Virtual Financial Literacy Training
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 Marine Corps Installations National Capital Region (MCINCR-RCO) is conducting market research through a Request for Information (RFI) to identify vendors capable of providing Virtual Financial Literacy Training Seminars for its Civilian Employees. This RFI aims to gather industry feedback on technical specifications, potential risks, and other considerations. Responses are due February 18, 2026.
Scope of Work
The requirement is for qualified instructors to deliver comprehensive financial literacy training. Seminars will cover:
- Financial Planning: Literacy, principles, budget setting, inflation, income distribution, economy, emergency funds, life changes, risk analysis.
- Federal Benefits: FERS Annuity, Social Security, TSP (Traditional and Roth).
- Estate Planning: Beneficiary designations, guardianship, wills, trusts, probate, taxes. Training must be strictly educational, delivered in a group format, and tailored to the specific audience (0300 Administration Job Series). Individualized consulting, strategic planning, personalized retirement advisement, or promotion of follow-up services are expressly prohibited. All training will be conducted virtually via DoD Microsoft Teams, with a maximum of 30 participants per seminar. The anticipated period of performance is March 3, 2026 – February 9, 2027.
Contract & Timeline
- Type: Request for Information (RFI) / Sources Sought. Anticipated contract type is Firm Fixed Price (FFP).
- Set-Aside: None specified (market research stage).
- Response Due: February 18, 2026, 11:00 AM EST.
- Published: February 11, 2026.
- Place of Performance: Virtual (DoD Teams).
Industry Feedback Requested
Respondents are asked to provide input on:
- Capability: Ability to deliver all outlined products and services.
- Barriers to Competition: Any conditions, certifications, or proprietary constraints.
- Proposal Interest: Likelihood of submitting a proposal and reasoning.
- Commercial Availability: Whether this product/service is commonly available.
- Pricing Structure: Feasibility of a Firm Fixed Price contract.
- Competition Influencers: Conditions or limitations affecting open competition.
- Rough Order of Magnitude (ROM) Pricing: For course development and delivery, including travel (if applicable, though training is virtual).
- NAICS/PSC Classification: Recommended codes (PSC U008 is suggested).
Submission Requirements
Responses, limited to 4 pages, must be emailed to Leticia.M.Thomas.CIV@usmc.mil by the deadline, referencing RFI No. “M00264-26-RFI-0016 “Financial Literacy Training” in the subject line. Submissions must include responses to the industry feedback questions, business details (name, address, representative, type), Cage Code/UEI, available contract vehicles, and estimated delivery information.
Additional Notes
This RFI is for market research and planning purposes only and does not constitute a solicitation or commitment to award a contract. Proprietary information must be clearly marked.