HQMC DC P&R B&E Financial Management Support Services

Sources Sought Notice (SSN)

This notice is for informational purposes only and does not constitute a solicitation. The U.S. Marine Corps (USMC) is conducting market research to identify potential interest and capability within the small business community for Financial Management Support Services for the Deputy Commandant for Programs and Resources (DC P&R) Budget and Execution (B&E) Division. The goal is to assist in sustaining, improving, and optimizing HQMC fiscal execution business processes.

The DRAFT Performance Work Statement (PWS) outlines the following higher-level task areas:

• Financial Execution Level Data Management, Analysis, and Reporting Support

• Field Level Execution Monitoring and Corrections Support

• Current Year Operational Support

• Oracle Business Intelligence Enterprise Edition (OBIEE)/ Oracle Analytics Server (OAS) Financial Reporting Development Support

• Treasury United States General Ledger (USSGL) and USMC Financial Statement Interface and Transaction Detail Support

• Civilian Personnel Data Analysis, Reporting, and Other Administrative Support

• Advanced Training Support

• Anticipated NAICS Code: 541611 (Administrative Management and General Management Consulting Services). Size Standard: $24.5M.

• Anticipated Contract Type: Hybrid structure combining Firm-Fixed Price and Cost type CLINs.

• Potential for a single solicitation/contract award, competed or non-competed.

• FAR Clause 52.219-14 (Limitations on Subcontracting) is anticipated.

• DFARS Clause 252.242-7006 (Accounting System Administration) will likely apply.

• Contractor personnel may require access to Controlled Unclassified Information (CUI).

• Interested parties must submit a tailored written response by 02 February 2026, 12:00 PM EST.

• Responses should detail company profile, interest as a Prime Contractor, relevant experience (past 3 years) with similar efforts (especially related to the DAI Financial System), specific technical skills, and feedback on the DRAFT PWS.

• Specific questions regarding NAICS/PSC codes, contract types, risks, PWS adequacy, unique requirements, commercial service definition, and GSA/GWAC vehicles are posed for feedback.

• Interested parties must be a small business for the assigned NAICS code.

• Must possess an "acceptable accounting system" as defined in DFARS Clause 252.242-7006.

• While the focus is on small businesses, other interested parties may also respond.

• This is a Sources Sought Notice for market research purposes only.

• Responses are voluntary and will not be returned.

• No costs incurred in responding will be reimbursed.

• Monitoring SAM.gov for future solicitations is the responsibility of potential responders.

• Responses should be submitted electronically via email to the Primary POC (Adam Cole) with a courtesy copy to the Secondary POC (David F. Godfrey).

Statement of Work (SOW) / Performance Work Statement (PWS)

To acquire technical, administrative, and professional services to assist the Headquarters United States Marine Corps (HQ USMC) Deputy Commandant for Programs and Resources (DC P&R) Budget & Execution (B&E) Division in sustaining, improving, and optimizing fiscal execution business processes.

This PWS outlines a hybrid contract with firm-fixed-price and cost-reimbursement CLINs for non-personal services. The contractor will provide financial management support services across seven key task areas:

• Task Area 1: Financial Execution Level Data Management, Analysis, and Reporting Support.
• Task Area 2: Field Level Execution Monitoring and Corrections Support.
• Task Area 3: Current Year Operational Support.
• Task Area 4: Oracle Business Intelligence Enterprise Edition (OBIEE)/Oracle Analytics Server (OAS) Financial Reporting Development Support.
• Task Area 5: Treasury United States General Ledger (USSGL) and USMC Financial Statement Interface and Transaction Detail Support.
• Task Area 6: Civilian Personnel Data Analysis, Reporting, and Other Administrative Support.
• Task Area 7: Advanced Training Support.

Key systems involved include DAI, PBIS, ARMS, MCFAD, WYPC, TFSMS, HRLink, and ADVANA.

• Deliverables must be submitted on time (95% timeliness) and be accurate (100% complete with no more than three content errors per deliverable).

• Overall management and responsiveness to requirements must be satisfactory (100% met).

• The contractor must develop and maintain a Quality Control Plan (QCP) and adhere to the Government's Quality Assurance Surveillance Plan (QASP).

• Service Contract Reporting (SCR) is required via www.sam.gov.

• Period of Performance is defined by the Contract Line Item Numbers (CLINs).

• Transition-in is 30 days; transition-out is 30 days.

• Primary place of performance is the Pentagon, VA, with potential for contractor facilities or telework.

• Personnel: Must be professional, possess strong communication and time-management skills. Key personnel include Program Management, Senior Level Financial Analysis, and Junior Level Financial Analysis with specific qualifications outlined.

• Security: Unclassified contract. Access to Controlled Unclassified Information (CUI) is required. Background checks, Common Access Cards (CACs), and specific security training are mandatory. Personnel must not represent themselves as government employees.

• Equipment: Contractor must provide MCEN-compliant laptops. Data on contractor-owned hard drives becomes government property upon contract completion.

• Travel: Travel may be required CONUS/OCONUS (Japan anticipated). All travel requires COR pre-approval at least 10 days in advance. Reimbursement is for actual, allowable, reasonable, and allocable direct travel expenses, with no profit/fee on travel costs.

• Reporting: Monthly Status Reports (MSR), Quarterly Program Status Reports (QPSR), and Meeting Minutes are required deliverables.