About this file

This document is a presolicitation briefing for the M-SHORAD Increment 4 Industry Day held October 27-28, 2026, organized by the U.S. Army's Portfolio Management Executive for Defensive Fires.

M-SHORAD Increment 4 addresses an identified capability gap for air defense support to Maneuver Brigade Combat Teams and Joint Forcible Entry operations. The system must defeat Groups 1-3 unmanned aerial systems, fixed-wing and rotary-wing aircraft, and be reconfigurable for mission-specific requirements. Key requirements emphasize a tailorable and modular platform using Modular Open System Approach (MOSA) architecture, vehicle-agnostic deployment on light tactical vehicles and robotic platforms, Joint Forcible Entry readiness via C-130 transport with airdrop and sling-load capability, rapid deployment capability, and organic sustainment support for 72-hour independent operations. The system must integrate current identify-friend-foe capabilities, employ both kinetic and non-kinetic effectors, feature multi-sensor active/passive combat identification with AI/HMI automated targeting, and support direct fire capability for ground targets and counter-UAS protection. Critical attributes include reliability with reduced false alarm rates, line-replaceable unit components, electromagnetic survivability, cyber resilience, chemical/biological/radiation survivability, intellectual property rights granting government purpose rights and hardware technical data/software source code, and quality systems meeting organic maintenance standards.

The program employs a three-phase approach: MVP/IOC Phase (FY27-FY28) with multiple vendor prototyping efforts and test-driven development; FUE Phase (FY29) with a single IRAD effort; and Enduring Capability Phase (FY31-FY34) for mature production and fielding. The campaign of learning integrates developmental testing and test-driven development with a compressed timeline targeting IOC in early FY29. The government explicitly requests industry solutions for firing unit concepts and support for obtaining safety and materiel releases, acknowledging the government does not possess all technical answers. Path forward includes MOSAIC Call for Solutions posting, industry questions, industry visits, and RFPs for selected partners.

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USE OR DISCLOSURE OF DATA CONTAINED ON THIS PAGE IS SUBJECT TO RESTRICTIONS ON TITLE PAGE

W E D E L I V E R T O S O L D I E R S

PORTFOLIO MANAGEMENT EXECUTIVE

DEFENSIVE FIRES

M-SHORAD Increment 4 Industry Day

27 – 28 October 2026

UNCLASSIFIED

UNCLASSIFIED

SUBJECT TO CHANGE

WE DELIVER TO SOLDIERS 2

UNCLASSIFIED

UNCLASSIFIED

Welcome

Mr. Cody Swinford

WE DELIVER TO SOLDIERS

Schedule of Events

UNCLASSIFIED

UNCLASSIFIED

Day 1 (27 October 2026) 0800 – 0845 Registration (South Hall) 0900 – 0915 Welcome, Introduction of DVs, Video (South Hall) 0915 – 0945 Keynote Speech (South Hall) 0945 - 1015 Presentation by PdM M-SHORAD (South Hall)

* Highly encourage questions and discussion during each presentation topic 1015 – 1030 ---- 15 Minute Break ----

1030 – 1115 Panel Session Part #1: Requirements and Desired Characteristics (South Hall)

1115 – 1200 Panel Session Part #2: Campaign of Learning (South Hall)

1200 – 1215 Path Forward Discussion for Industry Involvement (South Hall) 1215 – 1330 ---- 1 Hour 15 Minute Lunch ---- 1330 – 1700 Industry Networking (South Hall) 1330 – 1830 Vendor One-on-One Sessions (Saturn Ballroom Salon 3A)

Day 2 (28 October 2026) 0730 – 1830 Vendor one-on-one sessions (Saturn Ballroom Salon 3A)

WE DELIVER TO SOLDIERS 4

MS. SHARNE’ RICE

DTO

MR. CLAYTON

MILLS

CONGRESS AFFAIRS

MS. YOLANDA

ALEXANDER

CHIEF ENGINEER

MR. BRYCE

HALVERSON

G-2 SECURITY

MR. BRIAN BIRDSONG

G-1 HUMAN CAPITAL

(ACTING)

MR. ROOSEVELT

VITAL

G-6 INFORMATION

TECHNOLOGY

MS. LORI ANN

BRADLEY

G-8 RESOURCE MGMT

MR. GARY HAWKINS

G-3/5 OPERATIONS

COL TONY ROGERS

SR. CONT OFF

(ACTING)

MILDEP

COL BURR MILLER

MILDEP

COL LOREN TODD

MR. RON HOLLIDAY

PM STORM

MR. CRAIG RIEDEL

PM TAGM

COL PATRICK

FARRELL

DEPUTY (ACTING)

COL ANDREW

JOHNSTON

PM HS

COL ADRIAN WATTS

PM AF

Portfolio Acquisition Executive - Fires

LTG FRANK J.

