Holistic Models for Decision Making

Questions & Answers / Clarifications

This document provides responses to vendor questions regarding Solicitation FA2384-26-S-B001 for Holistic Models for Decision Making (HMDM) under the CHEERS Call, One-Step BAA.

• Proposal Submission: A full submission, including technical and cost proposals with schedule and deliverables, is required. The submission deadline has been extended to April 24, 2026.
• Spacing and Formatting: Double-spacing is required for both paragraph and line spacing in technical/management proposals for both the IDIQ and T01 proposals. The stand-alone SOW should follow the formatting of Attachment 8, using 10-point Arial font.
• Classification Requirements: The overall project classification is TS/SCI. USG TS/SCI storage facilities are available, dependent on the offeror's strategy.
• Funding: The effort will be incrementally funded. The Estimated Funding Profile in Attachment 6 is the best projection.
• Cost Proposals: A cost proposal is not required at the IDIQ level, only for Task Order 1 (TO1). Future Task Orders will require full cost proposals.
• Kick-off Meeting: The kick-off meeting for TO1 will be held at the unclassified level. The solicitation will be amended to reflect this correction.
• Personnel: Subcontractors must be identified when submitting proposals for specific Task Orders. For personnel working on TS/SCI material, clearances are expected to be obtained before working on those Task Orders.
• Attachments: Offerors should use the editable PDF version of the "Research & Related Senior and Key Personnel Profile" if possible. Attachments 2a, 2b, and 2c are the correct versions to use for submission.

Proposal submission deadline extended to April 24, 2026. Clarifications have been made regarding formatting, classification, cost proposal requirements, and the kick-off meeting security level. The TO1 SOW will be amended to reflect the unclassified nature of the kick-off meeting.

Statement of Work (SOW) / Performance Work Statement (PWS)

This document outlines the requirements for a kick-off meeting for the Holistic Models for Decision-Making (HMDM) research contract. The primary goal is to formally commence contract execution, establish a unified operational, technical, and administrative framework, and set expectations for the project.

The kick-off meeting will cover the following key areas:

• Program Understanding: Demonstrating understanding of the HMDM Line of Effort, its goals in developing high-fidelity cognitive models for warfighter decision-making, and its relevance to key mission areas (language processing, dynamic asset management, fatigue modeling, sensory stressors, cognitive performance).
• Contractor's Approach: Presenting a high-level overview of the contractor's approach to three core technical areas: Cognitive Modeling Research and Analysis, Cognition Model Design and Development, and Research Integration, Evaluation, and Assessment.
• Work Plan and Milestones: Presenting a detailed 90-day execution roadmap, identifying staffing assignments (including key personnel and subcontractors), outlining initial technical milestones and dependencies, and defining integration points for government-furnished resources.
• Roles and Responsibilities: Introducing key contractor personnel, defining internal lines of authority and escalation paths, confirming understanding of government oversight structure (CO, COR, TPOCs), and proposing a communication protocol.
• Security, OPSEC, and Compliance: Acknowledging security requirements, confirming adherence to OPSEC/COMSEC policies, reviewing internal security plans, and discussing policies for public release of technical data.
• Reporting and Communication Protocols: Outlining the approach to performance monitoring, quality assurance, and status tracking, confirming reporting cadence and format (e.g., Monthly Technical Progress Reports, Quarterly Integrated Status Reviews), and describing secure communication methods.
• Risk Identification and Early Issues: Providing a preliminary risk register, discussing mitigation strategies, and identifying any immediate risks or dependencies.
• Coordination with AFRL Facilities: Confirming coordination requirements for data access, testing, and system integration, outlining plans for facility access, and discussing resource needs.

Prior to or at the kick-off meeting, the contractor shall provide:

• Initial 90-Day Work Plan and Execution Timeline
• Key Personnel Roster with Roles, Responsibilities, and Contact Information
• Preliminary Risk Assessment
• Security documentation for personnel requiring access
• Draft Master Schedule identifying deliverables and milestones

The meeting location is specified as Hybrid and/or Virtual on Teams. The date of the document is 24 November 2025, indicating the meeting is scheduled around this time.

• All contractor personnel require a minimum of a Tier 1 background check for positions requiring access to the internet or automated information systems.
• All documents must be cleared by AF prior to public release.
• The kick-off meeting is unclassified; no classified materials or discussions are permitted without prior coordination and approval.

Amendment / Modification

This document is an addendum to DD Form 254, providing specific guidance and requirements related to Sensitive Compartmented Information (SCI) for the contract FA2384-25-S-B010.

