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MONTHLY CONTRACT STATUS & FINANCIAL REPORT For

Military & Family Life Consultant (MFLC) Program Reporting Period Covered: 01 September 2008 – 30 September 2008 Submitted to: U.S. Department of Interior NBC/GovWorks 381 Elden Street, Suite 4000 Herndon, VA 20170 Submitted by: MHN Government Services, Inc. 2370 Kerner Blvd. San Rafael, CA 94901-5546

In Support of: Contract Number: 1406-04-07-66523

Report No. TR-CON-003-059 15 October 2008

MFLC Monthly Contract Status & Financial Report September 2008

A.

Monthly Contract Status & Financial Report

This report is being submitted in support of GovWorks Contract No. 1406-04-0766523, for the Military and Family Life Consultant (MFLC) program. The intention of this report is three fold: (1) to provide a summary level discussion of the program’s activities during the preceding month; to speak to schedule and administrative items as appropriate; to address important events during the reporting period and anticipated in the coming month; to apprise the customer of programmatic issues, if any, that have arisen and/or are being addressed; (2) to detail individual consultant assignments by Contract Line Item Number (CLIN) and location, and the type of counseling services provided, i.e. Outreach/Rotational, Fulltime, On-Demand, and Counseling Referrals; and (3) to provide financial status of program dollars; details on the Program Management hours performed; and travel & other direct costs (ODC) billed for this reporting period. All information referred to by items (2) and (3) are found in Attachment #1, Financial Report, to this report.

B.

Program Overview

The Military & Family Life Consulting (MFLC) program is a five-year Indefinite Delivery/Indefinite Quantity (ID/IQ) contract, awarded to MHN Government Services, Inc. (MHN) on 8 February 2007. MFLC focuses on providing coaching, problem-solving and psycho-educational support to Active Duty, Reserve and Guard members and their families during various stages of reunion/reintegration and mobilization/de-mobilization. The Program addresses the placement/deployment of consultants at multiple geographic locations both CONUS and OCONUS, and includes both community-based and ondemand approaches.

C.

Status Report Contents Layout

This report covers all activities under the MFLC contract. This includes the “MFLC Proper” and “OSD Initiatives”. “MFLC Proper” refers to the overarching nonmedical, problem-solving counseling services which are not otherwise specifically identified hereunder as an “OSD Initiative”, and includes Rotational, On-Demand counseling, and the associated Program Management efforts. “OSD Initiatives” are separately identified, and reported upon, and are projects for which special reporting has been determined desirable. Examples of some OSD Initiatives include the full-time Coaching for Young Families (CYF) project, the Victim Advocate Services (MFLC-VA), and the Joint Family Support Assistance Program (JFSAP). The major components of reporting (services performed; staffing; project management; meetings; and issues/action items) are found under both the MFLC Proper and each OSD Initiative Section. Program Management-related travel, is consolidated, and reported only under the MFLC Proper Section. The Financial Status portion of this report includes funding levels, by Task Order, and travel & other direct costs (ODC), in a consolidated manner, inclusive of MFLC Proper and OSD Initiatives.

D.

Activities During This Reporting Period

1. Preface: This is the Eighteenth Monthly Contract Status & Financial Report submitted under the contract, and addresses contract activity during the month of

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MFLC Monthly Contract Status & Financial Report September 2008

September 2008. This report speaks to higher-level post-Transition focus areas, and more specifically to the activities for this reporting period of 1 September 08 through 30 September 08. 2.

Transition Activities:

2.1

Items that were collectively determined by OSD and MHNGS to be addressed in the upcoming months, during the post-transition period, include:

2.1.1

MHNGS has been diligently working to recruit Financial Counselors for the contract. As these hard-to-find professionals are brought on-board, we are requiring them to be in full compliance with established training and qualification requirements of the contract at the earliest possible time. Of those full time Financial Counselors that we have on-board, one hundred percent of them have completed the required accreditation. a. MHN has developed an 8-hour training block to sensitize the Personal Financial Counselors with military organization; hierarchy, terms and most importantly provided them specific training on military benefits, entitlements, and the military saves programs. OSD reviewed and approved the personal financial manual. The manual has been approved is incorporated into the Learning Management System. OSD has authorized MHN to have Financial Counselors complete 8 hours of training and OSD has authorized 8 hours of paid training to each PFC candidate. b. Two Personal Financial Counselors (PFCs) were hired to provide presentation and face-to-face personal finance counseling at pre and post deployment events and regional briefings. MHN received direction from OSD that these two Financial Counselors will bill under the CLIN 0018, Manager I labor category. They will be developing training and educational materials and will also support MHN’s PFC recruiting effort. The two PFC Associates will also support and oversee the provision of on-demand and rotational PFC support. c. OSD has agreed to allow MHN to telephonically contact and to distribute a letter to the approximately 30 National Military Family Association scholarship winners who are spouses of service members and have passed both of the required AFCPE Examinations. OSD provided the names and contact information of spouses who have participated in the NMFA Scholarship Program. MHN has contracted three NMFA Scholarship recipients who have been selected to serve as PFCs to support this outreach effort. MHN outreach described potential practicum experiences and potential employment opportunities to support service members and their families with financial coaching. In addition, Roy Werthmuller, one of the PFC Managers, contracted with these three-spouse scholarship recipients who have expressed interest in working with MHN to contact and support other scholarship winners. In addition two other NMFA scholarship winners are earning practicum hours by providing presentations on financial topics under MHN overview.

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d. Financial Counselors will be activated by rotational and on demand CLINs to travel and provide financial briefings and financial services at distant locations and/or to travel and provide coaching and support for spouses in training as Financial Counselors. In response to OSD’s encouragement to add additional Program Management resources, dedicated to the expanding financial programs. MHN recruited and has now hired a Financial Program Manager, Ms. Olympio. Mike Hoskins reviewed and approved the background and credentials for Ms. Olympio. He authorized her hire. OSD also authorized MHN to hire an additional Financial Counselor Manager to internally manage the growing PFC network. Mike Hoskins reviewed and approved the background and credentials for Mr. Werthmuller and he is now hired. Personal Financial counselors are attending all on demand events, as directed by OSD. During the month of August, two PFCs are on rotations supporting Army installations. Air Force rotational PFC supporting seven USAFE installations commencing in August 2008. 2.1.2

MHN identified candidates for MFLC Victim Advocates (VA) (please refer to MFLC-VA initiative, below, for details). MHN prepared educational training materials and orientation training, which is being completed within 60 days of the initial assignment date. OSD authorized 24 hours of paid training to each MFLC VA candidate. MHN provides MFLC-VA support for Marine and Family Justice Centers. MHN has provided MFLC-VA for Air Force bases CONUS.

2.1.3

Further development efforts continued into this reporting period in the areas of: Developing Demonstration of Data Warehouse; Web site; Weekly OSD Status Update, Weekly Full Time Hire Update; and the Executive Dashboard. Feedback from OSD was that the Executive Dashboard is outstanding. Feedback from OSD has resulted in changes and an improved weekly OSD status update report, potential modifications of activity form and reports for the Special Operations Command. Efforts continue to update a Programs List which will characterize major MFLC initiatives, and which will thereby allow for standardized reporting, invoicing and cost accounting. A proposed Data Warehouse was demonstrated to OSD, which subsequently informed MHN that funding was not approved to support the proposed Data Warehouse development.

3.

Services Performed: During this reporting period, the MFLC program provided non-medical problem-solving, and financial counseling services to the Army, Air Force, Marine Corps, Navy, and associated Guard and Reserve units throughout the continental United States (CONUS), and outside of the continental U.S. (OCONUS). Detailed in the following paragraphs are the programmatic particulars of the MFLC Proper program, and of each OSD Initiative. Full accounting details on Rotational, On-Demand, Fulltime and Hourly assignments, for each Task Order and Contract Line Item Number (CLIN), are provided later in this report. MFLC Proper and OSD Initiatives are detailed below.

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3.1

MLFC-Proper

3.1.1

Army. MFLC Program provided non-medical counseling service to 22 (23 would include Puerto Rico and that has been included in OCONUS numbers) CONUS locations and 25 OCONUS locations. These OCONUS locations included 21 locations in IMCOM-Europe, 3 locations in IMCOM-Pacific, and one location in Puerto Rico. MFLCs were supporting unit and family readiness during several stages of the deployment cycles at multiple Army bases during the month of September. To better support these service members and their families OSD had directed a full two workday overlap of counselors. MFLC services were increased in response to deployments to Afghanistan and Iraq. MFLC services remained augmented at Ft. Knox to provide support. MFLC resources continued to be supplemented at Schofield Barracks, Ft. Riley, Ft. Bragg and Ft. Hood, during this reporting period, where there continues to be high activity levels. The bases with high activity included Ft. Riley, Ft. Hood, Ft. Campbell, Ft. Drum, Schofield Barracks and Fort Wainwright. There are now 9 MFLCs at Schofield Barracks. Eight MFLCs are supporting Ft. Hood, 5 MFLCs at Ft. Drum, and 7 MFLC’s at Ft. Bragg due to the increased number of soldiers deployed and increased combat operations. 25 OCONUS Army Installations were supported, with 37-community team MFLCs on assignment at the end of August. MFLCs in Schweinfurt, Germany were supporting families and service members deployed downrange. Other European communities have requested additional support to address redeployments. Most recently Ansbach, Germany and Vicenza, Italy. MHN was tasked to support a special Coaching for Young Families Program at Fort Hood, Texas. Licensed counselors provide non-medical counseling and support to families with young children of deceased OIF and OEF soldiers. The Child and Youth program was supported by MFLC’s in 19 CONUS sites and 13 OCONUS sites – of which four were IMCOM-Pacific and 9 were IMCOM Europe installations. There were a total of 46 MFLC’s located throughout CYS by the end of July 2008. The DA has requested OSD to approve the continuation of one Personal Financial Counselor (PFC) at Fort Meade and one PFC at Ft. Belvoir. The Army has requested and received, using Army Special Funding, 20 Surge MFLCs to support Operation Victory Resilience, the systematic support for 3000+ soldiers of the 4th Brigade Combat Team, 1st Infantry Division, in Fort Riley, Kansas. This unit experienced significant combat in the previous 15 months suffering 100+ KIAs and 800 WIAs. Surge support has been requested at Fort Drum for a Brigade Combat Team returning in November, at Fort Campbell for three Brigade Combat Teams (16,000 soldiers returning). In October, Fort Riley for a Brigade Combat Team returning in January, and at Fort Leonard Wood. On June 28th, MHN was given directions to begin implementation of MFLCs at five installations in Korea. Initial implementation date for these five ROK installations was 22 September 2008. These assignments were implemented on time per plan.

