A24 EDFMT BPA JA V3.0 REDACTED.pdf

All FAR/DFARS references are in accordance with the Revolutionary Federal Acquisition Regulation Overhaul (RFO) Reset Form

Version 3.0 APR 2026 Source Selection Information - RFO 2.101 & 3.104. Page 1 of 3

Enhanced Defense Financial Management Training (EDFMT) delivered to DFAS personnel.

GSAR 538.7104-3(b)(ii) Only one source is capable of providing the products, services, or solution required at the level of quality required because they are unique or highly sp

DEFENSE FINANCE AND ACCOUNTING SERVICE

Contract Services Directorate

3990 E. Broad Street Bldg. 21

Columbus, OH 43213-1152

NOTE: To ensure form populates correctly, enter Estimated Value below under 3. prior to completing any other entries.

Justification and Approval to permit the use of other than full and open competition

Part 8 - Required Sources of Supplies and Services

Purchase Request #(s)

CONTRACTING ACTIVITY: [REDACTED—SIGNATURE]

1. REQUIRING ACTIVITY:

2. DESCRIPTION OF THE ACTION BEING APPROVED: Solicit a Sole Source requirement and award a Contract/Order.

3. DESCRIPTION OF SUPPLIES/SERVICES: This justification covers the acquisition of the following article(s):

The Required Delivery Date/PoP is: Estimated Value (include options): $ Option(s)

4. STATUTORY AUTHORITY PERMITTING OTHER THAN FULL AND OPEN COMPETITION:

5. FOR UNDER SAT GSA AND UNDER SAT FAR 16 BUYS THIS SECTION IS N/A

6. RATIONALE JUSTIFYING USE OF CITED STATUTORY AUTHORITY

DFAS requires the procurement of the Enhanced Defense Financial Management Training (EDFMT) course series. This training is essential to educate DFAS Financial Management (FM) personnel, increase workforce proficiency in Department of Defense (DoD) and Department of War (DoW) financial management practices, and prepare employees to successfully pursue and obtain the Certified Defense Financial Manager (CDFM) certification.

The required EDFMT course series is exclusively available through Management Concepts, Inc. (MCI). MCI maintains an exclusive partnership with the Society of Defense Financial Management (SDFM)—formerly known as the American Society of Military Comptrollers (ASMC).

SDFM is a non-profit educational and professional organization who created EDFMT as a curriculum to meet the specific needs of the DoW FM community. In fact, the Office of the Under Secretary of Defense (Comptroller) (OUSD(C)), has recognized EDFMT as a standardized credentialing benchmark that will address deficiencies in the FM community. This framework is analogous to the Certified Public Accountant (CPA) designation administered by the National Association of State Boards of Accountancy (NASBA).

Historically, no other curriculum outside of EDFMT has been suitable for the DoW's, and DFAS', needs. Consequently, procuring an alternative training source is not a viable option for the Government, and no other vendor has demonstrated an ability to provide equivalent training. Market research and direct communications between the Requiring Office and SDFM confirm that the EDFMT course content is proprietary to MCI.

Based on the proprietary nature of the required training curriculum and the exclusive partnership between MCI and SDFM, MCI is the only vendor capable of meeting the agency's specific requirements.

Basic BPA - Unfunded

All FAR/DFARS references are in accordance with the Revolutionary Federal Acquisition Regulation Overhaul (RFO) Reset Form

Version 3.0 APR 2026 Source Selection Information - RFO 2.101 & 3.104. Page 2 of 3

2 May 19, 2026

Market Research determined that the requirement can only be provided by a single source

- Management Concepts, Inc.

- Resolute Mediation & Arbitration Inc.

MCI is the exclusive provider for this training.

EDFMT is only available from Management Concepts, Inc (MCI) who is an exclusive partner with the creator/administrator of the EDFMT which is the Society of Defense Financial Management (SDFM).

The Government will continue to conduct market research, monitor EDFMT training options and publicize future requirements via

GSA.