• SCI Access: The contract requires SCI access, governed by numerous US laws, Executive Orders, and DoD/Intelligence Community directives (listed in detail).
• Release Approval: SCI will only be released to contractor employees with specific approval from the originator and a "need-to-know" certified by the SCI Contracting Officer's Representative (COR) or Contract Monitor (CM).
• Personnel Nomination: Contractor personnel requiring SCI access must be nominated and approved by the supporting SSO, with subsequent investigation by the Defense Counterintelligence and Security Agency (DCSA) for Tier 5 investigations.
• Contractual Obligations: The contract will require a specified number of SCI positions (TBD) to fulfill obligations. Access is subject to US Government review and approval.
• Debriefing: Upon contract completion, expiration, or cancellation, personnel not required for closeout will be debriefed, and SCI positions will be removed.
• Access Restriction: Access to SCI is restricted to individuals providing services under the contract. Further dissemination requires written authorization.
• Material Handling: SCI materials furnished remain DoD property and must be returned upon contract completion. Classified foreign intelligence materials cannot be released to foreign nationals without advanced written permission.
• Reproduction and Destruction: Reproduction or destruction of classified foreign intelligence requires advance approval from the releasing agency.
• Accountability: Contractor personnel must maintain accountability for all intelligence materials released to their custody.
• Inquiries and Incidents: Inquiries about SCI guidance should be directed to the CM. SCI security infractions should be directed to SSO AFRL.
• Subcontractor DD Form 254s: All DD Form 254s for subcontracts involving SCI must be forwarded to the CM and servicing SSO for review prior to subcontract award.
• SCIF Requirements: An SCI Facility (SCIF) meeting ICD 705 requirements is mandatory for this effort. All SCI must be stored, handled, and maintained in an accredited SCIF. If the place of performance is in a SCIF, or if accessing an SCI IT system or generating SCI, this must be identified.
• Information Systems: AF IC SCI & ISR information systems will be accredited through the Designated Authorizing Official using XACTA.
• Non-AF SCIFs: An approved CUA or JUA is required for non-AF SCIFs before contractor billets can be established.
• CUI Marking: CUI must be marked in the header and footer when SCIF locations are identified.
• Visits Requests (VR): VRs for SCI visits must be submitted through the CM at least seven working days prior to the visit.
• Courier Authorization: Courier authorization is required for transporting classified materials between work locations.

This addendum significantly expands upon and clarifies the SCI security requirements referenced in Block 14 and Block 15 of the DD Form 254.

Bidders must ensure they can meet all specified SCI access, personnel, facility (SCIF), and security requirements. The need for approved CUA/JUA for non-AF SCIFs and the stringent VR submission timelines are critical considerations for proposal preparation and execution.

Amendment / Modification

This document is an addendum to DD Form 254, establishing requirements for contractor access to Non-SCI intelligence information.

• Contractors require access and must comply with COR/Program Manager directions.

• Intelligence material remains U.S. Government property and may be withdrawn.

• Contractors must maintain accountability for all intelligence material.

• Reproduction of intelligence material requires written permission from the originating agency.

• Intelligence material must not be destroyed without advance approval, except for classified waste which must be destroyed per the Industrial Security Program.

• Access is restricted to individuals with the necessary security clearance and a valid need-to-know.

• Dissemination to other contractors, subcontractors, government agencies, or private individuals is prohibited unless authorized in writing.

• Employees with access must be aware of special security requirements and records must be maintained.

• Intelligence material must not be released to foreign nationals or immigrant aliens without advance written permission.

• Upon contract completion or termination, all classified intelligence must be returned to the source, unless otherwise authorized.

• A designated custodian must be appointed for receipt and accounting of classified material.

• Within 30 days after final product acceptance, classified intelligence materials must be returned to the originating agency, unless written instructions authorize destruction or retention.

• Classification, regrading, or declassification markings must be consistent with the source documentation.

• ORCON (Originator Controlled)

• REL (Authorized for Release to specific countries/organizations)

• Advance permission from the originating agency is required for any use contrary to established control markings.

• Control markings must be shown on title pages, covers, and other applicable document sections, as well as in electrical communications and data processing systems.

• Markings are assigned at the time of preparation and carried forward to new formats.

• Requests for release of intelligence material to a contractor must be prepared by the COR/Program Manager and submitted through the SSO to the Senior Intelligence Officer (SIO).

• This request should be made as soon as possible after contract award and include a copy of the DD Form 254 and the Statement of Work (SOW)/Performance Work Statement (PWS).

• This addendum details requirements for Non-SCI intelligence information access, control, and release, supplementing the DD Form 254.

Statement of Work (SOW) / Performance Work Statement (PWS)

This document outlines supplemental requirements and contractor responsibilities for the Air Force Research Laboratory (AFRL) Program Executive Office (PEO) effort, supplementing the main SOW/PWS.

