Enterprise Portfolio Management Tool

A. Introductory

This is a Sources Sought set aside for Indian Economic Enterprise (IEE) and Indian Small Business Economic (ISBEE). This is NOT a solicitation for proposals, proposal abstracts, or quotations. The objective of this Sources Sought # IHS1524094 is to identify potential IEE and ISBEE vendor that can provide a base + 4 Option Periods for a cloud-based Enterprise Portfolio Management Tool (EPMT) to replace the current on-premises Planview system for the Indian Health Service (IHS).

B. Project Description

B.1 Background:

The U.S. Department of Health and Human Services (HHS), Indian Health Service (IHS), is responsible for providing federal health services to American Indians and Alaska Natives. The provision of health services to members of federally recognized tribes grew out of the special government to government relationship between the federal government and Indian tribes. The IHS is the principal federal health care provider and health advocate for the Indian people. The goal is to assure that comprehensive, culturally acceptable personal and public health services are available and accessible to American Indians and Alaska Natives. The IHS currently provides health services to approximately 1.5 million American Indians and Alaska Natives who belong to more than 557 federally recognized tribes in 34 states.

The Division of Program Management and Budget (DPMB), in the Office of Information Technology (OIT), is responsible for various programs to help achieve the agency’s mission through optimal performance of its core business processes within an efficient information technology (IT) and Health IT (HIT) environment. The CPIC program is responsible for configuring, documenting, providing system and administration training, and offering support for the IHS Enterprise Portfolio Management Tool (EPMT) to meet Federal requirements outlined under the Clinger-Cohen Act of 1996 and the Federal Information Technology Reform Act (FITARA) of 2014.

B.2 Requirements:

The Contractor will provide analytical, technical, and management expertise in support of IHS’s portfolio management activities. The Contractor will assist IHS in application development, data migration from the previous EPMT, training, and overall EPMT support to meet program requirements and ensure a successful transition from the current Planview EPMT to the new EPMT.

The objective of this effort is to procure and deploy a secure, scalable, and integrated EPMT that:

• Supports the development, implementation, and management of a standardized, aligned, and synchronized Portfolio Management framework by linking Strategic and Capital Planning, Information and Project Management, and investment strategies in support of the IHS’s IT investments. 
• Supports the development and implementation of the new EPMT and provides guidance and professional recommendations on IT Portfolio Management requirements and concepts.
• Engages subject matter expertise to assist in the development of improved portfolio and project management processes for optimal utilization of the new EPMT.
• Assists in developing knowledge and proficiency among the CPIC Team to support the training, documentation, and administrative support of the new EPMT.
• Enhances integration with existing platforms such as ServiceNow Strategic Portfolio Management (SPM), Business Intelligence (BI) systems, and Agile/DevOps environments.

B.3 Reporting Requirements:

The Contractor will prepare and deliver reports that provide the Government with visibility into operational health and security posture. Reports will be provided monthly, and ad hoc reports will be produced upon Government request. The Reports will include:

• System performance metrics (uptime, response time, throughput)
• Security metrics (incidents, patch status, vulnerability scans)
• Operational support metrics (ticket volume, resolution times, job success rates)

B4. Scope

The Contractor will support the IHS Office of Information Technology (OIT) in implementing a FedRAMP-certified, cloud-based Enterprise Portfolio Management Tool (EPMT) to replace the current on-premises Planview system.

The Contractor support will include licensing, technical implementation, configuration, data migration, and integration with existing enterprise systems to enable seamless data flow and process automation. The Contractor will also develop workflow designs, templates, security roles, documentation, and training materials, ensuring alignment with IHS business objectives and adoption of best-in-class portfolio management practices.

C.  Eligible Vendors: 

Businesses must be Indian Economic Enterprises (IEEs) (at least 51% Indian owned and controlled).

Business size and type of business (e.g., ISBEE/IEE, 8(a), SDVOSB, etc.). All respondents should be registered on the System for Award Management (SAM) located at https://www.sam.gov. Submission of Invoices: The contractor shall submit invoices in accordance with FAR 52.212-4(g) on a monthly basis.

D. Anticipated Period of Performance:

The anticipated start of performance is July 1, 2026.

D.1 Place of Performance

Remote locations at the Contractor’s worksite.

Management and Supportability Deliverables

Deliverable

Description

Frequency

Monthly Security and Compliance Report

Summary of security incidents, vulnerabilities, patching, and ConMon results

Monthly

Advance Maintenance Notification

Notice of scheduled downtime

≥14 days in advance

Post-Maintenance Report

Validation and summary after maintenance

As needed

Incident Notification Log

Real-time alert record of incidents and root cause analysis

As incidents occur

Release Management Plan with Use Cases & UAT Report

Documentation of updates and testing results

Per release

Monthly Operational Log Summary

System job status, errors, and exceptions

Monthly

Monthly Operational & Security Metrics Report

Aggregated performance and security reporting

Monthly

Support Procedures & Escalation Matrix

Support flow and responsibilities

Initial / Updates as needed

Monthly Support Metrics Report

Support ticket analysis and SLA adherence

Monthly

Hourly Reporting of System Outages

Provide hourly updates for system outages

Updates as needed

F1. Work Schedule/Availability

The official federal holidays in the United States are as follows

• New Year’s Day                                                                                         
• Martin Luther King Jr. Day                                                                      
• Presidents’ Day                                                                                           
• Memorial Day
• Juneteenth National Independence Day
• Independence Day
• Labor Day
• Columbus Day
• Veterans Day
• Thanksgiving Day
• Christmas Day

In addition to the days designated as holidays, the Government observes the following days:

• Any other day designated by Federal Statute
• Any other day designated by Executive Order
• Any other day designated by a President's Proclamation

It is understood and agreed between the Government and the Contractor that observance of such days by Government personnel will not otherwise be a reason for an additional period of performance or entitlement to compensation except as set forth within the contract.