7. DESCRIPTION OF EFFORTS MADE TO SOLICIT OFFERS FROM AS MANY OFFERORS AS PRACTICABLE:

(Request for Information or Sources Sought Notice required I/A/W DFARS Deviation PGI 206.103-170(d))

And closed on which resulted in responses from [REDACTED—SIGNATURE]interested vendor(s)

8. A SHORT DESCRIPTION OF RESULTS OF RFI/BETA.SAM.GOV POSTING, OR MARKET RESEARCH CONDUCTED OR A STATEMENT

OF THE REASON NONE OF THE ABOVE ACTIONS WERE CONDUCTED.

The Requirement Owner (RO) initiated market research for previously awarded BPA HQ042326AE005 for Financial Management Training Services. During the market research for HQ042326AE005 it was discovered that EDFMT courses are proprietary to Management Concepts Incorporated (MCI). The market research resulted in two responses MCI and Graduate School USA (GSUSA). GSUSA confirmed that they could deliver all required FM training courses with the exception of EDFMT. The required EDFMT course series is exclusively available through MCI. MCI maintains an exclusive partnership with the Society of Defense Financial Management (SDFM), which is the sole creator and administrative body of EDFMT. In order to promote competition to the maximum extent practicable for FM Training, the RO excluded EDFMT from the FM requirement and instead is pursuing EDFMT as an individual requirement.

To validate these findings and assess current market conditions, CSD conducted additional market research. First, CSD evaluated historical procurement data for similar EDFMT training requirements. This historical review indicated that only one source, MCI, has historically possessed capability to deliver EDFMT.

Next, CSD issued a Request for Information (RFI) via GSA eBuy. The RFI was published on 05 March 2026 and closed on 19 May 2026, yielding two (2) vendor responses: [REDACTED—SIGNATURE] was unable to produce verification of the capability to deliver EDFMT training.

To ensure thorough Market Research was conducted to the best extent possible, CSD coordinated with SDFM. Direct communications between CSD and SDFM confirm that the EDFMT course content is proprietary to MCI as an exclusive partnership.

Based on the comprehensive market research conducted—including GSA FSS inquiries, historical procurement analysis, recent RFI results, and direct communication with SDFM, it is determined that MCI is the only source capable of fulfilling the Government's requirement for EDFMT. Accordingly, DFAS intends to pursue a sole source acquisition utilizing RFO Part 8 procedures.

9. LIST OF THE SOURCES THAT EXPRESSED A WRITTEN INTEREST IN THE ACQUISITION.

10. ANY OTHER FACTS SUPPORTING THE USE OF OTHER THAN FULL AND OPEN COMPETITION:

11. A STATEMENT OF THE ACTIONS, IF ANY, THE AGENCY MAY TAKE TO REMOVE OR OVERCOME ANY BARRIERS TO COMPETITION BEFORE ANY SUBSEQUENT ACQUISITION FOR THE SUPPLIES OR SERVICES REQUIRED.

May 5, 2026

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Version 3.0 APR 2026 Source Selection Information - RFO 2.101 & 3.104. Page 3 of 3

12. DETERMINATION OF FAIR AND REASONABLE COST: The contracting officer will determine that the anticipated cost to the Government of the service/supplies covered by this justification will be fair and reasonable.

13. TECHNICAL/REQUIREMENTS REPRESENTATIVE CERTIFICATION:

I hereby certify that this justification is made in good faith, that the supporting data and information are accurate and complete to the best of my knowledge and belief, and that I would not be making this request if it were feasible to fully compete this requirement. I further certify that this request is not the result of lack of advanced planning or a desire to expend funds while those funds are still available.

Technical Reviewer

Name: Title: Signature

Requiring Activity/Program Management Office Certification:

Name: Title: Signature

14. CONTRACTING OFFICER’S CERTIFICATION: I hereby certify that this justification is made in good faith, that the supporting data and information are accurate and complete to the best of my knowledge.

Title: Contracting Officer

Name: Org. Code Signature

15. LEGAL SUFFICIENCY REVIEW:

Name:

Signature

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