See the glossary.
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4. Responsibilities
a. Assistant Secretary of the Army (Acquisitions, Logistics and Technology). The ASA (ALT) will—
(1) Serve as the Army logistician in the materiel acquisition process, monitoring logistics activities of materiel
acquisition and modifications to ensure development and fielding of safe, suitable, and supportable capabilities. The
ASA (ALT) is responsible for type classification, materiel release, fielding, and transfer policy.
(2) Ensure Military Information Support Operations (MISO) materiel is type classified “standard” with full
materiel release instructions in accordance with established timelines required to support a full-rate production
decision, and monitor the Army materiel release effort to ensure effective implementation in accordance with HQDA
requirements. For MISO materiel, developed, and acquired for Army-assigned MISO CF, the ASA (ALT), through a
designated Army program management office, coordinates with the designated U.S. Special Operations Command
(USSOCOM) program executive office to execute programmatics related to Army acquisition and sustainment.
(3) Ensure that program executive officers and program/project/product managers integrate embedded training
capabilities early in the design of new or improved materiel systems.
(4) Develop and implement integrated product support (IPS) policy, and approve product support strategies
and plans for Army Acquisition Category I and II programs where the Army acquisition executive is the milestone
decision authority. In this capacity, the ASA (ALT) assigns responsibilities to the Deputy Assistant Secretary of the
Army for Acquisition Policy and Logistics who establishes policy for the life cycle sustainment plan (LCSP) and
independent logistics assessment; ensures IPS requirements are validated and included in the materiel acquisition
process to support full materiel release of programs and materiel; and serves as the Army life cycle logistician for
new, modified, upgraded, and displaced materiel. During MISO materiel acquisition and sustainment where the ASA
(ALT) utilizes USSOCOM procedures for type classification, materiel release, fielding, and IPS, the ASA (ALT)
maintains full responsibility for all required Army programmatics.
b. Assistant Secretary of the Army (Manpower and Reserve Affairs). The ASA (M&RA) provides the overall
supervision for manpower, personnel, and Reserve affairs across all Army. The ASA (M&RA) will review and
monitor all materiel acquisition plans and activities to ensure personnel support for basis of issue plans (BOIP) and
equipment fielding plans.
c. Deputy Chief of Staff, G–3/5/7. The DCS, G–3/5/7—
(1) Ensure the readiness of Army MISO units to meet the operational requirements of the combatant
commanders.
(2) Per AR 5–22, establish policies and procedures in support of force modernization for the total Army MISO
force which consists of Active Component MISO Special Operations Forces and Reserve Component Conventional
Forces.
(3) Designate the Commander, Special Operations Center of Excellence (SOCoE) as both the psychological
operations (PSYOP) branch and MISO force modernization proponent, responsible for MISO capabilities
development.
(4) Provide critical input to MISO capability requirements determination, prioritization, resourcing decision,
and integration processes.
(5) Support MISO force modernization by ensuring that the ASA (ALT); DCS, G–8; DCS, G–4; and the
Commanding General, U.S. Army Materiel Command (AMC) possess force development schedules, materiel
requirements, and equipment distribution priorities and plans.
(6) Approve tables of distribution and allowances, tables of organization and equipment, and BOIPs for use in
determining the acceptability of materiel, and synchronize equipment changes to modified tables of organization and
equipment and tables of distribution and allowances based on approved distribution plans with the Army Command
Plan process.
d. Deputy Chief of Staff, G–4. The DCS, G–4 will—
(1) Serve as the principal military advisor to the ASA (ALT) in the functional area of logistics, and provide the
ASA (ALT) with assistance in developing type classification, materiel release, fielding, and transfer policy and
program guidance.
(2) Participate in the review and validation of funding to support Army fielding, sustainment, and transfer
efforts ensuring that sustainment functions are fully integrated and properly balanced between acquisition and
logistics, and properly support materiel developers throughout the program life cycle.
(3) Coordinate and assist the Commanding General, AMC and program managers ensuring logistics support of
materiel assigned to MISO CF, as required.
DA Memo 5–5
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e. Deputy Chief of Staff, G–8. The DCS, G–8 is responsible for the HQDA review, adoption, and approval of
MISO CF capability requirement documents developed by USSOCOM for use by MISO CF. In the event that a
USSOCOM capability requirement document becomes a Joint Requirements Oversight Council interest item, the
DCS, G–8 provides support to the SOCoE and USSOCOM, as needed. The DCS, G–8 will—
(1) Ensure that MISO capability requirement documents are coordinated with the Commanding General, U.S.
