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Modernization of Logistics and Finance Business Systems

(PM LOG-FIN formerly EBS-C)

Open and Continuous Call for Solutions (CFS) Notice ID: LOGFIN26 under the Army Open Solicitation (AOS)

(W9128Z-25-S-A002)

Issuing Agency: U.S. Army Contracting Command – Rock Island (ACC-RI)

3055 Rodman Avenue Rock Island, IL 61299-0001

Period of Availability: This Open and Continuous Call for Solutions (CFS) will remain open in perpetuity until canceled by the U.S. Army, as an open and continuous call issued under the Army Open Solicitation. The Government will publish Targeted Calls for Solutions (TCFS) under this CFS to address discrete capability gaps within the Nine Areas of Interest (AOI) listed below. Each TCFS will specify individual response times and requirements.

Description of Program: This Open and Continuous CFS provides the framework for future TCFS (Calls) that will solicit innovative commercial Low-Code, No Code (LCNC) and modernization solutions to accelerate delivery of mission focused applications for the Army Logistics and Finance communities. LCNC and modernization solutions will play a critical role in hundreds of designated defense business systems that perform:

• Non-transactional functions (e.g., analytics, dashboards, reporting, and decision-support tools that consume data but do not create, modify, or post records of record); and

• Transactional functions that integrate with the current five Enterprise Resource Planning (ERP) systems, and one non-ERP (See Appendix A), which may be further categorized as:

o Non-financial transactions (e.g., workflow approvals, master data updates, logistics status changes), and o Financial transactions (e.g., any action that creates, modifies, or posts to a general ledger, sub-ledger, or other financial record of record).

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Any LCNC and modernization solutions that perform financial transactions, or that feeds data supporting financial postings, shall be auditable in accordance with DoD 700.14-R Financial Management Regulation (FMR) Volume 1, Chapter 3: “FFMIA [Federal Financial Management Improvement Act] Compliance Requirements”, Volume 6.A, Chapter 3: “Reporting Of Outlays, Receipts, and Adjusted Trial Balances” and other current applicable regulations. In addition, all solutions must provide capabilities to support transaction traceability, system-generated audit logs, and evidence of Internal Control Over Financial Reporting (ICOFR)/Information Technology General Controls (ITGC). All solutions shall be designed to enforce transactional level Segregation of Duties (SOD) both within the solution delivered and across integrated systems, consistent with existing Army enterprise SOD controls and open Notices of Findings and Recommendations (NFRs).

Solutions shall ensure governance, cybersecurity, and interoperability with Army enterprise services and data platforms. The Army is committed to fostering innovation and collaboration with industry, including non-traditional contractors, to develop solutions that align with these modernization goals.

SECTION 1 – INTRODUCTION

1.1 Background and Authority

The U.S. Army is undertaking a transformative modernization initiative for its five SAP-based Defense Business Systems (DBSs). This effort is a direct response to the Army’s need for improved operational efficiency, enhanced data visibility, and reduced sustainment costs across its business mission areas.

This Open and Continuous CFS is issued under the Army Open Solicitation (AOS), W9128Z-25-S-A002, framework of a Commercial Solutions Opening (CSO) (10 United States Code (USC) § 3458 / DFARS 212.70), which both the AOS and this Open and Continuous CFS operate. To avoid confusion, this document will hereinafter be referred as the Open and Continuous CFS rather than a ‘CSO’, which specific Calls published separately referred to as ‘Targeted’ CFS. Companies will respond to the TCFS with proposed solutions.

Through this Open and Continuous CFS, the Army aims to identify and acquire innovative commercial technologies and services that will deliver measurable improvements in readiness, cost efficiency, auditability, and user experience.

1.2 Commercial Solution Opening Procedure

This Open and Continuous CFS is a competitive solicitation inviting solution briefs for innovative commercial technologies and services that address the AOIs published under this CFS. AOIs are intentionally broad areas of value to the Army logistics and

PM LOG-FIN CFS Page 3 of 13 finance community designed to encourage creative approaches and maximize participation from commercial vendors, including nontraditional defense contractors and small businesses.

