FEDLINK

U.S. Senate Task Order 2026-D-025-001 Task Order Proposal Request (TOPR)

Statement of Work (SOW) Enterprise Financial Management Support

A. SCOPE

The United States Senate Office of the Sergeant at Arms (SAA) seeks to procure a comprehensive finance research and advisory license to support enterprise financial management, budgeting, and strategic decision-making across the agency. This effort will provide access to authoritative research, benchmarking data, analyst advisory services, and strategic insights related to financial management, enterprise finance, information technology (IT) budgeting, and emerging technologies.

The license will support SAA Chief Information Office (CIO) personnel and other stakeholders by enabling informed policy development, financial transformation initiatives, and cost-efficiency improvements. Services obtained under this effort are intended to supplement internal capabilities by providing unbiased, objective, executive-level research and advisory support.

The period of performance for this effort is one (1) base year.

A.1 Background

The SAA CIO requires timely access to independent research and advisory services to effectively manage financial operations and technology investments in a rapidly evolving fiscal and technology environment. As financial management and IT modernization initiatives continue to expand in scope and complexity, access to industry benchmarking, comparative analytics, and best practices is critical to supporting sound decision-making.

CIO personnel and finance stakeholders require executive-level research, role-based tools, and direct access to subject matter experts to address challenges related to budgeting, forecasting, cost optimization, cloud strategies, and enterprise financial governance. Obtaining objective research and advisory services will enable the Senate community to align financial resources with mission priorities while improving operational performance and fiscal stewardship.

B. TASKS AND DELIVERABLES

B.1 Tasks

The Contractor shall provide finance and IT-related research, benchmarking, and advisory services that support strategic planning, budget development, and operational efficiency. Support shall include, but not be limited to, the following tasks:

a) Provide access to finance-related research reports, market analysis, and industry best practices relevant to government and public-sector financial management;

b) Provide access to IT budgeting, cost-efficiency benchmark data, and key financial performance metrics;

c) Maintain a comprehensive research library covering topics such as financial management, IT budgeting, project management, cloud licensing, and emerging technologies;

d) Provide access to research and case studies from peer government agencies and public-sector entities;

e) Provide policy research, templates, tools, and real-world examples to support internal financial and technology initiatives;

Task Order Proposal Request (TOPR)

f) Provide scheduled access to subject matter experts and analysts for inquiry sessions, consultations, and advisory support;

g) Provide strategic guidance and trend analysis related to budgeting, cost optimization, financial planning, and cloud strategies;

h) Support cloud license management activities, including vendor negotiation tools, contract benchmarking, and market comparisons;

i) Provide advisory support for reviewing existing contracts (e.g., ServiceNow), including comparisons to market standards and peer agency practices;

j) Provide interview guides, sample questions, and role-based advisory content for emerging or newly established financial and technology roles;

k) Assign knowledgeable subject matter experts (coaches) with demonstrated experience in budgeting, financial planning, and project management;

l) Provide financial planning and analysis insights tailored to the agency’s operational goals;

m) Provide access to live and recorded webinars, briefings, and events focused on finance, IT, and policy-related topics;

n) Enable participation in peer forums and community discussions on relevant financial and technology issues; and

o) Provide insights into project management and financial governance best practices used across peer agencies.

B.2 Deliverables

Deliverables under this effort shall include, but are not limited to:

a) Continuous access to an online research and advisory platform throughout the period of performance;

b) Access to published research reports, benchmarking tools, templates, and analytical resources;

c) Scheduled analyst inquiry sessions and advisory engagements, as defined by the license agreement;

d) Access to live and recorded webinars, events, and peer forums; and

e) Periodic updates to research content to reflect current industry standards, market conditions, and federal best practices.

B.3 Coordination

The Senate will coordinate and facilitate meetings, inquiry sessions, or briefings with the Contractor, as required, to accomplish the objectives of this effort.

B.4 Government-Furnished Support

The Senate will provide access to approved on-site or remote connections, as necessary, to enable authorized users to access licensed research and advisory services.

Task Order Proposal Request (TOPR)

C. REQUIREMENTS

C.1 General Requirements

The Contractor shall provide one commercial, subscription-based Finance Research and Advisory License that enables authorized Senate users to access research, benchmarking, and advisory services throughout the period of performance. The license shall support multiple authorized users and roles, as defined by the Senate.

The Contractor shall ensure that all research, advisory services, and tools provided are:

a) Independent, unbiased, and vendor-neutral;

b) Relevant to public-sector, federal, and legislative-branch environments;

c) Current and regularly updated to reflect evolving industry standards, market conditions, and federal best practices; and

d) Accessible through a secure, web-based platform.

C.2 Service Requirements

The Contractor shall:

a) Provide ongoing access to licensed content and advisory services without interruption during the period of performance;

b) Notify the Senate of significant updates, enhancements, or changes to licensed content or services; and

c) Provide basic user support related to account access, navigation, and use of the research and advisory platform.

C.3 Compliance Requirements

All services provided under this effort shall comply with applicable Senate policies and procedures (Attachments H-1, H-2, and H-3) and shall be consistent with federal best practices for financial management, information technology, and data governance.

D. Pricing

The Contractor shall submit a Task Order price proposal in accordance with Section B – Supplies or Services and Prices/Costs of the base FEDLINK contract. Pricing shall be proposed at the appropriate Contract Line-Item Number (CLIN) level and shall be consistent with the Contractor’s awarded pricing schedule and applicable pricing provisions of the contract. Discounts from IDIQ pricing are strongly encouraged.

E. Technical

The Contractor shall submit a Task Order technical proposal no more than ten (10) pages in accordance with Section C – Description/Specifications/Statement of Work (SOW) of the FEDLINK contract. The technical proposal shall demonstrate the Contractor’s capability to fulfill the technical requirements as described in this Solicitation.

Task Order Proposal Request (TOPR)

F. Task Order Evaluation

The SAA will evaluate the Contractor’s Task Order proposal in accordance with the ordering procedures of the FEDLINK contract. Evaluation shall consider technical capability and price to determine overall best value to the SAA.

This is a best-value, competitive source selection conducted in accordance with the FEDLINK contract. The best value tradeoff analysis will be between technical capability and price. Technical capability is considered more important than price. The importance of price could become greater where vendors’ technical approaches are evaluated as more equal.

G. Instructions

The Contractor shall submit its proposal in response to this Task Order Proposal Request (TOPR) in accordance with the terms and conditions of the FEDLINK contract and the instructions contained herein.

H. Attachments

Attachment H-1 SOPS for Cybersecurity

Attachment H-2 Addendum to Commercial Agreements

Attachment H-3 Senate Purchase Order Clauses