3.1.2

Marine Corps: MFLC Program provided non-medical counseling services to the Marines in 4 CONUS locations and one OCONUS location. In addition, services are being provided to DoDEA Summer Enrichment programs at 6 CONUS locations and 3 OCONUS with a total of 17 providers. To better support these service members and their families OSD has directed a full two workday overlap of counselors. Services have been being provided at Iwakuni MCAS in Iwakuni,

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Japan since November 2007, a DoDEA Summer Enrichment program provider is also at the base currently. MG Davis, CG of Mobilization Command (MOBCOM) requested support for Reserve Marines using MFLC for telephone outreach, to 58,000 Marines who are included in MG Davis “Cone of Concern.” The MFLC Call Center to support MOBCOM was operational during this reporting period and MFLCs are making outbound calls to Individual Ready Reserve (IRR) Marines. MHN has provided this service since 10 December 2007, and 12,641 outgoing calls have been made, with 4,437 individual Marine assessments completed, through September 20, 2008. 3.1.3

Navy: The Navy has 5 Clinical MFLC positions, and one Financial Counselor. There are 4 MFLC positions that provide non-medical counseling services at JR Base at Bell Chasse in New Orleans and one position provides support at Naval Station Mayport, Florida. A PFC provides financial counseling at Naval Station Mayport. One of the clinical MFLC counselors is out on medical leave and MHN has been approved by both the POC and OSD to fill this position with a rotational MFLC while the full time MFLC is out on medical leave.

3.1.4

Air Force: To better support service members and their families OSD has directed a full two workday overlap of counselors. The MFLC Program provided non-medical counseling services to 7 locations in the Pacific in support of the ongoing high operation tempo in PACAF. On June 28th, MHN was given directions to begin implementation of two additional Pacific sites at Osan and Kusan Air Bases in Korea. Target date for these two sites to begin in Korea was 22 September 2008. These two sites have since been implemented. MFLC support in England, Italy, Germany and Portugal is currently provided at 11 installations. Incirlik, Turkey and Moron, Spain will implement October 15th. A request for an additional MFLC in Aviano has been approved. Support and feedback from communities continues to be positive. MHN was also tasked to provide licensed counselors to provide non-medical counseling and outreach educational services to Service members and their families in a Coaching for Young Families (CYF) pilot program at Eglin and Hurlburt Air Force Bases in Florida. The pilot includes outreach and support programs for expectant and new fathers of isolated, hardto-reach families; Shaken Baby Syndrome awareness, education and prevention; and identification of and outreach to all expectant and new parents. The Air Force has requested OSD to approve MFLC assignments at 60 CONUS installations, which have been approved. The request for an additional MFLC located full time at the Pentagon was reportedly requested in the past – this current request and/or approval is pending. Currently, Bolling AFB shares their MFLC with the Pentagon location. During this reporting period, there were a total of 52 sites active as of August 27th and 58 implemented as of September 29, 2008, and one additional base in October. The Pentagon has requested an MFLC and date will be determined once all other implementations are complete. The Air Force has requested that CYB-MFLC assignments be implemented in 13 OCONUS sites and 3 CONUS sites effective October 19, 2008 with 8 additional Pacific Rim installations and 52 CONUS installations to follow over the next 8 months. USAFE has Personal Financial Counselors at 7 European installations starting 4 August 2008 running through all of September.

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3.1.5

Project Management: a. MHN addressed with OSD and Marine service POCs the implementation of MFLC telephonic support for Marine Individual Ready Reserve (IRR). Marine POC included members of the Marine Corps Combat Operational Stress Control team that addresses coping and recovery with operational stresses to the planning process. Marine POC and MHN concur that more frequent meetings should occur starting in August. The groups reconvened in August and the Marine Director of Family Programs reinforced the need for these meetings. The Director will successfully transfer some names of IRR Marines to receive outreach calls from MFLC. A streamlined process to transfer the names to MHN is being developed. Marine POC indicated that he is very pleased with the support for IRR Marines. b. MHN and OSD telephonically met with SOCOM and addressed MFLC for support SOCOM Headquarters. Roles and responsibilities were reviewed and the applicant, Denise Grant, was accepted as the SOCOM MFLC and has reviewed an approved CAC card. Denise Grant is supporting SOCOM personnel at the headquarters and through outreach to geographically isolated SOCOM service members. c. MHN met at Fort Bragg with SOCOM, Medical Commander, SOCOM Command Chaplain, SOCOM Command Psychiatrist and SOCOM FRG Support POC to review new SOCOM specific MFLC support and how InHouse Counseling could support the SOCOM community at Fort Bragg, North Carolina. SOCOM requests a SOCOM specific flyer. A draft SOCOM specific flyer is being reviewed at SOCOM Headquarters. d. Fort Riley has requested and received support of 20 Surge MFLCs using Army Special funding. MHN MFLC Director, Manager and Supervisor have supported this surge through working with Division Surgeon, Chief Behavioral Health and ACSO/MFLC POC. Weekly IRP and updates have refined the process and streamlined support and referrals. A modified tracking system was implemented by ACSO and 3309 soldiers of the 4th Brigade Combat Team met individually with an MFLC for non-medical counseling. This is not including sessions when soldiers brought spouses and family members to have follow sessions with MFLC. The Brigade Surgeon briefed the Battalion Commanders and Command Sergeants Major who received this support and they were very appreciative. The Commanders indicated that they were not surprised by the reported problems and felt many issues were under reported as they had observed those issues in the unit area. e. MHN met with Army CYP and reviewed implementation status. Army POC indicated she was quite pleased with the speed of CYP implementation and was impressed it occurred during the summer DoDEA/CYP program that provided an additional 126 Child and Youth Behavioral-MFLC to support Summer Enrichment programs. POC supported using current Army CYP sites to mentor up to five days new CYB-MFLC so they could observe and learn from the experienced CYB-MFLC at Army CYB sites. OSD has approved paying these new CYB-MFLC to observe and provide support

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during that week. f.

MHN received CYP request for purchasing nametags, flyers, and business cards for additional Child and Youth Behavioral Military & Family Life Consultant to support expanded CYS support for Army families. OSD approved the purchase of these materials on an on-going basis. A needs assessment on quantity needed has occurred and coordination of a distributions plan has also occurred; OSD and the DA CYP approved the Child and Youth Behavioral Military & Family Life Consultant nametags and these nametags have been ordered and distributed. OSD reviewed and updated the CYS SOP that included year-round and summer procedures for the DoDEA/CYP program. The CYP POC and Service POCs reviewed and approved these recommended changes. The DA reviewed current expansion of CYB-MFLC at these installations to support deployment-impacted bases. CYP requested additional Child and Youth Behavioral Military & Family Life Consultant (CYB-MFLC) support for children at a number of installations as CYB-MFLC are so well received. OSD supported the request for an additional CYB-MFLC to Europe and for expanded support of CYP CONUS. The final CYS SOP was approved and distributed by DA and MHN. The final SOP addresses CYS and summer support for DoDEA/CYS.

g. MHN received OSD, DA and Ft. Riley request to implement logistical support for MFLC’s with focus on purchasing additional phones, brochures, and business cards supporting all surge requests. h. MHN received IMCOM–Europe and DA request to implement DOCPER to support Europe. The requisite approval by GovWorks of MHNGS has occurred at this time. OSD has named Mike Wood, IMCOM MFLC POC, as the COTR for Europe. Mike Wood will no longer be IMCOM MFLC POC starting early November as he has accepted a position state side. We will move forward with DOCPER upon his replacement. MHN also received OSD and DA guidance to support IMCOM – Europe by forwarding monthly MFLC Utilization Reports directly to Europe, in addition to our monthly submission to the DA and OSD. i.

MHN continues to support Walter Reed Army Medical Center. OSD and Walter Reed agreed on 3 MFLCs. Walter Reed contacts have communicated appreciation for the MFLC support. The Medical Brigade had a change of command in July and MHN will brief the new POC as his schedule permits.

j.

The DA had requested and OSD approved “Storefront” MFLCs to rotate in six-month assignments on post in high-deployment installations and “In House Counseling” in the adjacent communities with heavy concentrations of Army families. Originally, MFLCs were to provide services in “Storefront” locations negotiated with the Department of Veteran Affairs, National Guard Armories, Reserve Centers, Department of Agriculture offices and the American Red Cross. In response to the shift away from off-post to on post longer six-month MFLCs assignments, MHN modified its staffing plans. In May, the DA reviewed extensions of MFLC services at these installations and moved funds to the contract to cover augmented services. As of September 30, 2008 a total of 27 of 35 (17 of 20 assignments were filled for CONUS)

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Store Front MFLC assignments were filled. k. The Air Force POC continues to receive positive feedback from installation POCs and communities in PACAF and USAFE. The Air Force POC indicated support for continued implementation of rotational MFLCs in CONUS locations and Personal Financial Counselors for USAFE started in August. Coordination with Air Force and OSD occurred and procedures to implement MFLCs were reviewed. The MHN Air Force management team has conducted numerous briefings with Air Force command at each newly implemented installation and the MFLC’s have been warmly received and integrated into the services provided to Airmen and their families. l.

OSD encouraged MHN to build-out management, provider relations, staffing and other associated teams as to accommodate additional tasking. The DA previously added $9.9 million to the contract, and has indicated there would be an additional $14 million funding forthcoming. The DA tasks are to provide additional MHN support to soldiers and families at and around specified CONUS and OCONUS locations. MHN has responded to ensure resources are available to support additional tasks. OSD and DA have approved purchasing flyers and posters for these DA Special Programs and materials procurement has occurred, with local POCs distributing flyers and posters on their installations. Fort Riley has requested 20 Surge MFLC to support the return of 4th Brigade Combat Team using Army Special Funding.

m. OSD requested that MHN add Financial Counselors, Financial Outreach Manager, and a trainer. These individuals will be assisting in the provision of financial presentations and overseeing expanding financial counselor network, and to work with National Military Family Association Scholarship recipients to acquire the requisite AFCPE practicum hours and potentially to become Personal Financial Counselors. OSD has re-opened working with spouses on PFC certification. In addition to the existing two PFC Supervisors, MHN has added two Financial Counselors from academia to assist OSD on developing the core curriculum required by the Personal Finance & Transition Directorate to be used in Financial Workshops and presentations featured by the “Financial Readiness Challenge Campaign Events.” including Turbo Tap briefings. Financial Counselors have been trained by OSD on the critical requirements for “Turbo Tap and Military Saves Programs.” n. MHN has contracted with three National Military Family Association Scholarship winners who have become PFCs to provide outreach to spouses enrolled in the scholarship program. o.

