Sources Sought_UFMS and HYPERION Support Services FY26.pdf

DEPARTMENT OF HEALTH & HUMAN SERVICES Public Health Service

Indian Health Service

Rockville, MD 20857

Sources Sought Notice

Title: UFMS and HYPERION Operations and Maintenance (O&M) Support Contract

Agency: Indian Health Service

Issue Date: Thursday, November 6, 2025

Due Date: Monday, December 8, 2025 no later than 5:00pm EST

POCs: Responses must be submitted via email to Hillary.Marshall@ihs.gov and Natasha.Bitsoi@ihs.gov.

Include “UFMS O&M – Your Company Name” in the Subject of the email.

This Sources Sought Notice (SSN) is for market research and planning purposes only and shall not be construed as a solicitation or an obligation or commitment to issue a solicitation by the Indian Health Service (IHS). This SSN is seeking information from the specific types of entities listed below to assess their capabilities in fulfilling the requirements set forth in this SSN. The information from this SSN will be used to determine the appropriate set-aside, if any, in accordance with the applicable regulations listed. The Government encourages the identified to respond to this Notice and will be assessed of their capabilities in the following priority:

1. Indian Small Business Economic Enterprise (ISBEE),

2. Indian Economic Enterprise’s (IEE) in accordance with HHSAR 326.603-1.

3. Small business concerns in accordance with FAR 19.502-2 (b)(1) & (2).

Responses to the information requested will assist the Government in determining the appropriate acquisition method, including whether any ISBEE/IEE or small business set-aside is possible based on the Contracting Officer’s reasonable expectation of obtaining offers from two or more relevant concerns that will be competitive in terms of market price, product quality, and delivery capability. An organization that is not considered an ISBEE/IEE firm or small business under the applicable NAICS code should NOT submit a response to this notice. The applicable primary NAICS code for this requirement is 541511 - Custom Computer Programming Services. Generic capability statements are not sufficient and may not be considered when assessing entity capabilities.

Background

The Indian Health Service (IHS) is the principal federal health care provider and health advocate for Indian people, and its goal is to raise their health status to the highest possible level. IHS provides a comprehensive health service delivery system for approximately 2.3 million American Indians and Alaska Natives (AI/AN) who belong to 573 federally recognized Tribes in 37 states. IHS has 12 Area Offices and 10 Accounting Offices across the United States.

These offices support the extensive health care delivery network and provide managerial, financial and administrative support to the hospitals, clinics and health centers. All work under this contract shall be performed in direct support of the IHS Office of Finance, and Accounting (OFA) and Area Offices (including their respective facilities) within the IHS.

The IHS currently has operation and maintenance (O&M) support which includes technical, functional and business operations support. This requires expertise in across multiple systems and Government applications such as Health and Human Services (HHS)/IHS’ Unified Financial Management System (UFMS)/Oracle Federal Financials Release

12.2.6, Oracle Hyperion 11.2.1.4, Financial Business Intelligence System (FBIS), Qliksense and Qlikview, Consolidated Financial Reporting System (CFRS), Governmentwide Treasury Account Symbol Adjusted Trial

Balance System (GTAS), Central Accounting and Reporting System (CARS), invoicing platforms, as well as audit and A-123 compliance. It is critical for IHS to maintain its ability to support all IHS financial systems modules, federal financial reporting, end-user support for reporting and data analytics, training users of the agency’s systems, and budgeting and budget execution. All O&M activities require knowledge and expertise and understanding of IHS’ specific organizational structure and the corresponding operating system, network and infrastructure.

Purpose and Objectives

The purpose of this contract is to provide O&M support which includes technical, functional and business operations support. This requires functional and technical expertise in Health and Human Services (HHS)’s Unified Financial

Management System (UFMS/Oracle Federal Financials Release 12.2.9, Oracle Hyperion 11.2.14, FBIS, Hyperion, http://www.bia.gov/WhoWeAre/BIA/OIS/TribalGovernmentServices/TribalDirectory/index.htm http://www.bia.gov/WhoWeAre/BIA/OIS/TribalGovernmentServices/TribalDirectory/index.htm

UFMS/Hyperion O&M Support Contract

Reporting in Qliksense and Qlikview, CFRS, GTAS, CARS, Invoice Processing Platform (IPP), G-invoicing as well as audit and A-123 compliance.