LOZANO

PAE

MS. MIRANDA ODEN

EXECUTIVE DIRECTOR /

PME INTEGRATED FIRES

COL BRADLEY SON

PM SHIELD

COL RAAEN

STEWART

PM IFMC

COL JONATHAN

BODENHAMER

PM STARE

MR. TROY ALLEN

DEPUTY (ACTING)

COL SHANNON

THOMPSON

PM ACE

DR. JAMES KIRSCH

SYSTEMSCENTER FIRES

MR. BRIAN ETU

ICO

COL ALEXANDER LEE

PROGRAMMING

MR. MARK SMITH

CONTRACTING SCO

MR. MARK BLACK

TEST (Acting Lead)

BG ALRIC FRANCIS

FIRES FCD

MS. LISA ALEXANDER

G-4 / LOGISTICS

BG PATRICK

COSTELLO

DEPUTY PAE FIRES

ENABLERS

DEFENSIVE FIRES

BG GUY

YELVERTON, III

PME

INTEGRATED FIRES

MS. JEANNIE SOMMER

DIRECTOR

INTEGRATED FIRES

OFFENSIVE FIRES

BG ROBERT MIKESH

PME

COL WATKINS

EXECUTIVE OFFICER

LTC NASER

EXECUTIVE OFFICER

LTC HULSIZER

EXECUTIVE OFFICER

CHIEF OF STAFF

MR. JAMES EDMONDS

CHIEF OF STAFF

TIM WASYLUKA

LAWYER

MAJ WILLIAMS

EXECUTIVE OFFICER

SR. EXEC TECH. ADVISOR

CW4

TRAVIS OGLETREE

MR. TILDEN CLARK

SAP MANAGEMENT

OFFICE

MR. ED ORTEGA

FACILITIES

DEPUTY

CHIEF OF STAFF

COL TONY ROGERS

AS OF: 16 SEP 2026

SPECIAL STAFFPRINCIPAL STAFF

COL JOHN HOLCOMBE

PM THAAD

Mr. Cody Swinford

A P P RO VED FO R P U BL I C REL EASE

A P P RO VED FO R P U BL I C REL EASE

M-SHORAD Increment 4 - Stakeholders

UNCLASSIFIED

UNCLASSIFIED

M-SHORAD Increment – 4 Industry Day

UNCLASSIFIED

UNCLASSIFIED 6

Background:

a. Capability gap identified – Maneuver Brigade Combat Team Air Defense and Joint Forcible Entry

b. Requests for Information – Released via SAM.gov in May 2024 and March 2026

c. Validated approach – Army Requirements Oversight Council Memorandum – October 2025

d. Validated strategy – Acquisition Shaping Panel 1 & 2 – August 2026

Purpose:

a. Provide Industry additional information on Increment – 4

b. Describe and emphasize compressed timeline to get capability into the hands of soldiers

c. Build relationships with Industry to receive new insights and emerging technology solutions

Themes and Messages

UNCLASSIFIED

UNCLASSIFIED

Themes and Messages:

1. Provide “Scene Setting” overview … M-SHORAD Increment - 4 as part of a Family of

Systems

2. Provide “the why” … Requirements

3. Provide “the when” … Program schedule

4. Provide “the what” … Desired characteristics

5. Provide “the how” …

a. Campaign of Learning with focus on IOC Developmental Tests (DT) and Test-Driven Development (TDD)

b. Contract strategies

6. Opportunities for collaboration

a. With other Industry Partners

b. With USG to develop Increment – 4 solutions and to develop test protocols

LTC Hal Hoogstra

WE DELIVER TO SOLDIERS 8

UNCLASSIFIED

UNCLASSIFIED 8

M-SHORAD Inc 4 provides Air Defense capability for Joint Forcible Entry (JFE) and Mobile Brigade Combat Team (MBCT) forces, defeats groups 1-3 UAS, fixed wing and rotary wing aircraft, and must be reconfigurable.

