CNSP Financial Analyst Support - SEAPORT

Solicitation / RFP / RFQ

This solicitation is for Financial Analysis and Audit Remediation Support services for the Commander, Naval Surface Forces, U.S. Pacific Fleet (CNSP) Comptroller Finance staff. The contract will be awarded as a competitive Women-Owned Small Business (WOSB) set-aside task order within SeaPort NxG.

• Comprehensive financial analysis, internal controls support, system support, and training services.

• Support for business process improvements (BPI), system support, and training.

• Development and maintenance of financial management processes, including shipboard financial user's manuals, standard operating procedures (SOPs), and instructions.

• Financial reporting, including routine and ad-hoc reports from various systems (N-ERP, Advana, Jupiter, DTS, WAWF, etc.).

• Internal control initiatives, including responding to audit data calls, managing corrective action plans, and conducting internal control reviews.

• Training and knowledge transfer for Navy ERP and financial process training programs.

• Systems and data integration support, including reconciliation of data and management of digital repositories.

• Contract Type: Firm Fixed Price (FFP)

• Period of Performance: One (1) Base Year of 12 months and four (4) 12-month option years.

  • Base Year: March 13, 2026 - March 12, 2027
  • Option Years: March 13, 2027 - March 12, 2031

• Responses must be submitted via the PIEE Solicitation Module.

• Questions must be submitted via PIEE Portal no later than 3 business days prior to the solicitation closing date.

• Proposals will be evaluated using a tradeoff source selection process.

• Evaluation Factors: Technical, Past Performance Confidence, and Price. Technical and Past Performance are more important than Price.

• Key Personnel: Offerors must provide resumes for Senior Financial Analyst III (Program Manager) and Financial Analyst III (Accounting Analyst). A Secret clearance is required for key personnel.

• Only SEAPORT MAC holders are eligible for award.

• This is a Women-Owned Small Business (WOSB) set-aside.

• The incumbent for this requirement is Strategic Ironclad Technology Services LLC.

• Offerors anticipating submitting a proposal are encouraged to email the Contracting Officer and Contract Specialist two days prior to solicitation closing, advising of their intent to submit a proposal.

Amendment / Modification

This amendment (0003) to Solicitation N0024426RS005, dated 17 Feb 2026, is to update the Performance Work Statement (PWS) in Section C.

• Section C - Description/Specifications/Statement of Work

No changes to proposal deadlines or submission requirements are indicated by this amendment. Offerors should acknowledge receipt of this amendment as per standard procedure.

Questions & Answers / Clarifications

This document provides clarifications and answers to vendor questions regarding Solicitation Amendment 0002, addressing various aspects of the proposal submission, requirements, and contract details.

• Non-Key Personnel: Job descriptions for non-key personnel are optional, not required.
• Key Personnel Experience: An equivalent of 10+ years of direct, relevant experience may be accepted in lieu of a Bachelor’s Degree for the Senior Financial Analyst III position.
• Subcontractor Past Performance: References for work performed as a subcontractor are acceptable.
• OPPD/CPARS Page Limits: There is no page limit for OPPD documents. The previous answer regarding page limits for OPPD/CPARS was an error.
• Volume III Page Limits: Page limits for Volume III (Past Performance) do not apply to OPPD or CPARS documents.
• Proposal Submission: The notation "(1) Email" in the page limit table has been updated to "PIEE Portal" via Amendment 002, confirming proposals are submitted via the PIEE portal.
• Past Performance Submission Content: The content provided in the 2-page past performance submission is at the contractor’s discretion.
• Proposal Due Date Extension: The proposal due date has been extended to March 4th at 0900 via Amendment 002.
• Cross-Reference List: A cross-reference list is required if proposed personnel from a different labor category or title are submitted for key personnel positions, to justify the submission.
• Price Format Template: Offerors are permitted to add rows or columns to the Price Format Template workbook for clarity regarding prime and subcontractor personnel and companies. Subcontractors may complete the template independently or the prime can consolidate.
• Place of Performance: The primary place of performance is Commander, Naval Surface Force Pacific (CNSP) in Coronado, CA. Personnel are expected to support onsite requirements as needed.
• Resumes: The requirement for non-key personnel resumes has been removed.
• Past Performance Contracts: A maximum of 3 contracts are required for past performance evaluation.
• Volume IV Format: PDF is for the cost narrative; actual pricing should be submitted as an Excel Spreadsheet.
• Internal Hyperlinks: Internal hyperlinks within documents are acceptable.
• Contract Start Date: The contract will start on the date of award, now expected to be 3/13.