Each published TCFS will follow the Open and Continuous process which is structured in three distinct phases, each designed to facilitate open communication, rapid evaluation, and efficient transition from concept to contract:

• Phase 1: Solution Brief In the initial phase, interested companies are invited to submit a Solution Brief. This Brief should consist of a concise white paper outlining the proposed solution, a rough order of magnitude (ROM) estimate, a cover letter, and a completed Affirmation of Business Status Certification (ABSC) form. The Solution Brief should clearly identify the relevant AOI(s), articulate the unique value proposition, and demonstrate alignment with Army objectives. Submissions must be unclassified and proprietary information must be clearly marked.

• Phase 2: Pitch Session Companies whose Solution Briefs are evaluated to be of merit may be invited to participate in a Pitch Session. This session provides an opportunity for companies to present their solution in greater detail, demonstrate technical capabilities, and engage in direct dialogue with Army stakeholders. The Pitch Session may be conducted in-person or virtually and should include a technology demonstration, discussion of price and schedule, and clarification of data rights assertions. The Government reserves the right to limit the number of companies invited to pitch based on the quality and relevance of submissions. The Government reserves the right to "bypass Phase 2 entirely and move directly to a full proposal request" at its discretion.

• Phase 3: Proposal Following the Pitch Session, selected companies will be invited to submit a full written proposal. The proposal should include a comprehensive technical section detailing the approach, deliverables, resources, and project schedule, as well as a price section with supporting data and cost-share information (if applicable). The Government will negotiate terms and conditions, including performance work statements and intellectual property rights, prior to award. All proposals must comply with Army security, interoperability, and governance standards.

Throughout all phases, the Army encourages open communication, transparency, and collaboration. The evaluation process is designed to be fair, rigorous, and focused on identifying solutions that deliver the greatest potential impact for the Army mission.

1.3 Areas of Interest (AOIs): 9 Army LOG-FIN Value Chains

The Army has identified nine Army LOG-FIN Value Chains as the primary Areas of Interest for this CFS. These Value Chains represent the operational domains

PM LOG-FIN CFS Page 4 of 13 targeted for the modernization of five current ERPs. Companies are encouraged to review the TCFS documents when those are published and respond with a solution that demonstrates alignment with the relevant AOIs addressed while supporting the Army’s modernization objectives to rapidly deliver innovative commercial solutions to complex business challenges.

The Areas of Interest (AOIs) are as follows:

• AOI 01: Mission Operations Support - Solutions that enable mission command, operational planning, and decision support across Army logistics and finance operations to sustain readiness.

• AOI 02: Asset Acquisition – Solutions that provide end-to-end procurement and acquisition lifecycle management for Army equipment, materiel, and services, including requirements definition through contract award.

• AOI 03: Real Estate – Solutions for the management of Army real property, land, and facilities including acquisition, accountability, utilization tracking, and disposition of installations and assets.

• AOI 04: Supply – Solutions for supply chain visibility, inventory management, requisitioning, and distribution of materiel to support Army readiness across all echelons.

• AOI 05: Fulfillment – Solutions for order management, warehousing, and delivery execution ensuring timely and accurate fulfillment of supply requests from point of origin to point of need.

• AOI 06: Transportation – Solutions for movement management and transportation planning for personnel, equipment, and materiel across strategic, operational, and tactical environments.

• AOI 07: Maintenance – Solutions for equipment maintenance scheduling, work order management, depot operations, and readiness reporting to maximize availability of Army systems and platforms.

• AOI 08: Manufacturing / Remanufacturing – Solutions for industrial base management, depot-level manufacturing, and remanufacturing of Army equipment and components to restore or upgrade capability and extend service life.

• AOI 09: Resource Allocation – Solutions for budgeting, financial management, cost accounting, and allocation of Army resources across programs, units, and missions in alignment with ASA(FM&C) requirements.

1.4 Dual Tracks: AOI White Paper Submissions and TCFS Submissions

This CFS serves to notify industry of the Army’s current AOIs for development of applications supporting operational users and augmenting the current ERP systems.