The scope of the contract is to provide on-site information technology and business operations support for the organizations, applications and processes specified within this document to maintain the overall functionality of the

IHS financial business processes. The Contractor is expected to provide the personnel necessary to perform the contract and who possess the breadth and depth of knowledge to work across modules and functions in the UFMS, Hyperion and FBIS environments. The Contractor will also perform in accordance with best practices, lessons learned and employ project management and risk-management strategies from similar Federal and commercial engagements to all aspects of this project. A transition period may be required for the Contractor to assume UFMS O&M support services. This transition period will be 30 days in duration with the expectation of no interruption in services.

Capability Statement/Submission Information

A response to this SSN will be in the form of a capability statement to demonstrate capability and experience in financial O&M support to achieve the objective of providing service that meets both the routine daily operations and also urgent and critical issues that may be encountered. Capabilities must also demonstrate the ability to recruit qualified staff to quickly and easily scale support to meet short-term high demand expertise, long-term support of technical initiatives and long-term expertise that spans the support environment. Specifically, please provide the following information to demonstrate capabilities:

Cover Page

Please provide a cover page to include:

1. Company Name

2. Company Designation (ISBEE/IEE/SB)

3. Type of Business – as applicable (e.g. 8(a), Woman Owned Small Business, HUBZone, etc.)

4. UEI Number

5. Point of contact

6. Primary NAICS Code(s)

7. Existing federal contracting vehicle(s) numbers, as applicable (e.g. GSA MAS number, NITAAC/CIO SP3, etc.)

8. System for Award Management (SAM) registration status. Note, all respondents must be registered on the

SAM located at http://www.sam.gov/ prior to any potential award.

Executive Summary

Provide a high-level overview of your services and include how it will benefit the Indian Health Service.

Technical Areas

Respondents are expected to demonstrate technical capabilities in the following areas:

• O&M Support - Operating and maintaining a financial system based on the Oracle Federal Financials Release

12.2.9. and use of Oracle Hyperion 11.2.14.

o Monitoring, troubleshooting and analysis required to support the integration of IHS feeder systems into UFMS and resolve various errors and issues for system including but not limited to: Grants, Property Management Information System, Resource and Patient Management System (RPMS), E-invoicing, G-invoicing, Purchase and Referred Care (PRC), Blue Cross and Blue Shield Fiscal

Intermediary (FI), Hyperion, Citi Bank P-card and Etravel, ServiceNow, and Scholarships.

o Providing O&M support to geographically dispersed teams across all IHS area offices.

• Training - Establishing and executing a robust training program that will support all of the systems used within IHS finance and supports all of the agency organizational components.

• Change Management - Establishing and executing a change management process to support configurations, code changes and enhancements, new interfaces and code changes to interfaces, testing, quality assurance for UFMS and all modules used in IHS including: Accounts Payable, Accounts Receivable, Project http://www.sam.gov/

Accounting, General Ledger, iProcurement, Fixed Assets, Federal Administrator, user provisioning and ticketing.

• Planning and Budgeting - Monitoring, troubleshooting and analysis required to support the integration of

IHS feeder systems into UFMS and resolve various errors and issues for system including but not limited to:

Grants, Property Management Information System, Resource and Patient Management System (RPMS), E-invoicing, G-invoicing, Purchase and Referred Care (PRC), Blue Cross and Blue Shield Fiscal Intermediary

(FI), Hyperion, Citi Bank Pcard and Etravel, ServiceNow, and Scholarships.

IHS requires site support for Hyperion operating plan for budgeting and spend plan for budget execution which includes expertise in hosting the application, security and continuity of operations, configurations and preparation, developing new functionality and enhancements, Smart View reporting, providing end-user training. This includes technical knowledge, infrastructure knowledge and expertise, security monitoring and updates, documentation required for IT and security mandates.

• Financial Reporting & Training – o Support the development of FBIS Answers reports, end-user support in analyzing and troubleshooting report defects. Performing testing of reports and providing input on design and deployment to production. Supports the training of the user base in understanding the FBIS design, specific impacts on report design/functionality, technics for addressing issues with running/scheduling reports, conveying the uses of specific codes to maximize the use of FBIS reports.

o Expertise in integrating Qlik with Hyperion and other data sources and data marts for end user reports, analytic approaches and methodologies, experience with management and operational dashboards across the organizational levels of IHS.

o Support in Month End Close Activities, GTAS reporting, GTAS, and CFRS, Intra-Departmental

Delegation of Authority (IDDA) edit checks, Treasury Report on Receivables and Debt Collection

Activities (TROR) and Year End Close.