MHN has been working closely with OSD on the Financial Readiness Challenge Campaign/Financial Road Show. MHN has briefed the acting ACSO and Deputy Director MWR at Fort Riley on this event during August. MHN briefed the Financial Readiness Challenge Campaign to key members of Fort Drum’s chain of command in early September. In response, Fort Drum has requested two PFCs to provide education on car buying and investing their combat pay to members of the BCT returning from combat in late October through early November. Fort Riley has also requested two

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PFCs to provide education on finances to members of a Brigade Combat team in January. Currently, MHN has scheduled 9 Financial Readiness Challenge Events, including 4 Army hosted and 5 Air Force hosted Road Shows, with all hosts collaborating with nearby installations and joint bases. Events have dates scheduled out beginning November 2008 through Q1 2009. MHN is actively working on confirming event agenda and engaging speakers to serve as keynotes for events. p. OSD has requested that MHN take the lead in the development and implementation of the Financial Readiness Challenge Campaign/Financial Road Show with special emphasis on reaching members of the Active force. CRD Julian will brief the response of the financial difficulties to OPSDEP Tank with the development of this tank briefing supported by MHN. OSD has increased the ratio of PFCs to MLFCs support for events to one PFC: one MFLC. MHN with OSD has created a Tiger Team to support this campaign. The design, development, and deployment of booths and materials for Turbo Tap and this campaign have been assigned to MHN. OSD has directed MHN to hire Project Managers, Event Planner, Financial Director and Individuals to outreach to PFAs. MHN has reached out to two NMFA scholarship spouses who have completed AFCPE. These spouses will be assisting further outreach efforts to military spouses. 3.1.6

Website: a. The following enhancements were made to the website:  Enhancements to DoD Web Security Model  Added August 2008 Monthly Utilization Reports to the website  Added August 2008 Contact Status & Financial Report to the website b. Supported Software Development for:  Business Systems Design/BARR document developed, reviewed and approved for “PFC page & Home Page Design” as a part of PFC web portal project   Business Systems Design/BARR document developed, reviewed and approved for “PFC Presentation Library” as a part of PFC web portal project  Business Systems Design/BARR document developed, reviewed and approved for “PFC Activity Form” as part of PFC web portal project  Business Systems Design/BARR document developed, reviewed and approved for “PFC Secured Service Member Functionality” as a part of PFC web portal project  Business Systems Design/BARR document developed, reviewed and approved for “Ask the PFC Expert” as a part of PFC web portal project  Business Systems Design/BARR document developed, reviewed and approved for “PFC Activity Form DB Updates” as a part of PFC web portal project  Supported BARR/ Business Systems Design development for “Program Calendar & Latest News” as a part of PFC web portal project

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  3.1.7

Supported BARR/ Business Systems Design development for “Financial Forum” as a part of PFC web portal project Supported BARR/ Business Systems Design development for “PFC Screening and Resumes” as a part of PFC web portal project

Deliverables Completed: a. Provided Executive Summary Report to OSD, which is a snapshot of services provided. b. Provided weekly OSD Status Update Report showing all locations and programs supporting OSD initiatives. c. Provided weekly Full Time Hire update. d. Provided weekly ad-hoc report listing all planned on-demand activities for the National Guard and Reserves, which are scheduled to occur in the fourteen days following the submission of the report. This report indicates location, unit supported, number of MFLC approved, service POC approval and OSD approval dates. e. Provided ad-hoc report to the Army showing the number of direct services provided by MFLC and the number of indirect services such as presentations, briefings, and psycho-educational groups provided by MFLC at each Army installation. Provided ad-hoc report after coordination with DA to IMCOMEurope. Reports were well received. f.

Provided ad-hoc report to Air Force showing the number of direct services provided by MFLC and the number of indirect services such as presentations, briefings, and psycho-educational groups provided by MFLC at each Air Force installation.

g. Delivered the September 2008 Monthly Utilization Report. h. Delivered the September 2008 Monthly Contract Status & Financial Report. i. 3.1.8

Delivered September Duty to Warn log.

Meetings, Briefings & Presentations (of significance): a. Face to face meetings with JFSAP participants occurred during September and MHN briefed the MFLC program to the expanded states MFLCs and current MFLCs in order to develop cohesion, and review the overall implementation plan. The JFSAP MFLC’s were further briefed on all the OSD family support programs by various members of the OSD staff. b. MHN providing weekly supervision to MFLC assigned to JFSAP states. JFSAP Utilization Reports includes MOS and MFLC information and referrals as part of direct service but highlight those direct services that are nonmedical counseling activities. JFSAP Utilization Report issued to OSD. MHN

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has developed JFSAP Executive Summary, which included JFSAP support and on demand support provided to each state. MHN participates in the weekly JFRC meeting to help address barriers to staffing new JFSAP and the new request process. c. Regional OSD briefings of Family Programs provide updates on many OSD programs to service, National Guard, Reserve, and installation POCs. These briefings on MFLC include information on financial counseling, installation and on demand support. The first regional meeting occurred in Seattle, the second in New Bern, NC, the third meeting was in Austin, TX, the fourth was in Jacksonville, Florida, the fifth was in San Diego, California. The sixth and seventh meeting occurred in Vincenza, Italy and Washington, DC and was attended by Terry Fullerton. Jocelyn Olympio attended the briefing in Norfolk, Virginia. Pam Swanson attended the New Mexico Regional Workshop in May. The briefing in Europe occurred in June and was attended by MFLC Program Director and OSD COTR. Thomas Brashears and Betsy McBride attended the Kentucky Regional Workshop in July. The program Director and OSD COTR will attend PACAF Regional Workshop in October while Denise Brown will attend the PACAF Regional Workshop in Okinawa and the Republic of Korea in late October through early November. d. MFLC-VA: MFLC VA status meetings were scheduled with David Lloyd. Victim Advocacy Services (MFLC VA): Meetings were held to review the progress of the ongoing MFLC VA implementation. e. Individual meeting with Child and Youth Program, Barb Delaney and Joanna Pike, to review expanded support for staff at Army installation, staffing and timeline, introduced new CYP Director. Barb Delaney was appreciative with the speed of the roll out of additional CYB-MFLC to support the Army. CYP Directors were very appreciative of the CYB-MFLC support that has been provided. Barb Delaney provided 19 sites requesting additional CYB-MFLC support. Meeting with MFLC Director, Terry Fullerton introduced new MHN Director of Child and Youth Programs, Betsy McBride, and Barb Delaney and Joanne Pike of CYP and briefed program to have new CYB-MFLC shadow, observe current CYB-MFLC prior to providing these supports to CDC, SAS, and Teen Centers. f.

Meeting with OSD on financial events focusing on support of Financial Readiness Campaign and the Mobile Training Team. The COTR explained the MFLC contract structure and how it could flexibly support the required Tiger Team, booth, materials and presentations development. OSD reviewed and approved the PFC training manual and flyers. OSD approved that MHN reach out to military installations to market the Financial Readiness Campaign and to directly coordinate complete the installation needs assessment. OSD requested to have MHN support all future Turbo Tap presentations.

g. Reviewed the Financial Counselor program with Air Force lead, Lorraine Neuser. Air Force reported that they were impressed with the PFC program and in turn USAFE requested PFCs to support their footprint. That support

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was provided from early August through to the end of September. h. Meeting/conference call held with OSD COR, MFLC Program Director, and MHN’s Director of Government Contracts. Details are provided in Section F below. i.

Meeting with Fort Drum’s Director of MWR, Hal Greer, PFM, Paul Clarke, Rear Detachment Commander, LTC Lewis, Garrison Commander, Col Riddle, and the wife of Commanding General, Mrs. Barbara Oates on surge support for the 10th Mountain Division. This surge support will commence during the last week of October or the first week of November and will include 2 PFCs and 8 Surge MFLC’s.

j.

Meeting with OSD MFLC team with Air Force POC on rotational nature of MFLC support for the Air Force, PFC support for USAFE, MFLC support for DoD/DoDEA Schools in Europe, the status of PACAF support and the status of CONUS implementation of MFLC for Air Bases. k. Meeting with MFLC POC, Frankie Stull, of the US Army Recruiting Command to discuss implementation of 8 PFCs and 8 MFLC’s to support each of the recruiting areas. An upcoming USAREC conference will be attended by MFLC Deputy Program Director, Thomas Brashears, who will brief the MFLC and PFC program to the assembled recruiters. l.

Meeting with 1st Infantry Division Commander, MG Wiggins, wife of the Division Command Sergeant Major, and the wife of Chief of staff Col Gibbs, MFLC COTR, Mike Hoskins and MHN staff, and Acting Director of Army Community Service on how MFLC is supporting the 1st Infantry Division. Command group expressed appreciation for MFLC support and quick response to request for 20 additional MFLCs for surge support. Issues addressed were how to increase effectiveness of program and how to better support the Division. CG requested surge of 20 additional MFLC’s to meet each of 4000 members of 4th BCT for 30 minutes to support their reintegration from Iraq in the July timeframe. This support was requested to occur using Army Special Funding. CG also requested MFLC reach out to his returning units that have just been relocated to White Sands. This outreached has occurred and will continue on a 1 x 2 week basis.

m. Briefing by Division Surgeon to 4th BCT provided the result of counseling to the Battalion Commander and Command Sergeants Majors. n. Commander and Deputy Commander of Mobile Training Team Command at Fort Riley briefed MFLC COTR and Program Director on MFLC support for their imbedded trainers this command group was very appreciative of MFLC support. o. Meeting with OSD, DoDEA POC, and Service POCs to address this year’s DoDEA/School Program. OSD provided guidance to ensure MFLCs support at several high schools in Europe and support for schools near Fort Bragg, North Carolina. MFLC CYP Director has coordinated with European POC and MFLC’s should provide support starting mid October.

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MFLC Monthly Contract Status & Financial Report September 2008

p. Meeting with OSD and National Military Family Association to coordinate Operation Purple Camps. OSD guidance is to ensure MFLCs support camps and capture WoW stories which has occurred q. Meeting with Air Force POC about Air Force requirements for MFLCs in CONUS. Air Force is implementing MFLC Program for children and youth at 60+ Air Force installations CONUS. Telephonic Briefings for implementation of MFLC at additional bases were added. MHN staff will go to each installation through September for on-site briefings. CYB-MFLC implementation is set for October. r.

Pam Swanson provided 3 hours Air Force training Brief to 25 new MFLC’s that have agreed to take three AF CONUS assignments in the next year. This training was well received and is in place to ensure a sufficient network is place that is knowledgeable and of high quality. Another training is scheduled for October 3rd for new providers.

s. Meeting with OSD COTR, Mike Hoskins, and DA POC, Rich Stagliano on DA reporting requests MFLC support for increased footprint in CONUS and OCONUS, DOCPER and Army Special Programs (In House Counseling and Storefront Counseling), also meeting to review staffing at Army installations and validate MHN staffing numbers, Army providers and TDLs issued by OSD. t.

Meeting with Air Force POC, Renee Harris and Lorraine Neuser to discuss roll out of MFLC services for Air Force, possible support for Personal Financial Counselors for USAFE, and status of roll out of MFLC to 60+ CONUS Air Force installations.

u. Meeting with Army, Air Force, National Guard, JFSAP, and Children & Youth and OSD COTR, Mike Hoskins, Gerry Carlon, Olivia Smith, Jena Moore and MFLC Program Director, Terry Fullerton to discuss the increased support through adding states who would receive these services. OSD emphasized roll out and overcoming barriers to implementation. v. Meeting with MFLC Manager, Ty Whyte and MFLC Program Director, Terry Fullerton. Issues addressed DOCPER, current states of status to appoint IMCOM representative as MFLC COTR for Europe. DOCPER for supervisor for MFLC in Europe is being coordinated. IMCOM has received the necessary paperwork from OSD but Mike Wood must complete COTR training prior to moving the DOCPER process forward. w. Meeting with JFSAP in which OSD encouraged use of on demand MFLC services. OSD also encouraged MHN to hire second JFSAP MFLC Manager whose duty station will be in Tennessee. This hire has occurred. A third JFSAP Manager duty station will be located in the JFSAP Center to support those services. Immediate hiring is encouraged so training can occur but interviews with POCs for many of the states is on hold, which is a necessary step in the hiring and placement process.