• Disclosure of Information: Contractor must submit copies of information for release at least 50 days prior to the scheduled release date, adhering to DFARS 252.204-7000.
• Travel: Contractor may be required to travel CONUS and overseas. Travel will be reimbursed on a cost-reimbursement basis, requiring advance approval from the Contracting Officer’s Representative (COR). Government may provide Air Mobility Command (AMC) transportation.
• Key Positions: Minimum qualifications for essential personnel are listed (specifics to be inserted by the government). Contractor must notify the Contracting Officer before departure of key personnel and identify proposed substitutions.
• Program Management: Government Program Manager and Program Focal Points (Principal Investigator, Technical Contract Manager, Alternate) are identified.
• Invoice Submission: Initial invoice due within 30 days of award or first incurred costs. Subsequent invoices no longer than 30 days apart.
• Base Support: Government may provide rent-free, non-interference base support (e.g., working space, equipment). Contractor must report inadequacies and cannot purchase base support without prior written approval.
• Security: Requirements for Contracting Monitor (CM) for Top Secret (TS) Sensitive Compartmented Information (SCI) Security Administration are detailed. Implementation of Patent Rights Clause requires reporting inventions via DD Form 882. Pollution Prevention and Right-To-Know Information requires EMS Awareness Training within 30 days of award. Operations Security (OPSEC) requires Level I training within 30 days and annual awareness training. Contractors may access Critical Technology Elements (CTE), Enabling technologies, Critical Program Information (CPI) and must protect this information.
• Personnel Requirements: Contractor employees requiring access to USAF bases, AFRL facilities, or U.S. Government IT networks must be U.S. citizens, with specific exceptions and waiver procedures. Dual citizens and those approved under international exchange agreements are exempt.
• Fundamental Research: DFARS 252.204-7000 exception for information release applies only if work remains in the public domain or is fundamental research.
• Subcontracting: A Comprehensive Small Business Subcontracting Plan is incorporated by reference.
• S&T Protection: Adherence to an S&T Protection Plan (or comparable document) is required, including submission of a Protection Implementation Plan CDRL A00X.
• Risk Identification: Senior/Key Personnel Profile Worksheets are required. Contractors must notify the Contracting Officer within 5 business days if Senior/Key Research Personnel are believed to be participants in Foreign Government Talent Programs or have Foreign Components with strategic competitors.

Not explicitly stated in this supplemental document, but implies performance at Air Force installations.

• Strict adherence to Disclosure of Information, OPSEC, and S&T Protection requirements.
• U.S. citizenship requirement for personnel accessing facilities/networks, with defined exceptions and waiver process.
• Reporting of inventions and security incidents.
• Mandatory training for EMS and OPSEC.
• Submission of specific CDRLs (e.g., A00X for Protection Implementation Plan).

Form / Attachment / Pricing Sheet

This document is the SF 298 Report Documentation Page, a standard government form used to record information about a report. It serves as a cover page and index for technical reports, providing essential metadata.

• Report Identification: Fields for report date, type, dates covered, title, and contract/grant/program numbers.
• Authorship & Organization: Information on authors, performing organization, and sponsoring agency.
• Content Summary: Sections for abstract and subject terms.
• Distribution & Security: Details on report availability, distribution limitations, and security classification.
• Instructions: Comprehensive guidance on how to complete each section of the SF 298 form.

Bidders may be required to complete and submit this form as part of their proposal or as a deliverable if the contract involves generating reports. Understanding the fields and instructions is crucial for accurate completion. It helps in documenting research, development, or other contract-related activities as required by the government.

Form / Attachment / Pricing Sheet

This document provides guidance for the Prime Contractor's analysis of subcontractor costs. It outlines the required components and considerations for evaluating the reasonableness, realism, and completeness of subcontractor proposals when a subcontractor is involved in the effort.

• General Requirement: Analysis and documentation must be provided for each subcontractor, regardless of dollar limitation.
• Scope of Analysis: Must include, but not be limited to, materials, labor, other direct costs (types and quantities), and proposed profit rates. A statement of technical necessity alone is insufficient.
• Labor: Review adequacy of proposed hours and mix, reasonableness of labor rates (including burdened rates), and compare with previous efforts or similar rates.
• Material: Review quantities, types, and needs of material items. Assess if the value is commensurate with the effort's requirement.
• Travel: Evaluate the number and necessity of proposed trips, and the reasonableness of per diem, airfare, and car rental rates.
• Other Direct Costs: Review necessity and reasonableness.
• Profit: Assess if the profit is reasonable for the contemplated effort and support conclusions.

This document is crucial for bidders who plan to use subcontractors. It clearly defines the level of detail and type of analysis the prime contractor must provide regarding subcontractor costs. Bidders should ensure their subcontractor proposals align with these requirements to facilitate the prime contractor's analysis and submission.

Form / Attachment / Pricing Sheet

This document is the Contractor Forward Pricing Rate Proposal Adequacy Checklist. It is designed to guide contractors in completing and submitting a forward pricing rate proposal. Bidders must use this checklist to ensure all required information is provided or to explain any omissions.

The checklist covers several key areas:

• General Instructions: Verifies the completeness of the proposal's first page, including contractor information, period covered, and statements regarding Cost Accounting Standards (CAS) compliance and any inconsistencies with disclosed practices.
• Direct Labor: Details requirements for explaining the methodology used to develop direct labor rates, supporting documentation, and escalation factors for out-year rates.
• Indirect Rates: Outlines the necessary information for fringe, overhead, and G&A rates, including the basis of estimates, supporting documentation, identification of indirect expenses by burden center, and any planned changes.
• Cost of Money (COM): Specifies requirements for submitting COM rates on Form CASB-CMF and providing supporting documentation.
• Other: Includes checks for comparisons of prior forecasted costs to actual results and summaries of changes if the proposal is a revision.

This checklist is crucial for any bidder submitting a forward pricing rate proposal. It dictates the specific information and documentation required for an adequate proposal, directly impacting the evaluation and acceptance of proposed rates. Failure to adhere to this checklist may result in an inadequate proposal submission.

