CSO Construction AOI Template 17 Sept 26.docx

CSO for Construction OTs Area of Interest (AOI) Template INSTRUCTIONAL NOTE: All text displayed in blue represents instructional guidance, statutory compliance notes, or fillable placeholders. This text must be replaced with specific acquisition data, or removed entirely, prior to publishing this AOI to industry.

SAM / Posting Instructions: The master CSO is posted as a sources sought. When posting AOIs, post as a “solicitation” and reference the master CSO (USSF-CSO-FY26-2808A) in the “Related Notice” section.

[Instructional Language for the Agreements Officer: The Agreements Officer should coordinate with the requirements owner to complete this template and attempt to obtain funding prior to posting the AOI against the CSO. Prior to publishing this AOI and awarding any subsequent agreement, the Agreements Officer MUST ensure full compliance with the statutory notification, reporting, and funding limitation requirements established under 10 U.S.C. § 2808a and relevant DoD financial management regulations. This includes verifying that the appropriate appropriations are being utilized and that necessary congressional notifications have been executed if the project's Not-To-Exceed (NTE) budget breaches statutory reporting thresholds for military construction.]

[INSERT SPACE BASE DELTA NAME]

AREA OF INTEREST (AOI) # [INSERT AOI NUMBER]

PROJECT TITLE: [INSERT PROJECT TITLE]

PUBLICATION DATE: [Insert Date] PHASE 1 SUBMISSION DEADLINE: [Insert Date/Time - Recommend 1600 MDT] ISSUING SQUADRON: [Insert Contracting/Civil Engineering Squadron Name] AGREEMENTS OFFICER: [Insert Agreements Officer Name] SUBMISSION LOCATION: [Insert submission method: Organizational Email Box at org.box@spaceforce.mil OR SAM.gov portal link]

1.0 PROJECT OBJECTIVE & TARGET BUDGET

[Instructional Language: Use this section to write a broad, outcome-based problem statement. Describe the operational deficiency or the capability gap on the base. Explain what the facility needs to accomplish, not how to build it. This maximizes commercial latitude and invites innovative constructability methods.] Current Operational Challenge:

The [Insert Space Base Delta / Squadron Name] is currently experiencing [Insert Description of Problem, e.g., inadequate hangar space for next-generation assets / deteriorating airfield pavement / outdated command center electrical redundancy].

Desired Outcome:

The Government seeks a commercial solution to [Insert Desired Outcome, e.g., design and construct a rapid-erect shelter / repair and alter 15,000 sq ft of secure facility space / implement a modular microgrid backup system]. The final structure or alteration must achieve [Insert Key Performance Metrics, e.g., full operational occupancy within 6 months / compliance with specified structural wind loads of 120 mph].

[Remove this section if you will not use PDB / ADB] Project Delivery Method: This project will utilize a [Select: Progressive Design-Build (PDB) / Accelerated Design-Build (ADB)] model under the authority of 10 U.S.C. § 2808a. Commercial firms will be expected to actively collaborate with the Government during the design phase to optimize constructability, manage differing site conditions, and compress the overall delivery timeline through phased work packages.

Target Budget:

The total Not-to-Exceed (NTE) budget for this project is [Insert Dollar Amount, e.g., $10,000,000]. Submissions proposing Rough Order of Magnitude (ROM) prices or final pricing that exceed this amount may be deemed unawardable due to funding availability.

[Remove this section if you have obtained funding] Funds are not presently available for this effort. No award will be made under this AOI until funds are available. The Government reserves the right to cancel this AOI, either before or after the closing date. In the event the Government cancels this AOI, the Government has no obligation to reimburse an offeror for any costs.

Target Timeline:

The entire project [Insert should/must] be completed within [Insert # of years / months or provide a range if it is flexible. *Note - state if they do not meet this timeline if they will be removed from the competition].

2.0 PROJECT SCOPE & SITE CONDITIONS

[Instructional Language: Provide the essential physical constraints of the project. Include approximate square footage, existing utilities, geographical limits, and whether the project is a new build, repair, or alteration.]