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MFLC Monthly Contract Status & Financial Report September 2008

x.

Meeting with OSD on Financial Outreach Program and MHN adding additional positions to support the expansion of financial outreach and support.

y. Telephonic meeting with the Ft. Bragg SOCOM POC on MFLC program. SOCOM at Ft Bragg encourages face-to-face meeting follow up with SOCOM key members so can understand how MFLC program can supplement current services and resources and see drafts of SOCOM specific MFLC brochures and posters. z. Meeting with EUCOM and DoDDs to address the request for six MFLCs to begin a year long Pilot for DoDDs Europe High School Communities with high deployment. The request is for 3-month rotations to begin on or about October 2008. The request has also been forwarded to Mike Hoskins from Wayne Boswell EUCOM and approved. aa. AFRICOM meeting will be held with EUCOM and AFRICOM to address the request for MFLCs, to support AFRICOM to include Stuttgart HQ, Jabouti, and possibly two rotational MFLCs teams each team being comprised of two MFLC’s. bb. Meeting with J-1 Minnesota National Guard, Col Gertes, LTC Larsen, Major Fleming and CH Morrison on how best to support the Minnesota National Guard. Minnesota has requested expanded local MFLC support for Beyond the Yellow Ribbon events. 3.1.9

Major Travel Performed:

NAME

CLIN

Donna Smith

0018

09/02/08-09/03/08

Joanne Higgins

0018

09/09/08-09/11/08

Joanne Higgins

0018

09/15/08-09/19/08

0018

09/08/08-09/17/08

Europe

Site visits to brief Incirlik and Moron.

0018

09/07/08-09/19/08

Korea

Korea Implementation Briefings

0018

09/17/08-09/23/08

Korea

Korea Implementation Briefings

Denise Brown

0018

09/02/08-09/05/08

Irving, TX

Jim Keener

0018

09/02/08-09/03/08

Ft. Drum

Jocelyn Olympio

0018

09/02/08-09/03/08

Ft. Drum

Meet Garrison Commander and brief MFLC Program.

Terry Fullerton

0018

09/02/08-09/03/08

Ft. Drum

Meet Garrison Commander and brief MFLC Program.

Pam Swanson Thomas Brashears Ronnie Weiner

DATE

BASE LOCATION Fort Benning, GA McChord & F.E. Warren AFB Columbus & Maxwell-Gunter AFB

REASON FOR TRAVEL Brief Family Readiness Advisor Council. Air Force Implementation Briefings. Air Force Implementation Briefings.

To participate in testing the new automated solution for the Marine Call Center. Meet Garrison Commander and brief MFLC Program.

Page 15 of 37

MFLC Monthly Contract Status & Financial Report September 2008 Provide feedback on Surge results to BCT Leaders.

Terry Fullerton

0018

09/18/08-09/19/08

Ft. Riley

Terry Fullerton

0018

09/12/08-09/13/08

Minnesota

Mary Gallentine

0018

09/10/08-09/11/08

Camp Atterbury

Susan Montz

0018

09/12/08-09/14/08

Washington, DC

Gina Clemente

0018

09/12/08-09/14/08

Washington, DC

Attend CFP Financial Planning Seminar.

Youa Vang

0018

09/12/08-09/14/08

Washington, DC

Attend CFP Financial Planning Seminar.

Denise Brown

0018

09/15/08-10/03/08

Irving, TX

Marine Call Center.

Donna Smith

0018

09/16/08-09/18/08

Ft. Riley

Provide feedback on surge results to BCT Leaders

Holly Gardner

0018

09/16/08-09/18/08

Ft. Riley

Provide feedback on surge results to BCT Leaders

Donna Smith

0018

09/23/08-09/25/08

Ft. Drum

Discuss details of surge.

Jim Keener

0018

09/23/08-09/25/08

Ft. Drum

Discuss details of surge.

To participate in the reintegration training. Site visit to meet with POC and brief program and provide guidance on process for requesting on-demand support. Attend CFP Financial Planning Seminar.

3.2

Victim Advocacy Services (MFLC-VA)

3.2.1

Overview: Overview: MHNGS delivers victim advocacy services throughout the military to victims of domestic abuse and sexual assault at Marine and Air Force installations nationwide. The purpose of this program is to expand the availability of representative advocates and shelter services for victims of domestic abuse in the Military. MHN provides victim advocates that are full-time, part-time, and/or on-call to provide in person (face-to-face) victim advocacy services at installations. The responsibilities of advocacy supervisors and managers include the full range of management activities, with a workforce spread across military installations nationwide.

3.2.2

Services & Resources: MHNGS services include 1) response capability for emergency or ongoing services to victims, full-time, part-time and on-call; (2) safety planning to reduce and avoid repeat incidents and promote victim safety; (3) facilitating victim contact with military and civilian support resources; (4) accompanying victims to military and civilian legal proceedings; (5) collaborating with military law enforcement and criminal investigation units; (6) participating in the development and collaboration of public awareness campaigns on victims’ rights and advocacy services, and (7) providing advocacy for victims of sexual assault. Additionally, while working closely with installations and surrounding communities, advocates support victims through education and outreach efforts, including (1) needs assessment and planning for victims and their children; (2)

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MFLC Monthly Contract Status & Financial Report September 2008

accompanying the victim to appropriate medical exams and law enforcement interactions; (3) locating existing resources; and (4) providing ongoing support as needed to ensure the victim receives assistance. MHN also assists victims in contacting legal advocacy assistance or court services, including filing for civilian protective orders and requests that commanders issue military protective orders. We advise victims on the impact of domestic violence on children and refer clients to assess physical and mental health of impacted children. Advocates provide required documentation, metrics, monitoring and reporting. 3.2.3

Program Management: During this reporting period, MHN efforts were focused on recruiting for all open locations; Barstow, Cherry Point and Eielsen. Cannon and Edwards were added at the end of the month due to MFLC VA resignations. A second candidate was identified and has accepted the position to support the Marines at Barstow. A replacement candidate was also found to provide support at Cherry Point. MHN is working with the FAO at Eielsen for potential coverage solutions due to challenges with this location.

3.2.4

MFLC VA’s were placed this month at:

SERVICE BRANCH Air Force Air Force Marines

INSTALLATION Dover AFB, DE Seymour-Johnson AFB, NC Henderson Hall, VA

ADVOCATES PLACED On-Call Only Advocate 15 Hour/Week Advocate On-Call Only Advocate

As of September 30, 2008, the following positions were open: SERVICE BRANCH Air Force Air Force Air Force Air Force Marines Marines

INSTALLATION Cannon AFB, NM Davis-Monthan AFB, AZ Edwards AFB, CA Eielson AFB, AK MCAS Cherry Point, NC MCLB Barstow, CA

POSITION OPEN 20 Hour/Week Advocate 15 Hour/Week Advocate (On Hold) 20 Hour/Week Advocate 20 Hour/Week Advocate 35 Hour/Week Advocate (Candidate Identified) 20 Hour/Week Advocate (Candidate identified)

Staffing as of September 30, 2008, including August placements: AIR FORCE

INSTALLATION Andrews AFB, MD Beale AFB, CA Cannon AFB, NM Davis-Monthan AFB, AZ Dover AFB, DE Edwards AFB, CA Eglin AFB, FL

MFLC VA

ON-CALL VA

1 1

1 1

2 1 1

Page 17 of 37

MFLC Monthly Contract Status & Financial Report September 2008 Eielson AFB, AK Elmendorf AFB, AK Hickam AFB, HI Hurlburt AFB, FL Keesler AFB, MS Little Rock AFB, AR Malmstrom AFB, MT Maxwell AFB, AL McGuire AFB, NJ Minot AFB, ND Moody AFB, GA Mountain Home AFB, ID Peterson AFB, CO Robins AFB, GA Scott AFB, IL Seymour-Johnson AFB, NC Shaw AFB, SC Sheppard AFB, TX Tinker AFB, OK Travis AFB, CA Wright-Patterson AFB, OH Subtotal

MARINES

INSTALLATION Camp Lejeune, NC Henderson Hall, VA MCAS Beaufort/Parris Island, SC MCAS Cherry Point, NC MCAS Miramar, CA MCAS New River, NC MCAS Yuma, AZ MCB Quantico, VA MCLB Barstow, CA MCRD San Diego, CA

Subtotal

FAMILY JUSTICE CENTERS Bexar County Family Justice Center, TX Hillsborough County Family Justice Center, FL Subtotal

1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 24

14

MFLC VA

ON-CALL VA

2 1 1

2 3

1 1 1 1

1 2 1

1

1

2 1 1

1 2

1 9

1 1 1 2 13

MFLC VA

ON-CALL VA

1 1 2

0 0 0

Page 18 of 37

MFLC Monthly Contract Status & Financial Report September 2008 SERVICE BRANCH Air Force Marines Family Justice Centers TOTALS

MFLC VA

ON-CALL VA

24 9 2 35

14 13 0 27

3.2.4

Reports: Under the MFLC-VA Project, MHNGS is delivering an MFLC-VA Monthly Utilization Report, specific to the victim advocacy services being furnished under MFLC contract. That report is separate from the Monthly Utilization Report under the MFLC proper program. This approach is in direct compliance with the request of OSD. Timing of the Victim Advocacy Program Monthly Utilization Report will be different from that of the MFLC proper program, as the data are gathered using means other than the MHNGS Web portal. MHNGS will continue to work with OSD to determine whether Web-enabled reporting, for the MFLC-VA Project, is to be developed.

3.2.5

Meetings, Briefings, Presentations (of significance): The Director of Victim Advocacy Services met with the MFLC VA and POC at Dover AFB to review operations and provide a program update. A program update was also reviewed with Martha Salas during this reporting period.

3.3

Joint Family Support Assistance Program (JFSAP)

3.3.1

Overview: MHN has been tasked to deliver Joint Family Support Assistance Program (JFSAP) for families of members of the Armed Forces. The purpose of this program is to provide mobile, high quality family services to augment current Family Programs’ ability to meet the needs of Active Duty, National Guard and Reserve family members. Primary focus of support will be family members who are geographically dispersed from a military installation. The following 15 states are included under this initiative. 1) Alabama 2) Arkansas 3) California 4) Colorado 5) Florida 6) Hawaii 7) Indiana 8) Minnesota 9) Nebraska 10) New Hampshire 11) Ohio 12) Oregon 13) Tennessee 14) Texas 15) West Virginia. MHN JFSAP services include both non-medical short-term counseling and psycho educational support services. Consulting and psycho educational services are provided by master level counselors who are independently licensed in the state that they are assigned. MHN was tasked with increasing JFSAP services to an additional 20 states in a third quarter phase two implementation plan with a third phase implementation of the remaining 15 states and 4 territories phased in fourth quarter 2008. This tasking was modified and MHN was instructed to complete all MFLC hiring prior to September’s JFSAP training. MHN expanded efforts to bring JFSAP MFLC’s on board. Some POCs have been unavailable to interview MFLC applicants which have delayed staffing all sites as OSD’s guidance requiring. POC interview and approval remains in place.

