47HAA024N0002 RFI for FY24 Report Writers Blanket Purchase Agreement 10312023.pdf

General Services Administration (GSA) Office of the Chief Financial Officer (OCFO)

Request for Information # 47HAA024N0002 for

FY24 Report Writers Blanket Purchase Agreement

Issued by:

General Services Administration

Office of Administrative Services

Office of Internal Acquisition

Issued: October 31, 2023

Disclaimer This Request for Information (RFI) is for planning purposes only and is not a Request for Quotes (RFQ), Request for Proposals (RFP), Invitation for Bids (IFB) or an obligation on the part of the Government to acquire any services. Responses to this RFI are not offered and can/will not be accepted by the Government to form a binding contract. The Government reserves the right to determine how it should proceed as a result of this notice. Furthermore, those who respond to this RFI should not anticipate feedback with regard to their submission. The Government will not pay any cost incurred in response to this RFI. All costs associated with responding to this RFI will be solely at the responding party’s expense. The information provided in this RFI is subject to change and is not binding on the Government. You are requested to respond to this RFI via email no later than November 14, 2023 at 11:00 AM ET.

Points of Contact:

Roger McKinnis Contract Specialist Office of Internal Acquisition roger.mckinnis@gsa.gov 202-969-7565

Erica Pelham Contracting Officer Office of Internal Acquisition erica.pelham@gsa.gov 202-501-3394

SUBMISSION DETAILS

Vendors shall submit responses no later than November 14, 2023 at 11:00 AM ET.

● Responses shall be submitted to the CO/CS Point of Contacts listed above via email. Email Subject Header RFI# 47HAA024N0002 - Report Writers BPA

● Responses shall not exceed 10 pages.

● All responses shall be typewritten and presented in MS Word or PDF format, including a minimum of 12 point, Times New Roman or Arial font.

● Responses shall include:

1) Business name and address;

2) Name of Primary company representative, business title, email and telephone;

3) SBA Business Classification;

4) Provide North American Industry Classification System (NAICS);

5) Government-Wide Acquisition Vehicle your solution is available under (If

Applicable);

6) Responses to all the questions identified in Section 3, in order.

Purpose This Request for Information (RFI) is for marketing purposes and gaging potential participants for the upcoming Multiple Award, Agency-Wide Report Writer’s Blanket Purchase Agreement.

Tasks

Task 1: (T1) Reporting Requirements Analysis Provide professional consulting support to collect, organize, analyze and synthesize internal & external reporting and tracking requirements.

a) Work within agency IT infrastructure to electronically maintain and post reporting requirements.

b) In coordination with GSA Business Lines and CIO management and staff, assist in preparing information systems requirements for programming enhancements and/or integration needed in anyI all related GSA applications.

c) Participate in project team meetings as needed with various GSA information system owners and managers to coordinate any required system enhancements, integrations or migrations. For example; participate in PBS Kahua application deployment and in the transition of PBS applications to Kahua, D2D dashboards, Google Cloud and Google Workspace Tools.

d) Provide activities as necessary for assurance that data required by GSA is collected and is integrated in data systems.

e) Provide required support, analysis services, dashboard development and maintenance, google site creation and maintenance, documentation/reports and executive level briefings to GSA to include, but not limited to, OPD Monthly report.

Task 2: (T2) Reporting Support Services

a) Dashboarding and Reporting Support

i. Create and maintain new D2D and Google dashboards. Maintain and enhance existing D2D/Google dashboards.

ii. Troubleshoot issues as reporting and dashboarding requirements evolve.

iii. Advise on how to incorporate new reporting capabilities into Tableau-based/ D2D dashboards, Google Site and Google Dashboards, as necessary.

iv. Help government staff document and develop business rules.

v. Help define relevant data elements for tracking business/performance measures

vi. Help identify data elements that would need to be added to BI Staging to make data available via D2D, Google Workspace Tools, Google Cloud, and/or the BI Framework.

vii. Support with all reporting needs to include, but not limited to, OPD Monthly report.

b) High-Performance Green Building (HPGB) Data Assistance

i. Provide ad hoc troubleshooting support, e.g. regarding:

1. Salesforce tools include data administration utilities;

2. SQL server operation, including queries, data loads, and MySQL;

3. GSA application/ resource operation, including data tables and data linkages. For example: Kahua Sustainability App, MUSE/ EUAS, Business Intelligence, Data to Decisions (D2D), complex Excel files, Google Sites, Google BigQuery, Google Workplace/tools, etc.

ii. Consult on how to meet potential new reporting needs.

c) Kahua and BI Analytics, Reporting Support

i. Provide ad hoc technical support, minor changes, and troubleshooting for existing Cognos/SQL, D2D and google dashboards, google sites, and BI reports.

ii. On an as-requested basis, develop new complex Cognos/SQL/BI reports to meet ODC and other GSA business line needs.

d) Create Reports

The contractor shall provide the following types of technical report writing and consulting services to create customized reports for individual GSA customers utilizing the most current reporting standards:

(i) Work closely with the business users to gather the requirements of the reports and dashboards they need and understand the relevant data structures, conventions, and standards used in the organization's reporting platform. Assess the need for additional reports.

(ii) Develop the required reports and dashboards in compliance with GSA standards.

(iii) Provide technical support for new and existing Google Sheet, MicroStrategy, Tableau, Microsoft SQL Server, MySQL, Oracle, BI, SQL, ETL, Pentaho, Python, .NET Core, Kahua, D2D, Google Forms, Google App Script, and Excel-based tools, reports, and dashboards

(iii) Manage the user acceptance testing and validation process of the reports and dashboards.

(iv) Provide training and consultation to the business users to deploy the reports.

Task 3: (T3) Financial, Economic, Budget, Sustainability and Cost Analysis

Provide professional consultant services to perform a variety of economic modeling, cost estimating, performance measures analyses and financial analysis activities to assure that PBS funds are invested in studies, design, construction and management activities that have the highest level of return on reinvestment funding. Specific requirements under this key service area include:

a) Perform financial, economic analysis, budget and life cycle cost analysis and return on investment analysis to validate design calculations and conclusions of project architects, engineers, building commissioning experts, energy consultants and estimators.

b) Assist in developing and assessing the pragmatism of implementing possible new metrics.

c) Monitor national program effectiveness through established performance and program metrics. Assist in developing management systems and business process improvements that enhance program performance and the project delivery process.

d) Conduct analysis and develop processes to help GSA track and verify compliance with statutory and executive order (E.O.) requirements on new construction, major renovation, repair and alteration, and energy-focused projects.

For example, statutory and executive order (E.O.) requirements may include, but are not limited to:

i. Energy Policy Act of 2005, Section 109 - Energy Code for New Federal Commercial and Multi-Family High-Rise Residential Buildings (10 CFR Part 434)

ii. Guiding Principles for Sustainable Federal Buildings (Executive Order 14057)

iii. Energy Independence and Security Act of 2007 Section 434

iv. Environmental Justice and Justice40.

v. Energy Policy Act of 2005 and Energy Independence and Security Act of 2007; 42 U.S.C. 8253(e)

e) Conduct reviews of all financial information to assure that commonly accepted practices are followed in elements that may be subject to audit.

f) Assist GSA staff on an on-demand basis in responding to data calls.

Leverage and optimize enterprise reporting tools and resources as requested.

Task 4: (T4) Information Quality Assurance Provide information quality assurance consulting and services necessary to assure that GSA and PBS enterprise information systems (and the data collected) can support required GSA functions and reporting requirements, at the most practicable level of https://www.whitehouse.gov/environmentaljustice/ https://www.whitehouse.gov/environmentaljustice/justice40/ implementation. GSA and PBS utilize a variety of secure information systems to satisfy its business needs. The key GSA information systems that may contain information to support GSA operations include GSA Finance, Pegasys, EASi, APW, Kahua, CPA, IRIS, RETA, OASIS, Rexus, Tableau, D2D and others. The contractor's staff shall become proficient in using the applications which are necessary to pull reports and perform analytics and quality assurance on information being reported. Specific requirements under this key service area include:

a) General:

i. Continually monitor and review information/data required for compliance with

GSA's reporting needs in GSA & PBS information systems. Work with critical system owners, managers and user groups to communicate: a) type of data entry required in individual systems, b) status of data updates, c) critical deadlines for updating systems (to avoid manual data-calls).

ii. Provide ongoing QC and data reconciliation of duplicated information that exist in GSA IT Systems to assure accuracy and identify hierarchy of relevance to reporting documents.

