Virtual Financial Literacy Training

Active

Contract Opportunity

REQUEST FOR INFORMATION

The Marine Corps Installations National Capital Region – Regional Contracting Office (MCINCR-RCO), located at Marine Corps Base Quantico, VA, is conducting market research on behalf of the Human Resources and Organizational Management Branch (ARH). The purpose is to identify vendors capable of providing qualified instructors to deliver Financial Literacy Training Seminars to its Civilian Employees.

CONTRACTING OFFICE ADDRESS: Marine Corps Installations – National Capital Region, Regional Contracting Office (MCINCR RCO), located on Marine Corps Base, 2010 Henderson Road, Quantico, VA.

INTRODUCTION: This Request for Information (RFI) is issued for market research and planning purposes. It provides industry an opportunity to ask questions and offer suggestions regarding the draft Performance Work Statement. The Human Resources and Organizational Management Branch (ARH) is seeking an experienced Contractor/Vendor to provide Financial Literacy training seminars which will provide their employees with an improved foundation of management tools. This request is not for consulting services.

DISCLAIMER:

THIS REQUEST FOR INFORMATION IS FOR INFORMATIONAL PURPOSES ONLY. THIS IS NOT A REQUEST FOR QUOTE (RFQ). IT DOES NOT CONSTITUTE A SOLICITATION AND SHALL NOT BE CONSTRUED AS A COMMITMENT BY THE GOVERNMENT. RESPONSES IN ANY FORM ARE NOT OFFERS AND THE GOVERNMENT IS UNDER NO OBLIGATION TO AWARD A CONTRACT AS A RESULT OF THIS ANNOUNCEMENT. NO FUNDS ARE AVAILABLE TO PAY FOR PREPARATION OF RESPONSES TO THIS ANNOUNCEMENT. ANY INFORMATION SUBMITTED BY RESPONDENTS TO THIS TECHNICAL DESCRIPTION IS STRICTLY VOLUNTARY.

REQUIREMENT DESCRIPTION:

The Contractor/Vendor shall provide all labor, supplies, materials, and transportation for the instructor as necessary to provide the MCNCR Civilian Marine employees and their supervisors with a detailed understanding of the below listed courses:

• Financial Planning: Financial Literacy, Principles & Objectives of Financial Planning, Budget Setting, Inflation, Income Distribution Strategies, Economy Considerations, Emergency Funds, Life Changes, Risk Analysis. Federal Benefits, Direct Income Sources, Asset Allocation, Qualified Retirement Sources, Non- Qualified Investments, Life Insurance, Health Insurance, Disability Insurance, Long-Term Care, Medicare & Medicaid, Tax Strategies, and Estate Planning. Specifically:


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  • FERS Annuity Benefits (Retirement Eligibility, Creditable Service, Military Time, Annual Leave Credit, Important Dates & Ages, Benefit Calculation, MRA +10 Eligibility, Special Supplemental Benefits, Pension Maximization, Deposits, Transfers, Planned/Projected/Delayed Retirement)
  
  
  • Social Security Benefits (Eligibility, Calculation, Income Options, Limitations, Supplemental Benefits & Programs)
  
  
  • TSP Traditional and Roth TSP (Eligibility & Vesting, Enrollment, Contributions, & Matching, Taxes, Fund Types and Options, Separation & Retirement Options, Income & Withdrawal Strategies)
  
  
  • Estate Planning (Beneficiary Designations, Guardianship, Wills, Trusts, Probate, Taxes)
  
  
  • Seminar participants shall be provided with comprehensive material that covers the information that will be presented and discussed during the seminar. Material shall be tailored to the specific group (see details in Project Title) attending the seminar
  
  
  
  

The seminars shall be strictly educational in nature and delivered exclusively in a group format. The Contractor is expressly prohibited from offering individualized consulting, strategic planning, or personalized retirement advisement to any participant. Additionally, the Contractor shall not advertise, promote, or provide follow-up services after the completion of the training, nor shall such services be discussed or mentioned during the seminar sessions.

Training Location(s): All training will be held virtually. Virtual Training – DoD Teams

INDUSTRY FEEDBACK:

This is a REQUEST FOR INFORMATION (RFI) ONLY to obtain industry’s feedback on the anticipated technical specifications, potential cost and performance risks, as well as any other related considerations for the required supplies/services. This Request for Information (RFI) is issued solely to gather industry feedback regarding the anticipated technical specifications, cost and performance risks, and other relevant considerations associated with the required supplies and/or services.

Please provide input on the following:

1. Capability: Can your organization deliver all products and services outlined in the Requirement Description?


2. Barriers to Competition: Are there any conditions, certifications, or proprietary constraints that could limit fair competition?


3. Proposal Interest: Are you likely to submit a proposal for this requirement? Please explain your reasoning.


4. Commercial Availability: Is this product/service commonly available in the commercial market?


5. Pricing Structure: Can this requirement be fulfilled under a Firm Fixed Price contract?


6. Competition Influencers: Are there any specific conditions, requirements, or limitations that could affect open and fair competition?


7. Rough Order of Magnitude (ROM) pricing gives the draft requirements. If unable to generate estimates at this stage, specify what additional information would be needed. Pricing should reflect all costs associated with course development and delivery, including travel expenses, if applicable. Please note that the ROM pricing is non-binding and shall not be construed as a formal pricing proposal.


8. NAICS Classification: What North American Industry Classification System (NAICS) code(s) best align with this requirement?


9. PSC Classification: What Product Service Code (PSC) Selection Tool code(s) best align with this requirement? Recommended Code: U008

SUBMISSION DETAILS:

Submissions shall reference RFI No. “M00264-26-RFI-0016 “Financial Literacy Training” in the subject line.

Interested vendors who wish to respond to this RFI should send responses no later than 11:00 AM Eastern Standard Time (EST) on February 18, 2026, via email to the following email address: Leticia.M.Thomas.CIV@usmc.mil (Contract Specialist)

Request responses shall be provided in no more than 4 pages.

Questions and comments regarding this requirement will be accepted, reviewed and answered if the Government determines responses are warranted.

The Government will not consider any vendor email that is incomplete or is not addressing this RFI questions. The Government reserves the right to determine if a response addresses this RFI, is not complete, and/or to not review a response without any further communication with the vendor supplying the information.

Submissions must include:

1. Responses to the “Industry Feedback” section of this RFI.


2. Business name and address.


3. Name of company representative and their business title.


4. Type of Business.


5. Cage Code and UEI; and


6. Contract vehicles that would be available to the Government for the procurement of the service, to include General Service Administration (GSA), Federal Supply Schedules (FSS), NASA SEWP or any other Government Agency contract vehicle. (This information is for market research only and does not preclude your company from responding to this notice.)


7. Delivery Information Estimate lead time.

PROPRIETARY INFORMATION:

Proprietary information and trade secrets, if any, must be clearly marked on all materials. All information received that is marked Proprietary will be handled accordingly. Please be advised that all submissions become Government property and will not be returned. All government personnel reviewing RFI responses understand their responsibility for proper use and protection from unauthorized disclosure of proprietary information as described in 41 USC 423.

The Government shall not be held liable for any damages incurred if proprietary information is not properly identified.

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