3.3.2

Services & Resources: JFSAP Military Family Life Consultants and Child and Youth Behavioral Consultants provided short term counseling to assist service members and families in dealing with relationships, crisis intervention, stress

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MFLC Monthly Contract Status & Financial Report September 2008

management, family issues, parent-child communications, family separations, and reunions and reintegration due to deployments. The counseling services will also assist military members and families volunteering to support military communities and families (i.e., Family Readiness Group Leaders, Family Support Volunteers). Only MFLCs provide direct non-medical counseling as MOS provides only referral information. Both MFLC and MOS consultants will provide information and referral, which will be included in Utilization reports as direct services. MHN non-medical counseling support as direct service will be differentiated from information and referral so OSD receives reports of nonmedical counseling support counted the same way across MFLC activities. MHN program support/psycho educational services include: 1) Creating a "hightech, high touch" web-enabled community to connect military families with each other and with supportive resources, 24/7. 2) Augmenting existing family support programs. 3) Providing outreach to families through mobile support services and delivery systems. 4) Improving coordination of military family assistance programs, activities, and initiatives provided by the DoD and other resources. 5) Integrating services and programs into a comprehensive delivery system that responds to the needs of members and families wherever they are located 6) Increasing awareness of active and Guard and Reserve Service members and their family members to existing family assistance services and programs by developing and enhancing communication vehicles and channels. 7) Informing leadership and service-providers about the range of available programs and services and how service members and their family members can access them. 8) Providing information and connection to Child and Youth care resources. 9) Sponsoring volunteers and family support professionals in the delivery of support services. 3.3.3

Staffing: MHN has 51 MFLC’s hired and on the ground at each JFSAP headquarters location. We have interviewed and forwarded for the POC’s review an additional 25 MFLC’s for the remaining 38 positions. MHN continues to vigorously recruit for the remaining positions.

3.3.4

Project Management: MHN previously received OSD approval for purchasing laptops, air cards, blackberries and cell phones for all consultants in the 15 originally identified states. Distribution has been completed. MHN previously also received OSD approval to lease 14 vans, one for each JFSAP state with the exception of New Hampshire. Many of the vans were switched to automobiles at the request of OSD. OSD has directed MFLC provide laptops, air cards, blackberries and cell phones to the new JFSAP states. MHN has received OSD approval of nametags, business cards and flyers and has been instructed to purchase these approved nametags, business cards, and flyers on a recurring basis for the new JFSAP states. Production and distribution for all business development tools has occurred and recurring replacement will occur regularly. Development of tabletop displays for all 15 JFSAP states have been approved by OSD and distribution to each state completed.

3.3.5

Reports: Under the DoD initiative for the JFSAP project, MHN developed a JFSAP Activity Form, which OSD reviewed and approved, we modified the age of child portion of the activity report per OSD guidance. Development meetings

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MFLC Monthly Contract Status & Financial Report September 2008

have been scheduled to develop a JFSAP Monthly Utilization Report and a draft JFSAP Monthly Utilization Report was provided to OSD. MHN and OSD met the week of 14 April to review current draft of JFSAP Utilization Report. That report is to be separate from the Monthly Utilization Report under the MFLC proper program. This approach is in direct compliance with the request of OSD. The first JFSAP Utilization Report will be implemented on 15 May. Standard Duty to Warn Report is provided to each Service and OSD. OSD is reviewing security set up for JFSAP reports and will direct OSD has access to all reports, National Guard have access to all NG data and distribute same to states, and Reserve POC have access to all Reserve data and distribute same to Reserve POC in each state. 3.3.6

Meetings, Briefings, and Presentations (of significance): Individual meetings with JFSAP Program staff for each state occur weekly to update status of implementation and to provide clinical supervision of all program staff. As necessary, meetings are scheduled to include OSD JFSAP POC, Gerry Carlon, OSD COTR, MHN Program Director, Terry Fullerton, MHN Manager, Kimberly O’Bannon, MHN Supervisors Jim Balick, Amber Chamberlain and appropriate pilot program POC. The Manager of On Demand MFLC Services, two (2) MFLCs and the MHN Vice President for Government Specialty services attended most recent JFSAP meeting. The JFSAP training and conference occurred in Arlington, VA September 14-17 and 41 MFLC’s from the state JFSAP teams attended as well as the MHN Vice President for Government Specialty Services, MFLC Program Director, Director of Field Operations, two JFSAP Managers and four JFSAP Clinical Supervisors. MHN held the MFLCs over for one additional day for specific MHN/MFLC training. MFLC program tabletop displays with printed materials is available and face-to-face contact with attendees provide information about the scope and means of requesting MFLC services for the respective populations. There is special interest in showcasing the On Demand and Personal Financial Counseling support that is available.

3.4

Coaching for Young Families

3.4.1

Overview: MHN has been tasked to provide professional, licensed and credentialed counselors to provide non-medical counseling and outreach educational services to Service members and their families in a Coaching for Young Families (CYF) pilot program. The pilot includes, but is not limited to the following: outreach to programs for expectant and new fathers; intensive deployment support (pre, during, return and reintegration) to families with young children; outreach to isolated, hard-to-reach families; Shaken Baby Syndrome awareness, education and prevention; support to surviving spouses and children of deceased and/or injured Service members; and identification of and outreach to all expectant and new parents. The CYF pilot also provides support to war widows with young children in the Fort Hood, Texas area.

3.4.2

Services & Resources: MHN CYF consultants will be engaging the children, supporting parent(s), interacting with families, and assisting and supporting the staff. Consultants will be available to 1) address a range of issues including couples' and parent-child communication, relationships, parenting, family separation and deployment, loneliness, and stress. 2) Suggest courses of age

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MFLC Monthly Contract Status & Financial Report September 2008

appropriate behavioral interventions to enhance coping and behavioral skills. 3) Provide life skills activities/discussions for children on topics such as, but not limited to the following: communication, self esteem/self confidence, sibling/parental relationships, resolving conflicts, coping skills, loss and grief, managing anger, separation from parent, divorce and deployment and reintegration issues. 4) Facilitate drop-in groups or opportunities to discuss the topics listed above with the children and caregivers. 5) Provide supportive and consulting services for families including: psycho-educational presentations on requested topics, individual guidance, supportive/educational groups, recommend referrals to family counseling and military social services as needed. 6) The CYF consultants will also provide crisis intervention services when appropriate and referral if necessary through the Installation POC to the appropriate community military resource. 7) Reach out to young families to assess their needs and offer parenting and child development education, support, counseling and other services as appropriate. 8) Facilitate the connection of young families/new parents to supportive military and civilian resources. 9) Enhance young military couples' skills and abilities to cope with parenting, marriage, deployment cycle, and bereavement/grief/loss. 10) Raise awareness about the effects of deployment and reunification on young children and families. 3.4.3

Staffing: MHN had one MFLC at both Elgin and Hurlbert Air Force Base in FL. The MFLC assigned to Elgin Air Force Base resigned stating uncertainty of program continuing beyond the one-year pilot program. MHN has provided OSD with utilization data to make determination on program. We have one master level licensed consultant providing CYF services in Kentucky, and at Eglin and Hurlburt Air Force bases in FL. We have two master level licensed consultants providing CYF services at Ft. Hood, TX.

3.4.4

Project Management: MHN has received approval to provide each CYF consultant with a cell phone and two CYF-MFLC nametags. OSD has approved flyers, nametags, and business cards and has provided recurring approval for each CYF to receive flyers and business cards.

3.4.5

Reports: The CYF program report is included in the standard MFLC Monthly Utilization Report under the MFLC proper program. This approach is in direct compliance with the request of OSD. Standard Duty to Warn reporting is provided via each packet provided to each Service and OSD.

3.4.6

Meetings, Briefings, and Presentations (of significance): Individual meetings with CYF Programs for each Service and the National Guard are occurring frequently to update status of implementation. Attendees include OSD CYF POC, Gerry Carlon, OSD COTR, MHN Program Director, Terry Fullerton, MHN Manager, Kimberly O’Bannon, MHN Supervisor Amber Chamberlain and Jim Balick, and appropriate program POC.

3.5

“Store Front” & “In-House Counseling Services” Initiatives (Army Special Program)

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MFLC Monthly Contract Status & Financial Report September 2008

3.5.1

Overview: ACS is acutely aware of the deployment related stressors introduced to both troops and their families as a result of 15-month tours in theater. The demand for MFLC-type non-clinical, problem-solving counseling services on and around high-deployment Army installations is extremely high, and beyond the capacity of the current on-base military support resources and current MFLC rotations to multiple Army CONUS and OCONUS installations. The objective of the Army Special MFLC Program is to provide non-medical problem solving counseling services to military personnel and their family members in one-onone, couple/family and group settings, and indirect services including community outreach, program awareness building, and special trainings that promote individual and family adjustments to the stressors of deployments. In response to the identified needs, the Dept of Army provided funds to the contract directed at increasing MFLC outreach and direct counseling support in Army communities at CONUS and OCONUS Army locations designated by Army. A key element of the “Store Front” initiative, as originally requested by OSD, was to have these additional MFLC services provided off of the military installations at Veteran Affairs offices, Department of Agriculture offices, etc. Substantial effort was made to locate and negotiate off-installation locations. MHN was then directed that MFLC instead were to be located on the military installations, rather than offsite, and the assignment durations were to be 180 days. MHN has moved forward to effect these changes in our service delivery approach. We staffed Ft. Carson back in March. MHN filled 27 of 35 MFLC assignments in September. CONUS has 17 of 20 consultants staffed and OCONUS has 10 of the 15 staffed. The “In-House Counseling Services” service model is composed of communitybased counselors, including small provider groups, with established practices, who agree to reserve a set number of days/hours for MFLC counseling of the local installation’s service members and their families. MHN has, and continues, to contract with these local counselors, through fixed price arrangements that will ensure availability, through pre-established schedules, of times when military members and their families can receive non-medical counseling services. MHN is working with DA and OSD on advertising efforts to ensure staff, service members and families know about this additional option to obtain counseling.

3.5.2. Services & Resources: The focus of the Army Special Program is immediate augmentation of the MFLC rotational support to Army communities experiencing the challenges of multiple and frequent deployments. As discussed above, this is being accomplished through two separate approaches, i.e. “Store Front” through provision of 180-days rotational assignment; and “In-House Counseling Services” through local community-based consultants providing fixed days/hours of available counseling during the day, in the evenings, and on the weekends. 3.5.3. Staffing: The “Store Front” consultant staffing requirements were identified as illustrated in the table below.

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MFLC Monthly Contract Status & Financial Report September 2008

No.

