Mr. Gerald B. O’Keefe Administrative Assistant to the

Secretary of the Army

The Office of the Administrative Assistant to the Secretary of the Army

3 Aug 2017

Office of the Administrative Assistant to the Secretary of the Army www.oaa.army.mil

The Administrative Assistant to the Secretary of the Army

Political Transition Basics

Nominees

Policy Guidance

Army Senior Leader On-boarding

Transition Timeline

The Secretariat

Civilian Aides to the Secretary of the Army

National Museum of the United States Army

Agenda

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DISTINCT ROLES Direct Advisor to the Secretary of the Army “Mayor” of Army Pentagon HQDA “Commander” Army-wide programs and policy Senior Career Civilian in DA

THE OFFICE OF THE ADMIN ASSISTANT 2 Field Operating Agencies 4 primary operating locations 1,250 military and civilian employees $700M annual budget 61 different functions

Administrative Assistant to the Secretary

of the Army Mr. Gerald B. O’Keefe

Senior Agency Official (SAO)* Army Archivist Army Civil Liberties Freedom of Information Act (FOIA) Privacy Act Army Records Management Army Transition Assistance Coordinator (TAC)**

* Designated by name lead for Army ** For political transition

Office of the Administrative Assistant to the Secretary of the Army www.oaa.army.mil

In accordance with OSD guidance and reiterated by SecArmy memorandum, the Administrative Assistant to the Secretary of the Army (AASA) is designated in writing as the Army Transition Assistance Coordinator (TAC)

Formal TAC assignment begins ~6 months pre-election and continues through on-boarding of all new administration PAS officials. Responsibilities include: managing the on-boarding and off-boarding of political appointees, including orientation and

administrative processing overseeing the nomination and approval process for awards for political appointees coordination and publication of the order of succession

Succession planning (who’s in charge today?) is a critical piece of transition Close coordination with Office of General Counsel (OGC) and Civilian Senior Leader Management

Office (CLSMO) Published by name roster signed by SecArmy Updated frequently during the seating of a new administration as senior officials transition in and

out

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Political Transition

Office of the Administrative Assistant to the Secretary of the Army www.oaa.army.mil

- US Government Policy and Supporting Positions (aka the “Plum Book”): Identifies policy and supporting positions in the Legislative and Executive branches that are subject to noncompetitive appointments due to the confidential and policy determining nature of the positions. It is generally published around December following the election.

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Political Transition – Policy Guidance

Presidentially Appointed Senate-confirmed (PAS) SA, USA, ASA x 5, GC

Presidentially Appointed confirmation NOT required Career or Non-Career SES

“Schedule C” positions, excepted from competitive service GS-15 and below

Office of the Administrative Assistant to the Secretary of the Army www.oaa.army.mil

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Name Position Status Notes

Mr. Mark Esper Secretary of the Army Nominated Pending SASC confirmation hearing date

Mr. Ryan McCarthy Under Secretary Confirmed Confirmed by Senate on 1 Aug

Mr. Dean Newman General Counsel Nominated Pending SASC confirmation hearing date

Mr. Raymond Horoho Principal Deputy, ASA (M&RA) Appointed Serving as Acting ASA (M&RA)

Mr. Michael Powers Principal Deputy, ASA (FM&C) Appointed Serving as Acting ASA (FM&C)

Mr. Earl Matthews Principal Deputy General Counsel Appointed Serving as Acting General Counsel

Mr. Thomas Kelley III Deputy Under Secretary Appointed

Political Transition Actions

Office of the Administrative Assistant to the Secretary of the Army www.oaa.army.mil

Confirmed to be Under Secretary of the Army on 1 Aug 17. Mr. McCarthy most recently served as the Vice President of the Sustainment Program for the F-35 program at Lockheed Martin, where he implemented the restructuring and organizational redesign of the sustainment line of business. At Lockheed Martin, he has held a variety of roles on the F-35 Program and at the Corporate Office. In addition, he served as Special Assistant to Secretary of Defense Robert Gates. Prior to serving at the Department of Defense, Mr. McCarthy was a professional staff member on the U.S. House of Representatives Committee on International Relations. Earlier in his career, he served at the Hong Kong Shanghai Bank Corporation’s North America Unit in their Private Label Credit Card Business. He also served in the 75th Ranger Regiment during the invasion of Afghanistan. Mr. McCarthy is a graduate of the Virginia Military Institute, and has a Master’s in Business Administration from the University of Maryland.

