CDM Sources Sought Notice.pdf

SOURCES SOUGHT NOTICE

DEPARTMENT OF WAR

WASHINGTON HEADQUARTERS SERVICES

ACQUISITION DIRECTORATE

INFORMATION MANAGEMENT AND TECHNOLOGY (IM&T)

CASE DEVELOPMENT MODERNIZATION (CDM)

Sources Sought Notice Posted Date: Friday, January 30, 2026 Sources Sought Response Date: Thursday, February 19, 2026, at 10:00 a.m. Eastern Time

Synopsis of Sources Sought Notice:

Washington Headquarters Services (WHS) Acquisition Directorate (AD) is conducting market research to identify availability, interest, and capability of qualified businesses to provide Case Development Modernization for the Defense Security Cooperation Agency (DSCA) Information Management & Technology (IM&T), Security Cooperation (SC).

This Sources Sought Notice is to gain knowledge regarding the availability and capabilities of business concerns. The Government DOES NOT intend to award a contract based on the responses to this Sources Sought Notice.

The work anticipated may require contractors to comply with Security Clearance requirements by the time of a proposal for contract performance to start. Please review this notice and draft SOO closely. WHS does not sponsor any clearances.

Important Notice to Small Business Concerns: While not responding to this Sources Sought Announcement does not preclude participation in any future RFP if one is issued, it is highly recommended that all interested and capable firms respond in order to be considered during this market research and acquisition planning phase.

Currently no solicitation exists. If a solicitation is generated from these market research efforts, it will be synopsized on either PIEE Solicitation Module or the Government Point of Entry (GPE) SAM.gov by the appropriate Government Contracting office, unless an exception to synopsize exists. It is the responsibility of the potential responders to monitor SAM.gov for additional information pertaining to this subject. Interested firms may also ask the Contracting Officer for a copy of the solicitation in accordance with FAR 19.202.

Attachments: Draft Statement of Objectives (SOO).

SOURCES SOUGHT NOTICE

This Sources Sought Notice is being issued for market research purposes ONLY and shall not be construed as a Request for Proposal (RFP) or as an obligation on the part of the requestor to acquire any products or services.

The government does not intend to pay for the information requested herein. All information provided is for Government planning use only. Please mark proprietary information as “Proprietary for Government Use Only”. Please be advised that all submissions become Government property and will not be returned. Submission to any contact other than the one listed in this notice may result in your response not being considered. Submissions after the closing date of this notice may be considered only at the discretion of the contracting officer.

The Government encourages responses from “all” interested, capable sources including small business concerns (8(a) Certified concerns, Historically Underutilized Business Zone (HUBZone) concerns, Service-Disabled Veteran-Owned Small Businesses (SDVOSBs), Women-Owned Small Businesses (WOSBs) and Economically Disadvantaged Women-owned Small Businesses (EDWOSBs)) are encouraged to respond to this notice. Small businesses are defined based on the size standard associated with the NAICS code. For more information, visit:

https://www.sba.gov/document/support-table-size-standards, and check your size using the SBA Size Standards Tool: https://www.sba.gov/size-standards/index.html.

The Contracting Officer will use the responses received from this notice to determine the appropriate acquisition strategy.

1. Background

The Defense Security Assistance Management System (DSAMS) is a mission essential system for the Security Cooperation (SC) community that provides military departments (MILDEPs) and Defense Agencies with the functionality necessary to develop and implement all unclassified Security Assistance (SA) cases, from the point of the customer’s request for material/services;

through the establishment of the legal terms/conditions, initial pricing, payment schedules, and production of the Letter of Offer and Acceptance (LOA) document; ending with confirmation that initial funding and obligation authority is in the place to proceed with case execution.

DSAMS provides additional functionality for FMS Training and Grant Training, commonly referred to as the training module. This provides the capability to fully execute cases involving foreign military training (as opposed to weapon systems or spare parts) for the MILDEPs.

Originally created nearly three (3) decades ago, it remains the IT backbone of foreign military sales.

The Security Cooperation tasks associated with processing FMS documentation from pre-Letter of Request (LOR) through to Case Closure are executed in decentralized systems making the tracking and reporting difficult. There is no current method to determine status of the overall process without requesting information across multiple organizations which results in a lack of situational awareness and transparency.

https://www.sba.gov/document/support-table-size-standards https://www.sba.gov/size-standards/index.html

The President’s executive order ‘Reforming Foreign Defense Sales to Improve Speed and Accountability EO 1428’ calls on DoD to modernize the entire case life cycle process to reduce time to delivery of materials and to increase transparency within the process; such that stakeholders in Security Cooperation enterprise can have improved delivery experience.

Additionally, the Case Launcher product prototype is currently under development. This prototype includes capabilities such as initializing a case, creating, editing, and tasking case lines, reviewing and entering case data and a Single Tracking System prototype for tracking foreign military sales efforts throughout the Case Lifecyle per EO 14268.

A modernized Case Development Life Cycle is critical to achieving the goals outlined in the executive order.

2. Procurement History for Similar Services

This is a new requirement.