Location / Installation

1 2 2a. 2b 3

Hawaii Alaska Fort Richardson Alaska Fort Wainwright Alaska Fort Greely Japan Camp Zama Subtotal OCONUS CONUS Fort Lewis Fort Hood Fort Polk Fort Leonard Wood Fort Sill Fort Bliss Fort Dix Fort Bragg Puerto Rico Fort Buchanan Fort Campbell Fort Stewart Hunter Air Base Fort Carson Subtotal CONUS Total All Locations

4 5 6 7 8 9 10 11 12 13 14 15 16

No. of MFLC FTEs Required 3 3 3 1 1 11 2 2 2 1 2 1 1 2 2 2 1 1 1 20 31

As noted above, “Store Front” locations have been converted to 180-day rotations, consecutive 90-day rotations, except Fort Greely and Camp Zama. Upon receiving the change directive, MHN notified installation POCs and MHN supervisors of the extended rotations. During the reporting period MHN staffed 17 assignments CONUS and 10 of the 15 OCONUS assignments. The “Store Front” rotation at Fort Greely continues per specific DA guidance as a sixty days rotation. These 5 Army Korea locations are regular rotational assignments, not Storefront. “In House” counselors are under contract to provide services at Fort Bliss, Fort Buchanan, Fort Carson, Fort Dix, Fort Hood, Fort Richardson, Fort Bragg, Fort Lewis, Fort Leonard Wood, Schofield Barracks, Fort Stewart, Hunter Air Base, Fort Polk, Fort Sill, Fort Wainwright, and Fort Carson. OSD and DA encouraged MHN to add staff and management to support the Army Special Programs. In the reporting period MHN continues to recruit a supervisor to support Army Special Programs. 3.5.4

Project Management: The flyers have been updated and received approval from OSD. When DA has indicated they will focus additional resources on advertising those Army Special Programs. Consultants, POCs and MHN supervisory staff promote utilization of “in house” service as an option to routine MFLC support.

3.5.5

Reports: Utilization reporting and quality reporting for the Army Special Program was established. Utilization reporting under the Army Special Program includes

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MFLC Monthly Contract Status & Financial Report September 2008

distinct designations for “in house” and “store front” so that both utilization and financial data will be specifically tracked to Army Special Program and differentiated from the OSD reimbursed MFLC services. Quality reporting and tracking is integrated into the quarterly quality report. 3.5.6 Meetings, Briefings, and Presentations (of significance): On-going meetings with government principals continue. 3.6

Minnesota National Guard

3.6.1

Overview: The Minnesota National Guard developed a program titled Beyond the Yellow Ribbon. This program included a Family Readiness Academy (FRA), which began as a pilot program in January 2007 to meet the needs of family members of the National Guard service members who were deployed to Iraq and were scheduled to return in the spring of 2007. This group was extended therefore leading to an increase in the need for Military & Family Life Consultants to be onsite in the state.

3.6.2

Services & Resources: Initially, MFLC On-Demand services were in place to provide On Demand MFLC consultations to the family members of the National Guard soldiers. These MFLC services included attendance at FRAs, Monthly Initial Reintegration Trainings, Family Day Events, and other activities. The FRA provided family members with the opportunity to attend several workshops throughout the day. The groups are small which encourages group discussion. Members from key organizations such as the VA, Military OneSource, and the Vet Center are also invited to attend. The Military & Family Life Consultants have provided presentations on topics such as Single Soldier Issues, Reconnecting with Your Children, and Reconnecting with Your Spouse. Additionally, MFLC consultants were available and onsite for individual crisis consultations. After the announcement of the extension, Coping with Extended Deployments was added as an additional presentation. Based on the increased demand for services in mid- January of 2007, OSD approved MFLCs to be onsite full time on a monthly basis. In June of 2007, a full time consultant was hired to support the soldiers and family members of the Minnesota National Guard. The consultant has covered the entire state, and has been able to touch thousands of individuals; reaching out to individuals in both suburban and rural areas as part of the JFSAP Program two additional MFLC are included as part of that imitative. The feedback from the individuals in the state, both FRG leaders and family members has been extremely positive. Many have reported being very fortunate to have these services available to them. Minnesota POC, CH Morris, has requested financial support from MHN Personal Financial Counselors and Turbo Tap presentations. Minnesota National Guard has communicated both to JFSAP Director and MHN that increased MFLC support for training is desired. JFSAP Director and J1 Minnesota National Guard have requested MFLC Director to visit J1 to directly coordinate next steps. Minnesota acting POC has requested MFLC Program Director, Terry Fullerton, to visit Minnesota to coordinate additional support for their Beyond the Yellow Ribbon Program. This meeting focused on MFLC providing more support for Minnesota via presentations by regional MFLC

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MFLC Monthly Contract Status & Financial Report September 2008

and support at 30, 60, 90 day events with a core team of on demand MFLC. 3.6.3

Staffing: MHN provides one masters level licensed consultant for this program. In addition, to this one full time MFLC, Minnesota has two additional Full Time MFLCs as part of the JFSAP. In addition, on demand MFLC supported Minnesota FRA events.

3.6.4 Project Management: MHN received OSD approval to purchase and provide cell phones to each MFLC and nametags. MHN received OSD approval for purchasing flyers and business cards on a recurring basis. 3.6.5

Reports: Minnesota National Guard reporting is included under the standard MFLC Monthly Utilization Report. Duty to warn reporting is provided in the standard Duty to Warn Packet provided to Minnesota and OSD. This approach is in direct compliance with the request of OSD.

3.6.6

Meetings, Briefings, and Presentations (of significance): Continued telephonic meetings with LTC Larsen occur to insure support of the numerous Minnesota National Guard events. MHN National Guard would like a robust cadre of expert MHN presenters to repeatedly provide the range of presentations that are part of the reintegration academies. Individual meetings with MN full time MFLC are occurring as needed to update status of implementation. CH Morris and Dr. Fullerton have coordinated additional support in the area of financial counseling and development of briefing topics for CH Morris. Meeting with Col Gertes, LTC Larsen, MAJ Fleming and CH Morris focused on additional MFLC support for Beyond the Yellow Ribbon.

3.7

Alaska National Guard

3.7.1

Overview: MHN and OSD are sensitive to the growing numbers of National Guard and Reserve leaders who are unable to meet the needs and coordinate resources in support of returning and deploying troops from Alaska. Several NG Family Programs offices have successfully utilized (shared) counseling assets from Army in the past. For example, the deployment and combat operations of the Army's Stryker Brigade from Ft Richardson has stretched the Army MFLC arrangement to the maximum. MHN recognizes the unique difficulties of providing services in Alaska due to the geography, climate, and size of the state where most of the armories will not be accessible by road from Anchorage during the winter. The villages and towns where many of the Alaskan Scouts live may be primarily accessible by air and at times by boat.

3.7.2

Services & Resources: MHN recognizes the need to get additional resources to this population quickly in response to an immediate need expressed by OSD. MHN is committed to identifying best practices across the spectrum of MFLC assignments in order to improve the overall program for Guard and Reserve personnel and families. The program focuses on supporting service members and families through the pre-deployment, deployment, demobilization, and reintegration phases of the deployment cycle with a focus on facilitating successful transition of NG service members from active duty to civilian life. The added stresses of living in this remote and isolated setting are being addressed

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by adding resources. 3.7.3

Staffing: MHN had identified 3 MFLCs who have previously supported the native and other communities throughout the state from PT Barrow, Alakanak, Unalakfleet to the interior, Little Delta. MHN immediately activated these regional MFLCs and then recruited two full-time MFLCs to continually travel throughout the state to drill centers at the request of the State NG POC. These positions have since been converted by OSD to the JFSAP. In addition, MHN uses OnDemand MFLCs to support the FRG, drill and deployment and redeployment events throughout the state. Thus, the two full time MFLC support all events they could then respond to the additional Family Support Programs needs by deploying additional On-Demand MFLCs for special events, trainings, deployments, etc.

3.7.4

Project Management: MHN received OSD approval to purchase and provide cell phones to the MFLC. MHN received OSD approval for purchasing nametags and purchasing flyers and business cards on a recurring basis.

3.7.5

Reports: Alaska National Guard reporting is included under the standard MFLC Monthly Utilization Report. Duty to warn reporting is provided in the standard Duty to Warn Packet provided to Alaska and OSD. This approach is in direct compliance with the request of OSD.

3.7.6

Meetings, Briefings, Presentations (of significance): Continued coordination occurs with National Guard POC and OSD.

3.8

Child & Youth Program

3.8.1

Overview: MHNGS delivers solution focused non-medical counseling services in Child & Youth Programs. This non-medical counseling is designed to address issues that occur across the military lifestyle and help Service members and their families cope with the normal reactions to the stressful/adverse situations created by deployments and reintegration. The DoD Military and Family Life Consultant Program utilizes professional, licensed and credentialed consulting staff to support and augment the Child and Youth Services (CYS). The Child and Youth Behavior - Military & Family Life Consultants (CYB-MFLC) address short-term problem resolution such as school adjustment issues, deployment and reunion adjustments, and parent-child communications. The consultants also provide support for faculty, staff, parents and children in Child and Youth Services (CYS).

3.8.2

Services & Resources: The consultants support Child and Youth Programs in many ways including but not limited to:  Observe, participate and engage in activities with children/youth  Provide direct interventions in classroom, camp or Family Care Centers (FCCs) settings; assist staff in managing and setting boundaries  Model behavioral management techniques and provide feedback to staff  Be available to staff to process interactions and other concerns  Outreach to parents when they drop off and pick up children

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MFLC Monthly Contract Status & Financial Report September 2008

     

 3.8.3

Facilitate the connection of families to supportive military and civilian resources Facilitate psycho-educational groups at Child and Youth Centers Conduct trainings for staff and parents. Outreach to community on available services Facilitate crisis intervention/grief and loss services when appropriate and referral if necessary Provide educational presentations/workshops for parents, school staff, child care professionals, and other community groups on numerous topics and areas related to children and their particular stage of development such as: Developmental Stages Behavior management Parenting Reintegration with children Burnout and self-care Deployment related issues for children Recognizing behavioral indicators of stress in children Recommend referrals to military social services and other resources as needed.

Staffing: CYB-MFLC’s are currently deployed across CONUS. The first 60-day rotations were initiated in July 07. Currently there are 29 CYB-MFLCs located throughout 19 CONUS sites. There are 20 CYB-MFLC’s throughout OCONUS located at 13 sites, 4 of which were IMCOM Pacific and 11 of which were IMCOM Europe installations. All new providers to the MHN MFLC Program are being interviewed for their ability, expertise and experience in working with children. All interviewers are providing feedback to provider relations so that the database and pool of CYS providers is expanded. Recruitment initiatives are underway to ensure continual support of this population and to facilitate the expansion of the Child Behavior network. MHN is initiating with OSD approval a program to have new CYB-MFLC to gain experience at a CYS program for up to a week prior to first assignment. This CYB-MFLC will be paid for this week of services. OSD has approved this action, and the use of additional CYS Area Coordinators to expand services to new CYS Air Force and Army locations. All current MFLCs assigned to a CYS assignment are also being interviewed and screened for their expertise in working with children. This process has been further enhanced with every consultant assigned as CYS installation being required to have demonstrated adequate and relevant coursework or clinical training in the treatment of children. All CYB MFLCs are required to have at least 1500 hours supervised experience treating children and their families.