Threat Set Groups 3 UAS

Fixed Wing Rotary Wing

Threat Set Groups 1-3

UAS

Fixed Wing Rotary Wing

Threat Set Groups 1-3 UAS

Fixed Wing Rotary Wing

Threat Set Groups 1-3

UAS

Rockets &

Mortars Rotary Wing

LTC Hal Hoogstra

Avenger SGT STOUT MADIS M-LIDS

M-SHORAD Family of Systems

Stinger

Themes and Messages

UNCLASSIFIED

UNCLASSIFIED

Themes and Messages:

1. Provide “Scene Setting” overview … M-SHORAD Increment - 4 as part of a Family of

Systems

2. Provide “the why” … Requirements

3. Provide “the when” … Program schedule

4. Provide “the what” … Desired characteristics

5. Provide “the how” …

a. Campaign of Learning with focus on IOC Developmental Tests (DT) and Test-Driven Development (TDD)

b. Contract strategies

6. Opportunities for collaboration

a. With other Industry Partners

b. With USG to develop Increment – 4 solutions and to develop test protocols

MAJ Pete Hughes

Requirement

UNCLASSIFIED

UNCLASSIFIED MAJ Pete Hughes

Requirement

UNCLASSIFIED

UNCLASSIFIED

The M-SHORAD Inc 4 system must be tailorable and modular to meet mission needs and ensure the ability to integrate future upgrades and capability into the system.

Air Defense mission support characteristics for Mobile Brigade Combat Team (MBCT) and Joint Forcible Entry (JFE) operations:

• Rapid deployment capability via various air platforms and ground equipment

• Tailorable configuration to specific operational objectives; Effector and sensor flexibility

• Logistics and sustainment support commensurate with organic JFE and MBCT capability

• Able to rapidly integrate technology upgrades throughout the system lifecycle

AROCM 25-23 Discussion Points

• Adhere to Modular Open System Approach (MOSA)

• Convergence of M-SHORAD and C-UAS capabilities

• Vehicle Agnostic

• Risk-based approach to prototyping, experimenting, and integrating feedback from units in the field

M-SHORAD INC 4

(Slide 1 of 2)

UNCLASSIFIED

UNCLASSIFIED

Force Protection

• Operated by Soldiers wearing body armor & equipped with small arms weapons

• Situational awareness and understanding commensurate with supported force

• Operated by Soldiers in Mission Oriented Protective Posture (MOPP) 4

• Have direct fire capability for self defense against dismounted troops and light vehicle threats and can quickly transition to defend against GRP 1 & 2

System Survivability

• Mission capable after exposure to chemical, biological, and radiation (CBR) environments and survive decontamination

• Prevent, mitigate, and recover after exposure to electromagnetic effects

• Prevent, mitigate, and recover after cyber attacks and maintain cyber survivability

• Be electromagnetic environment and electromagnetic attack survivable

Sustainment

• High operational availability while reducing logistic footprint required to sustain missions

• High mission reliability w/o critical mission failure; Low mean time to repair critical failures with reduced false alarms rate; use of BIT/BITE functionality

• Use of line replaceable unit/module components

• Supportable by Organic Unit maintenance for 72-hour operations; ability to operate without contractor logistic support (CLS), (organic maintenance)

• Able to withstand the transportation and operations environments

• Uses Modular Open Systems Approach (MOSA) to enable rapid maneuver, to support “Right to Repair” documentation, and to enable future component integration using standard attachments and integration connectors.

• Reduce life cycle operating and support costs

• Maximize commonality with SGT STOUT and future C-sUAS family of systems

Energy

• Operate mission equipment package (MEP) without platform engine running, using onboard battery/auxiliary power

• Operate with existing vehicle power (JLTV requires no new power; optimized for ISV & robotic platforms)

Key system attributes the program office will be looking for during all phases of the program. Many will become hard requirements for the enduring phase of the program

WE DELIVER TO SOLDIERS 13

UNCLASSIFIED

Effectiveness

• Be able to operate for 72 hours independently, and semi-independently with supported force for 3-7 days

• Integrate current IFF capabilities; commonality with SGT STOUT and future C-sUAS family of systems

• Self-defense against and defeat of sUAS Groups 1-3, rotary wing (RW), & fixed wing (FW) conducting CAS missions

• Direct fire capability for ground targets and C-sUAS protection to minimize air littoral leakage across dismounted formations

• Multi-sensor active/passive combat ID paired with AI/HMI automated target cueing and engagement pairing

Battlespace

• Conduct mounted and dismounted operations (MANPADS) in light and Joint Forcible Entry (JFE) operations

• Vehicle-agnostic SLED mounted on ISV-U, ISV-H, JLTV, and future Robotic systems

• Operates without towed trailers

• JFE: C-130 loadable in normal SLED & vehicle configuration without special equipment; air droppable, sling-load and dismount capable

• Provides DivAD battalions AMD capability across tactical, close- and deep-maneuver areas

Lethality

• Reconfigurable multi-effector MEP integrating kinetic effects (e.g. missiles, direct-fire guns), and non-kinetic defeat.