Statement of Work (SOW) / Performance Work Statement (PWS)

The objective of this effort is to be defined by the specific project/program.

This document outlines the general structure and requirements for a Statement of Work. It includes sections for:

• Objective
• Scope
• Background
• Tasks/Technical Requirements (including reporting requirements and referencing CDRLs)
• Deliverables (Hardware, Software, Prototypes, and data, with specific rights assertions)
• Base Support/Facilities (if applicable)
• Security and OPSEC (including background checks, classification levels, and training)
• Safety Requirements (compliance with federal, state, local regulations, mishap reporting, and safety plans)
• Use of Live Animal Subjects (if applicable, requiring IACUC and veterinarian approval)
• Protection of Human Subjects (if applicable, requiring compliance with federal regulations and HRPO approval)
• AFRL Policy on Employment of Non-US Citizen Contractors (requiring US citizenship for facility/network access, with waiver possibilities)
• Federal Holidays (listing contract holidays and billing procedures)

Reporting requirements are mentioned, with a preference for referencing specific CDRLs (e.g., A001, A009). Specific performance metrics are not detailed in this template.

Not specified in this template; to be defined in the full SOW.

• Security: Minimum Tier 1 background check, OPSEC training, and potential for higher security classifications.
• Safety: Compliance with all applicable safety regulations and submission of an approved Safety Plan.
• Personnel: US citizenship required for facility/network access, with specific exceptions and waiver processes.
• Deliverables: Government shall receive Unlimited Rights in non-commercial technical data and computer software. Approval required for third-party software.

Statement of Work (SOW) / Performance Work Statement (PWS)

This document outlines the requirements for a kick-off meeting for the Holistic Models for Decision-Making (HMDM) research contract. The primary goal is to formally commence contract execution, establish a unified operational and technical framework, and set expectations for the project.

The kick-off meeting will cover:

• Program understanding, including the HMDM Line of Effort goals and relevance to mission areas.
• The contractor's approach to three core technical areas: Cognitive Modeling Research and Analysis, Cognition Model Design and Development, and Research Integration, Evaluation, and Assessment.
• A detailed 90-day execution roadmap with objectives, tasks, and anticipated outputs.
• Staffing assignments, including key personnel and subcontractor involvement.
• Initial technical milestones and dependencies.
• Planned integration points for government-furnished items and required support.
• Roles and responsibilities of key contractor and government personnel (PM, PIs, COR, TPOCs, etc.).
• A structured communication protocol.
• Security, Operations Security (OPSEC), and compliance requirements.
• Reporting and communication protocols, including progress reports and status reviews.
• Risk identification and mitigation strategies.
• Coordination with AFRL facilities for access, testing, and integration.

Prior to or at the meeting, the contractor must provide:

• Initial 90-Day Work Plan and Execution Timeline.
• Key Personnel Roster with roles, responsibilities, and contact information.
• Preliminary Risk Assessment.
• Security documentation for personnel requiring access.
• Draft Master Schedule with deliverables and milestones.

The meeting location is specified as Hybrid and/or Virtual on Teams. The document pertains to the HMDM research contract, with specific details on the period of performance to be discussed during the meeting.

• Security Classification for the meeting is TS/SCI, though no classified materials are permitted without prior approval.
• All participants must comply with OPSEC protocols and security briefings.
• A Tier 1 background check (T1)/SF85 is required for personnel accessing the internet or automated information systems.
• All documents for public release require AF approval.
• Secure communication channels are mandatory for sensitive interactions.

Form / Attachment / Pricing Sheet

This document is a DD Form 254, Contract Security Classification Specification. It establishes the security requirements for a contract, including facility and personnel security clearances, safeguarding of classified information, and any special security requirements. Bidders need this form to understand the security obligations associated with performing the contract.

• Facility Clearance: Top Secret required.
• Safeguarding: None specified for contractor facility.
• Access to Classified Information: Contractor may have access to SCI (Sensitive Compartmented Information) and Non-SCI, SIPRNET, JWICS, and CUI (Controlled Unclassified Information).
• Performance: Research to advance human-centered cognitive modeling under the HMDM initiative.
• Security Guidance: Governed by 32 Code of Federal Regulations, Part 117, NISPOM, and other relevant directives.
• Reporting: Contractor must report security incidents within 48 hours.
• Points of Contact: Includes Government Contracting Activity (AFRL/RAKHC) and Contracting Officer (Michelle Goss).

This form is critical for bidders to assess their capability to meet the security requirements of the contract. It outlines the necessary clearances, access levels, and handling procedures for classified information. Bidders must confirm they can meet these requirements before bidding. The description of the procurement in Section 9 provides context for the security needs.

Forms / Attachments / Pricing Sheets

This document is a Contract Data Requirements List (CDRL) that specifies various data items to be delivered by the contractor under contract FA2384-26-S-B001. It details the type of data, submission requirements, frequency, and distribution for each item.