3.8.4

Project Management: The final version of the SOP and the parent letter were approved by OSD in late April. One SOP and parent letter will serve both CYS and the DODEA/CYP programs. A version of the SOP is also being revised to support the new DoDEA School pilot targeted for implementation in September of 2008 at 6 OCONUS locations. The parent letter explains the program scope and MFLC role and each IMCOM POC will receive this material through their chain of command. A presentation development process is also in place to continually improve and expand presentations to address age and venue specific

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MFLC Monthly Contract Status & Financial Report September 2008

requirements and models. MHN received CYP request for purchasing nametags, flyers, and business cards for Child and Youth Behavioral Military & Family Life Consultant on a recurring basis. Nametags and business cards have been ordered with the updated title Child and Youth Behavioral-MFLC’s. The approved CYS flyers have been received at all CONUS sites. A CYS bi-fold brochure has been developed as well as two CYS posters and will be submitted for approval. CYS Posters have gone out. CYB-MFLC nametags are going out. Temporary nametags went out last week and permanent ones have begun going out as well. Bi-fold has been completed – is going to OSD for approval 3.8.5

Reports: CYS reports are presented jointly with the MFLC program at this time.

3.8.6

Meetings, Briefings, Presentations (of significance): CYS emphasis the majority of time and energy should focus on dealing with and coaching caregivers to relieve their stress, expand ways of assisting the range of reactions of children dealing with multiple parent deployments. MHN shared DoDEA/CYP SOP and prepared draft changes for year round support at Child Youth Services and template letter to parents. These changes are being incorporated into a combined SOP covering year round CYP services and summer support for DoDEA/CYP. There have been a series of meetings with DoDDs/DoDEA on MFLC support for high schools in Europe. This support is set to begin in October 2008. Program Director, Dr. Fullerton, and Betsy McBride met with the Army POC to coordinate efforts to provide new CYB-MFLCs with the experience they would need to successfully support CDC, SAS, and Teen activities.

3.8.7

Meeting with Army CYP POC has updated the implementation of further CYBMFLC support for additional Army installations.

3.8.8

Meeting with Air Force POC has reviewed current implementation plan for CYBMFLC for Air Force installations

3.9

IRR Marine Call Center

3.9.1

Overview: MARFORRES and MOBCOM are committed to providing family support, regardless of where the Marine Individual Ready Reserve (IRR) lives. The IRR provides a readily available manpower pool of previously trained service members maintained to support service requirements in times of war or national emergency. MARFORRES and MOBCOM shared a common goal of extending the seamless network of continuous outreach and service for the IRR. Being an IRR Marine has its benefits – no drill weekends or highly structured active duty lifestyle – but this can also be a drawback. IRR Marines have little or no structured support network to address the experiences of combat and the inevitable changes that have occurred while at war. Without routine contact or support, the IRR Marine may feel isolated and challenged with the stressors of reintegration with civilian life. The DoD is committed to supporting the MARFORRES/MOBCOM vision through the MFLC program, by extending problem-solving non-medical counseling services to this special population of homecoming reservists.

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MFLC Monthly Contract Status & Financial Report September 2008

The IRR Marine MFLC Call Center Program has three main purposes. 1) To address administrative issues associated with activation/deactivation 2) To help address life issues that are typical for many returning veterans and which may emerge at any time during the reintegration process. These may include things like readjusting to family life, reestablishing sleep habits, rebuilding relationships at work, etc. and 3) To make appropriate referrals to Marine based resources, Military OneSource and other appropriate support services. 3.9.2

Services & Resources: The Program begins with a phone call to the Marine IRR preferred contact number by a trained MFLC within approximately 30 days of return from deployment and recession to the IRR. The consultant confers with the Reservist about administrative issues pertaining to his/her service and assists the individual in addressing any unresolved issues by coordinating closely with the official MOBCOM Customer Service issue resolution process. The consultant inquires about life in general, since returning home. Because the MFLC consultants are counseling professionals specifically trained in post combat reintegration issues, they can provide the IRR Marine with situational management tools, or refer to more specialized care. With the exception of life threatening situations, these calls are completely confidential. At the end of the initial call, the MFLC consultant requests to schedule another call with the Marine. After that, calls will continue at a schedule deemed appropriate and convenient for the Marine. In this manner, the consultant can check in to see how the IRR Marine is doing and, if needed, help create solutions for any challenges that surface since the last call. A toll free number is also available for the Marine to call at any time.   

3.9.3

Non-medical Counseling services are delivered by licensed clinical providers who are credentialed by the contractor. Non-medical Counseling services consist of telephonic counseling, outreach services based on an approach and initial call script approved by MARFORRES and MOBCOM leadership. Consultants introduce themselves as calling on behalf of the Marine Corps and MOBCOM and emphasize that support services are a direct extension of the Marine Forces Reserve structure.

Staffing: MHNGS has contracted a total of 12 MFLCs to staff the Marine Call Center. MFLCs are master level licensed clinicians. Hours of operation are Monday – Friday 3:00 PM – 10:00 PM and Saturdays 8:00 AM – 5:00 PM. Starting 9/2, the Marine Call Center moved from hourly contracts to 2-30 day clinical rotations, plus up to 20-contract hours/week. This is expected to increase the consistency of data collection and increase the pool of available MFLCs. MFLC’s will continue working in pairs. All MFLC’s hired for the Marine Call Center report to the MHNGS Irving office. Local clinical supervision is provided by Brian Miller, LPC. All contracted MFLC’s have participated in face- to-face orientations. Orientation includes transfer of clinical calls to after hour clinicians in case of any DTW situations.

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MFLC Monthly Contract Status & Financial Report September 2008

MHN is in the process of automating the Marine Call Center processes. Much of August has focused on the creation of a database and business rules with which to govern the database. User Acceptance Testing starts September 2, 2008. Launch of the final product, scheduled for October 1, 2008; live on Monday, September 29, 2008. There were no issues at go-live. The next phase will include reentering all historical data and enhancements to the database. MFLC’s report the majority of their calls have been very positive and that the Marines are extremely grateful for the service. MFLC’s report the positive feed back they receive from the Marines makes their job very rewarding which in turn energizes them to make the next call. 3.9.4

Project Management: MHNGS has provided workspace for the MFLC’s to make out bound calls. MFLC’s are on site six (6) days each week with ID cards and after hour access.

3.9.5

Reports: MHNGS implemented this program in December 2007. The first full month of call data was assembled in January. The first round of FAQs was also produced in January.

E.

Upcoming Important Activities

1.

Services: MHN continues to work on the development of MFLC services for MOBCOR IRR Marines. MHN continues to work on the implementation of “store front” MFLC services, now on the installations, and “In-House Counseling” services.

2.

Planned Travel:

The following travel is anticipated in direct support of MFLC. NAME

CLIN

Donna Smith Roy Werthmuller

0018

10/1/08-10/02/08

BASE LOCATION Ft. Sam Houston

0018

10/03/08-10/07/08

Boston, MA

Donna Smith

0018

10/06/08-10/10/08

0018

10/12/08-10/17/08

0018

11//08- 11/0/08

Santa, CA

Site visits.

Thomas Brashears

0018

10/26/08-10/29/08

San Antonio, TX

Attend the USAREC Annual Leaders Training Conference and brief program.

Terry Fullerton

0018

10/13/08-10/29/08

Hawaii, Guam & Japan

OSD Regional Conference.

Betsy McBride

0018

10/12/08-10/23/08

Europe

DoDDS Pilot School Program & AF CYS OCONUS Implementation.

Shannon Hiller Leslie Rhodes

DATE

Carlisle Barracks, Ft. Meade, Ft. Eustis & Ft. Belvoir Bolling, Andrews & Ft. Lee AFB

REASON FOR TRAVEL Brief MFLC Program Attend the Financial Planning Association Conference. Brief MFLC Program. Brief CYB-MFLC Program

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MFLC Monthly Contract Status & Financial Report September 2008 Denise Brown

0018

10/27/08 – 11/04/08

Okinawa, Japan

To participate in and attend the OSD Regional workshop

Denise Brown

0018

11/4/08-11/08/08

Seoul, Korea

To participate in and attend the OSD Regional workshop.

3.

Meetings, Briefings & Presentations.

3.1

Individual meetings with MFLC for JFSAP Program for each service and National Guard are occurring daily to update status of implementation. Attendees include Program Director, Dr. Terry Fullerton, or Program Deputy Director, Thomas Brashears, MHN Manager, Kimberly O’Bannon, MHN Supervisor Jim Balick, MHN Supervisor Amber Chamberlain, and appropriate pilot program POC.

3.2

Individual meetings occur with OSD JFSAP staff Col Baker, Gerry Carlon and David Kennedy on bi-weekly to monthly basis. These meetings updated the on boarding of JFSAP MFLC’s and recent activities and issues.

3.3

Regional In-Process Review briefings to all Service POCs of Family Programs to provide updates on MFLC including information on financial counseling, installation and on demand support. The third regional meeting occurred in November in Austin, Texas the fourth regional meeting occurred in Jacksonville, Florida. Fifth and sixth Regional meetings occurred in San Diego, California and Vicenza, Italy during February. The seventh regional meeting occurred in Washington, DC. Eighth and ninth Regional meetings occurred in Norfolk, VA, and Albuquerque, NM. Regional meeting occurred in mid July in Louisville, Kentucky, Thomas Brashears and Betsy McBride attended. Terry Fullerton will support the Regional Workshop in the Pacific and Denise Brown will support the Regional Workshop in Korea.

3.4

Meetings with OSD on the Personal Finance & Transition, the Personal Financial Counselor Program occur weekly or twice a month to discuss the implementation of the Financial Fitness Challenge Campaign

3.5

Meeting with JFSAP on Utilization report security model with COTR from OSD. MHN provided first Utilization Report in May and received positive OSD feedback.

3.6

Meeting with each Service, OSD and MHN to discuss on going expansion of MFLC services.

3.7

Meeting with OSD on training of MFLC, MHN network and Ceridian affiliates as part of next year’s training curriculum.

3.8

Meeting with OSD on Financial Counseling addressing uniform ordering services form for MFLC, PFC, Turbo Tap, MOS and other services.

3.9

Meeting with OSD on Financial Counseling on spouses developing required training and experience to become AFCPE Certified Personal Financial

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MFLC Monthly Contract Status & Financial Report September 2008

Counselor. OSD encouraged MHN to hire spouses and modify CLIN to support their usage at on demand and Turbo Tap events. 3.10

An “Victory Resilience” In Progress Review (IPR) meeting with 1st ID CG, the 1st ID Chief of Staff, COL Gibbs, the Division Surgeon and the mobilization/demobilization POC to occur weekly or bi-weekly. CG liked the idea of combining the rotational MFLC’s already at Fort Riley, with the requested surge support to insure that the correct number of MFLC’s were on the ground when needed to support the return of 4th BCT. ASCO indicated that the rotational MFLCs were needed at SFAC, WTU, and the non-returning units. These heightened resources could then be reduced so as to effectively manage the efficient use of resources. MG Durbin subsequently approved our staffing model to support the 4000+ soldiers form 4th BCT. Further, from earlier meetings amongst senior Army Leaders this was very well received by all of the other Division Commanders within FORSCOM and could indeed become a model for use elsewhere. In fact, MG Graham indicated there would be a formal request to similarly support troops returning to Fort Carson, Colorado in the late fall/early winter after evaluation of the Ft. Riley surge support. MG Oates is looking at surge support for a BCT returning from Iraq in November. CG at Fort Riley indicated that an additional request for support was being submitted as his other BCTs return from deployment in January. CG has already briefed his operation Victory Resilience” plan to the FORSCOM Commanding General, GEN Charles Campbell, who has indicated that he is a fan of increased, short duration surge MFLC support (30,45,60 day assignments) to support his various maneuver units. Surge support at Fort Campbell, Fort Drum and a repeated surge at Fort Riley are being coordinated at this time. This surge support requested to be funded by Army Special Funding.

