Army Transition Assistance Program Services

Statement of Work (SOW) / Performance Work Statement (PWS)

This document outlines the performance requirements and standards for Transition Assistance Program (TAP) services, aiming to ensure effective support for transitioning service members.

• Key Personnel: Positions identified as Key Personnel must be filled within 14 business days (CONUS) or 21 business days (OCONUS).

• Basic Services: Includes walk-in clients (scheduled within 15 minutes), one-on-one counseling (provided within 15 business days of request), and maintenance of client records for at least six months past transition.

• Case Management: Assignment of a primary case manager before Inter-Service Indoctrination Course (IIC), management of no-shows (reported within 24 hours), ensuring contact does not exceed 90 calendar days, and maintaining a cancellation rate below 5% for individualized services.

• Counseling: Provision of financial counseling by accredited professionals and scheduling of Capstone counseling at least 90 days prior to projected transition.

• Group Settings: Maintaining a cancellation rate of no more than 5% for classes.

• Mobilization/Demobilization: Soliciting and reporting annual mobile TAP services requirements from specific commands (OCAR, NGB).

• Virtual Center Operations: Responding to email inquiries within two days, with an average telephone wait time not exceeding 15 minutes and a maximum wait time of 20 minutes.

• Local Customer Service: Providing professional reception services at physical TAP centers with no client wait exceeding 15 minutes.

• IT Support: Resolving TAP system of record trouble tickets within three business days.

• Special Mission TAP Services: Maintaining a 90% customer satisfaction rate for mobile support missions.

• Deliverables: 95% timeliness and quality.

• Key Personnel Vacancy: 95% compliance.

• Walk-in Service: 98% within 15 minutes.

• One-on-One Service: 98% within 15 business days.

• Records Maintenance: 90% compliance.

• Case Management (Assignment, No Show, Contract, Cancellation): 90-98% compliance depending on the specific task.

• Financial Counseling: 98% compliance.

• Capstone Counseling: 95% compliance.

• Group Class Cancellation: 95% compliance.

• Virtual Center (Email, Avg Wait, Max Wait): 90-95% compliance.

• Local Customer Service: 95% compliance.

• IT Support: 90% compliance.

• Special Mission TAP Services: 90% customer satisfaction.

• Not explicitly detailed in this exhibit, but references to CONUS and OCONUS locations are made.

• Staffing must include accredited/certified financial counselors/planners for financial counseling.

• Compliance with client's Individual Transition Plan (ITP) and TAP system of record is required.

• Contractor management is responsible for corrective actions and resource allocation if recurring issues arise.

Statement of Work (SOW) / Performance Work Statement (PWS)

This Performance Work Statement (PWS) outlines the requirements for providing comprehensive, professional Transition Assistance Program (TAP) services to eligible U.S. Army Service Members, ensuring they meet mandated Career Readiness Standards (CRS) for a successful transition to civilian life.

• Perform Congressionally and Army-mandated transition assistance services.

• Provide tailored support to help transitioning personnel and Army commands understand and meet regulatory requirements throughout the military life cycle transition process.

• Manage participant throughput and deliver all curriculum and services in accordance with established standards.

• Document successful completion of TAP in the government's system of record.

• Services include, but are not limited to, Individualized Initial Counseling (IIC), Pre-Separation Briefings, Career Skills Programs (CSP), Financial Counseling, Education Counseling, Resume Counseling, and Capstone Counseling.

• Operate a TAP Virtual Center 24 hours, Monday through Friday, to deliver remote transition services.

• Provide information technology support for the TAP Database System of Record and Government Furnished IT Equipment.

• Develop and implement a Strategic Communications (STRATCOM) and Marketing plan.

• Manage local customer service, data entry, and records management.

• Conduct program analytics and statistical analysis.

• Contractor must ensure each participant's successful completion of TAP is formally documented.

• Adherence to timelines for various counseling sessions and service delivery.

• Maintain specific ratios for counselors to clients in group settings.

• Meet customer satisfaction targets (e.g., 90% aggregate positive customer satisfaction rating).

• Specific metrics for virtual center operations (e.g., average wait time, call resolution).

• Reporting requirements include Monthly Status Reports (MSR) and ad hoc reports.

• Performance locations are listed in Technical Exhibit D, Places of Performance.