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To manage submissions effectively, the Government utilizes two distinct tracks for receiving innovative solutions:

Track 1: Open AOI White Paper Submissions

Industry partners may submit a white paper at any time addressing a capability gap that they have independently identified within the scope of any AOI listed in Section

1.3 of this Open and Continuous CFS. These submissions are accepted on a rolling, open and continuous basis under this Open and Continuous CFS and are not tied to the publication of a TCFS. White paper submissions under this track are distinct from and should not be confused with the Active Capability Gap (ACG) process established under the Army Open Solicitation (AOS) W9128Z-25-S-A002, Section D.1. AOI White Paper submissions under this CFS are governed exclusively by the procedures in Section 3 of this document.

Track 2: Targeted Calls for Solution (TCFS) As the Army identifies specific, urgent capability gaps within one or more AOIs, it will issue a Targeted CFS (TCFS), referred to as a “Call”. Each Call will provide detailed requirements, problem statements, and specific instructions for submitting innovative solutions to address that exact gap.

Calls will be posted as formal amendments to this Open and Continuous CFS solicitation on SAM.gov. Each Call will establish a firm, time-sensitive deadline for submissions.

SECTION 2 – DEFINITIONS

To ensure clarity and consistency throughout this Open and Continuous CFS, the following definitions apply. These definitions are intended to align with Army, Department of War (DoW), and federal acquisition policy, and to provide a common understanding for all participants.

• Area of Interest (AOI): A broadly defined capability area from which the Army will use to identify problems that need to be solved and will issue requirements for which the Army seeks innovative approaches. AOIs are designed to encourage creative solutions and maximize participation from commercial vendors.

• AOI White Paper Submission: A white paper submitted by an industry partner under the Open and Continuous CFS addressing a capability gap independently identified by the offeror within one or more AOIs. AOI White Paper submissions are evaluated on a rolling basis and are distinct from TCFS responses and from the Active Capability Gap (ACG) process under the Army Open Solicitation (AOS).

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• Targeted Call for Solution (TCFS): An amendment to the announcement posted on SAM.gov, which may result in a contract or OT and includes submission instructions, evaluation criteria, timelines, how the Army will treat late submissions, points of contact, and other specific information. The Call is a request for response from prospective industry partners related to a specific

AOI.

• Commercial Solutions Opening (CSO): A competitive procedure for acquiring innovative commercial items, technologies, or services. The CSO process is intended to be flexible, efficient, and accessible to both traditional and non-traditional defense contractors.

• Other Transaction for Prototype Projects (OT): An acquisition instrument authorized under 10 USC § 4022 for prototype projects directly relevant to enhancing Army mission effectiveness. OTs provide the Government with flexibility to negotiate terms and conditions and to partner with industry in developing and testing new capabilities.

• Non-traditional Defense Contractor: An entity that is not currently performing and has not performed, for at least the one-year period preceding the solicitation, any DoD contract subject to full coverage under cost accounting standards. The Army encourages participation from non-traditional contractors to expand the industrial base and foster innovation.

• Innovative: For the purposes of this Open and Continuous CFS, “innovative” refers to any technology, process, or method that is new as of the date of submission, or any new application of an existing technology, process, or method. Innovation may include novel technical approaches, unique business models, or creative integration of existing capabilities.

SECTION 3 – GUIDELINES FOR SOLUTION BRIEFS, PITCHES, AND

PROPOSALS

The Army encourages concise, focused submissions that clearly address the relevant AOI(s). Submissions should be structured to facilitate evaluation and comparison and should avoid unnecessary elaboration. Diagrams and figures are encouraged to illustrate proposed solutions. Multiple Solution Briefs may be submitted if each represents a distinct concept. The initial prototype period of performance for any proposed solution should generally target a 2 1/2 to 3-month iteration to demonstrate value but can be extended for additional 3-month iterations based on complexity of the capability.

All submissions must be unclassified and comply with Army security and export control requirements. Submissions must be electronic and follow instructions in the

AOI.