3.12

Meeting with OSD Financial Directorate, MHN, PFC, and ACSO at Fort Meade, MD to review rotational PFC, activities, barriers and solutions. Meeting will also occur to review rotational request for PFC support at Fort Belvoir, VA

3.13

Meeting with MHN, OSD and Air Force on PFC and the 7 USAFE 45 day rotations that occurred through August, September and ended in early October 2008.

3.14

Meeting with MHN, OSD and Army on surge support for Fort Benning, Republic of Korea, update on expanded Army support for 1st Infantry Division surge and need for increased advertising of In House counseling. We are starting periodic telephonic updates with Army ROK POC concerning MFLC implementation that begins in mid to late September.

3.15

Meeting with Gerry’s JFSAP team, David Mitchell, Alison South and Terry Fullerton on status of JFSAP MFLC hiring, and ensuring state POCs are available to quickly interview MFLC candidates.

3.16

Meeting with MOS and MFLC on upcoming training for MHN network, MFLC, and MOS affiliates.

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MFLC Monthly Contract Status & Financial Report September 2008

3.17

Meeting with OSD on contracting various staff and billing their work through the program management CLIN 18 thus ensuring they could travel to ROK to brief the Regional Workshop.

F.

Issues/Action Items

1.

Management & Program Issues.

1.1

The five-year, Indefinite Delivery/Indefinite Quantity (ID/IQ) MFLC contract, with an effective date of 26 January 2007, runs through 25 January 2012. During the first fourteen months of the contract, MHNGS provided services as called for by four separate Task Orders; three of which were issued by GovWorks, and one of which (known as Task Order #4), was issued by the U.S. Army Space & Missile Defense Command (SMDC). Task Order #1, #2 and #3 effectively ended on 31 March 2008. However, assignments that were initiated prior to the end of March continued to be billed under Task Order #4 until those assignments were completed and the associated travel and ODCs are booked and billed. Task Order #5 has been installed and now covers a twelve-month period of performance, from 1 April 2008 through 31 March 2009. And, Task Order #6, in support of the Financial Counseling services program received additional funding while the period of performance of August 2008 through July 2009 remains unchanged. More details on this Task Order are found below.

1.2

The GovWorks modification to Task Order #5, that was to update the CLIN tasking to reflect MHNGS’ Revision #1 to its TO #5 Proposal, submitted on 24 June 2008, has been overcome by events. This is because a reforecast of Task Order #5 expenditures was accomplished this reporting period, to ensure that no excess funding remained under the Task Order that might not ultimately be expended by 31 March 2009. During the last week of September, MHNGS provided OSD with a reforecast for Task Order #5, which resulted in a deobligation of $43,686,918.37, via Modification #0003 to TO #5. Those funds were transferred to Task Order #6.

1.3

Regarding Task Order #4, issued by SMDC: SMDC previously issued modification P00001 to TO #4 to add $1,100,527 incremental funding for assignments that were begun before 31 March 2008, but which would not be completed until sometime thereafter. Subsequently, MHNGS alerted SMDC that additional incremental funding was required to cover these assignments, including travel and ODC. However, SMDC’s Ordering Authority granted by GovWorks no longer existed. Therefore, during the June 08 reporting period, GovWorks advised that all further incremental funding, to cover the remaining unpaid amounts for Task Order #4 assignments, would be accomplished by GovWorks. And, billing for such costs would, therefore, be through GovPay, not the Defense Finance and Accounting Service (DFAS) (as was required by SMDC). GovWorks advised that such funding and billing would be accomplished under Task Order #5, and a modification was received this month with additional funding of $6,120,235. Minimal run-out costs continue to be booked and finance will provide total amounts in October.

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MFLC Monthly Contract Status & Financial Report September 2008

2.

Contractual Issues/Actions.

2.1

The MFLC program continues to grow at an increasing rate. The quantity of MFLCs and Associates to address the substantial program growth, and MHNGS’ ability to accomplish the necessary provider network expansion, consultant contracting, Associate recruiting, and travel and logistical placement of resources across the expanding programs continues to be inherently challenging and require new levels of execution by MHNGS. In order to be fully successful in this endeavor, MHNGS continues to require timely assignment requirements input from the Services and OSD and even greater levels of coordination as priorities about assignments change over time. For example, MHNGS cannot effectively staff any of the new CYS assignments until each of the Service Branch POCs coordinates with their regional command to determine the priority and order of program roll-out at the installation level.

2.2

With the ever expanding growth of the MFLC Program, including without limitation, increased activities associated with provision of web design, implementation and maintenance activities, data management and reporting, travel, MFLC recruiting and placement, learning and performance, quality assurance, etc. MHNGS has had to invoke technical capabilities not originally envisioned by the Program Management labor categories. We have responded to this challenge while utilizing only the existing Program Management labor category rates. This has been accomplished by placing personnel with requisite knowledge, skills and abilities within the most appropriate PM labor categories, based upon the education, years of experience, and salary range of those personnel as compared to the existing PM labor category descriptions/rates. However, MHNGS believes it would be appropriate for the government to consider addition of new PM labor categories, in order to provide the government greater insight into the types of Program Management activities and talent that are being conducted under and applied to this important Program.

2.3

As a direct result of rapid, sustained and broad growth of services called for under the MFLC contract, and the inherent increase in the magnitude and diversity of data management and reporting requirements to support this expansion, an immediate need for an integrated Data/Information Warehouse exists. During the last reporting period OSD was briefed on this need and an MHNGS proposal for “MFLC Data & Reporting Requirements: An Integrated Data/Information Warehouse”. OSD acknowledged the need for the Data Warehouse (DW). However, OSD advised that before authorizing the approximate $530,000 needed to install this capability, a demonstration of the envisioned capabilities should be afforded Ms. Burke. A demonstration was conducted for OSD during this reporting period, although Ms. Burke was not available to attend. Mike Hoskins and Cheryl Grosso were briefed on the capabilities that this new Data Warehouse could bring to the MFLC Program, and Mrs. Grosso advised that she would have to seek approval for the projected expenditures from Ms. Burke and from GovWorks. During this reporting period, OSD notified MHNGS that GovWorks will not approve the Data Warehouse as an Other Direct Cost.

2.4

In July 2008, MHNGS submitted an email request to OSD for approval to expend approximately $113,000 of Other Direct Costs (ODC), CLIN 0017.

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MFLC Monthly Contract Status & Financial Report September 2008

These costs will be in support of a more aggressive and comprehensive recruiting program to address the recruitment needs inherent in growing the JFSAP program from fifteen states to cover all fifty states. Please note that request is still under review as of the writing of this report. A response from OSD is requested. 2.5

In July 2008, MHNGS received from OSD/GovWorks new tasking for an anticipated Task Order #6. Since receipt of the government’s estimated tasking, MHNGS has continued to work towards constructing a Task Order #6 Cost Proposal for submission to GovWorks and OSD. However, due to the expanding nature and definition of requirements envisioned by OSD, MHNGS was not able to complete the TO Proposal during this reporting period. Due to the need to obligate the dollars, however, GovWorks issued Task Order #6 in August, funded in the amount of $40 million, and covering a twelve month period of performance, beginning in August 2008. Ultimately, a Task Order Proposal still needs to be accomplished and submitted to GovWorks and OSD, in order to clarify the actual assignments and related significant subcontract work that is to be performed under this new Task Order. It is OSD’s requirement that all Financial Counselingrelated assignments, activities, subcontracts, and Program Management be managed under this new Task Order #6. Thus, all financial counseling effort that was initiated prior to 1 August 08, and the associated costs, will be accumulated and billed under TO #5, and all such costs incurred after 1 August 2008 shall be captured under TO #6. As mentioned in paragraph 1.2 above, over $43 million were transferred this period from Task Order #5 to Task Order #6. As a result, Task Order #6 will ultimately also cover not only financial counseling-related costs, but also other standard MFLC work.

2.6

Task Order #5 will continue to cover all other MFLC work that is not associated with the Financial Counseling activities, through 31 March 2009. In the event that Task Order #5 funding is exhausted prior to that time, future work will be accomplished under Task Order #6.

2.7

As mentioned above, Task Order #6 requirements continue to be refined by OSD and MHNGS, collectively working together to address this most important initiative of assisting military members and their families in dealing with financially-related challenges. The major initiative under Task Order #6 is the Financial Readiness Challenge Events (FCRE), aka Road Shows. Substantial efforts were employed this reporting period in planning, developing, coordinating and preparing to launch this major initiative which is to provide Financial Road Shows at many different military installations. Close coordination is being effected with OSD as the team prepares to rollout the first Road Show events in October 08. Substantive details are included throughout this monthly report.

3.

Schedule Issues. As mentioned above, MHNGS requires timely assignment requirements input from the Services and OSD to prevent negative impact to our scheduling and implementation of “boots on the ground”.

4.

Republic of Korea (ROK), Status of Forces Agreement (SOFA):

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MFLC Monthly Contract Status & Financial Report September 2008

During this reporting period, Deputy Program Director Thom Brashears along with Ronnie Weiner traveled in the beginning of September to Korea in order to brief IMCOM-Korea Commanding General and other respective site POCs, coordinate with our two ROs, and conduct the initial MFLC in-depth, on-site orientation. MHNGS learned that commercial airlines required that our MFLCs have a Visa if they were going to be in Korea for longer than 30 days. They would not allow our MFLCs to fly without the required Visa. In order to fulfill our assignments, our Travel Department had to re-book a return flight for less than 60 days. Once the MFLCs obtain their visa, the Travel Department will re-book the return flight, enabling the MFLCs to fulfill their entire 60-day assignments. Based on this airline requirement, in the future, all MFLCs will be required to possess a valid Business Class visa. MFLCs’ costs for obtaining this visa will be charged to the contract. The entire first group of 5 Army MFLCs and 2 Air Force MFLCs are performing services at their assigned installations. And, we are currently staffing for the next teams’ deployment... 5.

Task Order Details & Financial Status Report: Included as a attachment to this report, please find Attachment #1, for both Task Order #5 and Task Order #6, entitled, Financial Report, with supporting details, by Task Order, individual consultant assignments/rotations/on-demand events, by Contract Line Item Number (CLIN) and location; summary of Billed Amounts; and Billed Travel & Other Direct Costs.

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