iii. Ensure eyes-on data accuracy and provide quality control of PBS reporting information existing in GSA/PBS information systems.

iv. Review program roll-up reports from national systems for completeness and link with tracking efforts performed by other GSA contractors.

vii. In coordination with other GSA contractors, provide GSA system users with supplemental Help support related to content management issues, procedures and policies.

viii. Provide report development expertise.

b) Project Data System Support and Consultation:

i. Troubleshoot and interface with PBS systems contractors, regions' staff and consultants to debug and answer questions.

ii. Assist with IT system training. GSA will provide training to contractors.

iii. Review and recommend business process revisions for data entry and collection for P6, Kahua and other IT systems to optimize efficiency and timing with other data sources and reporting processes.

Task 5: (T5) Process Automation & Streamlining

The contractor shall provide their expertise to manage and accomplish the following types of activities:

a) Work with GSA to automate manual processes using a variety of GSA approved tools, applications, reports, software and platforms (to include robotic process automation) Evaluate current processes and provide process improvement recommendations

Task 6: (T6) Consultation & Coordination

The contractor shall provide their expertise to manage and accomplish the following types of activities:

a) Data modeling services to include evaluation and analysis of existing data models or the development of new data models for reporting in Google Big Query, BI, BO, D2D or any other system to be identified by GSA

b) Assist with data mining and analyzing the source systems for data

c) Identify any data gaps

d) Conduct follow-up meetings (on-line teleconference or on-site, as required) with all parties to review, prepare and finalize detailed action plans and schedules for the work being proposed, to include all phases, activities and tasks to be completed by contract and government team members.

e) Provide professional recommendations and technical guidance to ensure action plans and schedules are accomplished successfully.

f) Submit the finalized action plans and schedules to the Contracting Officer’s Representative (COR)/Project Manager (PM) for approval.

g) Make any necessary corrections timely.

h) Should the action plans or schedules require revision at any point during the progress of the contract, submit revised versions to the COR/PM to obtain COR/PM approval.

i) Document progress and update action plans and schedules, showing actions completed and degree of progress on actions in progress, throughout the life of the task order.

j) Provide training support on reporting methods, tools and other items as requested by GSA

Task 7: (T7) Agency Initiatives Support

The contractor shall provide their expertise to manage and accomplish the following types of activities:

1. Financial Analysis of GSA overhead costs, overhead rates and policies

2. Cost category analysis and recommendations

3. Evaluate historic cost trends

4. Advise on GSA fee structure

5. Provide professional recommendations and technical guidance to ensure action plans and schedules are accomplished successfully.

6. Provide support to GSA agency reform teams

7. Assist in the development of new tools to help support GSA initiatives

8. Provide training support on reporting methods, tools and other items as requested by GSA

Request for Information # 47HAA024N0002 Questionnaire

1. What is your firm’s socio economic category?

2. What acquisition vehicle can your firm provide these services under?

3. Does your firm have experience working with business lines and CIO management to identify information systems requirements for programming enhancements, integrations or migrations in support of data management, data analysis, dashboard or report creation?

4. Does your firm have experience maintaining a data warehouse and creating reports and dashboards using tools such as Business Intelligence, Salesforce, MySQL, Tableau, Excel or Google Tools?

5. Does your firm have experience working closely with business users to gather reporting requirements and providing technical support to include user acceptance test and validation for new and existing Google Sheet, MicroStrategy, Tableau, Microsoft SQL Server, MySQL, Oracle, BI, SQL, ETL, Pentaho, Python, .NET Core, Kahua, D2D, Google Forms, Google App Script, and Excel-based tools, reports, and dashboards

6. Does your firm have experience performing financial, economic analysis, budget and life cycle cost analysis, return on investment analysis and validating conclusions of consultants and estimators.

7. Does your firm have experience providing information quality assurance and consulting to ensure the enterprise wide data is complete and accurate?

8. Does your firm have experience automating manual processes and using Robot Process Automation Tools such as UiPath?

9. Does your firm have experience modeling data, data mining and analyzing source systems for data or data gaps?

10. Does your firm have experience assisting agencies with implementing initiatives and executive orders by providing financial analysis, evaluating historic trends, supporting reform teams, providing professional recommendations and technical guidance?