3. Description

The IM&T CDM requires the development of a modernized Case Lifecycle system to address critical challenges and evolving mission needs within the Security Cooperation enterprise. The modernization aims to streamline the Foreign Military Sales (FMS) case development process, enhance transparency, reduce delivery timelines, and ensure compliance with cybersecurity, accessibility, and Zero Trust standards.

As of now, no single Task Management or Document Repository system exists. The Case Development Modernization initiative includes the task management and document repository capability requirements that support the overall Case Lifecycle to streamline task management and have the capability for case life cycle document repository. It should integrate seamlessly with the Case Development Modernization system for efficient data exchange and reporting.

By leveraging modern technologies, architectures, and methodologies, CDM will deliver a unified, scalable, and efficient platform that supports the entire Case Lifecycle while ensuring interoperability with other systems across the Department of War (DoW).

4. Estimated Value: The acquisition has an estimated dollar range of approximately $7M-$9M.

5. Anticipated North American Industry Classification System (NAICS) code: 541511, Custom Computer Programming Services

*Visit www.sba.gov to learn more about small business size standards and Federal Contracting programs.

6. Anticipated Product Service Code: DA01, IT and Telecom – Business

Application/Application Development Support Services http://www.sba.gov/

7. Anticipated Place of Performance: The work to be performed under this requirement will be performed at both Contractor and Government Facilities (within and outside of the National Capital Region as defined in 10 USC § 2674).

8. Anticipated Contract Award Date: May 31, 2026

9. Anticipated Contract Start Date: The requirement is anticipated to have one (1) base year of twelve (12) months with four (4) twelve (12) month option periods.

10. Anticipated Security Requirement(s): The Contractor shall have a current facility clearance of SECRET and the Contractor’s employees, performing work in support of this contract shall have been granted a temporary or final SECRET security clearance. All personnel assigned to this contract must be U.S. citizens.

11. Statement of Objectives (SOO)Draft: This Sources Sought Notice seeks to determine whether capable vendors can execute services related to the Draft SOO. Firms submitting a response to this Notice should demonstrate via their capabilities statement their ability to perform the objectives as outlined in the draft SOO.

12. Capability Statements and Submission Instructions: All interested firms having the experience, skills and capabilities necessary to perform the services outlined in this notice and the attached draft SOO are requested to submit a tailored capabilities statement electronically no later than Thursday, February 19, 2026, at 10:00 AM (Eastern) to the following email address: whs.ncr.ad.mbx.dsca-group@mail.mil

The Subject line of the email must be: “Sources Sought Notice: Information Management and Technology (IM&T) Case Development Modernization (CDM) | <Name of Your Firm>”.

To facilitate a timely and comprehensive review of all submitted responses, firms should respond using the format requested to this Notice. Deviations from this format may lead to having “insufficient information” to determine capabilities.

Capabilities statements shall not exceed 20 pages in “Times New Roman” 12-inch font, left justified and one-inch margins all around. Respondents must submit documents in Word or PDF format. Zipped files will not be accepted.

Response to this notice will be reviewed for their applicability to the Government’s need and may be determined “relevant” or “non-relevant”. The Contracting Officer may deem incomplete/insufficient responses received from an interested firm as “not relevant”. At a minimum, the interested firm should provide complete/sufficient responses to the information requested below in Section A. Administrative Information, B. Technical Capability, and C.

Subcontracting Information.

Capabilities statements should address as many of the critical task elements/technical areas identified above to demonstrate the firm’s ability to perform the majority of the work based on capabilities and any experience.

mailto:whs.ncr.ad.mbx.dsca-group@mail.mil

***To help the government in its assessment of technical capabilities please be as detailed and specific as possible in your response. It is highly recommended that your response cover experience, staffing, and technical capabilities. It is also highly recommended that firms include as much of the following information as possible:

• contract type (FFP, CPFF, etc.),

• contract award amount,

• contract number,

• period of performance, and

• Government Point of Contract name and email address, if any.

A. Administrative Information:

Please fill out the table below with information about your firm and answer all the questions in this section.

***Please note in order to do business with the U.S. Government as a prime contractor your firm must be registered in SAM.gov by the time of award of any resultant contract.

1. Business Name:

2. Business Address:

3. Business Point of Contact (POC):

4. POC Telephone:

5. POC E-mail:

6. Business Website:

7. Commercial and Government Entity

(CAGE) Code (if any):

8. SAM.gov Unique Entity Identifier (UEI) (if any):

9. Business size for NAICS 541511 – “Custom Computer Programming Services”

10. All socioeconomic categories as defined in FAR Part 19 (e.g., 8(a), SDB, HUBZone, SDVOSB, WOSB, etc.):

11. Identify if your firm has any pre-existing contract vehicles related to the scope of this requirement and provide the contract number for similar services. Responses may be used to determine whether a government-wide acquisition contract (GWAC) can be used.