F. Experience:

The Contractor shall possess knowledge, skills and abilities to maintain and provide Enterprise Portfolio Management Tool licenses, data collection and/or data migration, integration with existing enterprise systems to enable seamless data flow and process automation . The contractor shall define license and all relative documents.

Licensing and Service:

        Inspection: all services rendered will be inspected, reviewed, and monitored by the COR.

        Contracting Officer Representative (COR): TBD

                        Department Point of Contact: TBD

H. SMALL BUSINESS STATUS: Provide business size and socioeconomic status (e.g., ISBEE, IEE), along with your UEI, organization name, address, and point of contact. The anticipated NAICS code for this requirement is 518210 - Other Computing Infrastructure Providers, Data Processing, Web Hosting and Related Services.

I. ADDITIONAL INFORMATION: Provide any additional information that may assist the Government in refining its acquisition strategy or determining whether a competitive set-aside or other RFO-aligned commercial approach is appropriate.

J. CLOSING STATEMENT: Point of Contact: Maliaka Pinkney, Contract Specialist, at contact@example.gov. Submission Instructions: Interested parties shall submit capability statement via email to contact@example.gov. Must include Sources Sought Number SS-26-IHS1524094 in the Subject line and complete the attached IEE Representation Form. The due date for receipt of statements is June 12, 2026, 12:00 PM, EST. All responses must be received by the specified due date and time in order to be considered. Late responses and responses from sources other than IEE, ISBEE will not be accepted. This notice is for information and planning purposes only and shall not be construed as a solicitation or as an obligation on the part of HHS. HHS/OMAS does not intend to award a contract on the basis of responses nor otherwise pay for the preparation of any information submitted. As a result of this notice, HHS/OMAS may issue a Request for Quote (RFQ). THERE IS NO SOLICITATION AVAILABLE AT THIS TIME. However, should such a requirement materialize, no basis for claims against HHS shall arise as a result of a response to this notice or HHS’s use of such information as either part of our evaluation process or in developing specifications for any subsequent requirement. Disclaimer and Important Notes. This notice does not commit the Government to award a contract or pay for the information provided in response. The Government reserves the right to use information provided by respondents for any purpose deemed necessary and legally appropriate. Any organization responding to this notice should ensure that its response is complete and sufficiently detailed to allow the Government to determine the organization’s qualifications to perform the work. Respondents are advised that the Government is under no obligation to acknowledge receipt of the information received or provide feedback to respondents with respect to any information submitted. After a review of the responses received, a pre-solicitation synopsis and solicitation may be published in SAM.gov. However, responses to this notice will not be considered adequate responses to a solicitation.

Information Submission Instructions

Questions regarding the contents of this Sources Sought shall be submitted via email to: contact@example.gov no later than 9:00am EST on June 9, 2026. Phone calls will not be accepted. The Government reserves the right to respond to some, all, or none of the questions that will be submitted.

Interested companies should review the attached and then submit a response that provides feedback, if any, on the attached and that addresses all of the information listed under “Capability Statement/Information Sought”. Capability statements and responses shall be submitted via email to contact@example.gov no later than 12:00 PM EST on June 12, 2026. The subject line for the email heading shall be “Secure Exchange Data Software”– SS-26-IHS1524094. Please provide succinct detail and depth to enable

Please add a cover letter to your response with the following information:

1. Company Name
2. Company Unique Entity ID number
3. Company points of contact, mailing address, telephone and website address
4. Any Governmentwide Acquisition Contract (GWAC), General Services Administration (GSA) Schedule vehicle, or other available procurement vehicles your company maintains that could meet this requirement
5. Business Size relative to NAICS code 518210 - Other Computing Infrastructure Providers, Data Processing
6. Type of Company (e.g., large business, small business, 8(a), woman owned, veteran owned, etc.) as registered in the System for Award Management (SAM)
7. Identify any/all teaming arrangements
8. Indian Economic Enterprise (IEE) Representation Form providing Native American Indian representation.

Disclaimer and Important Notes:

This notice does not obligate the Government to award a contract or pay for the information provided in response. The Government reserves the right to use information provided by the respondents for any purpose deemed necessary and legally appropriate. Any organization responding to this notice should ensure that its response is complete and sufficiently detailed.

Information provided will be used to assess tradeoffs and alternatives available for the potential requirement and may lead to the development of a solicitation. Respondent are advised that the Government is under no obligation to acknowledge receipt of the information received or provide feedback to respondents with respect to any information submitted.

Any solicitation resulting from the analysis of information obtained will be announced to the public in SAM in accordance with FAR Part 5. However, responses to this notice will not be considered adequate to responses to a solicitation.

Confidentiality:

No proprietary, classified, confidential, or sensitive information should be included in your response. The Government reserves the right to use any non-proprietary technical information in any resultant solicitatio