• System Enhancements – o The ability and expertise to make recommendations to create, retire, retrofit, change, and consolidate configurations, personalizations, value sets to maximize the use of UFMS COTS functionality. This could include, but is not limited to: BACS Segments, CAN-BACS crosswalk, location codes, suppliers, module specific tables, etc.

o Support new projects, interfaces and initiatives periodically which may require immediate or urgent attention to meet project deadlines, deliverables, goals and objectives such as: E-invoicing, G-invoicing, User Provisioning Application, Upgrades, system patches, etc. The initiatives will require immediate availability of expert resources and an enhanced level of support due to the criticality and magnitude of the efforts.

Staffing – The ability to recruit and retain qualified staff to support new projects, interfaces and initiatives periodically which may require immediate or urgent attention to meet project deadlines, deliverables, initiatives including: E-invoicing, G-invoicing, User Provisioning Application, Upgrades, system patches, etc. The initiatives will require immediate availability of expert resources and an enhanced level of support due to the criticality and magnitude of the efforts. Expertise in integrating Qlik with Hyperion and other data sources and data marts for end user reports, analytic approaches and methodologies, experience with management and operational dashboards across the organizational levels of IHS

• Personnel with the breadth and depth of knowledge to work across modules and functions in the UFMS

Oracle, FBIS, Hyperion, Qlik and IHS specific application environments. Specifically, staff with knowledge and experience in (as applicable):

o Information technology infrastructure library (ITIL) framework and applying the concepts and methods to a Federal business environment o Oracle Federal Financials and/or providing other relevant information technology support.

https://www.google.com/search?q=Intra-Departmental+Delegation+of+Authority+%28IDDA%29&sca_esv=fbce5c1644a5d5c8&sxsrf=AE3TifOGXuRsLG8heaTqwFg23bnpU1wuQA%3A1761918751687&source=hp&ei=H78EabuRJrXOkPIP_6HjqQE&iflsig=AOw8s4IAAAAAaQTNL2NhVgAbvLAbhPlyyoPxUyMzkfEA&ved=2ahUKEwiU0ubtys6QAxW9IUQIHf-oM84QgK4QegQIARAB&uact=5&oq=What+is+federal+government+IDDA&gs_lp=Egdnd3Mtd2l6Ih9XaGF0IGlzIGZlZGVyYWwgZ292ZXJubWVudCBJRERBMgYQABgWGB4yCxAAGIAEGIYDGIoFMgUQABjvBTIIEAAYogQYiQUyCBAAGIAEGKIEMgUQABjvBTIFEAAY7wVIwC1QAFjvKXAAeACQAQCYAbcBoAHmIKoBBDAuMzG4AQPIAQD4AQGYAh-gAtQhwgIPECMYgAQYJxiKBRhGGPkBwgIEECMYJ8ICChAjGIAEGCcYigXCAgsQABiABBiRAhiKBcICERAuGIAEGLEDGNEDGIMBGMcBwgILEAAYgAQYsQMYgwHCAgsQLhiABBixAxiDAcICDhAAGIAEGLEDGIMBGIoFwgIKEAAYgAQYQxiKBcICFhAuGIAEGLEDGNEDGEMYgwEYxwEYigXCAhAQABiABBixAxhDGIMBGIoFwgIOEC4YgAQYsQMY0QMYxwHCAg4QABiABBixAxiKBRiNBsICBRAAGIAEwgIREAAYgAQYkQIYsQMYgwEYigXCAggQABiABBixA8ICChAAGIAEGBQYhwLCAhAQABiABBixAxiDARgUGIcCwgIHEAAYgAQYDcICCBAAGAgYDRgemAMAkgcEMC4zMaAHzPQBsgcEMC4zMbgH1CHCBwgwLjIzLjcuMcgHTQ&sclient=gws-wiz&mstk=AUtExfClUDEB46eYO6_ONH34zxNkagNCZwIxJWDot61MK12wOOsZqmrgxRO4FGQDjGwE4moWvz3EtAndhg52SVc5J57q4dYa8ECA_2ws-A6VsX_Y_w_W1s5sRD8mpwiCXFtLjcmwdjATZZgq8RGtSEqP_kuHs-_vlsdqcsVVRSP077cW-T8&csui=3 https://www.google.com/search?q=Intra-Departmental+Delegation+of+Authority+%28IDDA%29&sca_esv=fbce5c1644a5d5c8&sxsrf=AE3TifOGXuRsLG8heaTqwFg23bnpU1wuQA%3A1761918751687&source=hp&ei=H78EabuRJrXOkPIP_6HjqQE&iflsig=AOw8s4IAAAAAaQTNL2NhVgAbvLAbhPlyyoPxUyMzkfEA&ved=2ahUKEwiU0ubtys6QAxW9IUQIHf-oM84QgK4QegQIARAB&uact=5&oq=What+is+federal+government+IDDA&gs_lp=Egdnd3Mtd2l6Ih9XaGF0IGlzIGZlZGVyYWwgZ292ZXJubWVudCBJRERBMgYQABgWGB4yCxAAGIAEGIYDGIoFMgUQABjvBTIIEAAYogQYiQUyCBAAGIAEGKIEMgUQABjvBTIFEAAY7wVIwC1QAFjvKXAAeACQAQCYAbcBoAHmIKoBBDAuMzG4AQPIAQD4AQGYAh-gAtQhwgIPECMYgAQYJxiKBRhGGPkBwgIEECMYJ8ICChAjGIAEGCcYigXCAgsQABiABBiRAhiKBcICERAuGIAEGLEDGNEDGIMBGMcBwgILEAAYgAQYsQMYgwHCAgsQLhiABBixAxiDAcICDhAAGIAEGLEDGIMBGIoFwgIKEAAYgAQYQxiKBcICFhAuGIAEGLEDGNEDGEMYgwEYxwEYigXCAhAQABiABBixAxhDGIMBGIoFwgIOEC4YgAQYsQMY0QMYxwHCAg4QABiABBixAxiKBRiNBsICBRAAGIAEwgIREAAYgAQYkQIYsQMYgwEYigXCAggQABiABBixA8ICChAAGIAEGBQYhwLCAhAQABiABBixAxiDARgUGIcCwgIHEAAYgAQYDcICCBAAGAgYDRgemAMAkgcEMC4zMaAHzPQBsgcEMC4zMbgH1CHCBwgwLjIzLjcuMcgHTQ&sclient=gws-wiz&mstk=AUtExfClUDEB46eYO6_ONH34zxNkagNCZwIxJWDot61MK12wOOsZqmrgxRO4FGQDjGwE4moWvz3EtAndhg52SVc5J57q4dYa8ECA_2ws-A6VsX_Y_w_W1s5sRD8mpwiCXFtLjcmwdjATZZgq8RGtSEqP_kuHs-_vlsdqcsVVRSP077cW-T8&csui=3 o Managing activities as the business operations related to the operation of a major Federal financial application and elements within that environment, functional and technical resources, major projects and interfaces in a Federal and mixed system environment, application and database related upgrades, security upgrades and compliance, change management process, Federal and end-user reporting systems and solutions, solution development and business transformation activities and other system support activities in a complex Federal operation.