• Commonality with SGT STOUT controls

• Scalable, selectable defeat against Rotary-Wing (RW), Fixed-Wing (FW) close air support, and small UAS (sUAS) swarms

Safety

• Residual Operational Capability (ROC) ensuring safe operation in mounted, dismount, and remote/robotic modes

• Gun ammunition handling precluding projectile/fuze damage; peak recoil force does not damage host platform.

TADSS • Commonality with existing M-SHORAD FoS and C-sUAS training aids, devices, simulators, and simulations (TADSS)

Key system attributes the program office will be looking for during all phases of the program. Many will become hard requirements for the enduring phase of the program

M-SHORAD INC 4

(Slide 2 of 2)

Other Army Requirements & Synergy Opportunities

UNCLASSIFIED

UNCLASSIFIED

Stakeholder Requirement Commonality to Inc 4

PM STARE JFE RADAR Radar

PM ACE Unit common C-UAS platform Pallet, Components

PM MAS C-UAS Ammunition UAS Targets

PM MBDE Light Infantry support vehicle Platform

PM SHIELD Defend the Defender Mission Objectives

PM Soldier Defense Systems Gr 1-2 C-UAS solution for ISV Platform, Targets, Components

Air Force, PDBL (Point Defense Battle Lab )

C-sUAS Kinetic Hard-Kill Solutions Ground-based C-UAS

US Marine Corps, GBAD (Ground Based Air Defense)

Marine Air Defense Integrated System

(MADIS)

Targets, Mobility, Integration

Themes and Messages

UNCLASSIFIED

UNCLASSIFIED

Themes and Messages:

1. Provide “Scene Setting” overview … M-SHORAD Increment - 4 as part of a Family of

Systems

2. Provide “the why” … Requirements

3. Provide “the when” … Program schedule

4. Provide “the what” … Desired characteristics

5. Provide “the how” …

a. Campaign of Learning with focus on IOC Developmental Tests (DT) and Test-Driven Development (TDD)

b. Contract strategies

6. Opportunities for collaboration

a. With other Industry Partners

b. With USG to develop Increment – 4 solutions and to develop test protocols

Army Acquisition Executive Approved Schedule

UNCLASSIFIED

UNCLASSIFIED 16

Phase 1 Phase 2 Phase 3

Themes and Messages

UNCLASSIFIED

UNCLASSIFIED

Themes and Messages:

1. Provide “Scene Setting” overview … M-SHORAD Increment - 4 as part of a Family of

Systems

2. Provide “the why” … Requirements

3. Provide “the when” … Program schedule

4. Provide “the what” … Desired characteristics

5. Provide “the how” …

a. Campaign of Learning with focus on IOC Developmental Tests (DT) and Test-Driven Development (TDD)

b. Contract strategies

6. Opportunities for collaboration

a. With other Industry Partners

b. With USG to develop Increment – 4 solutions and to develop test protocols

Desired Characteristics

UNCLASSIFIED

UNCLASSIFIED 18

JFE Ready [C-130, Airdrop, Sling Load, Air Assault]

Platform Agnostic [Light Tactical Vehicle, Robotic Vehicle]

Reconfigurable [Mission Tailorable]

Mounted [Light Tactical Vehicle]

Mobility / Expeditionary Capable

Modular / Open Architecture

MOSA

[Electrical, Mechanical, and Logical Interfaces]

MBSE

Intellectual Property & Data Rights

IP

[Government Purpose

Rights]

Data Rights [HW Tech Data, SW

Source Code]

Right to Repair [Support Organic

Maintenance]

Lethality & Sensing

Integrated Sensors

[Active & Passive Sensors]

Multiple Effectors [Kinetic & Non-kinetic]

Command, Control & Networking

C2 Integration [AIAMD, IBCS-M, Others]

Network Enabled [Military Networks]

Human-Machine Integration

[AI / ML]

Independent Ops [Alone & Unafraid]

Quality & Reliability

Reliability [Rsys, Ao, Am]

Maintainability [Mean Time to Repair]

Fault Detection [On-board Diagnostics]

