Area of Interest for the DoW Office of Strategic Capital (OSC): Back-Office Modernization
Overview
Buyer
Place of Performance
NAICS
PSC
Set Aside
Original Source
Timeline
Qualification Details
Fit reasons
- NAICS alignment with historical contract wins in similar service areas.
- Scope strongly matches core technical capabilities and delivery model.
Risks
- Past performance thresholds may require one additional teaming partner.
- Potential clarification needed on staffing minimums before bid/no-bid.
Next steps
Validate eligibility requirements, assign capture owner, and schedule partner outreach to confirm teaming strategy before submission planning.
Quick Summary
The Department of Defense (DoD), through the Washington Headquarters Services (WHS) and its Office of Strategic Capital (OSC), has issued an Area of Interest (AOI) seeking novel business process solutions for Back-Office Modernization. This effort aims to transform OSC from a manual operation into a structured, scalable federal credit organization, leveraging authority under 10 U.S.C. § 4022. The goal is to establish a fully functional, repeatable, and auditable "back of bank" infrastructure. White Papers are due by May 13, 2026.
Scope of Work
OSC requires a minimum viable operating model (MVOM) for its back-office, focusing on foundational pillars of a federal credit program infrastructure. Key requirements include:
- Developing resilient, digital-ready workflows for credit operations and loan lifecycles.
- Creating proprietary, in-house credit rating systems and risk management frameworks compliant with the Federal Credit Reform Act (FCRA).
- Establishing a dedicated portfolio management organizational structure for post-close oversight, distressed asset intervention, and national security impact monitoring.
- Implementing robust governance with clear internal controls and conflict-of-interest management.
- Building a staffed, trained, and structurally sound back-office resilient against single points of failure.
- Prototyping capabilities to systematically evaluate existing processes, design standardized frameworks, and implement comprehensive Standard Operating Procedures (SOPs).
- Delivering proprietary risk models, process maps, compliance trackers, and talent management strategies.
Contract & Timeline
- Type: Area of Interest (AOI) leading to a prototype Other Transaction (OT) agreement.
- Authority: 10 U.S.C. § 4022.
- Duration: Accelerated engagement, up to six-month period of performance.
- Set-Aside: None specified; eligibility requires satisfying conditions in CSO HQ003425CSO02 Section 1.4.
- White Paper Due: May 13, 2026, 5:00 PM EDT.
- Published: May 6, 2026.
- Place of Performance: Arlington, VA, and potentially other locations worldwide.
Submission & Evaluation
Submissions of White Papers must adhere to procedures outlined in HQ003425CSO02 and the AOI table. All relevant submissions, including those from outside the USA, will be evaluated. The Government may extend the response date, and companies are responsible for monitoring SAM.gov for amendments.
Additional Notes
Special considerations include no facilities clearance requirement, T1 investigation for personnel, and adherence to various applicable laws and directives such as the Defense Production Act (DPA) Title III, CHIPS and Science Act, and Federal Acquisition Regulation (FAR). Questions should be directed to the OSC CSO POC, and Q&A may be posted on SAM.gov.