RFI Cover page - VA-26-00004314 final.pdf

Request for Information

ITBF TBM and Accounting Technical Enablement

VA-26-00004314

(Award anticipated to be in Fiscal Year 2026)

1. Introduction

This is a request for information (RFI) only. Do not submit a formal proposal or quote. It is requested prime contractors interested in participating in this effort please note their interest and providing a response via email to include All information requested in the below section 2.0 Submittal Information and 3.0 Response Requirements. NO MARKETING MATERIALS ARE ALLOWED AS PART OF THIS

RFI.

This RFI is for planning purposes only and shall not be considered an Invitation for Bid, Request for Task Execution Plan, Request for Quotation or a Request for Proposal.

Additionally, there is no obligation on the part of the Government to acquire any products or services described in this RFI. Your response to this RFI will be treated only as information for the Government to consider. You will not be entitled to payment for direct or indirect costs that you incur in responding to this RFI. 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 may be used by the VA in developing its acquisition strategy and PWS. Interested parties are responsible for adequately marking proprietary, restricted or competition sensitive information contained in their response. The Government does not intend to pay for the information submitted in response to this RFI.

Responses should be as complete and informative as possible.

2. Submittal Information:

All responsible sources may submit a response in accordance with the information below. NO MARKETING MATERIALS ARE ALLOWED AS PART OF THIS RFI.

Generic capability statements will not be accepted or reviewed.

Please provide the following information by 12:00PM Noon EST on August 7, 2025 via email to Michael Frank, Contract Specialist, at michael.frank@va.gov and Khosbayar Rentsendorj, Contracting Officer, at khosbayar.rentsendorj@va.gov. Please note “RFI VA-26-00004314 and ITBF TBM and Accounting Technical Enablement” in the subject line of your response. Mark your files as “Proprietary Information” if the information is considered business sensitive. The email file size shall not exceed 5 MB.

VA reserves the right to respond to any, all, or select respondents. All VA current requirements identified herein are subject to change at any time. If you experience any mailto:michael.frank@va.gov mailto:khosbayar.rentsendorj@va.gov problems or have any questions concerning this announcement, please contact the POCs above via email. VA appreciates your time and anticipated response.

There is a page limitation for this RFI is up to 10 pages. The Government may not review any other information or attachments included, that are in excess of the 10 page limit.

3. Response Requirements:

Your response must address capabilities specific to the services required in the attached DRAFT PWS and must include the following:

• Company Name; Vendor Point of Contact; SAM UEI

• List any federal contracts in which you are a prime contract holder, for example:

GSA, NASA SEWP, CIOSP-3, and SPRUCE.

• The anticipated NAICS code applicable to this acquisition is 541611. The Small Business Size Standard for this NAICS code is $24.5M. Please indicate your company size and socio-economic status under this NAICS.

• For Service-Disabled Veteran Owned Small Business (SDVOSB) concerns, indicate your company’s ability to meet the set aside requirement in accordance with VAAR 852.219-73 (JAN 2023) (DEVIATION) VA Notice of Total Set-Aside For Certified SDVOSBs and 13 CFR §125.6, which states the contractor will not pay more than 50% of the amount paid by the government to the prime for contract performance to firms that are not certified SDVOSBs listed in the SBA certification database (excluding direct costs to the extent they are not the principal purpose of the acquisition and the SDVOSB/VOSB does not provide the service, such as airline travel, cloud computing services, or mass media purchases). When a contract includes both services and supplies, the 50 percent limitation shall apply only to the service portion of the contract.

• Has the draft PWS provided sufficient detail to describe the technical requirements that are detailed in the PWS. If “NO”, please provide your technical comments/recommendations on elements of the draft PWS that may contribute to a more accurate proposal submission and efficient, cost effective effort.

• The Government intends to evaluate this solicitation by using a best value trade off, to include technical and price, though subject to change. The technical discriminators for the technical volume will be provided at time of solicitation release. The Government will review and consider other recommended evaluation approaches if provided by industry.

Additionally, please provide the following technical requirement information:

1) Provide a brief summary describing your company’s available solution

(business and technical) to satisfy the Technology Business Management Support (TBM) requirements.

The summary of your ability to meet these requirements shall include:

• Number of current contracts (as Prime or Sub), including the contract dollar value, where similar services are provided

• Indicate whether your solution meets all the capabilities identified under Sections 3.0 – 5.4 of the DRAFT PWS. If not, please indicate which capability cannot be satisfied by your organization. Identify alternative approaches to meeting the capability, if available.

Provide examples, experience, or methodology such as:

• Describe experience with coding structure that can support an automated, coding-driven assignment of IT financials (budget, commitments, obligations, expenditures, and expenses) to TBM data elements such as Business Units, Solutions, Towers, and Cost Pools.

o Describe experience leveraging generative and/or agentic artificial intelligence to support users’ financial code selections.

• Describe efforts and approaches of importing, validating, and maintaining multiple financial and operational data sets in the TBM Model including automated gathering of new financial and/or operational data for inclusion in TBM Model as data becomes available and where relevant to TBM reporting and model enhancement.

o In this context, describe experience with using data transformation tools, specifically Alteryx, to extract (via data warehouses and SQL queries) and transform financial and operational data sets as well as perform cost modeling steps prior to uploading data into cost modeling software.

• Describe efforts and approaches to maturing an organization’s TBM capability, including model design, model implementation, and data maturation.

o Describe experience with modelling software, specifically Apptio including the complexity of model designs (# and types of drivers;

cost allocation methodologies)

2) Describe your company’s experience and approach in creating, maintaining, and monitoring SSIS-based data interfaces, Azure ETL, managing staging and loading of financial data into production environments, and implementing new data sources. Please provide specific examples and detail any tools or technologies used, considering that OIT currently uses the Microsoft technology stack (SSIS, Microsoft SQL, etc.).

3) How does your company handle the full lifecycle of Power BI reports, including requirements gathering, building, testing, troubleshooting, and sustainment, as well as scheduled refreshes? Please provide relevant examples.

4) Explain your approach to establishing and monitoring data quality control and audits to ensure data integrity and prevent unauthorized access or manipulation.

How do you ensure smooth integration with existing systems?

5) Describe your company's experience performing reviews of travel, purchase card, and conferences transactions to determine if transactions are compliant with federal travel, purchase cards, and conference laws, regulations, and policies.

6) Describe your company's experience with performing reviews of various financial policies specific to information technology and other general and administrative activities to determine if the financial policies are compliant with federal laws, regulations and other directives and standards.

7) Provide a Rough Order of Magnitude for the base period and option periods.

Respondents are to include recommended labor categories, skill levels (e.g.

SME, Principal, certified in TBM) with associated experience for each category.

Additionally, respondents can recommend more appropriate categories than what is stipulated in the DRAFT PWS.