RFI: USDA Office of the Chief Financial Officer (OCFO) Invoice Processing Platform

SOL #: 12314426R001Sources Sought

Overview

Buyer

Agriculture

Usda, Departmental Administration

USDA, OCP-POD-ACQ-MGMT-BRANCH-FTC

FORT COLLINS, CO, 80521, United States

Place of Performance

New Orleans, LA

NAICS

Wired Telecommunications Carriers (517111)

PSC

Other Management Support Services (R799)

Set Aside

Total Small Business Set-Aside (FAR 19.5) (SBA)

Original Source

https://sam.gov/opp/1e1b4e9eb8554a82bc3503b3674f5590/view

Timeline

Posted

May 7, 2026

Response Deadline

May 27, 2026, 2:00 PM

Qualification Details

Fit reasons

NAICS alignment with historical contract wins in similar service areas.
Scope strongly matches core technical capabilities and delivery model.

Risks

Past performance thresholds may require one additional teaming partner.
Potential clarification needed on staffing minimums before bid/no-bid.

Next steps

Validate eligibility requirements, assign capture owner, and schedule partner outreach to confirm teaming strategy before submission planning.

Quick Summary

The United States Department of Agriculture (USDA) Office of the Chief Financial Officer (OCFO) has issued a Request for Information (RFI) for an Integrated Utilities and Telecommunications Expense Management (UTEM) and Invoice Processing Managed Services platform. This market research effort seeks vendor input to support centralized governance of utility and telecommunications expenses across the USDA. This opportunity is a Total Small Business Set-Aside. Responses are due by May 27, 2026.

Purpose & Scope

This RFI is for market research only and is not a solicitation. The USDA OCFO aims to gather information on mature, production-ready platforms that can provide comprehensive managed services for utility and telecommunications expense management. The goal is to achieve centralized governance while allowing agency-level autonomy for managing utility and telecommunications expenses.

Key Requirements

The USDA is seeking capabilities for:

Utilities Expense Management & Data (UDMS): Invoice intake, validation, processing, and payment; robust data management and reporting (service-level granularity); support for federal reporting (e.g., Annual Energy Data Report, EO 14057); and dashboards for consumption, cost, and compliance.
Telecommunications Expense & Inventory Management (TMS): Invoice intake and normalization across various carriers/service types; a consolidated inventory database with service-level tracking; financial management, including cost allocation and reconciliation with USDA's FMMI system; and a Business Intelligence/IT Asset Management platform.
General Requirements: The solution must support approximately 500+ site locations, 14,000 utility accounts, and 6,000 telecommunications accounts. It requires integration with the USDA Financial System (FMMI) and various authentication methods. Compliance with USDA IT security, privacy policies, FISMA, NIST standards, and Section 508 accessibility is mandatory. Implementation, onboarding, data migration, and change management support are also required.

Submission & Eligibility

This is a market research RFI; vendors should not submit proposals. Proprietary information must be clearly marked. The government reserves the right to use non-proprietary information for future requirements development. Responses to government questions should be provided via a specified Microsoft Forms link. Federal experience is preferred. The USDA prefers vendors who are not direct telecommunications or utility service providers to avoid potential conflicts of interest, though all qualified vendors may respond. Preference will be given to mature, production platforms requiring minimal custom development.