• Data Item A001: Scientific and Technical Reports (Final Report), with specific formatting requirements including the AFRL Format Guidelines and SF 298.
• Data Item A002: Funds and Man-Hour Expenditure Report, submitted monthly and tailored to the contractor's format.
• Data Item A003: Contractor Spend and Expenditure Plan, submitted quarterly and tailored to a sample figure.
• Data Item A004: Contract Funds Status Report (CFSR), submitted quarterly and using DD Form 1586.
• Data Item A005: Status Report, submitted monthly and tailored to the contractor's format.
• Data Item A006: Presentation Material, submitted as required for briefings/reviews, with a maximum of 500 viewgraphs.
• Data Item A007: Computer Software Product (including source code and executable).
• Data Item A008: Material and Processing Digital Data Package (MPDDP).
• Data Item A009: System/Subsystem Design Description (SSDD).
• Data Item A010: Technical Data Package.
• Data Item A011: Scientific and Technical Reports (R&R Annual Update), requiring completion of the AFRL "Research and Related Senior/Key Person Profile" template.
• Data Item A012: Test Plan (Flight and Taxi Test Plan), submitted 8 weeks prior to testing.
• Data Item A013: Security Plan, submitted within 15 days after award if required.
• Data Item A014: Science and Technologies Protection Implementation Plan (S&TPIP), due 45 days after contract award.

This document outlines the specific deliverables and reporting requirements expected from the contractor. Bidders should review these requirements to understand the full scope of work and associated documentation obligations, which will impact proposal planning and execution.

Form / Attachment / Pricing Sheet

This document, "Attachment 3 - Section K Representations and Certifications," provides a standardized form for offerors to complete various representations and certifications required for proposals submitted to AFRL/PZL broad announcement solicitations. It supplements the annual representations and certifications found in SAM.gov.

• Provisions: Lists numerous FAR and DFARS provisions that require fill-in information or disclosures from the offeror. Some provisions are incorporated by reference and available at acquisition.gov.
• Applicability: Indicates the applicability of each provision to the specific solicitation, noting when fill-ins are required directly in this form or if assertions are made in SAM.gov.
• Fill-in Requirements: Specific sections detail the required information for provisions such as:
  • FAR 52.204-8: Annual Representations and Certifications (Deviation 2025-O0003 and 2025-O0004)
  • FAR 52.204-17: Ownership or Control of Offeror
  • FAR 52.204-20: Predecessor of Offeror
  • FAR 52.204-24: Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment
  • FAR 52.209-7: Information Regarding Responsibility Matters
  • FAR 52.209-12: Certification Regarding Tax Matters
  • DFARS 252.204-7007: Alternate A, Annual Representations and Certifications
  • DFARS 252.204-7017: Prohibition on the Acquisition of Covered Defense Telecommunications Equipment or Services—Representation
  • DFARS 252.225-7010: Commercial Derivative Military Article – Specialty Metals Compliance Certificate
  • DFARS 252.225-7057: Preaward Disclosure of Employment of Individuals Who Work in the People’s Republic of China
  • DFARS 252.239-7009: Representation of Use of Cloud Computing
  • DFARS 252.227-7017: Identification and Assertion of Use, Release, Or Disclosure Restrictions
• Signature Block: Requires a signature to confirm the accuracy and completeness of the representations and certifications, or to affirm that they are current and complete in SAM.gov.

Offerors must carefully review this document to understand which representations and certifications are applicable to their proposal. Failure to complete and submit the required information accurately and by the specified means (either in this document or SAM.gov) may render the offer ineligible for award. This document guides bidders on how to provide crucial compliance information.

Form / Attachment / Pricing Sheet

This document is a Privacy Act Statement for the Air Force Research Laboratory. It outlines the authority for collecting information, the purpose of collection, routine uses of the information, and the effects of not providing the information. It also includes a section for acknowledging consent related to a proposal.

• Authority: Lists various laws and executive orders governing information collection.
• Purpose: Explains that collected information is used for processing, investigating, and maintaining records related to Federal Grants, Cooperative Agreements, Contracts, Other Transaction Agreements, and other research-related agreements awarded by the Department of the Air Force.
• Routine Uses: Details how the information may be shared with contractors, grantees, experts, consultants, students, and law enforcement entities.
• Effect of not providing information: States that providing information is voluntary but failure to comply with disclosure requirements (42 U.S. Code § 6605) may result in rejection of applications, civil, or criminal remedies.
• Acknowledgment of consent: Includes fields for Proposal Title, Covered individual's signature and printed name, Institution's Authorized Representative's signature and printed name, and Institution Name, along with dates.

Bidders responding to opportunities that require this form must understand the privacy implications of the information they provide. They must complete and submit the acknowledgment of consent section, including signatures and names, as part of their proposal or application. Failure to provide the requested information may lead to the rejection of their application.

Form / Attachment / Pricing Sheet

This document is a Security Program Questionnaire designed to review the security programs and practices of institutions receiving research funding. It is intended to be completed by collaborators and reviewed by the S&T Protection Lead.

