Financial Record Analysis Software
Closed Solicitation Posted
This opportunity was awarded. See the award notice from .
- Solicitation number
- W911YN25QA029
- Agency
-
Florida National Guard
Army National Guard, Department of Defense
- Responses due
- Set-aside
- Total Small Business
Opportunity facts
- NAICS code
- 513210 Software Publishers
- Place of performance
- Saint Augustine, Florida 32086, United States
Notice details come from SAM.gov. Updated .
About this opportunity
The Florida Army National Guard is seeking an on-premises financial record analysis software solution designed for data entry and management of financial statements and related financial documents. This solicitation (W911YN25QA029) requires software capable of scanning and analyzing financial statements, bank records, credit card statements, and invoices, with integration capabilities for accounting systems like Xero, Reckon, and QuickBooks. The software must include an AI edition specifically designed for financial investigators handling complex financial crime datasets, along with comprehensive training for each license, standard maintenance with unlimited common readers library and Power BI modules, priority support, and customized webinar training. The contract will be awarded using simplified acquisition procedures, with evaluation based primarily on price and conformance to specifications. The solicitation was posted on June 18, 2025, with quotes due by July 1, 2025, at 4:00 p.m. EST.
This procurement is designated as a 100% small business set-aside with a $47 million size standard under NAICS code 513210 for Software Publishers. The contract consists of two line items: a standard workstation software purchase with perpetual licensing and annual maintenance and license services. Delivery is required within 30 work days from the award receipt date, with the software to be shipped to the Florida Counter Drug Program in Starke, FL. The software will support counterdrug investigative and criminal analysis missions throughout Florida, providing advanced analytical capabilities to assist financial investigators in managing and interpreting large, complex financial datasets. The place of performance is St. Augustine, FL, and the contract specialist is Thomas Fazio, who can be contacted at thomas.p.fazio.civ@army.mil.
Notice text
2 versions
Update #2 · Latest ·
Q&A as of 24 JUNE 2025:
Q1. How much has the Florida National Guard Counterdrug Program budgeted for this opportunity?
A1. Not required to disclose this information.
Q2. Is the Florida National Guard Counterdrug Program open to a cloud solution?
A2. No Cloud solutions is not an option. Case information can not be stored in the cloud.
Q3. Is there any onsite work expected for this opportunity?
A3. No, except training on the software.
Q4. What is the period of performance for this contract?
A4. 12-months
Q5. Is the Florida National Guard Counterdrug Program currently using a system to fulfil the requirements it needs?
A5. Yes
Q6. License Quantities: How many end-user licenses or workstation software keys does the Government require under CLIN 0001?
A6. 3 - 4 Licenses
Q7. Unlimited Readers Library: Does this term imply that all users within the Florida National Guard Counterdrug Program must have unrestricted document viewing access? Or is this limited to a subset of users?
A7. This is limited to the user’s subset while user is using their login.
Q8. Does the requirement for an on-premises solution preclude cloud-hosted or hybrid deployments, even if compliant with FedRAMP or DoD IL5?
A8. No cloud storage at all. No matter what.
Q9. Software Licensing Model: Would the Government accept a solution licensed on a per-page or usage basis, or is a flat-rate, enterprise-level licensing model preferred?
A9. Flat-rate enterprise-level licensing model is preferred. No per-page or usage rate.
Q10. Contract Duration: Is this a single-year contract, or does the Government anticipate option years or renewal opportunities beyond the base period?
A10. The current requirement is for one-year. The Government will consider a base plus option periods in future procurements.
Software capable of and on-premises software solution designed for data entry and data management, particularly for financial statements and related financial documents. See attached document for specifications and details.
Update #1 ·
Software capable of and on-premises software solution designed for data entry and data management, particularly for financial statements and related financial documents. See attached document for specifications and details.
Files
| File | Type | Posted |
|---|---|---|
| Combined Synopsis Solicitation Financial Records Software.pdf | ||
| Financial Analysis Software_Purchase Description.docx | DOCX document |
Notice history
| Notice | Type | Posted |
|---|---|---|
| Financial Record Analysis Software | Award Notice | |
| This notice | Solicitation |
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