• Operating hours are typically 0800-1600 local times, Monday through Friday, excluding Federal holidays, unless otherwise directed.

• Contractor personnel must comply with all security requirements, including National Agency Checks with Inquiries (NACI) and other background investigations as required.

• Personnel must obtain and maintain Common Access Cards (CAC) where applicable.

• Adherence to all applicable Army Regulations (AR) and Department of Defense Instructions (DoDI).

• Contractor must develop and maintain a Quality Control Plan (QCP) and adhere to the Quality Assurance Surveillance Plan (QASP).

• Compliance with all training requirements (e.g., Anti-Terrorism, OPSEC, Cyber Awareness, Information Assurance).

• Key Personnel include a Primary and Alternate Contract Program Manager (CPM).

• Strict adherence to Non-Disclosure Requirements and Organizational Conflict of Interest (OCI) policies.

Form / Attachment / Pricing Sheet

This document, titled "Individualized Initial Counseling Resource Guide," serves as a comprehensive guide for military personnel preparing for transition out of service. It outlines various programs, resources, and timelines to assist service members in their transition to civilian life.

• Transition Timeline: Details key milestones and counseling sessions leading up to separation.
• TAP Offerings: Outlines the core components of the Transition Assistance Program (TAP), including pre-separation counseling, core curriculum, career tracks (education, employment, vocational, entrepreneurship), and additive classes.
• Resources: Lists various counselors and resources available for transition concerns, such as Transition Counselors, Financial Counselors, DOL Advisors, VA Benefit Advisors, Education Counselors, and Mental Health Resources.
• Online Tools: Provides links and instructions for accessing essential online resources like the Joint Services Transcript (JST), Verification of Military Experience and Training (VMET) via DoDTAP, CareerOneStop, and the Army Career Skills Program (CSP).
• Specific Programs: Details programs like DoD SkillBridge, Army Career Skills Program (CSP), and Unemployment Compensation for Ex-Service Members (UCX).
• Individual Transition Plan (ITP): Guides users through creating a personalized plan covering personal/family needs, career evaluation, and post-transition career tracks.

While this document is primarily for service members, it highlights the various programs and resources available to them during transition. For potential bidders, this indicates the types of services and support systems that the government is providing to its transitioning military personnel. Understanding these programs can help bidders tailor their offerings or identify potential partnership opportunities within the military transition ecosystem.

Solicitation / RFP / RFQ

This document is a solicitation (Solicitation Number: W9124D26RA041) for professional appearance services. The acquisition is set aside for small businesses, specifically under the 8(a) program. The North American Industry Classification System (NAICS) code is 624310, with a size standard of USD 15,000,000.00.

The solicitation outlines requirements for Transition Assistance Support, including personnel, supervision, transportation, and Transition Assistance Program (TAP) services, in accordance with the Performance Work Statement (PWS).

Specific line items include:

• Transition Assistance Support Phase-In (Item 0001)
• Transition Assistance Support (Item 0002)
• Special Mission TAP Services (Item 0003), which are not priced at award and will be ordered via separate Task Orders.

Option line items are also detailed for Transition Assistance Support and Biennial Transition Assistance Program Symposiums.

• Contract Type: Firm Fixed Price (FFP) for base and option periods.

• Period of Performance: The ordering period for delivery or task orders is from July 1, 2026, through December 31, 2031.

• Estimated Value: Not explicitly stated, but the NAICS size standard is $15,000,000.00.

• Offer Due Date: May 13, 2026, at 11:00 AM local time.

• Proposals must be submitted in digital format via email to both the Contracting Officer and Contract Specialist.

• The email subject line must follow a specific format: "Proposal Submission - Solicitation W9124D26RA041 - [Offeror Name]".

• Maximum email size limit is 25MB.

• Questions regarding the solicitation must be submitted in writing via email by April 09, 2026.

• Evaluation will be based on the lowest priced technically acceptable proposal.

• Evaluation factors include: Technical (Management Approach, Corporate Experience, Data Analysis Capability, Integrated Service Delivery), Past Performance, and Cost/Price.

• This acquisition is set aside for small businesses, specifically under the 8(a) program.

• The solicitation incorporates FAR clauses by reference, including 52.212-1, 52.212-3, 52.212-4, and 52.212-5.

• Various DFARS clauses are also incorporated by reference.

• The document includes detailed information on contract clauses, solicitation provisions, evaluation criteria, and proposal preparation instructions.

