Sources Sought-Personal Financial Readiness Program Evaluation.pdf

Air Force Financial Readiness Program Evaluation 01 February 2024

SOURCES SOUGHT

Solicitation Number: FA7014-24-R-0030

Notice Type: Sources Sought

Synopsis:

1. NOTICE: This is not a solicitation but rather a Sources Sought to determine potential sources for information and planning purposes only.

1.1 The purpose of this Sources Sought is to conduct market research to determine if responsible sources exist, to assist in determining if this effort can be competitive and/or a total Small Business Set-Aside. The proposed North American Industry Classification Systems (NAICS) Code is 541611, Administrative Management and General Management Consulting Services which has a corresponding Size standard of $24,500,000.00. The Government will use this information to determine the best acquisition strategy for this procurement. The Government is interested in all businesses, to include Large, Small, 8(a), Service-Disabled Veteran Owned, HUBZone, and Women-Owned small business concerns. The government requests that interested parties respond to this notice if applicable and identify your small business status to the identified NAICS code.

Additionally, please provide any anticipated teaming arrangements, along with a description of similar services offered to the Government and to commercial customers for the past three years.

Any responses involving teaming agreements should delineate between the work that will be accomplished by the prime and the work accomplished by the teaming partners.

THERE IS NO SOLICITATION AT THIS TIME. This request for capability information does not constitute a request for quotes; submission of any information in response to this market survey is purely voluntary; and the government assumes no financial responsibility for any costs incurred.

2. Program Details:

2.1 General Information. This is a non-personal services contract to evaluate the Air Force’s Personal Financial Readiness (PFR) program. This work falls within the Airman and Family Readiness Policy Branch (AF/A1SAA) under HQ Air Force Services.

2.2 Scope. The contractor shall develop and implement comprehensive Personal Financial Readiness program evaluation within the Air Force Readiness Program. The PFR program evaluation will be underway at the start of this contract. The contractor will review the study, evaluation strategy, and data plan at least annually and make recommendations for updates as necessary. The evaluation must allow the program to be continuously and systematically reviewed. The contractor shall execute the program evaluation through collecting and analyzing data and compile feedback on the results of the evaluations, develop reports and improvement plans based on the findings. The contractor shall develop and provide products for Government use related to program evaluations such as executive briefings, emails to stakeholders, etc. The contractor shall develop recommendations to inform curriculum reviews and updates to PFR services based upon evaluation data. Per request of the COR, participate in online webinar training on a quarterly basis for installation Personal Financial Counselors and Educators, providing instruction on their role in any program evaluation efforts, results of program evaluation, etc. Contractor shall develop a presentation for use during webinar. Participate in-person at the annual Personal Financial Readiness training symposium, discussing findings of evaluation, installation staff role in program evaluation, etc. Training symposium location changes annually.

2.3 Interested Parties. Interested parties are requested to submit tailored capability statements addressing the particulars of this effort to include supporting documentation supporting claims of organizational and staff capability. The capability statement shall include:

1) Company name, mailing address, email address, Web site address (if available), and the name, telephone number, and email address of a point of contact having the authority and knowledge to clarify responses with Government representatives.

2) Name, title, telephone number, and email addresses of individuals who can verify the demonstrated capabilities identified in the responses.

3) UEI, CAGE Code, Tax Identification Number, company structure (Corporation, LLC, partnership, joint venture, etc.), and size. Companies must be registered in the System of Award Management (SAM) at www.sam.gov to be considered as potential sources.

4) If significant subcontracting or teaming is anticipated in order to deliver technical capability, organizations should address the administrative and management structure of such arrangements.

The government will evaluate market information to ascertain potential market capacity to:

1) Provide services/products consistent in scope and scale with those described in this notice, the draft Performance Work Statement, and otherwise anticipated; and

2) Secure and apply the full range of corporate financial, human capital, and technical resources required to successfully perform similar requirements.

3. Capability Survey:

1) Technical capability relevant to the requirement,

2) Technical approach relevant of the requirement (no more than 2 – 3 paragraphs),

3) Management approach relevant to the requirement (no more than 2 – 3 paragraphs),

4) Any Corporate experience relevant to the requirement,

5) Relevant Past Performance. Your capability statement needs to include a list of three customers within the past three (3) years highlighting similar work in nature, scope, complexity, and a brief description of the scope of work.

4. Submission Instructions: Interested parties who consider themselves qualified to provide the above-listed services are invited to submit a response to this Sources Sought by 1400 EST, 01 http://www.sam.gov/

March 2024. All responses under this Sources Sought Notice must be emailed to the Contract Specialist, C. Sue Jones at clovia.jones.ctr@us.af.mil .

Attachment:

1. Performance Work Statement mailto:clovia.jones.ctr@us.af.mil