· Project Classification: [Select: Design / Construction / Repair / Alteration / Renovation]

· Physical Location: [Insert specific location/building number on the installation]

· Estimated Footprint: [Insert approximate dimensions, e.g., 20,000 gross square feet]

· Existing Utilities at Site: [Describe available tie-ins, e.g., 480V 3-phase power within 50 feet, municipal water and sewer adjacent to site]

· Key Site Constraints: [Detail any major physical hurdles, e.g., active taxiway adjacent to work site, shallow water table, required demolition of existing concrete footings]

3.0 SPECIAL ARTICLES & COST DRIVERS (TERMS AFFECTING PRICE)

[Instructional Language for the Agreements Officer: Commercial contractors price risk directly. To ensure accurate ROM pricing in Phase 1 and eliminate surprises during Phase 3 negotiations, identify all non-standard articles, financial guarantees, and statutory requirements that will impact the project cost. If articles / cost drivers do not apply to your project, delete them. This list is not all inclusive, consider what you may need to add for your project to be successful.] The following special terms, financial requirements, and articles will be incorporated into the Phase 3 Other Transaction Agreement and must be accounted for in the Company’s pricing:

4.0 SELECTED EVALUATION CRITERIA

All AOIs must be in accordance with the Master CSO. This AOI supplements the Master CSO, which provides additional mandatory details on the submission and evaluation process. Companies are encouraged to review the Master CSO prior to submitting against this AOI. The Agreements Officer has selected the following evaluation criteria to evaluate submissions for this specific AOI.

[Instructional Language: Select evaluation criteria from the menu below or create new criteria that are strictly relevant to the specific project to avoid placing unnecessary proposal burdens on commercial vendors. Delete all evaluation criteria portions in the table that are NOT used. You may include these requirements in the OT (bonds, PMs, etc.) without including them as evaluation criteria. Evaluation criteria are for the highest risk items in the requirement or to eliminate companies that are not capable.]

5.0 SUBMISSION & DOWN-SELECT PROCESS

This project will follow the [if you are changing the phases from the master CSO replace the standard language with: state if you are combining or eliminating any phases and how the submittal and evaluation process will change from the process in the master CSO] three-phase submittal and evaluation process outlined in the Master CSO. All awards will be negotiated under a [select one - Firm-Fixed-Price, Fixed-Price Incentive, or Fixed-Price Award Fee] structure.

PHASE 1: WHITE PAPER

Submittal Requirements:

· Format: Maximum five (5) page White Paper.

· Title Page: (Does not count against the 5-page limit). Must include Company Name, Title, Date, POC Name, E-Mail, Phone, SAM UEI, Address, and the specific AOI being addressed.

· Executive Summary: One (1) page overview of the commercial construction approach.

· Core Concept: Outline the construction method, estimated schedule, and a Rough Order of Magnitude (ROM) price.

· Credentials: Detail the company’s past performance and credentials on similar commercial construction or alteration projects.

Companies shall submit a maximum five (5) page White Paper (excluding the title page) via [Select/Insert Submission Method: e.g., the organizational email box at org.box@spaceforce.mil OR via the secure portal link provided on the SAM.gov posting] no later than the deadline listed on the cover page of this AOI.

The White Paper must address the objective in Section 1.0, the site conditions in Section 2.0, and your company's plan to meet the Evaluation Criteria in Section 4.0 and 5.0. A Rough Order of Magnitude (ROM) fixed-price estimate must be included and must not exceed the Target Budget in Section 1.0.

Phase 1 Evaluation Criteria:

1. Relevance to AOI: Does the executive summary accurately target the problem outlined in this AOI? (If irrelevant, evaluation stops here and the company will be notified they are not advancing).

2. Merit of Constructability Concept: Is the proposed method technically sound and feasible based on commercial standards or proof of innovative methodologies?

3. Company Viability: Does the company demonstrate the necessary commercial experience to execute the work, and are they in good standing (including verification that the company is not on the federal excluded parties list)?

PHASE 2: ORAL PRESENTATION / PITCH

Selected companies will be invited to deliver a virtual or in-person oral presentation. Submittals for Phase 2 are strictly limited to a 15-slide deck.