3.1 Phase 1 Solution Brief

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In Phase 1, companies are invited to submit a Solution Brief that includes:

• Title Page: Company name, title, date, point of contact, contact information, and AOI identification [Please include both the AOI number and title (e.g. AOI 04: Supply)].

• Executive Summary: A one-page summary of the technology.

• Technology Concept: Description of unique aspects, proposed work, pilot/demonstration status, path to maturity, and proprietary aspects.

• Company Viability: Overview, fundraising, commercialization, and go-to-market strategy.

Submissions will be evaluated based on:

• Relevance to the AOI and Importance to Agency Programs

• Uniqueness and innovation

• Technical merit and feasibility

• Alignment with Army objectives

• Company Viability

The Government will review all Solution Briefs for clarity, substance, and verifiable evidence. Companies should ensure that their submissions are well-organized, fact-based, and directly responsive to the AOI problem statement.

3.2 Phase 2 Pitch

Companies whose Solution Briefs are evaluated to be of merit may be invited to participate in Phase 2, which consists of an in-person or virtual pitch. The pitch should demonstrate the concept, technology, or solution, and address the following:

• Estimated price and schedule

• Data rights assertions

• Any additional information requested by the Government

Evaluation criteria for Phase 2 include:

• Relevance to the AOI

• Technical merit and feasibility

• Company viability

• Innovation and uniqueness

• Price and schedule

• Data rights impact

The Government may request additional written submissions or demonstrations to supplement the information provided in the Solution Brief. Companies should be

PM LOG-FIN CFS Page 8 of 13 prepared to discuss their technical approach, business model, and potential impact in detail. The Government reserves the right to "bypass Phase 2 entirely and move directly to a full proposal request" at its discretion.

3.3 Phase 3 Solution Proposal

Selected companies will be invited to submit a full written proposal in Phase 3. The proposal should include:

• Section 1: Technical proposal, including background, objectives, approach, deliverables, resources, statement of work, project schedule, and government support required.

• Section 2: Price proposal, including total price, supporting data, cost-share (if applicable), and defense utility.

Proposals will be evaluated based on:

• Prototype definition and quantity

• Mission effectiveness

• Non-traditional participation/cost share

• Defense utility

The Government will negotiate terms and conditions, including performance work statements, deliverables, and intellectual property rights, prior to award. Companies may propose their own internal terms and conditions to supplement the Government’s, such as service level agreements or user license agreements. The Government retains the right to make more than one award or to make no award, subject to the availability of funding and the quality of submissions.

SECTION 4 – AWARDS

Upon final negotiation of favorable terms and conditions and subject to the availability of funds, the Government may choose to make an award. Awards will be made using Other Transaction Agreements (OTAs) or Federal Acquisition Regulation (FAR) contracts, as appropriate. The Agreements Officer or Contracting Officer will negotiate directly with the Company on the terms and conditions of the award, including payment terms, and will execute the award instrument on behalf of the Government. Only a warranted Agreements/Contracting Officer has the authority to enter, or modify, a binding agreement on behalf of the United States Government.

Companies must have a Unique Entity ID (UEI) and must register in the System for Award Management (SAM) prior to receiving an award. Companies are advised to commence SAM registration upon receipt of a Request for Proposal. Companies must also register in the prescribed government invoicing system (e.g., Wide Area Work Flow). The Company must be determined to be responsible by the Agreements/Contracting Officer and must not be suspended or debarred from award

PM LOG-FIN CFS Page 9 of 13 by the Federal Government nor be prohibited by Presidential Executive Order and/or law from receiving an award.

Receipt of a Phase 3 proposal request does not guarantee that a Company will receive an award. The Government reserves the right, at any point prior to award, to cancel the solicitation or any individual AOI.

In OTA projects that provide for payments in a total award amount of more than $5,000,000.00 the Agreement will include a mandatory clause that provides for the Comptroller General the ability to examine the records of any party to the agreement or any entity that participates in the performance of the agreement.

As required by 10 U.S.C. § 4022(h), all OT agreements awarded under this CFS shall be treated as Federal Agency procurements for purposes of 41 U.S.C. Chapter

21. Accordingly, the Open and Continuous CFS competitive solicitation process and awards made thereof must adhere to the ethical standards required by the Procurement Integrity Act.

