PBES RFI_2026_Final.pdf

REQUEST FOR INFORMATION (RFI)/ SOURCES SOUGHT (SS)

Program and Budget Enterprise System (PBES)

6 April 2026

1. SYNOPSIS

THIS IS A REQUEST FOR INFORMATION (RFI) ONLY. THERE IS NO SOLICITATION

AVAILABLE AT THIS TIME. REQUESTS FOR A SOLICITATION WILL NOT RECEIVE A

RESPONSE.

The Air Force Materiel Command (AFMC), Air Force Life Cycle Management Center (AFLCMC) Business and Enterprise Systems Directorate (BES) Financial Systems Division (GBG) Contracting Division (GBK), Wright-Patterson Air Force Base (WPAFB), Ohio is conducting market research seeking vendor configuration and capabilities for support, operation, maintenance and enhancement of the Program and Budget Enterprise System (PBES).

This RFI is for planning purposes only and shall not be considered as an invitation for bid, request for quotation, request for proposal (RFP), or as an obligation on the part of the Government to acquire any products or services. Your response to this RFI will be treated as information only. No entitlement to payment of direct or indirect costs or charges by the Government will arise as a result of contractor submission of responses to this announcement or the Government use of such information. This request does not constitute a solicitation for proposals or the authority to enter into negotiations to award a contract. No funds have been authorized, appropriated, or received for this effort.

The information provided is considered market research and may be used by the Department Air Force (DAF) in developing its acquisition strategy, Statement of Objectives (SOO) or Performance Work Statement (PWS), and performance specifications. Interested parties are responsible for adequately marking proprietary or competition sensitive information contained in their response. The Government reserves the right to contact the submitting parties, on an as-required basis, for further clarification on material provided. The Government reserves the right to contact additional customers to obtain information that will be used to evaluate the offeror’s interest.

2. BACKGROUND AND DESCRIPTION

PBES subsumed/replaced the DAF’s four legacy Planning, Programming, Budgeting and Execution (PPBE) budget formulation systems, ABIDES, RAPIDS, FSDM, and ETT, and fully deployed in December 2021. PBES provides capabilities for comprehensive, transparent, accurate, and timely financial information in support of program budget and resource allocation decisions.

The Air Force Program Executive Office (AFPEO) Business Enterprise Systems (BES) Financial Systems Division (GBG) is responsible for performing and managing the acquisition, development, implementation, capability support, and life cycle management in support of PBES. Electronic reporting for the planning, programming, and budgeting (PPB) process makes

PBES a vital component of the Air Force community’s effort to provide timely and accurate budget information to make Congressional decisions.

3. REQUIREMENTS OVERVIEW

The Contractor shall provide the necessary experienced personnel, material, documentation, and support to provide software configuration, capability support, and user support for PBES and its users. As it pertains to software configuration, the contractor shall take an iterative approach to ensure feedback can be acted on quickly and that responsive changes can be made at each stage of a sprint or product cycle.

The Contractor shall also support the PMO and the SAF/FMIB’s FMO’s (Functional Management Office) continuous improvement of the PBES solution throughout the PBES lifecycle. The Contractor shall support the PMO and FMO’s management of business capability, technical implementation, and configuration for PBES, including continued cybersecurity readiness and enduring support for, and required upgrades to, PBES. All design methodology/decisions for the environments/application shall be approved by the PMO and SAF/FMIB FMO prior to implementation.

The Contractor shall utilize the Agile framework and associated processes documented by the PMO to perform development and support sustainment activities for PBES as an entire system, to include its various components and all underlying prerequisites. Activities and components include, but are not limited to: transition, planning, requirements definition, capability development, defect resolution, enhancement development, code refactoring, program increment planning and execution, integration and design, configuration management, testing (both automated and manual), demonstrations, cybersecurity, training, architecture management, database development, management and architecture, data validation, data modeling, data extract, transform and load development and processes, environment management, system operations support, problem reports and resolutions, standards compliance, data deliverables, intellectual property management and compliance, and government furnished property management. These activities require the Contractor to be involved in enterprise level strategy and planning for PBES, architectural and solution engineering and management, business systems compliance and management, agile team iteration planning and execution, and user interface and training. USAF owns and operates PBES, and as such is an integrated stakeholder and team member of all Contractor activities related to PBES. Likewise, the Contractor is an integrated team member of all PBES planning, development, testing, and operations and support.

PBES requires customer service focused on the user experience and technical support focused on resolving a technical issue or problem in the fastest, most cost-effective way. The user experience is primarily supported by training, subject matter experts (SMEs) and Help Desk technicians located at the Pentagon in SAF/FMIB secure office space.

The Contractor shall provide SME support. The SMEs should have extensive knowledge of the PPB process, PBES, and can provide operations support, development and sustainment support, as required by the Government. The SMEs shall be able to use the PPB process and translate the processes into the specific requirements used to develop and operate PBES to generate reports such as the Program Objective Memorandum (POM), Budget Estimate Submission (BES), President’s Budget (PB) on an annual basis in a high-operations tempo with aggressive OSW-mandated timelines.

To support PBES users globally, the Contractor shall provide resources which possess a minimum of 3-years’ experience specific to the DAF PPB process. Contractor SMEs shall be present at the Pentagon (primary duty location) each day during normal operating hours or, if approved, optional methods such as telework or working from the contractor’s home office can be implemented. Contractor SMEs shall also be required to be present during after-hour/surge workload periods.