Quality Systems & Programs

Quality Processes

Dismounted Ops [Without Vehicle Support]

M-SHORAD Increment – 4 Industry Day

UNCLASSIFIED

UNCLASSIFIED 19

Capability HW Elements

TDP and IP rights results in Government ability to affordably upgrade, tailor, and bring future capabilities into the system

Themes and Messages

UNCLASSIFIED

UNCLASSIFIED

Themes and Messages:

1. Provide “Scene Setting” overview … M-SHORAD Increment - 4 as part of a Family of Systems

2. Provide “the why” … Requirements

3. Provide “the when” … Program schedule

4. Provide “the what” … Desired characteristics

5. Provide “the how” …

a. Campaign of Learning with focus on IOC Developmental Tests (DT) and Test-Driven Development (TDD)

b. Contract strategies

6. Opportunities for collaboration

a. With other Industry Partners

b. With USG to develop Increment – 4 solutions and to develop test protocols

Campaign of Learning: DT & Test-Driven Development

UNCLASSIFIED

UNCLASSIFIED

FY FY26 FY27 FY28 FY29

QTR 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4

MVP / IOC Phase (Multiple Prototyping Efforts)

FUE Phase (Single IRAD Effort)

MTA RP

IOC

TDD

DT

OTA Award

Restricted MR

Vendor Prototype Firing Units

Safety Release

Vendor Prototype Firing Units

TDD EDRE Live Fire

Market Research

RFI #2 STP

AROC

Fly Trap 5.0

ASP Industry Day

Lock-in TDD Unit

1QFY27

NEF

1QFY28

NET

1QFY28

Squad / Crew Training

2QFY28

FamFire

2QFY28

Gunnery

2QFY28

Platoon Situational Training Exercise

3QFY28

CALFEX

3QFY28

EDRE

4QFY28

Army Exercise

4QFY28

TDD

DT

SoSIL Stand Up Receive Eng. Assets

Eval to IOC

SoSIL Eval to FUE

Recommendation for FUE system

IOC Vendors SW Delivery #1

3QFY27

IOC Vendors SW Delivery #2

4QFY27

IOC Vendors SW Delivery #3

1QFY28

IOC Vendors SW Delivery #4

3QFY28

IOC Vendors SW Delivery #5

4QFY28

FUE Vendor SW Delivery #1

2QFY29

FUE Vendor SW Delivery #2

3QFY29

FUE Vendor SW Delivery #3

4QFY29

LTC Hal Hoogstra

** Notional TDD and DT Schedules

WE DELIVER TO SOLDIERS 22

UNCLASSIFIED

UNCLASSIFIED

Transition to Panel Sessions

Panel #1: Requirements & Desired Characteristics

Panel #2: Campaign of Learning

WE DELIVER TO SOLDIERS 23

UNCLASSIFIED

UNCLASSIFIED

Panel Session #1 Requirements and

Desired Characteristics

WE DELIVER TO SOLDIERS 24

UNCLASSIFIED

UNCLASSIFIED

BREAK

Panel #2: Campaign of LearningSUBJECT TO CHANGE

WE DELIVER TO SOLDIERS 25

UNCLASSIFIED

UNCLASSIFIED

Panel Session #2 Campaign of Learning

Closing Comments

UNCLASSIFIED

UNCLASSIFIED

Path Forward

1. MOSAIC Call for Solutions (CFS) posting

2. MOSAIC CFS question submittal

3. Industry visits

4. RFP for selected industry partners

Government requests from Industry

1. Firing unit solutions and developed concepts – the government does not have all the answers

2. Support for a campaign of learning and obtaining safety and materiel releases IAW with the program schedule

Thank you for your participation

UNCLASSIFIED

UNCLASSIFIED 27

BACK UP

M-SHORAD Increment 4
Slide Number 2
Schedule of Events
Slide Number 4
M-SHORAD Increment 4 - Stakeholders
M-SHORAD Increment – 4 Industry Day
Themes and Messages
M-SHORAD Family of Systems
Themes and Messages
Requirement
Requirement
M-SHORAD INC 4 �(Slide 1 of 2)
M-SHORAD INC 4 �(Slide 2 of 2)
Other Army Requirements & Synergy Opportunities
Themes and Messages
Army Acquisition Executive Approved Schedule
Themes and Messages
Desired Characteristics
M-SHORAD Increment – 4 Industry Day
Themes and Messages
Campaign of Learning: DT & Test-Driven Development
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Closing Comments
Slide Number 27

File details come from the government source that posted it. Updated .