Enterprise Portfolio Management Tool

Indian Health Service Division of Program Management and Budget IHS’s Replacement Enterprise Portfolio Management Tool (EPMT) Statement of Work Version 2.0 October 2025 CONTROLLED UNCLASSIFIED INFORMATION (CUI) Controlled with Standard Dissemination This information is subject to safeguarding measures that reduce the risks of unauthorized or inadvertent disclosure. Dissemination is permitted to the extent that it would further the execution of a lawful or official purpose. -- 1 of 52 -- 1. Introduction The Indian Health Service (IHS) wishes to mature its Capital Planning and Investment Control (CPIC) program to 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 desired end state will provide CPIC with the blueprint for systematically and completely improving its organization’s current (baseline) and desired (target) environment. The IHS innovatively will use secure and reliable IT and HIT to improve health care quality and delivery, enhance access to care, reduce medical errors, and modernize administrative functions. IHS supports the IHS, Tribal, and Urban (I/T/U) programs that care for 2.3 million American Indian and Alaska Native (AI/AN) people across the Indian health system. IHS provides the technology infrastructure for a nationwide health care system, including a secure wide-area network, enterprise email services, and regional and national Help Desk support for approximately 20,000 network users. 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. 1.1 Purpose This IHS EPMT Statement of Work (SOW) offers the organization an opportunity to reflect on the requirements that have been captured and confirms that this document and its details are both accurate and sufficient to represent their EPMT needs. 1.2 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. -- 2 of 52 -- 1.3 Objective 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. 1.4 Period of Performance The period of performance includes one base year and four option years. 1.5 Place of Performance Remote locations at the Contractor’s worksite. 1.6 Recognized Holidays 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 -- 3 of 52 -- • 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. If a Contractor believes that an unplanned absence impacts the cost or period of performance, it should notify the contracting officer (CO) of the changed condition and submit a claim for equitable adjustment (see FAR 52.233-1). Nothing in this clause abrogates the rights and responsibilities of the parties relating to "stop work" provisions cited in other sections of this contract. 1.7 Government-Furnished Property/Info…