The questionnaire asks for detailed information regarding the following areas:

• Physical security plans
• Information security processes
• Information storage locations
• Procedures for transmission, transportation, disposal, destruction, and reproduction of information
• Safeguards for personnel accessing information
• Plans for safeguarding Government Furnished Equipment/Information (GFE/GFI)
• Cybersecurity and network protection procedures
• Operations security processes to prevent adversary access
• Insider threat deterrence, detection, and mitigation processes
• Procedures for handling information compromise
• Willingness to provide AFRL S&T Protection training annually

Bidders must complete this questionnaire as part of the application or proposal process. The responses will be used to assess the security posture of the institution. Understanding these requirements is crucial for ensuring compliance and successful participation in the research funding opportunity.

Solicitation / RFP / RFQ

This document outlines the Air Force Research Laboratory's (AFRL) intent to conduct Security Risk Reviews for federally funded research proposals. The review aims to identify potential vectors of undue foreign influence in research and development projects. AFRL will adhere to specific Air Force and Department of Defense instructions for these reviews.

Applicants/Recipients and Offerors/Contractors are required to submit the following documentation with their application/proposal:

• For Grant or Cooperative Agreement (CA) applications:

  • Standard Form 424, "Research and Related Senior and Key Person Profile (Expanded)"
  • Security Program Questionnaire
  • "Privacy Act Statement" consent form for each Covered Individual, signed by the Applicant/Recipient as Sponsor.

• For Contract or Other Transaction Agreement (OTA) proposals:

  • Research and Related Senior and Key Person Profile Worksheet
  • Security Program Questionnaire
  • "Privacy Act Statement" consent form for each Covered Individual, signed by the Applicant/Recipient as Sponsor.

• The security review process considers five potential risk factors: Foreign Talent Program, Funding, Foreign Institutions, Denied Entities, and U.S. Government Systems.

• Nationality or citizenship is not a factor in these reviews.

• If a security risk is identified that exceeds the acceptable threshold, the applicant will be notified of the decline of award with rationale provided as feasible.

• Submission of the required forms signifies agreement to:

  • Certify that covered individuals are aware of disclosure requirements (42 U.S.C. § 6605) and potential penalties for false representations.
  • Establish internal processes to address foreign talent programs, conflicts of interest, and research integrity.
  • Exercise due diligence to identify foreign components or participation in foreign government talent programs by Senior/Key Personnel.

• Applicants/Recipients/Offerors/Contractors must re-submit the Research and Related Senior and Key Person Profile annually.

• A new profile is required prior to continued performance whenever a new covered individual is added or identified.

• If during performance, Senior/Key Research Personnel are found to be participating in a Foreign Government Talent Program or have Foreign Components with a strategic competitor, the Contracting/Grants/Agreements Officer must be notified within 5 business days.

• This disclosure requirement must be flowed down to all sub-awardees/contractors with designated Senior/Key Research Personnel.

• Covered Individuals are defined as individuals contributing substantively to the scientific development or execution of an R&D project, designated as such by the agency.

• Federal law requires disclosure of all current and pending research support for covered individuals at the time of application/proposal submission.

• Failure to report accurately may be considered a material statement under the False Claims Act.

• Attachments referenced include: Standard Form 424, Security Program Questionnaire, Research and Related Senior and Key Person Profile Worksheet, and Privacy Act Statement consent form.

Form / Attachment / Pricing Sheet

This document is an "Industry Guide" (Version 1.0) for the "Continuing Human Enabling, Enhancing, Restoring, and Sustaining (CHEERS) Multiple Authority Announcement (MAA)". It serves to familiarize existing and potential industry partners with the MAA acquisition approach and specific nuances of the CHEERS MAA.

• MAA Overview: Explains the MAA as a unique solicitation method consolidating various authorities under a single announcement for the Air Force Research Laboratory (AFRL/RH) and the United States Air Force School of Aerospace Medicine (USAFSAM).
• Solicitation Variations: Details "Call for Proposal" and "Open Period" solicitations, which can be one-step or two-step approaches.
• General Solicitation Process: Outlines information typically included in solicitations, such as title, authority, technical areas, SOW, points of contact, deliverables, and submission deadlines.
• Proposal Preparation: Provides instructions for preparing white papers (two-step) and full proposals (one-step), including page limitations, formatting, and content requirements.
• Review and Selection Procedures: Describes the criteria for reviewing white papers and proposals, including technical approach, understanding of scope, and affordability.
• Additional Requirements: Covers FAR-based requirements, assistance instrument requirements, and requirements for "Other Transactions" (OTs) under specific U.S. Code sections.

This guide is essential for any vendor interested in responding to solicitations issued under the CHEERS MAA. It provides a comprehensive overview of the acquisition process, solicitation types, proposal preparation guidelines, and evaluation criteria, helping bidders to understand how to effectively engage with AFRL/RH and USAFSAM for Science and Technology (S&T) and Studies and Analysis (S&A) opportunities.

Solicitation / RFP / RFQ

This is an initial solicitation for the "Holistic Models for Decision Making" initiative under the "Continuing Human Enabling, Enhancing, Restoring, and Sustaining (CHEERS)" Multiple Authority Announcement (MAA). The Air Force Research Laboratory (AFRL) and the United States Air Force School of Medicine (USAFSAM) are seeking research and technical proposals to advance human-centered cognitive modeling. The goal is to develop, evaluate, and refine computational and mathematical models that simulate the effects of cognitive, perceptual, and operational factors on warfighter performance, emphasizing experimental studies and prototype model development.