Past Performance

• Please provide any past performance information to support demonstration of your capabilities in the relevant technical areas and magnitude of work.

Other Information (Optional)

You may include any other information that may be helpful in developing or finalizing the requirements of the potential acquisition.

Submission Format

To assist the Government in an expeditious review of your capabilities, the capability statement should be organized as follows:

• Cover page

• Executive Summary

• Technical Areas in the order listed

• Past Performance

• Other Information, as applicable

The tailored capability statement should not exceed 10 pages excluding Past Performance information. Font must not be less than 10 point (for readability) and may be submitted in either in either Microsoft Word or Adobe Portable

Document Format (PDF) but must be a standard 8-1/2 by 11 inch in paper size. All proprietary information should be marked as such.

Generic capability statements are not sufficient and will not be considered compliant with the requirements of this notice.

Disclaimer and Important Notes

This notice does not obligate the Government to award contract. Any information provided by industry to the

Government as a result of this SSN is strictly voluntary. Responses will not be returned. No entitlements to payment of direct or indirect costs or charges to the Government will arise as a result of contractor submission of responses, or the Government's use of such information or otherwise pay for the information provided in response. The Government reserves the right to use information provided by respondents for any purpose deemed necessary and legally appropriate. Any organization responding to this notice should ensure that its response is complete and sufficiently detailed to allow the Government to determine the organization’s capabilities to perform the work. Respondents are advised that the Government is under no obligation to acknowledge receipt of the information received or provide feedback to respondents with respect to any information submitted. After a review of the responses received, a pre-solicitation synopsis and solicitation may be published on a government GPE. However, responses to this Notice will not be considered adequate responses to any resultant solicitation.

Confidentiality. No classified, confidential, or sensitive information should be included in your response. The

Government reserves the right to use any non-proprietary technical information in any resultant solicitation(s).

Thank you for your interest in IHS programs.