Request for Information: Chief Financial Office (CFO) - Financial Planning and Analysis (FP&A)
Overview
Buyer
Place of Performance
NAICS
PSC
Set Aside
Original Source
Timeline
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 Defense Health Agency (DHA) is conducting a Request for Information (RFI) for Chief Financial Office (CFO) - Financial Planning and Analysis (FP&A) services. This RFI seeks industry input to explore the potential separation and competition of FP&A work from broader CFO functions within the Program Executive Office (PEO) Defense Health Management Systems (DHMS). The government is gathering insights on structuring, implementing, and competing this work as a standalone function. Responses are due March 15, 2026, by 5:00 PM EST.
Purpose & Scope
This RFI is for planning purposes only and is not a solicitation. The DHA aims to understand best practices, challenges, and innovative approaches for establishing a world-class FP&A capability in a government environment. Key areas of interest include:
- Structuring and operationalizing FP&A, including implications and risks of separating it from other CFO functions.
- Critical success factors for integrating FP&A with budget execution and audit/compliance.
- Effective technologies, tools, and platforms, such as intelligent automation and data integration with systems like OneStream.
- Essential workforce skills, capabilities, and strategies for a standalone FP&A function.
- Governance structures, metrics, and Key Performance Indicators (KPIs) for oversight.
- Strategies for coordination and integration with internal and external stakeholders.
- Key steps, timelines, risks, and lessons learned for transitioning FP&A into a standalone function.
Submission Guidelines
- Format: Microsoft Word or PDF document.
- Length: Maximum 10 pages (excluding appendices).
- Deadline: March 15, 2026, by 5:00 PM EST.
- Method: Email to dha.ncr.peo-ipo.mbx.dhms-enablers@health.mil.
- Subject Line: "RFI Response – FP&A Work Transition."
Important Notes
Proprietary information may be submitted, but respondents are responsible for marking it. Permission must be explicitly granted for government support contractors (e.g., Swingtide) to view proprietary data. The government will not pay for any information or administrative costs incurred in response to this RFI. Participation is not mandatory and is not a prerequisite for any future procurement activities.
Points of Contact
- Primary: Sonya Edom (sonya.m.edom.civ@health.mil)
- Secondary: Gabriela Hurte (gabriela.y.hurte.civ@health.mil)