FNA-OCPO-64962 RFI_Financial Management Software - Support Services.pdf

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Financial Management Software and Support Services
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FNA-OCPO-64962
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Request for Information Summary

This is a Request for Information (RFI) issued by the First Responder Network Authority (FirstNet Authority), an independent authority within the U.S. Department of Commerce's National Telecommunications and Information Administration (NTIA). The RFI seeks market research on commercially available, FedRAMP Moderate-compliant unified financial management software and support services to replace and enhance the organization's existing OneStream Enterprise Performance Management (EPM) platform. The contemplated NAICS code is 541519 – Other Computer Related Services; Information Technology Value Added Resellers.

FirstNet Authority requires an AI-enabled cloud-based platform capable of managing financial, human resources, IT, and acquisition needs across multiple mission support offices (CFO, HR, OCIO, OCPO). The solution must support the entire finance lifecycle including close, consolidation, planning, forecasting, and analytics. Specific capabilities requested include TBM automation with GL-TBM crosswalk configuration and OMB dashboard extracts; SensibleAI predictive analytics with HR/payroll telemetry ingestion and ML baseline configuration; modern close optimization with transaction matching and reconciliation templates; Genesis/COTS dashboards with persona-based navigation; NPSBN obligations and payments integration; Financial Statements production (FASB/FASAB); contract assignment automation; SharePoint integration; secure interfaces with Oracle EBS; and comprehensive training and capability transfer. The solution must maintain FedRAMP Moderate compliance with RMF/ATO support and provide Tier 2/3 operations and maintenance support. Responses are due by October 16, 2026, at 5:00 p.m. ET and must not exceed ten pages. Respondents must provide company information, technical capability descriptions for a one-year base period with four one-year options, at least three relevant Federal Government contracts, implementation timelines and transition approach, pricing breakdown, and information on available contract vehicles such as GSA Federal Supply Schedules.

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Notice Number: FNA-OCPO-64962 Title: Financial Management Software and Support Services NAICS: 541519 – Other Computer Related Services; Information Technology Value Added Resellers

Contracting Office Address First Responder Network Authority Office of the Chief Procurement Officer 12201 Sunrise Valley Drive Reston, VA 20192

This is a Request for Information (RFI) Only. Requests for copies of a solicitation will not receive a response. The purpose of this notice is to obtain information regarding the availability and capability of qualified business sources. This notice is strictly for market research and information purposes only. Responses will assist the Government in determining the appropriate acquisition method, including whether a set-aside is possible.

The First Responder Network Authority (hereafter referred to as the FirstNet Authority) is seeking responses from all responsible entities capable of fulfilling the requirement described herein. The contemplated NAICS code for this effort is 541519 – Other Computer Related Services; Information Technology Value Added Resellers.

This notice is for planning purposes only and is not a Request for Proposal (RFP)/Request for Quotation (RFQ) or an obligation on the part of the FirstNet Authority for conducting a follow-on acquisition. The FirstNet Authority does not intend to award a contract on the basis of this notice or otherwise pay for the information requested. No entitlement or payment of direct or indirect costs or charges by the FirstNet Authority will arise as a result of submission of responses to this notice and FirstNet Authority use of such information.

The Government reserves the right to use information provided by respondents for any purpose deemed necessary and legally appropriate. No proprietary, classified, confidential, or sensitive information should be included in response to this notice; however, the FirstNet Authority will recognize as restricted or proprietary data which is clearly marked as such.

Background and Purpose

The FirstNet Authority is an independent authority within the U.S. Department of Commerce’s National Telecommunications and Information Administration (NTIA). The FirstNet Authority was established under the Middle-Class Tax Relief and Job Creation Act of 2012 to ensure the deployment and operation of a interoperable Nationwide Public Safety Broadband Network (NPSBN) dedicated to public safety. The NPSBN supports mission-critical communications for first responders across all 56 U.S. states and territories.

Over the past 8 years, the Office of the Chief Financial Officer (CFO) has used the OneStream Enterprise Performance Management (EPM) platform to provide its financial close and consolidation, planning, reporting, analytics and account reconciliation. The platform delivers

2 | P a g e standardized report packages, automated validation rules, and structured submission workflows that enhance data quality and enforce consistent financial governance across the organization.

Through its automation capabilities, configurable data models, and audit-ready workflow and trail features, the platform has improved accuracy, reduced cycle time, and strengthened transparency in FirstNet Authority’s financial planning and reporting activities. These capabilities represent the core functionality FirstNet Authority has implemented to date, which has formed the foundation for FirstNet Authority’s ongoing transformation toward more efficient and reliable enterprise financial management.

Over time, Federal and Department of Commerce financial data requirements have increased and become more complex. These mandates have caused FirstNet Authority Mission Units, expanding passed the CFOs office to look for a single, extensible platform as a solution.

FirstNet’s Mission Support offices (CFO, Human Resources (HR)), Office of the Chief Information Officer (OCIO) and the Office of the Chief Procurement Officer (OCPO) require an AI-enabled cloud-based product to manage their Financial, HR, IT and Acquisition needs.