Army Training and Doctrine Command (TRADOC) and the relevant Centers of Excellence to ensure that SOCoE-
developed capabilities accurately reflect the MISO capabilities required by the U.S. Army Forces Command assigned
units.
(2) Provide final approval memoranda including executable guidance to capability development, Army
Requirements Oversight Council (AROC) memorandum, and any special instructions supporting the way ahead.
(3) Assign and publish catalog of approved requirements documents reference numbers.
(4) Serve as the principal military advisor to the Assistant Secretary of the Army (Financial Management and
Comptroller) (ASA (FM&C)) for program development and justification in support of materiel fielding.
(5) In coordination with the ASA (ALT), develop program objective memorandum (POM) to include resource
guidance, and review and analyze fiscal programs, requirements, resource planning, and resource allocation for the
program years.
(6) Review and analyze all Army capability proposals, and ensuring the overall discipline of the planning,
programming, budgeting, and execution (PPBE) process and management of the programming phase of the PPBE
process.
5. Policy
a. The SOCoE, as the DCS, G–3/5/7 designated MISO force modernization proponent, is the Army’s office of
primary responsibility for ensuring that MISO CF maintain the requisite capabilities to meet their respective doctrinal
mission requirements in support of various Army MISO CF echelons. The DCS, G–3/5/7 ensures that the SOCoE
supports the November 2006 Deputy Secretary of Defense guidance mandating USSOCOM’s retention of
responsibilities for doctrine, capability development, and institutional training for the total Army MISO force.
b. The DCS, G–3/5/7, with coordinated input from the SOCoE and U.S. Army Reserve Command (USARC),
supports a PSYOP branch and MISO force modernization proponent office manning construct that reflects the
composition of the total MISO operating force and its respective doctrinal responsibilities in support of Army
Conventional Force and Special Operations Force requirements.
c. The DCS, G–3/5/7 ensures that the SOCoE utilizes Army doctrine, strategy documents, and participates in
Army forums to capture and/or determine associated MISO doctrine, organizations, training, materiel, leadership and
education, personnel, and facilities - policy requirements, and then pursues change requests and/or materiel
acquisitions to ensure comprehensive MISO CF readiness.
d. HQDA acknowledges and accepts the SOCoE’s utilization of the Special Operations Force Capabilities
Integration and Development Systems (SOFCIDS) and the Special Operations Command Requirements Evaluation
Board (SOCREB), in accordance with approved CJCSI 3170.01I and CJCSI 5123.01G, to validate capability
requirement documents that apply to MISO CF.
e. As prescribed in paragraph 6, the DCS, G–8 ensures that MISO CF capability requirement documents are fully
coordinated within HQDA and with TRADOC (Army Capabilities Integration Center (ARCIC)) to ensure procedural
transparency, prevent duplication of effort, ensure broader Army integration, and to prepare HQDA principal officials
for emerging acquisition and materiel management responsibilities.
f. HQDA will utilize the AROC forum to adopt SOCREB validated MISO CF requirements. AROC adoption
serves as a bridging mechanism to transition USSOCOM validated Army MISO CF requirements to the Army’s
acquisition and materiel management activities, and to compete for POM resources. MISO CF are only authorized to
maintain USSOCOM developed MISO materiel that has been validated at the SOCREB and subsequently adopted by
the AROC.
g. HQDA maintains responsibility for ensuring that MISO CF are properly equipped to provide Joint task force
commanders’ with the requisite MISO capabilities. Inherent to that responsibility is the ASA (ALT’s) requirement to
ensure proper materiel type classification, release, fielding, and IPS. In order to gain efficiencies, ASA (ALT) will
leverage USSOCOM’s existing program management infrastructure for the acquisition of MISO materiel, and will
designate an existing Army acquisition office to conduct direct coordination with USSOCOM, coordinate and
resource new equipment training and fielding, and to facilitate all required Army programmatics pertaining to
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materiel acquisitions and sustainment. In addition to providing the necessary Army manpower to affect Army
programmatics, ASA (ALT) ensures comprehensive Major Force Program-2 funding, from acquisition through life
cycle sustainment and disposition, for USSOCOM developed MISO materiel approved and validated for MISO CF
utilization. HQDA’s ability to leverage USSOCOM’s program management infrastructure is contingent upon its
provision of requisite manpower and Major Force Program-2 funding support.