SECTION 5 – ITERATIVE PROTOTYPING

As it is the mission of the Army to enable access to commercially derived disruptive capabilities across the entirety of the enterprise, prototype OTAs or contracts awarded against this Open and Continuous CFS will allow for an iterative prototyping process. Iterative prototyping is a development methodology where a prototype is created, tested, and refined through multiple cycles, incorporating user feedback and improvements in each iteration, to ensure the final product meets user requirements and expectations effectively.

An iterative prototyping process will allow the Government to modify, by mutual agreement, the scope of a prototype project to allow for the adaptation and modification of the technology being prototyped to meet additional unique and discrete purposes or mission sets. These additional unique and discrete purposes or mission sets can be generated by the original Government customer or originate with other organizations within the Federal Government. The sequential prototype iterations may result in separate phased prototype awards rather than a modification of the original prototype award.

SECTION 6 – FOLLOW-ON PRODUCTION

Upon successful completion of a prototype project under the OTA or contract, the Government and Company may negotiate a follow-on production contract or agreement without further competition. Any concept, technology, or solution successfully proven through a Prototype OTA or contract can be transitioned to production. Calls posted by the Government under this Open and Continuous CFS and Prototype OTA or contracts awarded will include language providing for the potential award of a follow-on production contract or agreement authorized under 10

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U.S.C. § 4022(f). Individual AOIs and CFS prototype OTA or contracts will explicitly identify follow-on production as a potential outcome of a successful prototyping effort.

The Government reserves the right to award a follow-on award before the prototype is complete, under competitive procedures as provided in 10 U.S.C. § 4022. The Government reserves the right to extend performance of all, some, or none of the selected solutions/concepts and will make such decisions based on the availability of government funds.

SECTION 7 – SUCCESSFUL COMPLETION

A prototype is considered complete upon the written determination of the appropriate approving official (Program Manager and Agreements Officer) for the matter in question that the efforts conducted under a prototype contract or OTA: (1) met the key technical goals of a project; (2) met the metrics incorporated into the prototype contract or OTA; or (3) accomplished a particularly favorable or unexpected result that justifies the transition to a production contract or OTA. Furthermore, prior to successful completion of a prototype under this CFS, the Government can transition any complete and substantive aspect of the prototype determined to provide utility into production, while remaining aspects of the prototype have yet to be completed.

Any Prototype OTA or contract shall contain a provision that sets forth the conditions under which that prototype agreement must be successfully completed.

SECTION 8 – NON-GOVERNMENT ADVISORS

Non-Government advisors may be used in support of the evaluation of Solution Briefs, Pitches, and during the Request for Proposal phase and negotiations under the CFS procedures or in response to AOIs. Non-Government advisors will have signed non-disclosure agreements (NDAs) with the Government. The Company understands that the Government may share proprietary Company information with non-Government personnel for evaluation and administrative purposes only. If non- Government advisors are used during evaluations, the Government will provide notice of the non-Government advisors in the individual AOI and/or at the different phases of the CFS procedures, as applicable.

By submitting information to the Government, the Company further understands that it had an opportunity to enter an NDA directly with the Non-Government Advisor and therefore waives all claims against the Government for any disclosures of proprietary information by the non-Government personnel. Such NDAs are the responsibility of the Company, and the Government shall not be a party to them. Companies shall provide a copy of the signed NDAs to the Government with submissions.

The Government understands that information provided in response to this CFS is presented in confidence and may contain trade secret or commercial or financial

PM LOG-FIN CFS Page 11 of 13 information, and it agrees to protect such information from unauthorized disclosure to the maximum extent permitted or required by law, to include:

• 18 U.S.C. 1905 (Trade Secrets Act)

• 18 U.S.C. 1831 et seq. (Economic Espionage Act)

• 5 U.S.C. 552(b)(4) (Freedom of Information Act)

• Executive Order 12600 (Pre-disclosure Notification Procedures for Confidential Commercial Information)

• Any other statute, regulation, or requirement applicable to Government employees

Submissions will not be returned. The original copy of each submission received will be retained by the Army and all other non-required copies destroyed.