Form / Attachment / Pricing Sheet

This document outlines the "Special Qualifications" required for personnel filling key roles within the Army Transition Assistance Program Services. It details the specific education, experience, and capabilities needed for Program Managers, Alternate Program Managers, Transition Counselors, and Financial Counselors.

• Program Manager: Requires a Master's Degree, PMP, and PgMP certifications, along with at least five years of experience in managing large-scale global operations, customer satisfaction practices, technology assessment, data analytics, strategic communication, and regulatory guidance analysis.
• Alternate Program Manager: Requires a Bachelor's Degree, PMP certification, and at least three years of experience in similar areas as the Program Manager, but on a slightly smaller scale (100+ employees).
• Transition Counselor: Requires a Bachelor's Degree or equivalent experience, with at least two years of experience in counseling or advising on applicable benefits and resources. Key capabilities include analytical, compassionate, interpersonal, listening, speaking, and group instruction skills.
• Financial Counselor: Requires a Bachelor's Degree or equivalent experience, plus a relevant nationally recognized professional certification. A minimum of three years of experience in financial counseling is needed, with specific competencies in personal financial management, banking, spending plans, debt and credit, tax benefits, consumer protection laws, retirement planning, insurance, and estate planning.

This document is crucial for bidders to understand the personnel qualifications that will be expected for the contract. It directly impacts staffing plans and the ability of a bidder's proposed team to meet the government's requirements for delivering the Transition Assistance Program Services.

Form / Attachment / Pricing Sheet

This document is a "WAGE DETERMINATION MASTER LIST" that provides a consolidated list of wage determinations by location. It is intended to inform bidders about the applicable wage rates for various positions at different military installations.

• Location: Lists specific military bases or joint bases.
• County: Specifies the county in which the location is situated.
• Wage Determination: Provides a unique identifier for the wage determination.
• Rev. (Revision): Indicates the revision number of the wage determination.
• Published Date: Shows the date the wage determination was published.
• Special Notes: Some entries are marked with an asterisk (*) indicating they are "DOL Wage Determination by Occupation Title" and are validated as of a specific date (04 MAR 26).

This list is crucial for bidders responding to solicitations that require adherence to specific wage rates, particularly for service contracts subject to the Service Contract Act. It helps in accurately estimating labor costs and ensuring compliance with federal wage regulations for personnel working at the listed locations.

Form / Attachment / Pricing Sheet

This document lists "Location Names" which are likely intended for use in a larger solicitation or contract. It appears to be an exhibit or attachment detailing potential performance sites.

• A comprehensive list of military installations and geographic locations, including domestic (e.g., Fort Bragg, Fort Hood, Fort Knox) and international sites (e.g., Baumholder, Germany; Kaiserslautern, Germany; Vicenza, Italy; Yongsan, Korea).
• Some locations are specified as "MOB/DEMOB" (Mobilization/Demobilization).
• A "Virtual Center-Ft. Knox" is also listed.

This list is crucial for bidders to understand the potential geographical scope of work for the opportunity. It may influence logistical planning, travel requirements, and the need for personnel with clearances or experience in specific regions. Bidders should review this list to determine if they have the capability to perform services at these locations.

Form / Attachment / Pricing Sheet

This document, "IB01_Draft RFP Technical Exhibit H TAP Services Prescribed Delivery Methods.pdf," outlines the prescribed delivery methods for Transition Assistance Program (TAP) services based on client tiers and ranks. It serves as a technical exhibit to a draft Request for Proposal (RFP).

• Client Tiers: Tier 1, Tier 2, and Tier 3.
• Client Types within Tiers: Specific ranks (e.g., E-01-E-06, E-07-E-09, O1-O3, O4-O6, W-01-CW2, CW3-CW5) and "All Ranks."
• TAP Services: A list of services including Pre-Separation Briefing, My Transition Brief, MOC Crosswalk, Financial Planning for Transition Class, Financial Counseling/Budget Review, Education Track (My Education), Education Counseling, Capstone Counseling, Follow-Up Counseling (Client Requested), CSP Briefing, and CSP Counseling.
• Delivery Methods: For each service and client type/rank combination, the document specifies whether the prescribed method is "SYNCHRONOUS" or "ASYNCHRONOUS."