Several sections of the solicitation have been updated or clarified, including page limits, submission methods, resume requirements, and specific content for proposal volumes. A proposal due date extension has been granted.

Amendment / Modification

This amendment addresses contractor questions and modifies the following:

• Purchase Requisition Number: Changed from N0024426RS005 to N5382426PR00062.

• Response Due Date: Extended from March 2, 2026, to March 4, 2026.

• Section A - Solicitation/Contract Form

• The proposal submission deadline has been extended to March 4, 2026.

• The solicitation is a Women-Owned Small Business (WOSB) set-aside within SeaPort NxG.

• The incumbent contractor is Strategic Ironclad Technology Services LLC.

• Prime contractors intending to submit a proposal are encouraged to email michelle.a.muniz.civ@us.navy.mil and jason.a.pelle.civ@us.navy.mil two days prior to closing to advise of their intent.

Solicitation / RFP / RFQ

This solicitation seeks proposals for Financial Analysis and Audit Remediation Support services for Commander, Naval Surface Forces, U.S. Pacific Fleet (COMNAVSURFPAC), also known as CNSP. The services are non-personal and aim to ensure the effective and efficient operation of the CNSP Financial Management Program.

• Comprehensive financial analysis, audit readiness, system support, and training services.

• Support for CNSP's budget execution, including ongoing financial analysis and reporting.

• Generation of routine and ad-hoc financial reports using various systems (N-ERP, Advana, Jupiter, DTS, WAWF, Microsoft Access, Excel, Power BI).

• Trial balance reconciliation and identification/resolution of abnormal balances.

• Assistance with cost tracking, budget development, and expenditure forecasting.

• In-depth variance analysis and recommendation of corrective actions.

• Development and implementation of internal control initiatives and testing programs.

• Business Process Improvement (BPI) efforts, including updating SOPs and BPNs.

• Training and knowledge transfer for Navy ERP and financial processes.

• Systems and data integration support across Navy ERP and feeder systems.

• Contract Type: Firm Fixed Price (FFP)

• Period of Performance: One (1) Base Year of 12 months and four (4) 12-month option years.

  • Base Year: March 13, 2026 - March 12, 2027
  • Option Years 1-4: March 13, 2027 - March 12, 2031

• Place of Performance: COMNAVSURFPAC, Comptroller Office, Naval Base Coronado, San Diego, CA.

• Proposals must be submitted via the PIEE Solicitation Module.

• Questions are due no later than 3 business days prior to the solicitation closing date.

• Evaluation Factors: Technical Approach, Past Performance Confidence, and Price. Technical and Past Performance are combined and significantly more important than Price.

• Key Deadlines: Solicitation closing date is March 4, 2026, at 09:00 AM local time.

• This solicitation is a competitive Women-Owned Small Business (WOSB) set-aside.

• Only SEAPORT NxG contract holders are eligible for award.

• Offerors must be eligible under the WOSB Program.

• The incumbent contractor is Strategic Ironclad Technology Services LLC.

• Offerors anticipating submitting a proposal are encouraged to email michelle.a.muniz.civ@us.navy.mil and jason.a.pelle.civ@us.navy.mil two days prior to solicitation closing.

• A SECRET security clearance is required for contractor personnel at the time of award.

• Travel is anticipated to be approximately 15% of the total effort for half of the FTEs.