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Hon. Ryan McCarthy Bio

Office of the Administrative Assistant to the Secretary of the Army www.oaa.army.mil

Nominated to be Secretary of the Army. Mr. Esper is an Army, Pentagon, and Capitol Hill veteran who previously served as a Vice President for government relations at the Raytheon Company. Mr. Esper began his career as an Infantry Officer in the 101st Airborne Division, serving with distinction in the first Gulf War. He later served on active duty in Europe and on the Army Staff in Washington, DC, before transitioning to the National Guard and retiring after 21 years of service. He was an Airborne Ranger and recipient of the Legion of Merit, Bronze Star, and Meritorious Service Medals, among other awards and qualifications. Mr. Esper worked national security issues on Capitol Hill for Senators Chuck Hagel, Fred Thompson, and Majority Leader Bill Frist. He was also a professional staff member on the Senate Foreign Relations and House Armed Services Committees, and later a Deputy Assistant Secretary of Defense. Mr. Esper’s private sector experience includes service as an Executive Vice President at the U.S. Chamber of Commerce, National Policy Director for Fred Thompson for President during the 2008 campaign, and Executive Vice President of the Aerospace Industries Association of America. Mr. Esper is a graduate of the United States Military Academy, Harvard University John F. Kennedy School of Government, and George Washington University.

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Mark T. Esper Bio

Office of the Administrative Assistant to the Secretary of the Army www.oaa.army.mil

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- Oath of Office - Drug Testing - Pay & Benefits - Medical Services - Security Clearance - CAC - Executive Travel/Parking - Establish Accounts/IT - Order of Succession - Signature Block Memo - Official Photo

Essential Personnel and Administrative Reception Activities (Day 1+)

Army Senior Leader Onboarding a sustained enterprise effort

- COOP/COG - Ethics - Protocol - Resume - Office Space (PAS) - Records Management - Battle Rhythm - Army Executive Dining Facility - Pentagon Athletic Center - Official Passport - Center for Military History - Executive Communications

Additional Activities (First 10 -20 Days)

Office Call Examples: HQDA Principal Officials Members of Congress and PSMs OSD and Sister Service Counterparts

Initial Engagements (First 30 days)

- Update Delegations of Authority - Initial Command Climate Survey - Formal Swearing In Ceremony

Integration Activities (First 60-120 days)

Prioritize Travel Meet the Army Family ACOM, ASCC, DRUs CASAs (SECARMY) Industry Partners Interagency Partners

Orientation Engagements/Travel (First 180 days)

• Title 10/HQDA Organization (GC) • Threat Assessment (G-2/G-3/5/7) • National Strategic Planning (G-3/5/7) • The Army Plan (G-3/5/7) • Army Structure and Manning (G-3/5/7) • Reserve Components/Total Force Policy ASA (M&RA) • Army Budget Outlook ASA (FM&C) • Army Readiness/ Sustainable Readiness Model (G-3/5/7) • Personnel/Human Capital ASA(M&RA) • Soldiers and Families (G-1/ACSIM) • Force 2025/Force of the Future (TRADOC) • Modernization Strategy (G-8) • Force Management (G-3/5/7) • Stationing and Basing ASA (IE&E) • Army Procurement, Acquisition, and Contracting ASA (AL&T) • Building the Program (G-8) • Army Enterprise Program Oversight (DCMO)

Executive level round table discussion

Orientation Strategic Topics (First 45 days)

Messaging Examples: Initial Message to the Workforce Leader Focus/Priorities Media Engagements

Initial Communications (First 30 Days)

OAA Managed Functions

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Office of the Administrative Assistant to the Secretary of the Army www.oaa.army.mil

Post Inauguration Transition Support • Office space / IT Support • Parking / Building Access • Confirmation Preparation

• Planning for new PAS Orientation • Maintaining Order of Succession • DCNG CG & TAG appointments

Post-Inauguration (Jan –UTC)

Pre-Inauguration (Nov – Jan)

Pre-Election (Jul – Oct)

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6 May: President Obama issues Executive Order, “Facilitation of a Presidential Transition” 15 Sep: Order of Succession Plan (career civilians identified) provided to OSD

