CORHQ-26-Q-0073.pdf

SOLICITATION/AWARD

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

1. REQUISITION NUMBER PAGE 1 OF

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. CONTACT INFORMATION 8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. N/A

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODE17a. CONTRACTOR/

OFFEROR

CODE

FACILITY

CODE

CODE

TELEPHONE NO.

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

BELOW IS CHECKED

RFQ RFP

Price only

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QTY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. N/A 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF.

YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED

31a. FEDERAL DEPOSIT INSURANCE CORPORATION (SIGNATURE OF CO)

31b. NAME OF CONTRACTING OFFICER (Type or print) 31c. DATE SIGNED

FDIC 3700/55 (3-08)

10. SOCIO-ECONOMIC STATUS

NO

NAICS:

ETHNICITY:

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

OFFER

13a. SUB-CONTRACTING

PERMITTED/APPROVED

YES

SDB

MWOB

SERVICE-DISABLED VETERAN-

OWNED SMALL BUSINESS

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

YES NO

YES NO

27a. SOLICITATION INCLUDES ATTACHMENTS 27b. AWARD INCLUDES ATTACHMENTS

RFI RFP

Best Value

CORHQ-26-Q-0073

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QTY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

40. PAID BY

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

PARTIAL FINAL

37. CHECK NUMBER

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER

36. PAYMENT

COMPLETE PARTIAL FINAL

FDIC 3700/55 (3-08)

Section B - Supplies or Services and Prices/Costs

CLIN # Description Quantity Unit Unit Price Total Price

0001 RFI - New Budget Formulation System

Tool

1 EA

No attachments were added for this section.

Section B - Supplies or Services and Prices/Costs PAGE 3 OF 8

Section C - Description/Specifications/Work Statement

Attachments for this section start after this page.

Section C - Description/Specifications/Work Statement PAGE 4 OF 8

FDIC

Budget Formulation Tool Request for Information

1.0 Purpose

The Federal Deposit Insurance Corporation (FDIC) is conducting market research to explore FedRAMP certified software applications supporting budget formulation activities.

The purpose of this Request for Information (RFI) is to identify potential budget formulation tools, gather information to compare tool functionalities, and understand the pricing structures associated with these tools.

2.0 Budget Formulation Tool Requirements

The Budget Formulation Tool must meet the following requirements:

• The vendor and system must adhere to all FDIC Terms and Conditions.

• The system must be FedRAMP certified at “Low” or higher authorization and must be currently used by other federal agencies.

• The system must have a secure platform to store budgetary and staffing data and adhere federal laws, guidelines and executive mandates.

• The system must have the capability to provide multiple environments, with ability to transfer system objects and data between the environments. The system must be a web-based application and must have the ability to provision at least 60 user accounts with role-based access control to include Administrator, Power User, Standard User (budget analyst), and read-only access. The system must also include an audit log. Single-sign-on capability is desirable.

• The system must allow data exchange, such as CSV data import and export.

Compatibility for API with other systems is desirable.

• The system must be able to retain up to ten years of actual financial transaction data and personnel information, summarized by at least 25 unique data elements.

• The system must include a User Interface to submit budget and staffing adjustments.

• The system must have the ability for administrators to enter calculation logic necessary to aggregate inputs and forecast salary and non-salary budgets using various drivers.

• The system must be configurable to allow for calculation and reporting with static and dynamic variables.

• The system must have the ability to save and compare multiple budget scenarios.

Section C - Description/Specifications/Work Statement PAGE 5 OF 8

• The system must include the ability to create standardized, professional reports with fixed data elements and user prompts for parameter selections to filter the report data. Reports must be available in both PDF and MS Excel formats.

• The system must include Ad hoc analyses tool for users (e.g. through Excel-enabled pivoting).

3.0 RFI Response Requirements

• Questions about this RFI are due no later than 12 Noon ET February 27, 2026.

• Responses to this RFI are due no later than 10 am ET March 16, 2027.

• All questions and responses should be emailed to the Contracting Officer: Ellisha

Smith (ellismith@FDIC.gov). All submissions will receive a confirmation email within 72 hours. If you do not receive a confirmation email, please follow up with the Contracting Officer.

• Emails related to this RFI should include a subject line titled “(insert Company Name) - FDIC Budget Formulation Tool RFI Response.”

• RFI responses include a written response and a system demo.

o The written response will be limited to 5 pages measuring 8.5 by 11 inches, in either PDF or Word format. File size should not exceed 5MB.

o The system demo will be scheduled within one month of the RFI submission close date.

• Proprietary information, if any, should be minimized to the extent possible and must be clearly marked.

• RFI responses should include the following:

Written Responses

• Provide company name, local contact mailing address, phone number, e-mail address of designated point of contact, and DUNS number.

• Provide the name and FedRAMP ID of the budget formulation application.

• Provide a list of federal clients currently using the budget formulation application, including the federal agency name and client POC contact details.

• Briefly describe how the tool meets the requirements listed in Section 2.0.

• Identify any unique advantages of the application.

• Describe system implementation activities required for the application, including approximate timeframes.

• Describe the standard pricing model and contract structure for the application.

Section C - Description/Specifications/Work Statement PAGE 6 OF 8

System Demo

• The 60-minute virtual system demo will include a product demonstration and allow time for questions. The session may be recorded.

• The vendor should demonstrate how the tool can be used in the federal budget environment, including how data can be ingested, transformed, stored, and made available to administrators, power users, and regular users, including via ad hoc analysis.

• The vendor should demonstrate how security roles can be used for segregation of activities.

• The vendor should show that budget and staffing data can be securely stored, and that staffing data can be used to calculate budget requirements.

• The vendor should be prepared to respond to the following questions:

o What type of budgeting does this tool support? (annual operating, investment, multi-years, etc.)?

o Does the tool include the ability to forecast with scenarios o How customizable are the budget dimensions?

o How are business rules defined and changed?

o How does the tool reflect hierarchies in the organizational data?

o What products can the tool interface with for data exchange? How does integration work?

o How are versions and approvals tracked?

o In what formats can reports (or data) be exported?

o What makes this tool unique?

o Demonstrate power user ad hoc reporting capability (quick report development may be requested) o Please describe the standard implementation activities and timeline.

o How does the pricing structure work?

Section C - Description/Specifications/Work Statement PAGE 7 OF 8

Section J - List of Attachments

The table below lists all of the attachments for Section J which start on the following page

Order of Appearance Name

Attachments C-1 Request for Information

No attachments were added for this section.

Section J - List of Attachments PAGE 8 OF 8

Section J - List of Attachments

DOA/ASB

3501 Fairfax Drive, E-4003 Arlington, VA 22226 ellismith@fdic.gov

(703) 562-6255 ellismith@fdic.gov

DOFAPInvoice@fdic.gov