Request for Information: Chief Financial Office (CFO) - Financial Planning and Analysis (FP&A)
Closed Pre-Solicitation Posted
- Solicitation number
- HT0038-26-RFI-E002
- Agency
-
Defense Health Agency
Department of Defense
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- Not on record
- PSC
- Not on record
- Place of performance
- Rosslyn, Virginia, United States
Notice details come from SAM.gov. Updated .
About this opportunity
The Defense Health Agency is issuing a Request for Information (RFI) to gather industry perspectives on separating Financial Planning and Analysis (FP&A) functions from broader Chief Financial Office (CFO) operations. The RFI, issued by the Program Executive Office Defense Health Management Systems, seeks insights addressing seven key topic areas: best practices for structuring world-class FP&A in government environments; challenges and mitigation strategies for separating FP&A from other CFO functions; effective technologies and tools including intelligent automation and commercial off-the-shelf (COTS) integration; workforce skills and transition strategies; governance structures and key performance indicators; stakeholder coordination and integration approaches; and transition timelines, risks, and lessons learned. Respondents must submit their RFI responses in Microsoft Word or PDF format, limited to ten pages excluding appendices, by March 15, 2026, at 5:00 PM EST to dha.ncr.peo-ipo.mbx.dhms-enablers@health.mil. This is a planning-phase RFI and does not constitute a commitment to issue a solicitation, Request for Proposal, or award a contract. The points of contact are Contracting Officer Sonya Edom and Contracting Specialist Gabriela Hurte.
No set-aside designation has been applied to this RFI. Swingtide has been identified as a support contractor bound by Organizational Conflict of Interest clauses, and respondents must clearly indicate whether proprietary information may be shared with this contractor and other government support contractors. The RFI does not establish an award value or budget range, as this is an information-gathering phase only. The Government will not reimburse respondents for any costs associated with preparing and submitting RFI responses. Participation in this RFI is entirely voluntary and is not mandatory or a prerequisite for consideration in any future procurement activities related to CFO and FP&A services.
Notice text
2/20 - Please find the Request for Information (RFI) attached to this post.
Proprietary information may be submitted; however, RFI respondents are responsible for adequately marking proprietary, restricted or competition sensitive information contained in their response. If a submission is marked, it will be protected from disclosure outside of Government personnel, unless permission is granted for Government support contractors to view the material.
The following companies and individual employees are bound contractually by Organizational Conflict of Interest and disclosure clauses with respect to proprietary information, and they will take all reasonable action necessary to preclude unauthorized use or disclosure of an RFI respondent’s proprietary data. RFI responses MUSTclearly state whether permission is granted allowing the support contractors identified below access to any proprietary information.
• Swingtide
This RFI is not a solicitation. This RFI is for planning purposes only. It does not constitute an RFP or a promise to issue an RFP in the future. This RFI does not commit the Government to contract for any supply or service whatsoever. Further, the Government is not seeking proposals at this time and will not accept unsolicited proposals. Respondents are advised that the Government will not pay for any information or administrative costs incurred in response to this RFI. All costs associated with responding to this RFI will be solely at the responding party’s expense. Participation is not mandatory or required; participation or response to this RFI is not a prerequisite for any future procurement activities.
Files
| File | Type | Posted |
|---|---|---|
| CFO FPA RFI 02112026.docx | DOCX document |
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