8 Nov: Election Day

8 Dec: SecArmy-hosted Roundtable

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14 Nov: Agency Review Team (ART) arrives at the Pentagon

15 Sep: Transition Books (1 Army + 8 PAS) provided to DoD TTF

30 Nov: CSA-hosted Roundtable 6 Dec – 5 Jan: ART meetings with HQDA Principal Officials

20 Jan: Inauguration Day & Formal Nominations

29 Dec: DCNG Order of Succession

21 Jan – 21 Mar: Mr. Viola prep

OAA Transition Support • Awards / Recognition • Exit Interviews • Records Management and

Information Technology • Ceremonies • Order of Succession • Agency Review Team Spt

• Info paper version control • RFI management

7 Apr – 5 May: Mr. Green prep 5 May: Mr. Kelly appointed DUSA

Mr. Matthews appointed Principal Deputy General Counsel - 21 Jun

Mr. Horoho appointed Principal Deputy ASA(M&RA) now Acting ASA (M&RA) - 25 Jul Mr. Powers to be appointed Principal Deputy ASA(FM&C) then Acting ASA (FM&C) – 31 Jul

Office of the Administrative Assistant to the Secretary of the Army www.oaa.army.mil

Office of the Administrative Assistant to the Secretary of the Army www.oaa.army.mil

FINAL DRAFT

Civilian Aides to the Secretary of the Army (CASA)

• Program Details • Community and business leaders

appointed by the Sec Army • Unpaid, part-time Special Government

Employees • Represent all 50 States, U.S. Territories,

District of Columbia • Currently 97 CASAs actively serving in the

program • Afforded a 3-star protocol status

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• Advise the Secretary on the public's issues of significance in their regions • Communicate the Army's objectives and priorities • Serve as a vital link between their local and state communities and Army leadership at all levels

• OAA Responsibilities • Inform and educate about the CASA

program • Process reappointments regularly • Update, maintain and distribute CASA bios • Fill vacancies and coordinate CASA

investiture ceremonies • Track CASA requirements and provide a

monthly update for the Sec Army • Coordinate annual conference and regional

meetings as necessary • Keep CASAs informed of current issues and

respond to their requests for information https://casa.army.mil/

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NMUSA CAMPUS

pg. 13

• Located on Fort Belvoir with public access from Fairfax County Parkway.

NMUSA campus features: • 83.7 Acres • Museum - 184,000 sf • Pedestrian Promenade • Entry Plaza • Parade Field • Grandstand • Staging Area • Memorial Garden • Amphitheater • Army Trail

Space for future expansion

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National Museum of the United States Army Timeline

•Grand Opening – TBD based on construction and fabrication

• NOV 2019 - Interior fabrication complete

• MAY 2019 - Facility complete • FEB 2019 - Final testing starts

• NOV 2018 - MCA complete • AUG 2018 - Functional testing starts

•JUL 2018 - Army fabrication contractor in building - Building watertight

• APR 2018 - Utilities lines complete

• JAN 2018 - Building envelope starts • SEP 2017 - Above grade structure starts

• Aug 2017 - Basement watertight - Structural steel starts

• Jul/Aug 2017 - 4 large Macro artifacts (Armored Vehicles*) placed on site and crated for protection

* FT17, Sherman, Bradley, LCVP

FT 17 Tank

LCVP Landing Craft

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National Museum of the United States Army Construction Update

Military Construction Army (MCA) for roads and infrastructure

NMUSA Facility Private construction by Army Historical Foundation GC - Clark Construction Facility and exterior elements

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National Museum of the United States Army Construction Update

• Roads and infrastructure – Military Construction Army (MCA) - Shirley Contracting Company (SCC) construction efforts are on schedule - Overall MCA project effort is 51% complete - Liberty Drive will receive initial paving NLT 4 July - Utility contracts are on schedule. - Water, sewer and electric - 30% complete - Telecom - 80% complete • NMUSA Facility – Private Construction by Army Historical Foundation - Clark Construction efforts are on schedule - To date 6,380 cubic yards of concrete poured - Basement exterior work almost complete - Basement interior work ongoing - Structural steel for first floor and up scheduled to begin o/a 1 August

Office of the Administrative Assistant to the Secretary of the Army www.oaa.army.mil

FINAL DRAFT

Questions?

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