This exhibit is crucial for bidders responding to the RFP as it dictates the required delivery method for various TAP services based on the demographic of the service recipient. Bidders must understand these prescribed methods to accurately scope their proposed services and resources. It also includes specific instructions regarding client preferences for delivery methods, noting that while the exhibit prescribes methods, contractors shall accommodate client preferences for asynchronous services and must not encourage clients to switch from synchronous to asynchronous delivery.

Form / Attachment / Pricing Sheet

This document, "Technical Exhibit B - Deliverables Schedule," outlines the specific deliverables required under the contract, their PWS locations, submission frequency, medium/format, and the designated submission point.

• Deliverable Number: A sequential number for each deliverable.
• Deliverable: The name of the item to be delivered (e.g., Quality Control Plan, Workspace Sign, Monthly Status Report).
• PWS Location: The specific section within the Performance Work Statement (PWS) where the deliverable is detailed.
• Frequency: How often the deliverable is required (e.g., Annually, Upon Request, Monthly, Prior to PoP).
• Medium / Format: The acceptable file format for submission (e.g., Word or PDF, Power Point or PDF).
• Submit to: The designated recipient for the submission (e.g., COR and ACOR via e-mail).

This schedule is critical for bidders to understand the specific outputs and documentation required throughout the contract period. It details what needs to be produced, when, in what format, and to whom it should be submitted, directly impacting proposal planning and execution strategy.

Form / Attachment / Pricing Sheet

This document, titled "IB01_Draft RFP Technical Exhibit C Estimated Work Task Analysis.pdf," appears to be an exhibit providing estimated workload analysis for various tasks related to a Transition Assistance Program (TAP). It includes projected workload figures for Army installations in FY25 and FY26, as well as monthly estimates for phone calls and emails.

• Contracted Services & Annual Work Estimates: Lists various services such as "Notification and Registration of Eligible Population," "Individual Counseling and Case Management Services," and "Skill Bridge/Career Skills Programs (CSP)," along with estimated annual workload ranges (e.g., "Up to 100,000 clients").
• Army FY26 Projected Transitions: Provides a detailed breakdown of projected transitions by installation for FY25 and FY26, indicating workload volume.
• Monthly Phone Calls & Emails: Shows monthly totals for "Phone Calls" and "Emails," totaling 47,781 phone calls and 3,301 emails annually.

This exhibit provides crucial data for bidders to understand the scale and scope of services required for the Transition Assistance Program. The estimated client numbers, installation-specific projections, and communication volume data are essential for developing accurate proposals, resource allocation plans, and pricing strategies. Bidders should use this information to gauge the operational demands and potential contract value.

Form / Attachment / Pricing Sheet

This document, "IB01_Draft RFP Technical Exhibit G Site Management Manual (SMM).pdf", is a Site Management Manual (SMM) for the Army Transition Assistance Program (TAP). It is intended for contractor staff to ensure thorough familiarity with the administrative and operational control of contractor requirements at TAP locations. It is not intended to supersede Army Regulation (AR) 600-81, Army Directive 2019-26, or DoDI 1332.25.

The manual covers a wide range of topics essential for TAP operations, including:

• The TAP Mission, Client eligibility, and the TAP Center's role.
• Roles and responsibilities of TAP staff, including Transition Services Managers (TSM), Contractor Installation Managers (CIM), Transition Counselors (TC), Financial Counselors (FinCO), and Administrative Specialists (AS).
• Detailed procedures for various TAP processes such as Individualized Initial Counseling (IIC), Pre-Separation Counseling, Capstone Counseling, and the development of Individual Transition Plans (ITP).
• Career Readiness Standards (CRS) and their associated tiers and tracks.
• Specific courses and deliverables, including Army Transition Day, Department of Labor Employment Fundamentals for Career Transition (EFCT), VA Benefits and Services, and Career Skills Program (CSP).
• Administrative procedures, logistics, security, and safety protocols.
• Performance requirements and quality control measures.
• Appendices include a glossary of terms, commonly used acronyms, and various forms and fact sheets.

This manual is crucial for any bidder seeking to understand the operational framework, personnel requirements, and service delivery standards for the Army's Transition Assistance Program. It outlines the expectations for contractor staff, the processes involved in supporting transitioning Service Members, and the overall management of TAP Centers. Bidders should review this document to assess their capability to meet the detailed requirements for managing and delivering these services.