ITM e_Learning Sources Sought v4.pdf

SOURCES SOUGHT NOTICE

U.S. Department of the Treasury

Title: Enterprise COTS Learning Solution — Sources Sought Notice

Notice ID: 2032L226N00004 Issue Date: 3/26/2026

1. Purpose:

This Sources Sought Notice is a market research action to identify qualified firms capable of providing an enterprise Commercial-Off-The-Shelf (COTS) web-based learning solution (content + platform + services) for the U.S. Department of the Treasury. Responses will inform acquisition strategy, small business set-aside determination, and potential statement of work refinements. This is not a solicitation; no contract will be awarded from this notice.

2. Background:

Treasury requires an enterprise learning/library capability to support workforce development for ~115,000 employees across bureaus. Historically, Treasury has procured COTS web-based training licenses to augment in-house training. The Department seeks a partner to supply a broad, continuously updated COTS catalog, an enterprise-capable delivery platform (vendor-hosted and LMS-launchable), integration with Treasury’s SAP SuccessFactors-based LMS (ITM SaaS), and programmatic services (implementation, program management, content mapping, reporting, and ROI analysis).

3. High-Level Requirements:

Respondents should confirm capability to provide the following minimum features:

• Users & Scale o Minimum authorized users: 50,000 (scalable to 150,000). Support for 100,000+ concurrent users.

o Transferable licensing across the period of performance (base year + 4 option years).

• Content & Asset Types o SCORM 1.2 / AICC conformant courseware, eBooks, video, virtual/practice labs, certification prep & practice exams, repeatable knowledge checks, simulated learning scenarios.

o Coverage across IT/technical, business skills, certifications (Microsoft, Cisco, Oracle, PMI, CompTIA, CISSP/CERT, HRCI), and federal-specific compliance topics (Section 508, Plain Writing Act, No FEAR, Ethics, Sexual Harassment, OSHA/EPA/DOT hazardous materials, privacy, records management).

• Platform & Integration o Vendor-hosted learning management/delivery platform available 24/7.

o Launchable and trackable from Treasury’s SAP SuccessFactors LMS (ITM SaaS); user learning history must record in Treasury LMS regardless of entry point.

o Production and non-production environments for integration/testing.

• Accreditation & Credits o ACE recommendations, PMI R.E.P. (or equivalent), HRCI alignment, NASBA CPE sponsor registration (no additional processing fees for credits).

• Accessibility & Security o Conformance to Revised Section 508 Standards (36 C.F.R. §1194) and WCAG 2.0 AA.

o FedRAMP Moderate for cloud solutions; U.S.-based hosting; compliance with IRS Pub 4812 and willingness to allow inspection.

o Demonstrated process for 508 validation, remediation plan, and timely fixes (temporary workarounds if permanent fix >2 weeks; Section 508 defects remediated within 30 days).

• Reporting & Administration o Administrative role-based permissions, user grouping (by bureau, occupation, grade, etc.), unlimited configurable reporting, evaluation/survey data capture, mapping content to competencies (OPM ECQs, Clinger-Cohen, OPM 2210), and ability to assemble curricula and learning programs.

• Services & Staffing o Dedicated program manager, course/program design consultants, and implementation/strategy consultants (resumes and approval process).

o Ongoing content refresh, analytics (usage, effectiveness, ROI), and custom reporting capability.

4. Information Requested from Industry (each response must be concise and clearly labeled):

• Capability Statement (max 5 pages): Company name, DUNS/UEI, CAGE code, primary address, and point(s) of contact (name, phone, email). Brief description of company core capabilities relevant to the PWS summary. Proposed NAICS and small business status.

• Technical Capabilities (3–5 pages): Describe platform architecture (SaaS model, data residency, multi-tenant vs single-tenant options). Confirm SCORM/AICC support and other interoperability standards.

Describe integration approach with SAP SuccessFactors LMS (APIs, LTI, SSO, xAPI/TinCan support, SAML/OAuth) and provide examples of past integrations. Explain concurrent user scaling approach and load testing results (include numeric evidence). Describe content types and sample topical breadth (list representative titles or content categories). Provide Section 508/WCAG compliance approach, validation process, and remediation workflow. Include sample conformance documentation you can provide at contract award. Explain FedRAMP status (provide authorization boundary and documentation availability). If not currently FedRAMP authorized, indicate planned path and timeline.

• Services & Program Support (2 pages): Describe onboarding, implementation timeline, program management support, and ongoing account services (e.g., quarterly reviews, content mapping support). Resumes for the three key proposed roles: Program Manager, Implementation/Strategy Consultant, Instructional Design Lead (summary, not full CVs).

• Pricing Approach (1 page): High-level pricing model options (seat licenses, enterprise subscription, concurrent user licensing, modular pricing). Provide example price points or ranges (no need for full proposal pricing).

• Other Constraints / Capabilities (1 page): Indicate U.S.-based hosting options, ability to allow onsite inspections, data export/access for Treasury reporting, and any third-party content dependencies or subcontracting arrangements.

5. Response Format & Submission Instructions:

• Responses must be submitted via email to benjamin.mendelsohn@treasury.gov &

Christopher.Monosiet@treasury.gov with subject line: “Sources Sought Response — Enterprise COTS Learning Solution — [Company Name]” by 1pm EST, April 2, 2026 .

• File format: PDF preferred for narrative attachments; spreadsheets as XLSX or CSV where needed. Total submission size limit: 25 MB. If larger, provide link to secure file transfer and note in the email.

• Include a one-page cover sheet with respondent contact information and acknowledgment: “This response is provided for informational purposes only in response to Sources Sought Notice XXXX and does not constitute a bid or offer.”

6. Evaluation of Responses:

• Treasury will use submitted information to:

o Determine market capability and mature acquisition strategy (set-aside determination, mailto:benjamin.mendelsohn@treasury.gov mailto:Christopher.Monosiet@treasury.gov procurement approach).

o Develop a draft solicitation and evaluation criteria (if market indicates feasibility).

o Identify potential industry partners for future engagement (RFI, industry day, draft solicitation distribution).

o Treasury may follow up with clarifying questions or schedule capability briefings with select respondents. Responses will not be evaluated competitively.

7. Disclaimer / Notices:

• This Sources Sought is for market research only and is not a Request for Proposal (RFP), Invitation for Bid (IFB), or any other solicitation. No funds will be obligated.

• The government will not reimburse respondents for proposal or response preparation costs.

• The Department reserves the right to amend or cancel this notice at any time.