Specifications

FirstNet Authority is conducting market research for a commercially available, FEDRAMP Moderate compliant unified platform capable of fulfilling the following:

Ability to connect to other validated sources (applications or solutions) used by the Federal Government

Governed AI agents tailored to finance processes Ability to automate with accuracy, auditability, and transparency Supports the entire finance lifecycle: close, consolidation, planning, forecasting, analytics

Specific tasks include:

TBM Automation o Configure GL – TBM crosswalk o Implement driver-based allocations o Generate OMB dashboard extracts with governed lineage o Enhancements

Capability to identify IT purchases/spend; allocate budget and actuals into TBM categories; produce OMB/FITARA templates with governed lineage;

and centralize TBM reporting within dashboards.

SensibleAI Predictive Analytics o Ingest secure HR/payroll/operations telemetry; configure rolling 12-24 month ML baselines; and enable what-if scenario analysis.

o Enhancements People Planner monthly payroll timing based on working days; align data load to Alpha Roster to improve position/people tracking.

Establish a Monthly Mission Unit Forecast Workflow to standardize inputs and automated updates.

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Modern Close Optimization o Transaction matching, reconciliation templates, and cross-system validation.

o Enhancements

Add explicit reconciliation templates for Cash, Property, and other areas;

implement Adjusting Journal Entry (AJE) review/approval tied to the Financial Statements workflow.

Genesis/COTS Dashboards o Implement Genesis UX and COTS dashboards for TBM pools, unit-cost metrics, PorfolioStat/TechStat, and executive oversight.

o Enhancements Persona-based navigation for end users, managers, executives, and Board members; governed export to PowerPoint and PDF for leadership briefings; centralize all reporting requirements under dashboards.

NPSBN Obligations & Payments Integration

Configure ingestion of CLIN-level obligations and payment data; align planning data and actuals from BAS; track payment timing including $50M notifications; deliver dashboards and metrics (e.g., Obligation Plan→Apportionment; Actual Obligations→Plan; Actual Payments→Payment Plan; Undelivered Orders).

Financial Statements Production (FASB/FASAB) Implement workflow to load FASB beginning balances, current-year trial balance, capture FASAB and FASB adjustments, and summarize accounts into formatted statements; prepare governed workbooks for asset cost/reserves, leases, and revenue recognition schedules; establish AJE review/approval.

Contract Assignment Automation

Automate assignment of new contract numbers to budget requirements;

integrate PRISM data and description fields to validate requirements;

produce audit trail.

SharePoint Integration

Import/export budget scenarios; generate budgets for SharePoint items

Integration & Security Maintain FedRAMP Moderate compliance; support RMF/ATO; secure interfaces with Oracle EBS and authoritative sources.

Operations & Maintenance Provide Tier 2/3 support, patching, version management, access controls, and monthly O&M reporting.

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Training & Capability Transfer Deliver training for TBM, ML models, Modern Close workflows, dashboards; produce training guides.

Questions Regarding This RFI

Questions regarding this RFI may be submitted, via e-mail, to Adam Powell at adam.powell@firstnet.gov. Questions are due by October 8, 2026 4:00 p.m. ET.

Response Instructions

All responsible business sources capable of providing the items/services described herein shall e-mail a response to Adam Powell at adam.powell@firstnet.gov. Responses are due by October 16, 2026 5:00 p.m. ET. Responses shall be limited to ten (10) pages in Adobe PDF or Microsoft Word format. The subject line of the e-mail response shall be “RFI Response – Financial Management Software & Support Services.”

Responses shall include the following information, at a minimum:

1) Company Information

a. Name of company authorized to provide items/services, along with their address and a point of contact for the company (title, name, phone number, and e-mail address).

b. The company’s primary NAICS and size classification (e.g., Small Business, Women-Owned Small Business, Service-Disabled Veteran Owned Small Business).

2) Technical Capability

a. Narrative describing the requirement and specific description of capabilities to provide the items/services described herein for a base period of one-year and four one-year option periods.

b. As described above, the solution must meet, at a minimum, FedRAMP Moderate requirements. Vendors shall describe current authorization status, authorizing agency if applicable, and expected timeline to authorization if not yet authorized.

c. If the company is a small business under the designated NAICS Code and a reseller of a respective solution, a brief narrative that describes the value-added services provided.

3) Relevant Experience

a. Provide a listing of at least three current or prior completed Federal Government contracts similar in scope to the requirement described herein. For each listing, vendors shall provide the following information:

i. Contract Number

ii. Client’s name and address

iii. Dollar value

iv. Period of Performance

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v. Contract Scope Summary including which Government specification(s) provided above were delivered.

vi. Case studies (if applicable)

4) Implementation Plan

a. Estimated timeline and major milestones, including transition from an incumbent solution (if applicable)

i. Vendors shall provide what information it would need from the

Government to ensure a successful transition.

b. Approach to onboarding

c. Risks and assumptions associated with transition

d. Support and training offerings

5) Pricing Information

a. Pricing structure that clearly reflects a breakdown of all draft specifications included herein (i.e., licenses and support services).

b. Cost breakdown for implementation, support, and maintenance

c. Suggested contract type for the Government’s consideration

6) Contract Vehicles

a. Information on any GSA Federal Supply Schedules (FSS) or other Government-wide contracts through which the company offers these items/services, if applicable.

7) Miscellaneous Information

a. Any other relevant information that is not listed above, which the Government should consider for its market research.

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