12. Indicate if your firm would submit a proposal if a Request for Proposals (RFP) is issued and whether the vendor desires to participate in this requirement as a prime contractor, teaming agreement, subcontractor, or joint venture

B. Technical Capability

Please submit a tailored capability statements addressing your firm’s capability to support the work outlined in the draft SOO. Please provide response to the following information and a point of Contact, phone number, and email addresses of individuals who can verify the capabilities discussed in the responses:

Technical Approach

1. What is your recommended approach for modernizing legacy systems: running legacy and modernized systems side-by-side, building the modernized system from the ground up, or proposing an alternative approach? Please explain the rationale behind your recommendation.

2. What is your approach to modernizing legacy systems like DSAMS and CTS while ensuring minimal disruption to ongoing operations taking into consideration the following:

a. Scalability, performance, and horizontal scaling challenges

a. Data integrity and compliance with Zero Trust, 508, ICAM, and all necessary

NIST cybersecurity requirements

b. Providing a modernized data exchange layer

c. Integrating COTS solutions

d. Customized development for Case Development Modernization

Analytics and Reporting

3. How will your solution support standard and ad hoc reporting and analytics, ensuring actionable insights from consolidated data across the Case Lifecycle?

Cloud Hosting and Architecture

4. How will your solution leverage cloud-native technologies to ensure scalability, reliability, and security?

AI Capabilities

5. How will you integrate disruptive technologies, including artificial intelligence, into the Case Development Modernization system?

Compliance and Governance

6. How will your solution ensure compliance with regulatory requirements such as AECA, FAA, NDAA, FAR, fiscal law, and NIST standards, and what governance model do you recommend ensuring shared ownership across the Security Cooperation enterprise?

Acquisition Strategy

7. IM&T is considering a wide range of contract vehicles and innovative down-select methods. Based on this, the problem statement, and the SOO provided, what contract/agreement types or vehicles would you recommend and why? Explain how your proposed approach maintains competition and avoids vendor lock-in over time.

8. How does this acquisition approach map to your Agile development approach and what incentives can the government provide to create more technical and schedule efficiencies?

9. What mechanisms should the Government build into the contract/agreement to preserve innovation and technical operationality? (e.g. on-ramps, off-ramps, multiple award structure, innovation challenges, open APIs)

Period of Performance

10. Describe your Program and Project Management approach to managing a project such as

Case Development Modernization and identify the key roles critical to successful delivery of the solution under this approach.

Rough Order of Magnitude

11. Based upon the SOO, your approach to Case Development Modernization, a 5 year contract/agreement PoP, and all other questions provided can you provide a high level estimate of cost traced to your recommended CLIN structure and associated CLIN types?

Statement of Objectives Review

12. What changes, clarifications, or additions to the draft Statement of Objectives (SOO) would you recommend improving its clarity and better enabling industry to propose effective and differentiated solutions?

C. Subcontracting Information

The following information will assist WHS/AD in establishing a basis for developing set-asides and/or subcontracting opportunities, if necessary.

A. Identify which, if any, Draft SSO areas that your firm will collaborate with a subcontractor or team partner (i.e., small business) (if applicable).

B. Explain the reason for performing those areas identified in the draft SOO as a prime and/or collaborating with a subcontractor, i.e., teaming arrangements and or joint ventures. For example, for any task areas where your firm does NOT have experience on a commercial or government contract to demonstrate specific capabilities, explain how you would attain those abilities. (Example: If you anticipate utilizing subcontractors, please highlight for which specific tasks and the percentage of subcontracting contemplated to fulfill the requirement.)

C. If you intend to subcontract, please include the estimated percentage for Small

Business subcontracting opportunities.

Example table to be used:

Draft SOO

Self-perform Anticipated % of

Subcontracting

If known, potential subcontractor, teaming partner, joint venture arrangement, etc.

Totals

D. Supplemental information requested:

This Supplemental Information Section will assist the government to refine the requirement, if appropriate, and it does not count toward the page limit or capabilities assessment.

1. Recommended NAICS codes and/or PSC Codes for this effort with justification.

2. Highlight any information missing from the SOO that would provide a better understanding of the effort desired.

3. Highlight any information that is unduly restrictive to small business as listed in the draft

SOO.

4. Indicate how much time your firm would need to prepare a competitive response to an RFQ.

5. Would your firm need a transition period? If yes, how long? e.g.: 15 days / 30 days.

6. Identify any task areas considered potentially as moderate to high risk in providing the support services required.

7. Identify anything in the draft SOO considered a potential deviation from industry standard.

8. Recommended/suggested contract type (i.e., FFP, Cost, T&M, LOE, etc.), based on the draft

SOO.

9. State whether these services are commercially available, yes or no, and state why.

10. Provide feedback or questions regarding the requirements of the Draft SOO.

Additional Information and Questions

Verbal questions will NOT be accepted. All correspondence shall be via email.

Any questions for clarification may be emailed to whs.ncr.ad.mbx.dsca-group@mail.mil by the closing date of this notice. Questions shall NOT contain proprietary or classified information.

An unattributed list of questions and answers will be published at the same web location of this Sources Sought Announcement.

mailto:whs.ncr.ad.mbx.dsca-group@mail.mil