h. When ASA (ALT) utilizes USSOCOM’s program management infrastructure to acquire, field, and sustain
MISO materiel, it adopts USSOCOM policies governing these processes. HQDA maintains responsibility for
resourcing and execution of any materiel modifications and testing, not included in the USSOCOM fielding and
deployment release plan. Additionally, HQDA accepts USSOCOM cybersecurity testing procedures and results
associated with obtaining an authority to test, authority to connect, and/or authority to operate, and will resource and
execute any additional requirements, if necessary. When additional assessments and testing are required, the ASA
(ALT)-assigned program management office coordinates with AMC for assistance.
i. Per DODM 4140.68, USSOCOM remains the Primary Inventory Control Activity for MISO materiel acquired
and developed through its program management offices. HQDA becomes the Secondary Inventory Control Activity
for this materiel when it adopts the capability requirement and approves its acquisition for MISO CF utilization. The
DCS, G–4 ensures compliance with the Secondary Inventory Control Activity-related responsibilities per DODM
4140.68.
j. The DCS, G–4 coordinates with AMC for the assignment of a life cycle management command (LCMC) to
execute the developed LCSP. The assigned LCMC will coordinate with and execute MISO materiel sustainment with
the USSOCOM program management office.
6. Procedures
a. The SOCoE adheres to Army strategic documents (including The Army Plan, Army Operating Concept, Army
Strategic Planning Guidance, and Integrated Requirements Prioritization Lists) and participates in Army forums
(including Army Warfighter exercises and Center for Army Lessons Learned forums) in order to plan for, identify,
develop concepts and capabilities, and integrate present and future total Army MISO capability requirements, and
then to assess capability gaps and develop solution options. As the SOCoE explores concepts to address MISO
capability gaps and develops capability requirement documents (initial capabilities documents, capability
development documents, capability production documents) for formal staffing, it coordinates with the USARC Office
of the DCS, G–3/5/7 for feedback on capabilities development proposals to equip MISO CF in support of U.S. Army
Forces Command requirements.
b. Following coordination with the USARC Office of the DCS, G–3/5/7, the SOCoE staffs all Army MISO
capability requirement documents through USSOCOM’s SOFCIDS process.
c. SOFCIDS is ordinarily a closed process that does not inherently facilitate coordination and integration within
the Services. Therefore, the SOCoE coordinates capability requirement documents with TRADOC (ARCIC) and the
DCS, G–8. HQDA, ARCIC, and the SOCoE review all MISO CF requirement documents to ensure comprehensive
integration of capabilities across the Army and to prevent the development of redundant capabilities.
d. Upon completion of coordination with ARCIC and HQDA as well as the SOFCIDS staffing processes, the
SOCoE prepares Army MISO capability requirement documents for validation by the SOCREB. The SOCREB,
similar to the AROC, adjudicates capability requirement documents in order to validate these capabilities as
requirements and subsequently transitions these requirements into the acquisition process and PPBE system. The
DCS, G–3/5/7 and DCS, G–8 provide representation to participate in the SOCREB validation process for Army
MISO CF capabilities in order to capture the SOCREB’s decision and facilitate the subsequent coordination between
the Army staff and ASA (ALT) for acquisition, materiel release, fielding, and IPS resource requirements.
e. Following SOCREB validation, the SOCoE staffs capability requirement documents through the AROC for
formal Army approval. During this process, ASA (ALT) and the DCS, G–8 utilize SOCoE-developed BOIP feeder
data as well as cost data found in the capability production document (provided by the SOCoE through coordination
with USSOCOM and the ASA (ALT)-assigned program management offices) to determine its acquisition and
sustainment plan and to inform the Army POM.
f. Upon Army adoption of MISO capability requirements, the ASA (ALT)-assigned program management office
executes the Army approved materiel acquisition plan through USSOCOM’s established program management
office.
DA Memo 5–5
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(1) When HQDA utilizes USSOCOM’s program management infrastructure to execute acquisition, materiel
release, fielding, and sustainment, it defers to and accepts associated USSOCOM policies and procedures.