Form / Attachment / Pricing Sheet

This document is a price format template provided for bidders to use when submitting their pricing proposals. It outlines the structure for detailing labor categories, hours, rates, and other direct costs across the base year and option periods.

• Labor Categories: Includes specific roles such as Senior Financial Analyst III (Project Manager), Financial Analyst III (Accounting Analyst), Financial Analyst III, and Financial Analyst II.
• Period of Performance: Details are to be provided for a Base Year (2026-2027) and four Option Years (2027-2031).
• Cost Breakdown: Requires input for FTE, Labor Hours, Labor Rate, Fringe, Overhead (OH), General & Administrative (G&A), Burdened Rate, Fee, and Extended costs for each labor category.
• Other Direct Costs: Includes a line item for Travel.
• CLINs: Specific Contract Line Item Numbers (CLINs) are provided for Labor and Travel costs within each period.
• Escalation: Fields are included for labor escalation in Option Years 1 through 4.

Bidders must accurately complete this template to detail their proposed pricing structure. The template specifies the required format for labor costs, travel, and other associated expenses. Offerors are responsible for the accuracy of all formulas within their submission. All cost and fee fields are currently populated with 0.0, indicating that specific pricing details need to be filled in by the bidder.

Questions & Answers / Clarifications

This document provides clarifications and answers to vendor questions regarding the solicitation for services at Commander, Naval Surface Force Pacific (CNSP) in Coronado, CA.

• Place of Performance: The primary place of performance is CNSP Coronado, CA. Staff must be able to perform onsite services in San Diego as needed, though some remote work may be authorized.
• PWS Updates: The Performance Work Statement (PWS) in Section C has been updated via Amendment 001.
• Volume I Content: Volume I should include any signed amendments issued by the government.
• Technical Response Basis: Technical responses should be based on the PWS requirements, demonstrating understanding of all functional areas, including financial management, PBE analysis, and related advisory services, even if not explicitly listed in PWS headings.
• Personnel Resumes: Only key personnel resumes are required. The requirement for non-key personnel resumes has been removed.
• Past Performance: The page limit for Volume III (Past Performance) has been updated to 2 pages per OPPD/CPARS reference via Amendment 001. A maximum of 3 contracts are required for evaluation.
• Labor Hours: Alternative labor mixes may be considered, as indicated by language added in Amendment 001.
• Compensation Plan: A compensation plan is required in Volume IV. Page limits will be updated via Amendment 001. Salary information can be included in Letters of Intent within Volume II.
• Travel Expectations: Travel may be required up to approximately 15% of the total effort for applicable personnel. Estimates are planning figures, and specific FTEs may require periodic travel. Travel funding is intended for personnel based outside San Diego providing periodic onsite support and for required training.
• Automation & AI: Contractors may recommend automation and AI solutions compatible with DoD-approved platforms and security requirements, leveraging existing tools like Advana and UiPath.

Several sections of the solicitation have been updated or clarified via Amendment 001, including PWS content, resume requirements, page limits for Past Performance and Volume IV, and compensation plan details. Offerors should ensure their proposals reflect these changes.

Form / Attachment / Pricing Sheet

This document is a price format template designed to guide offerors in structuring their pricing submissions for the opportunity. It outlines the expected format for labor categories, hours, rates, and other direct costs across the base year and option periods.

• CLINS: Details the Contract Line Item Numbers for labor and travel.
• Period of Performance: Specifies the contract duration, including a base year (Oct 1, 2026 - Sep 30, 2027) and four option years.
• Labor Categories: Lists specific roles such as Senior Financial Analyst III (Project Manager), Financial Analyst III (Accounting Analyst), Financial Analyst III, and Financial Analyst II, with columns for FTE, Labor Hours, Labor Rate, Fringe, Overhead, G&A, Burdened Rate, Fee, and Extended cost.
• Other Direct Cost (Travel): Includes line items for travel expenses for each period.
• Option Year Pricing: Provides separate sheets for Option Year 1 through Option Year 4, detailing projected travel costs.
• Far 52.217-8 6-Month Extension: Includes a section for a potential 6-month extension, listing Project Manager and Instructor roles, with placeholder values for hours and rates, and a specific travel cost.
• Offeror Responsibility: Emphasizes that the offeror is responsible for the accuracy of all formulas in their submission.