• Overall IDIQ Period of Performance: 96 months technical effort with a 60-month ordering period.

• Task Order 1 (Kick-Off Meeting) Period of Performance: 6 months from date of award.

• Deliverables: Data Items (per CDRL), Software (TBD), Hardware (special test equipment, TBD), and Other (TBD).

• Science and Technology (S&T) Protection: Governed by AFRLI 61-113; offerors may need to provide mitigation plans.

• Human Subject Use: Anticipated.

• Ground or Flight Testing: Anticipated.

• Contract Type: Anticipated to result in an Indefinite-Delivery Indefinite-Quantity (IDIQ) with Cost-Plus-Fixed-Fee (CPFF) Task Orders. Other contract types may be considered.

• Estimated Program Cost: Basic IDIQ Ceiling: $26,200,000. Task Order 1 (Kick-Off Meeting): $5,000.

• Funds: Funds are not presently available; award is contingent on availability.

• Proposal Due Date and Time: April 10, 2026, 3:00 pm (Wright-Patterson AFB, OH local time).

• Submission Method: Electronically via E-mail to the Contracting Officers and Contract Specialist.

• Deadline for Notification of Intent to Respond: April 2, 2026 (to consider deadline extensions).

• Proposal Components: Basic IDIQ proposal (Technical/Management, SOW, Business/Subcontracting Plan) and Task Order 1 proposal (Technical/Management, Cost/Business).

• Page Limits: Technical/Management proposal: 30 pages for IDIQ, 15 pages for TO 1. IDIQ SOW: 7 pages.

• Evaluation: One-Step Process. Proposals will be reviewed without negotiation/discussion, though negotiation is reserved. Selection based on Peer or Scientific Review, agency needs, and funding.

• Solicitation Type: Unrestricted. Small businesses are encouraged to propose.

• Foreign Participation: Not authorized at the prime contractor level.

• Eligibility for Award: Offerors must have "selectable" proposals for both the basic IDIQ and Task Order 1.

• This Call uses "RFO" and "R-DFARS" for new/updated regulations.

• Offerors should monitor SAM.gov for amendments.

• Cost Sharing is not required.

• Certified DD Form 2345 required for export control.

• CPARS will likely apply to FAR-based awards.

• Attachments referenced throughout the document provide further details.

Statement of Objectives (SOO)

This effort aims to conduct research to advance human-centered cognitive modeling under the Holistic Models for Decision-Making (HMDM) initiative. The goal is to develop, evaluate, and refine high-fidelity computational and mathematical models that simulate the effects of cognitive, perceptual, and operational factors on warfighter performance.

• Develop, evaluate, and refine high-fidelity computational and mathematical cognitive models.
• Emphasize experimental studies, prototype model development, and analysis in laboratory or simulated environments.
• Research areas include cognitive model research and analysis, prototype model design and development, and research-focused integration, evaluation, and assessment.
• Focus on modeling critical cognitive capabilities such as language learning, dynamic asset management, and the effects of operational stressors on sensory systems.

1. Cognitive Modeling Research and Analysis: Develop software models, simulations, and algorithms for relevant processes and scenarios, including research on fatigue and its effects on performance. Collect and analyze data from integrated facilities.
2. Cognition Model Design and Development: Design, develop, and document new and existing cognition software, integrative software, and models/algorithms. Integrate new capabilities into the government modeling repository.
3. Research Integration, Evaluation, and Assessment: Conduct research-oriented integration, test, and validation activities in simulated environments. Analyze experimental data and produce technical reports.

• Period of Performance: 60 months technical performance plus 3 months for Final Report (63-month PoP).

• Available Base Support/Facilities: Access to buildings 441, 248, 33, and 852 will be provided. Alternate work locations may be utilized.

• Security: Highest Security Classification: TS/SCI. Requires a minimum of a Tier 1 background check for positions accessing the internet or automated systems. OPSEC, CI, and COMSEC compliance are mandatory.

• Intelligence Information: Access to National Intelligence Information (SCI and Non-SCI) may be required. Specific justification is needed.

• Science & Technology Protection Plans (STPP): Protection of Critical or Enabling Technology Elements (CTE/ETE), Controlled Technical Information (CTI) is required. Notification of security incidents within 24 hours is mandatory.

• Personnel: R&R Senior/Key Person Profiles are required. Notification required if Senior/Key Research Personnel are participants in Foreign Government Talent Programs.

• Deliverables: Includes Scientific and Technical Reports, Funds and Man-Hour Expenditure Reports, Contractor Spend and Expenditure Plans, Contract Funds and Status Reports, Status Reports, Presentation Material, Computer Software Product – Source Code, Material and Processing Digital Data Package, System/Subsystem Design Description, Technical Data Package.

• ITAR: Yes.

• Human Use/Protection of Human Subjects: Yes.