4. PURPOSE

The purpose of this RFI is for the AFLCMC Financial Systems Division (GBG) to gather information about industry interest and capability to operate and provide support, maintenance, and enhancements for PBES.

In responding to the Contractor Capability Statements detailed in Section 6, contractors must consider all the experience and competencies as identified by the Government below:

• Experience in DAF PPB process

• Must have Cloud One Amazon Web Service (AWS) experience

• Must have experience working with a minimum of the following Oracle products: Oracle

Data Relationship Management (DRM), Oracle Hyperion Planning (HYP), and Oracle Analytics Server (OAS)

• Experience and ability transitioning from an existing System Integrator (SI), if required, and continuing Agile development while utilizing the existing directed solution without impeding schedule or cost

• Experience and understanding in generating the PB, BES, and POM

• Must have SMEs that have extensive knowledge specific to the DAF PPB process

6. CONTRACTOR CAPABILITY STATEMENTS

AFLCMC/GBG is conducting an RFI to identify companies interested in configuration, capability support, operation, maintenance and enhancement services of PBES. Respond to all questions in the PBES RFI Questions spreadsheet, Attachment 1, under each of the following tabs: Experience, Staffing, Management, and Processes.

7. CLEARANCES

Contractor personnel shall be required to have and maintain the appropriate level of investigation and security clearance for the site at which they are located during the performance of duties.

All contractor personnel are to have a completed favorable background check. The contractor personnel shall be required to obtain Common Access Cards (CACs) for the purpose of encryption and physical and digital identification for logical and physical access to Government information. The contractor shall not involve any foreign nationals (resident aliens exempt) in work performed under this requirement.

8. ORGANIZATIONAL CONFLICT OF INTEREST

Organizational Conflict of Interest (OCI), as defined and discussed in FAR 9.5, Organizational and Consultant Conflicts of Interest, is a concern in all acquisitions across the Department of Defense. Early involvement with our industry partners is a key element of the OCI process, and it is critical for the Government to be able to identify any potential OCI issues as early as possible for an acquisition. This would allow ample time to address and evaluate any potential OCI issues, if required, prior to contract award with minimal impact to critical acquisition schedules.

Interested vendors are requested to evaluate your potential OCI issues with regard to this requirement for capabilities for configuration, support, operation, maintenance and enhancement of the Program and Budget Enterprise System (PBES), and the contractor is encouraged to identify any OCI issues, as stated in FAR 9.5 to the Contracting Officer (CO). This will assist the CO in determining if the contractor will need to submit an OCI Mitigation Plan for any solicitation that might result from this notice.

9. SUBMISSION REQUIREMENTS

Interested sources are requested to submit a response to this RFI. Contractor’s submittal shall be:

1. 10 pages or less (cover page is not included in page count)

2. Times New Roman size 12 Font

3. Lesser but readable font acceptable for headers, footers, tables, and graphics

4. One (1) – inch margins

5. Page size should be 8.5 x 11 inches

6. Table of Content and List of Acronyms will not count against 10-page limit

Contractors responding to this RFI shall include the following information:

1. Provide any questions or comments concerning PBES requirements or RFI Questions NLT Close of Business (COB) 14 April 2024.

2. Provide responses to the Contractor Capability Statements (PBES RFI Questions), Section 6 above

3. Both large and small businesses are encouraged to participate in this Market Research

4. Include Contractor Capability Survey information in your response

CONTRACTOR CAPABILITY SURVEY

Please provide the following business information for your company/institution and for any teaming or joint venture partners.

• Company/Institute Name

• CAGE Code

• Address

• Point of Contact

• Phone Number

• Email Address

• Web Page URL

Size of business pursuant to North American Industry Classification System (NAICS) Code:

541511: $34 Million

Based on the above NAICS Code, state whether your company is certified as:

• Small Business (Yes / No)

• Small Disadvantaged Business (Yes / No)

• Woman Owned Small Business (Yes / No)

• Economically Disadvantaged Women Owned Small Business (Yes / No)

• 8(a) Certified (Yes / No)

• HUBZone Certified (Yes / No)

• Veteran Own Small Business (Yes / No)

• Service-Disabled Veteran Small Business (Yes / No)

Note: All interested contractors must be registered in SAM in order to be eligible for award of Government contracts. The Government reserves the right to consider a small business set-aside based upon responses hereto for any subsequent action.

• A statement as to whether your company is domestically or foreign owned (if foreign, please indicate the country of ownership).

• Please provide a statement that the respondent will allow or will not allow the Government to release proprietary data.

Due Date: Responses should be submitted electronically to the Contracting Officer, Ms.

Amanda Stull, at Amanda.Stull@us.af.mil and Contract Specialist, Ms. Angela Ashmore, at Angela.Ashmore@us.af.mil by COB 29 Apr 2026. Late Responses may not be reviewed.

13. SUBMISSIONS/QUESTIONS

If submitting company Proprietary Information or competition sensitive information, please make sure it is CLEARLY MARKED. To aid the Government, please segregate Proprietary Information to the maximum extent possible. All segregated proprietary information will be protected by the Government.

THIS IS AN RFI ONLY. The information provided in this RFI is subject to change and is not binding on the Government. The Air Force has not made a commitment to procure any of the items discussed, and release of this RFI should not be construed as such a commitment or as mailto:Amanda.Stull@us.af.mil mailto:Angela.Ashmore@us.af.mil authorization to incur cost for which reimbursement would be required or sought. All submissions become Government property and will not be returned.

Any questions should be directed to the Contracting Officer as identified above.

Attachment 1: PBES RFI Questions