Bidders must use this template to format their pricing proposals accurately. It dictates how labor, travel, and other costs should be presented for each contract period, including any option years and the potential 6-month extension. The template highlights that all labor hours are currently set to 0.0 for the base and option years, with specific travel costs provided for each period. Offerors need to ensure their formulas are correct and that all required fields are populated according to this structure.

Amendment / Modification

This amendment modifies the solicitation N0024426RS0050001, originally dated February 17, 2026. The primary purpose of this amendment is to provide updates to the solicitation based on questions received from vendors.

• Section A - Solicitation/Contract Form: The Purchase Requisition Number has been updated from N5382426PR00062 to N0024426RS0050001.
• Section C - Description/Specifications/Statement of Work: Miscellaneous text in this section has been modified.
• Section F - Deliveries or Performance: Delivery information for CLIN(s) / SLIN(s) / ELIN(s) 1000 has been added and delivery information for CLIN(s) / SLIN(s) / ELIN(s) 1000 has been deleted (this appears to be a correction or clarification).
• Section L - Instructions, Conditions, & Notices to Offerors or Quoters: Miscellaneous text in this section has been modified.

This amendment provides updates based on vendor questions, which may impact offeror proposals. Offerors should review the updated sections carefully. The solicitation remains open for responses, and any changes to proposal deadlines or requirements are not explicitly stated in this amendment but should be considered by potential bidders.

Solicitation / RFP / RFQ

This solicitation is for Financial Analysis and Audit Remediation Support services for Commander Naval Surface Forces, U.S. Pacific Fleet (COMNAVSURFPAC), located at Naval Base Coronado, San Diego, CA. The contract will be awarded as a competitive Women-Owned Small Business (WOSB) set-aside task order within SeaPort NxG. The government is procuring non-personal services to provide financial analysis, audit readiness, system support, and training.

• Comprehensive financial analysis, audit remediation, system support, and training services.

• Support for budget execution, financial reporting, and analysis.

• Internal controls initiatives, including audit response and compliance improvement.

• Business process improvement and standardization.

• Training and knowledge transfer related to Navy ERP and financial processes.

• Systems and data integration support.

• Contract Type: Firm Fixed Price (FFP)

• Period of Performance: One (1) Base Year of 12 months and four (4) 12-month option years.

  • Base Year: March 13, 2026 - March 12, 2027
  • Option Years: March 13, 2027 - March 12, 2031

• Place of Performance: COMNAVSURFPAC, Comptroller Office, Naval Base Coronado, San Diego, CA.

• Solicitation Number: N0024426RS0050001

• Offer Submission Deadline: March 02, 2026, 09:00 AM local time.

• Submission Method: Via the PIEE Solicitation Module.

• Evaluation Process: Tradeoff source selection process. Offers will be evaluated based on Technical, Past Performance, and Price. Technical and Past Performance are significantly more important than Price.

• Key Personnel: Offerors must provide resumes for key personnel, including Senior Financial Analyst III (Program Manager) and Financial Analyst III (Accounting Analyst). A Secret level clearance is required for all personnel.

• Only Seaport NxG MAC holders are eligible for award.

• This is a Women-Owned Small Business (WOSB) set-aside.

• Offerors must be eligible under the WOSB Program.

• The incumbent contractor is Strategic Ironclad Technology Services LLC.

• Offerors anticipating submitting a proposal are encouraged to email michelle.a.muniz.civ@us.navy.mil and jason.a.pelle.civ@us.navy.mil two days prior to solicitation closing to advise of their intent to submit a proposal.