(2) HQDA utilization of USSOCOM program management infrastructure is contingent upon necessary
resourcing (funding and manpower) to accomplish comprehensive materiel acquisition management.
g. The ASA (ALT)-assigned program management office executes the following:
(1) Coordinates routinely with the USSOCOM program management office and the Department of the Army
systems coordinator to capture and share cost, schedule, and performance data.
(2) Ensures the development and proper execution of the LCSP. As necessary it leverages its organic
comptroller and contracting support to generate and implement task orders on existing USSOCOM LCSP contracts.
(3) Coordinates with the SOCoE and USARC for new equipment training, fielding, sustainment, and
disposition.
h. In accordance with the LCSP, the ASA (ALT)-assigned program management office will coordinate with the
DCS, G–4 and AMC to generate and execute MISO materiel disposition instructions for USARC units.
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Appendix A
References
Section I
Required Publications
AR 5–22
The Army Force Modernization Proponent System (Cited in para 4c(2).)
CJCSI 3170.01I
Joint Capabilities Integration and Development System (JCIDS) (Cited in para 5d.) (Available at
http://www.dtic.mil/cjcs_directives/cjcs/instructions.htm.)
CJCSI 5123.01G
Charter of the Joint Requirements Oversight Council (JROC) (Cited in para 5d.) (Available at
http://www.dtic.mil/cjcs_directives/cjcs/instructions.htm.)
Section II
Related publications
A related publication is a source of additional information. The user does not have to read it to understand this
publication. Unless otherwise indicated, Department of the Army publications are available on the Army Publishing
Directorate Web site (http://armypubs.army.mil).
AD 2012–08
Army Total Force Policy
AR 25–1
Army Information Technology
AR 70–1
Army Acquisition Policy
AR 71–9
Warfighting Capabilities Determination
AR 71–32
Force Development and Documentation
AR 700–127
Integrated Product Support
AR 700–142
Type Classification, Materiel Release, Fielding, and Transfer
ATP 3–53.1
Military Information in Special Operations
ATP 3–53.2
Military Information in Conventional Operations
DODD 5000.01
The Defense Acquisition System
DODM 4140.68
Integrated Materiel Management of Non-consumable Items
FM 3–53
Military Information Support Operations
JP 3–13.2
Military Information Support Operations (Available at http://dtic.mil/doctrine/new_pubs/jointpub_operations.htm.)
DA Memo 5–5
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10 USC 167
Unified combatant command for special operations forces (Available at http://uscode.house.gov/.)
Section III
Prescribed Forms
This section contains no entries.
Section IV
Referenced Forms
This section contains no entries.
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Glossary
Section I
Abbreviations
AD
Army directive
AMC
Army Materiel Command
AR
Army Regulation
ARCIC
Army Capabilities Integration Center
AROC
Army Requirements Oversight Council
ASA (ALT)
Assistant Secretary of the Army (Acquisition, Logistics, and Technology)
ASA (FM&C)
Assistant Secretary of the Army (Financial Management and Comptroller)
ASA (M&RA)
Assistant Secretary of the Army (Manpower and Reserve Affairs)
ATP
Army Techniques Publication
BOIP
basis of issue plan
CJCSI
Chairman of the Joint Chiefs of Staff Instruction
DCS
Deputy Chief of Staff
FM
field manual
HQDA
Headquarters, Department of the Army
IPS
integrated product support
LCMC
life cycle management command
LCSP
life cycle sustainment plan
MISO
Military Information Support Operations
MISO CF
Military Information Support Operations Conventional Forces
POM
program objective memorandum
DA Memo 5–5
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PPBE
planning, programming, budgeting, and execution
PSYOP
psychological operations
SOCoE
Special Operations Center of Excellence
SOCREB
Special Operations Command Requirements Evaluation Board
SOFCIDS
Special Operations Force Capabilities Integration and Development System
TRADOC
U.S. Army Training and Doctrine Command
USARC
U.S. Army Reserve Command
USC
United States Code
USSOCOM
U.S. Special Operations Command
Section II
Terms
This section contains no entries.
Section III
Special Abbreviations and Terms
This section contains no entries.
Distribution:
This publication is available in electronic media only and is intended for HQDA and its field operating agencies.