SECTION 9 – SUBMISSION INSTRUCTIONS

Companies are responsible for monitoring SAM.gov for any amendments to this solicitation or the AOIs that may have updated information. Companies are required to examine this entire CFS solicitation document and the AOI(s) to ensure that all submissions are compliant. Failure to do so will be at the Company’s own risk.

All proposal submissions shall set forth full, accurate, and complete information regarding the commercial product/service as required by this CFS document and each published AOI. The penalty for making false statements in proposals is prescribed in 18 U.S.C. § 1001.

Costs incurred for proposals (any costs incurred for Phase 1, 2, or 3) will not be reimbursed by the Government. Additionally, the Government will not consider the costs associated with participating in any phase as allowable charges and such costs should not be included within the ROM or any pricing information.

All submissions (e.g., Phase 1 Solution Briefs with ROM and Phase 2 Oral Presentations/Technical Demonstrations with Pricing) will be valid for 180 calendar days after the submission date. The Company must identify any intellectual property involved in the effort and associated restrictions on the Government’s use of that intellectual property within the submission at all phases. Failure to fully and accurately disclose all intellectual property and associated restrictions may result in the submission being deemed non-compliant.

The Government may use Artificial Intelligence (AI) tools during the evaluation process in any phase. Any AI tools utilized by the Government will be employed in a manner consistent with applicable regulations that govern the protection of proprietary and source selection sensitive information. No proposal data will be transmitted to or processed by external, non-Government systems without appropriate safeguards and authorizations in place.

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The Government reserves the right to go directly from Phase 1 Solution Brief to Phase 3 Proposal Submission for Agreement or Contract to award, thus skipping Phase 2. The Government reserves the right to make more than one (1) award resulting from any AOI posted for the CFS or to make no award, subject to the availability of funding.

SECTION 10 – SPECIFIC INFORMATION

LCNC and modernization applications must align with Army CIO Low-Code/No-Code Development Guidance and Army Unified Data Reference Architecture (UDRA).

Solutions must support integration with Army Business Systems and comply with Army cybersecurity, interoperability, and governance standards. All solutions will be hosted in cArmy 2.0.

Approved development platforms include:

• Appian

• Army Vantage

• Palantir

• PowerApps

• Salesforce

• SAP

• ServiceNow

Solutions built on any of these approved platforms will be considered. The Government has no stated preference for one platform over another. Solutions should demonstrate scalability, support for disconnected/tactical environments, and robust auditability linking logistics and financial data.

SECTION 11 – CONTACT INFORMATION

For all questions and submissions related to this CFS and its Areas of Interest, please contact:

U.S. Army Contracting Command – Rock Island (ACC-RI) 3055 Rodman Avenue Rock Island, IL 61299-0001

Primary Points of Contact:

• Jessica Rooks, Contract Specialist

• Shelly Hitt, Contracting Officer

Submission Instructions:

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• Submit responses and questions via email to usarmy.ria.acc.mbx.pmlogfin-cso@army.mil

• Include the CFS title and relevant AOI in the subject line of your email.

• Monitor SAM.gov for amendments and updates.

SECTION 12 – APPENDICES

The following appendices provide additional background, technical, and policy information relevant to this Open and Continuous CFS and the PM LOG-FIN Areas of Interest. Offerors should review these materials to ensure their solutions are fully aligned with Army requirements.

Appendix A: Current Army ERP Systems Description and scope of the five Army SAP ERP systems.

Appendix B: The PM LOG-FIN Value Chains Detailed definitions and process flows for the nine Value Chains (Areas of Interest).

Appendix C: References Army policies, strategies, technical guidance, and other reference documents relevant to LCNC and modernization application development, cybersecurity, data architecture, and approved products.

Appendix D: Approved Products List (APL) List of Army CIO-approved data platforms and development platforms for use in LCNC and modernization application development.

mailto:usarmy.ria.acc.mbx.pmlogfin-cso@army.mil mailto:usarmy.ria.acc.mbx.pmlogfin-cso@army.mil