Other / Unclassified

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This document does not contain substantive information related to the SAM.gov opportunity. It is an administrative message related to PDF rendering and does not provide details on requirements, deliverables, or submission instructions for bidders.

Form / Attachment / Pricing Sheet

This document is the "OFFEROR’S PAST PERFORMANCE DATA" form, intended for use by agencies or companies to evaluate a contractor's past performance. It is to be completed and returned by the offeror to NAVSUP FLC San Diego no later than the solicitation closing date.

• Company Information: Requires details such as Company Name, POC, Email, Contract/PO Number, Contract Amount, Contract Type, Period of Performance, Business Address, and Phone Number.
• Description of Effort: A section to describe the work performed under a previous contract.
• Evaluator Information: Requires the Command/Company's Name, POC, Email, Address, and Phone Number of the entity completing the questionnaire.
• Past Performance Ratings: Includes sections to rate the contractor on Quality (meeting requirements, timeliness, responsiveness), Contractor's Cost Control, and overall Strengths/Weaknesses.
• Specific Questions: Asks about customer satisfaction, rework/deficiency reports, innovative work applications, adherence to schedules, timeliness of submissions, problem resolution, cost control adherence, and overall satisfaction with the contractor.
• Additional Information: Prompts for details on similar contracted efforts and other contacts for questionnaires.

Bidders should use this form to gather and provide information about their past performance as requested by the government. The questions within the form highlight the specific aspects of past performance that the government will be evaluating, allowing bidders to prepare relevant data and potentially address any areas that might be perceived as weaknesses.

Solicitation / RFP / RFQ

This solicitation is for Financial Analysis and Audit Remediation Support services for the Commander, Naval Surface Forces, U.S. Pacific Fleet (COMNAVSURFPAC), located at Naval Base Coronado, San Diego, CA. The contract will be awarded as a competitive Women-Owned Small Business (WOSB) set-aside task order within the SeaPort NxG portal.

• Provide comprehensive financial analysis, audit readiness, system support, and training services.

• Support the CNSP Comptroller Finance staff.

• Maintain financial integrity and operational efficiency.

• Develop and maintain a quality control program.

• Obtain and maintain a Secret security clearance.

• Contract Type: Firm Fixed Price (FFP)

• Period of Performance: One (1) Base Year of 12 months and four (4) 12-month option years.

  • Base Year: March 9, 2026 - March 8, 2027
  • Option Years: March 9, 2027 - March 8, 2031

• Offers must be submitted via the PIEE Solicitation Module.

• The solicitation is for eligible WOSBs with a Seaport NxG contract.

• Evaluation will be based on a tradeoff source selection process.

• Evaluation Factors: Technical (most important), Past Performance, and Price.

• Technical Understanding and Approach, Staffing/Key Personnel, and Management/Structure Plan are subfactors of the Technical evaluation.

• Past performance must be recent (performed no earlier than October 1, 2022) and relevant.

• Proposals must include a cover letter, signed offer, technical proposal, past performance information, and pricing proposal.

• Key Personnel: Senior Financial Analyst III (Program Manager) (x1) and Financial Analyst III (Accounting Analyst) (x2) require Secret clearance and specific experience/education.

• Submission Deadline: March 2, 2026, 09:00 AM local time.

• WOSB Set-Aside.

• Only Seaport NxG MAC holders are eligible for award.

• The incumbent is Strategic Ironclad Technology Services LLC.

• Offerors anticipating submitting a proposal are encouraged to email michelle.a.muniz.civ@us.navy.mil and jason.a.pelle.civ@us.navy.mil two days prior to closing to advise of their intent.

• Travel is estimated at $164,574.00 per year.

Solicitation / RFP / RFQ

This is a pre-solicitation notice for a Request for Proposals (RFP) to provide Financial Improvement and Audit Readiness (FIAR) Support services to Commander, Naval Surface Forces, Pacific Fleet (CNSP) located at Naval Base Coronado, San Diego, CA. The Naval Supply Systems Command Fleet Logistics Centers San Diego (NAVSUP FLCSD) is issuing this solicitation.