Submittal Requirements:

· Format: An oral presentation (virtual or in-person) accompanied by a strict maximum 15-slide deck.

· Content: Detailed technical methodology, site logistics plan, constructability approach, and specific strategies for meeting the evaluation criteria.

Due Date: The pitch date, time, and the deadline to submit the slide deck will be strictly established by the Agreements Officer when the company is formally notified they are advancing to Phase 2. The Government reserves the right to limit the number of companies invited to pitch.

Phase 2 Evaluation Criteria:

1. Technical & Logistical Depth: How effectively does the presentation detail the means, methods, site footprint, and operational integration?

2. Schedule Viability: Is the project timeline realistic, and are schedule risks clearly identified and mitigated?

3. Responsiveness to Evaluation Criteria: How well does the solution address the specific menu evaluation criteria?

PHASE 3: FULL COMMERCIAL PROPOSAL

Firms selected to submit a full proposal will receive a formal Request for Proposal (RFP). With the RFP, the Government will provide a draft copy of the Other Transaction (OT) agreement and the full list of terms and conditions (articles) for review. The company will be responsible for jointly developing (with the Government) the Statement of Work, master schedule, and milestone definition and payment amounts that will be incorporated into the OT.

Submittal Requirements:

· Technical & Execution Volume:

· Title Page & Abstract (include all subcontractor/team member UEIs).

· Work Breakdown Structure (WBS): A proposed commercial-standard WBS identifying the specific scopes of work, construction phases, and deliverables.

· Master Schedule: A detailed critical path or project master schedule outlining pre-construction, mobilization, vertical construction/alteration, and commissioning.

· Technical Approach: A comprehensive narrative of the background, means and methods, safety plans, quality control (QA/QC), and labor compliance. (Do not duplicate the Phase 1 White Paper).

· Government Support Required: Specific requests for laydown areas, utility tie-ins, or badging.

· Price Volume:

A total proposed [select one – Firm-Fixed-Price, FPIF, or FPAF] payment structure accompanied by a detailed price breakdown, all estimating assumptions, and a Milestone Payment Chart based on work completed / work-in-place (e.g., foundation poured and inspected; structural steel erected; building dried-in).

· Price Breakdown: Total proposed price to complete the project, supported by documentation showing how the price was developed (e.g., commercial price catalogs, subcontractor quotes, parametric estimates).

· Assumptions: An explicit list of any assumptions made during estimating.

· Milestone Payment Chart: The Company must propose a Fixed-Price to complete the project. All milestone payments will be negotiated as fixed-price amounts, payable only upon verifiable completion of work that has passed inspection (e.g., foundation poured and inspected; structural steel erected; building dried-in).

Phase 3 Evaluation Criteria:

1. Comprehensive Feasibility: Does the WBS, Master Schedule, and Technical Approach represent a fully executable, low-risk commercial project?

2. Fair and Reasonable Price: Is the price fair and reasonable based on commercial market analysis, supporting documentation, and the stated estimating assumptions?

3. Commercial Terms Acceptability: Evaluation of the company’s proposed commercial warranties and general conditions for reasonableness and acceptability to the Government during final negotiations.

6.0 SITE VISIT / PRE-PROPOSAL CONFERENCE (OPTIONAL)

[Instructional Language: If a physical site visit is required for commercial firms to assess the site prior to submitting their Phase 1 White Paper, insert the details here. If not, write "A formal site visit is not scheduled for Phase 1. Access to site maps is available upon request."] A physical site visit is scheduled for:

Date: [Insert Date] Time: [Insert Time] Location: [Insert Meeting Location on Base] RSVP Deadline: [Insert Date - typically 3 days prior for security clearance] Base Access Requirements: [Include base access requirements such as: valid photo identification card that is Government issued and unexpired, U.S. citizenship, enrolled in DBIDS, pass a criminal history check.]

7.0 NON-GOVERNMENT ADVISORS & CONFIDENTIALITY

If non-government advisors are used, list the company names here.

The Agreements Officer has verified all statutory reporting and funding requirements stipulated in 10 U.S.C § 2808a and relevant DoD financial management regulations have been met.

[INSERT AGREEMENTS OFFICER SIGNATURE BLOCK]