R499--TBM and Accounting Technical Enablement (VA-26-00004314) FY26 Acquisition

Statement of Work (SOW) / Performance Work Statement (PWS)

This Performance Work Statement (PWS) outlines the requirements for providing comprehensive IT cost accounting support to the Department of Veterans Affairs (VA), Office of Information & Technology (OIT), IT Budget and Finance (ITBF) Branch. The primary goal is to enhance the accuracy, visibility, and utility of financial data to support strategic decision-making and operational efficiency within the VA.

• Provide detailed cost modeling, optimization, benchmarking, and cost-benefit analyses.

• Categorize, map, and allocate IT financial data using the Technology Business Management (TBM) taxonomy.

• Assist in maturing the VA's TBM costing capability, including data integration, automation, and reporting dashboards.

• Create and maintain Standard Operating Procedures (SOPs) for financial processing and TBM model operations.

• Conduct quarterly financial audits to ensure compliance with federal law, regulation, and policy.

• Provide detailed reports on audit findings, root causes, and recommendations.

• Support enhancement of internal controls and alignment of financial practices with federal guidelines.

• Provide robust financial data management and data governance practices, including database administration and stewardship.

• Maintain and monitor data interfaces, manage data staging and loading, and resolve help desk tickets.

• Facilitate data audits, performance tuning, and indexing of operational databases.

• Sustain Power BI reports and update technical documentation.

• The PWS details specific tasks for TBM Cost Modeling and Analysis, including data extraction, transformation, and loading (ETL), model updates, and reporting.

• Deliverables include SOPs, driver documentation, report guides, and data set hierarchy diagrams.

• The contractor will also support TBM integration and operationalization, framework and process integration, and technical integration.

• Support for the Office of IT Financial Management and Oversight Service (ITFMOS) includes identifying best practices, ensuring compliance, and performing financial audits.

• Financial data management support includes developing and executing plans to enhance data value and integrity.

• Performance Period (PoP): A 12-month base period with two 12-month option periods.

• Place of Performance: To be determined based on available space. Work may be performed at remote locations with prior approval. Onsite presence during normal business hours is required.

• Travel: No travel is anticipated.

• The contractor must provide individuals certified in TBM with relevant job experience in VA's selected ETL tool (Alteryx) and TBM modeling software (Apptio).

• Work must comply with numerous federal laws, regulations, and directives listed in Section 2.0 Applicable Documents.

• All work must adhere to Section 508 requirements.

• Federal holidays are observed as defined by USC Title 5 Section 6103.

Solicitation / RFP / RFQ

This is a solicitation for TBM (Technology Business Management) and Accounting Technical Enablement services for Fiscal Year 2026. The acquisition is identified under solicitation number 36C10B25Q0471.

• The specific requirements and deliverables are detailed in the attached DRAFT PWS (Performance Work Statement) for TBM and Accounting Technical Service.

• Not specified in the provided text.

• Response Date/Time: August 7, 2025, 12:00 PM Eastern Time, New York, USA.

• Archive Period: 99 days after the response date.

• Set-Aside: SDVOSBC (Service-Disabled Veteran-Owned Small Business).

• NAICS Code: 541519 (Other Computer Related Services).

• Product Service Code: R499 (Support Services and Rings, Other).

• Contracting Office: Department of Veterans Affairs, Technology Acquisition Center, 23 Christopher Way, Eatontown NJ 07724.

• Point of Contact: Michael.frank@va.gov.

• Attachments: RFI Cover page - VA-26-00004314 final, and DRAFT PWS for RFI - TBM and Accounting Technical Service are referenced.

Request for Information (RFI)

This RFI is for planning purposes only and is not an Invitation for Bid, Request for Task Execution Plan, Request for Quotation, or Request for Proposal. The government is seeking information to assist in developing its acquisition strategy and Performance Work Statement (PWS) for Technology Business Management Support (TBM). Responses will be treated as information for consideration, and no payment will be made for incurred costs. The award is anticipated in Fiscal Year 2026.

Respondents are requested to provide information on their capabilities related to the attached DRAFT PWS. Specific information requested includes:

• Company Name, Vendor Point of Contact, and SAM UEI.

• A list of federal contracts held as a prime contractor.

• Company size and socio-economic status relative to the NAICS code 541611 ($24.5M Small Business Size Standard).

• For SDVOSB concerns, details on meeting set-aside requirements and the 50% limitation for subcontracting.

• Feedback on the sufficiency of the DRAFT PWS and recommendations for improvement.

• A summary of the company's available solution (business and technical) for TBM requirements, including:

  • Number of current contracts and dollar values for similar services.
  • Indication of which DRAFT PWS capabilities can be met and any alternative approaches for unmet capabilities.
  • Examples of experience with automated coding structures, AI for financial code selection, importing/validating financial data, data transformation tools (e.g., Alteryx), and maturing TBM capabilities (including model design, implementation, and data maturation).
  • Experience with modeling software, specifically Apptio.

• Experience with SSIS-based data interfaces, Azure ETL, staging/loading financial data, and implementing new data sources, detailing tools and technologies used.

• Approach to the full lifecycle of Power BI reports (requirements gathering to sustainment).

• Approach to data quality control, audits, and integration with existing systems.

• Experience performing reviews of travel, purchase card, and conference transactions for compliance.

• Experience performing reviews of financial policies for compliance with federal laws and regulations.

• A Rough Order of Magnitude (ROM) for the base and option periods, including recommended labor categories, skill levels, and experience.

• Responses are due by 12:00 PM Noon EST on August 7, 2025.

• Submit via email to Michael Frank (michael.frank@va.gov) and Khosbayar Rentsendorj (khosbayar.rentsendorj@va.gov).

• The subject line must include "RFI VA-26-00004314 and ITBF TBM and Accounting Technical Enablement".

• Files should be marked as "Proprietary Information" if business sensitive.

• Email file size shall not exceed 5 MB.

• Page limitation for the RFI response is up to 10 pages.

• The government intends to evaluate using a best value trade-off (technical and price), though this is subject to change. Technical discriminators will be provided at solicitation release.

• Information is requested regarding Service-Disabled Veteran Owned Small Business (SDVOSB) capabilities and adherence to set-aside requirements.

• No marketing materials or generic capability statements will be accepted.

• The VA reserves the right to respond to any, all, or select respondents.

• All current requirements are subject to change.