• Provide non-personal services for financial analysis, audit readiness, system support, and training.

• Services are crucial for maintaining financial integrity and operational efficiency for the CNSP Comptroller Finance staff.

• Work location: Naval Base Coronado, San Diego, CA.

• Contract Type: Firm-fixed price.

• Period of Performance: Anticipated one base year with 4 one-year option periods.

• Offers will be solicited via RFP process.

• The government intends to issue the formal solicitation on or about February 16, 2026.

• Specific submission instructions will be detailed in the forthcoming solicitation.

• ONLY SEAPORT MAC HOLDERS are eligible for award.

• This effort is a competitive Women-Owned Small Business (WOSB) set-aside task order within SeaPort NxG.

• Offers will only be accepted from concerns eligible under the WOSB Program (FAR 52.219-30).

• NAICS Code: 541330 (Size Standard – $47M).

• Offerors must have an active UEI number.

• Offerors must be registered and active in the System for Award Management (SAM) at www.sam.gov.

• Online Representations and Certifications must be completed by the solicitation close date.

• Michelle Muniz, michelle.a.muniz.civ@us.navy.mil

• Jason Pelle, jason.a.pelle.civ@us.navy.mil

Performance Work Statement (PWS)

To provide comprehensive financial analysis, audit readiness, system support, and training services to Commander Naval Surface Forces, U.S. Pacific Fleet (COMNAVSURFPAC) Comptroller Finance staff, ensuring effective and efficient operation of the CNSP Financial Management Program.

• Financial Analysis and Reporting: Perform ongoing analysis, generate reports from various financial systems (N-ERP, Advana, Jupiter, DTS, WAWF), reconcile trial balances, identify and resolve abnormal balances, assist Program Managers with cost tracking and budget development, perform variance analysis, review contract compliance, and provide administrative support.

• FIAR and Audit Remediation Support: Respond to audit data calls, manage audit response activities, compile supporting documents, track Corrective Action Plans (CAPs), conduct Internal Control Review (ICR) testing, develop testing programs, respond to Notices of Findings and Recommendations (NFRs), and serve as a liaison for audit-related matters.

• Business Process Improvement and Standardization: Optimize financial processes using Lean Six Sigma and "Get Real, Get Better" (GRGB), review and update SOPs and BPNs, lead discussions with SMEs, implement automated workflows, develop BI and automation solutions, and standardize financial management processes.

• Training and Knowledge Transfer: Develop and maintain a Navy ERP and financial process training program, create SOPs, learning aids, and user guides, deliver training sessions, and monitor financial management certification progress.

• Systems and Data Integration Support: Reconcile data across systems, validate data accuracy, resolve variances, manage digital repositories (SharePoint/CMP), build and maintain SharePoint sites, provide technical and functional support for financial systems, and process funding documents.

• Period of Performance: One (1) Base Year (12 months) with four (4) 12-month option years. Base Year: March 6, 2026 - March 5, 2027. Option Years extend through March 5, 2031.

• Place of Performance: COMNAVSURFPAC, Comptroller Office, Naval Base Coronado, San Diego, CA.

• Contract Type: Firm Fixed Price.

• Security: Contractor personnel must obtain a Secret clearance at the time of proposal submission and maintain it.

• Personnel: Requires specific Key Personnel (Senior Financial Analyst III, Financial Analyst III) with defined education and experience. Resumes for Key Personnel will be evaluated.

• Quality Control: Contractor must develop and maintain a quality control program.

• Government Furnished: Workspace, computers, telephones, and necessary office equipment will be provided.

• Contractor Furnished: Contractor must possess and maintain a SECRET facility clearance.

• Travel: Occasional travel (estimated 15% of effort) may be required for audit and training activities, requiring COR approval and adherence to JFTR.