• FY26: $5M

• FY27: $5M

• FY28: $5.2M

• FY29: $5.5M

• FY30: $5.5M

• Total: $26.2M

Statement of Work (SOW) / Performance Work Statement (PWS)

This document outlines supplemental requirements for a Statement of Work (SOW) or Performance Work Statement (PWS) for a contract, likely with the Air Force Research Laboratory (AFRL).

This document provides a list of optional paragraphs that may be incorporated into the main SOW/PWS. The Contracting Officer and Program Manager will select applicable requirements, delete non-applicable ones, and fill in details (marked in blue, to be changed to black). Key areas covered by these supplemental requirements include:

• Disclosure of Information: Extending lead time for release of information to 50 days (from DFARS 252.204-7000).
• Travel: Guidelines for contractor travel reimbursement, advance approval by COR, and use of Government transportation (e.g., AMC flights).
• Key Positions and Minimum Qualifications: Defining essential personnel and their required qualifications, with notification procedures for substitutions.
• Acknowledgement of Sponsorship: Requiring acknowledgement of AFRL and DARPA sponsorship in public releases.
• Packaging and Marking: Instructions for sensitive hardware, including special handling statements.
• Program Manager and Focal Points: Identification of Government and Contractor points of contact.
• SBIR/STTR Requirements: Specific clauses for Small Business Innovation Research/Small Business Technology Transfer programs, including performance location, principal investigator employment, and certifications.
• Invoice Submission: Requirements for initial and subsequent invoice submissions for cost-type contracts.
• Base Support: Details on Government-provided base support (e.g., working space, equipment) on a rent-free basis, and procedures for reporting inadequacies.
• Contracting Monitor (CM) for Security: Requirements for CM for TS//SCI Security Administration when applicable.
• Patent Rights: Procedures for reporting inventions and subcontract awards.
• Pollution Prevention and Right-To-Know: EMS awareness training requirements for personnel working on Air Force installations.
• Non-U.S. Citizens: Restrictions on non-U.S. citizens accessing USAF bases, AFRL facilities, or IT networks, with waiver procedures.
• Operations Security (OPSEC): Mandates for OPSEC training and adherence to security measures for sensitive information, including reporting of disclosures.
• Science and Technology (S&T) Protection: Requirements for following S&T Protection Plans, including implementation plans and reporting.
• Risk Identification and Security Countermeasures (RISC): Procedures for R&R Senior/Key Person Profiles, notification of foreign talent programs, and handling of identified security risks.

Not specified in this supplemental document; refer to the main SOW/PWS.

Includes detailed requirements for disclosure of information, travel, key personnel qualifications, acknowledgements, packaging, invoicing, base support, security (SCI, OPSEC, S&T Protection, RISC), patent rights, pollution prevention, and restrictions on non-U.S. citizens. Specific clauses related to SBIR/STTR programs are also included.

Form / Attachment / Pricing Sheet

This document is the "AIR FORCE RESEARCH LABORATORY (AFRL) AMERICAN NATIONAL STANDARDS INSTITUTE (ANSI)/ NATIONAL INFORMATION STANDARDS ORGANIZATION (NISO)-BASED GUIDE TO FORMATTING TECHNICAL REPORTS." It provides detailed guidance on the structure, content, and formatting requirements for technical reports submitted to AFRL.

• Components of a Technical Report: Outlines required and optional sections including Front Matter (Cover Page, SF 298, Table of Contents, etc.), Body (Summary, Introduction, Methods, Results, Conclusions, References), and Back Matter (Appendices, Bibliography, Glossary, etc.).
• Formatting Requirements: Specifies font type (12-point Times New Roman or Arial), spacing (single-spaced), margins (1-inch), and numbering conventions for pages, figures, and tables.
• Presentation Styles: Details the formatting for equations, figures, and tables, including caption styles and placement.
• SF 298: Provides an explanation of the Standard Form 298 (Report Documentation Page) and its required fields.
• Appendices: Includes guidance on notice and signature pages, and a notice for disseminating export-controlled technical data.

This guide is crucial for any bidder responding to an AFRL opportunity that requires the submission of technical reports. Adhering to these formatting standards ensures compliance, facilitates review, and demonstrates attention to detail. Bidders should consult this document to ensure their reports meet AFRL's specific requirements for structure, content, and presentation, particularly concerning the SF 298 and any export control or distribution statements.

Form / Attachment / Pricing Sheet

This document is a "Research and Related Senior and Key Person Profile Worksheet" used for FAR-Based Contracts. It is designed to collect detailed information about key personnel proposed for a contract.

• The worksheet requires specific information for a Project Director/Principal Investigator and up to five Senior/Key Persons.
• Required fields for each individual include: First Name, Last Name, Position/Title, Organization Name, and Email Address.
• Optional fields include: Middle Name, Suffix, Department, Division, Phone Number, and LinkedIn Profile.
• A "Project Role" field is included, with "PD / PI" pre-filled for the Project Director/Principal Investigator and Senior/Key Persons, and an "Other Project Role" field for alternative designations.
• An asterisk (*) denotes required items.

Bidders must accurately complete this form for all proposed senior and key personnel as part of their proposal submission. This information is crucial for the government's evaluation of the proposed team's qualifications and suitability for the contract.