SSN_PRBE_FM_Support_16Jan26.pdf

Sources Sought Notice (SSN) Deputy Commandant Programs & Resources (DC P&R)

Budget & Execution (B&E) Division Financial Management Support Services

I. DISCLAIMER:

THIS NOTICE IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE ANY FORM OF A SOLICITATION INCLUDING A REQUEST FOR QUOTE (RFQ), REQUEST FOR PROPOSAL (RFP), OR

INVITATION FOR BID (IFB) OR AN INDICATION THAT THE GOVERNMENT WILL CONTRACT FOR

ANY OF THE ITEMS AND/OR SERVICES DISCUSSED IN THIS NOTICE. ANY FORMAL SOLICITATION

THAT MAY BE SUBSEQUENTLY ISSUED WILL BE ANNOUNCED SEPARATELY ON THE

GOVERNMENT-WIDE POINT OF ENTRY (GPE), HTTPS://SAM.GOV, IF APPLICABLE. INFORMATION ON

THE SPECIFIC TOPICS OF INTEREST IS PROVIDED IN THE SECTIONS OF THIS ANNOUNCEMENT

WHICH FOLLOW. ANY INFORMATION SUBMITTED IN RESPONSE TO THIS NOTICE IS STRICTLY

VOLUNTARY AND WILL NOT BE RETURNED BY THE GOVERNMENT. NEITHER MCICOM

CONTRACTING NOR ANY OTHER PART OF THE FEDERAL GOVERNMENT WILL BE RESPONSIBLE

FOR ANY COST INCURRED BY RESPONDERS IN FURNISHING RESPONSES TO THIS NOTICE. NOT

RESPONDING TO THIS NOTICE DOES NOT PRECLUDE POTENTIAL RESPONDERS FROM

PARTICIPATING IN ANY FUTURE SOLICITATION FOR THIS REQUIREMENT, IF ANY. IT IS THE

RESPONSIBILITY OF ALL POTENTIAL RESPONDERS TO MONITOR THE GPE FOR ADDITIONAL

INFORMATION PERTAINING TO THIS REQUIREMENT.

II. BACKGROUND INFORMATION:

The United States Marine Corps (UMSC) Marine Corps Installation Command (MCICOM) Contracting Office is conducting baseline market research under this Sources Sought Notice (SSN) for the purposes of identifying market interest in, and current capability within, the small business community for performing the Deputy Commandant for Programs and Resources (DC P&R) Budget and Execution (B&E) Division’s Financial Management Support Services that seek to assist DC P&R B&E in the sustainment, improvement, and optimization of the HQMC fiscal execution business processes.

The DRAFT Performance Work Statement (PWS), included as enclosure 1 to this notice, includes the following higher level task areas:

o Task Area 1: Financial Execution Level Data Management, Analysis, and Reporting Support;

o Task Area 2: Field Level Execution Monitoring and Corrections Support;

o Task Area 3: Current Year Operational Support;

o Task Area 4: Oracle Business Intelligence Enterprise Edition (OBIEE)/ Oracle Analytics Server (OAS)

Financial Reporting Development Support;

o Task Area 5: Treasury United States General Ledger (USSGL) and United States Marine Corps (USMC) Financial Statement Interface and Transaction Detail Support;

o Task Area 6: Civilian Personnel Data Analysis, Reporting, and Other Administrative Support; and o Task Area 7: Advanced Training Support

See Enclosure 1 for additional information regarding anticipated tasks/sub-tasks aligned to these task areas.

http://www.sam.gov/

This acquisition, if pursued, will follow the performance of the following the current contracts providing similar/related services for DC P&R B&E including:

o M9549421C0004 (NAICS 541611) with performance currently scheduled to conclude on 02 May 2026; and o M9549423P0007 (NAICS 541611) with performance currently scheduled to conclude on 18 May 2026.

III. SPECIAL REQUIREMENTS:

A. It is presently anticipated that this requirement best aligns to North American Industry Classification System

(NAICS) Code 541611 Administrative Management and General Management Consulting Services, with Product Service Code (PSC) R408, Support-Professional: Program Management/Support owing to similarities to the services being provided under the predecessor contracts which used NAICS 541611 (See Section II Background above). The current Small Business Size Standard for NAICS 541611 is $24.5M. Respondents to this notice may suggest another suitable NAICS and PSC code combination for consideration, but the Government reserves the right to select the appropriate NAICS and PSC code for any related future solicitation/award for the services described within this notice. See Section V. below.

B. It is presently anticipated that any future solicitation for the services described in this notice would result in a single solicitation/contract award for the services described in this notice which may be competed or non-competed as permitted by applicable regulation/statute.

C. It is presently anticipated that any future solicitation and/or resultant contract for the services described in this notice will be a Hybrid structure using a combination of firm-fixed price and cost type Contract Line Items (CLINs). The below list is provided as an example.

o CLIN XX – Financial Management Support Services in accordance with the PWS (Firm Fixed Price) o CLIN XX – Travel in accordance with the PWS (Direct Costs Only; No Indirect Costs or Profit/Fee)

D. It is presently anticipated that any future solicitation and/or contract for the services described in this notice will contain FAR Clause 52.219-14 Limitations on Subcontracting. While FAR 52.219-14 was most recently updated in October 2022, CLASS DEVIATION 2021-O0008 (Revision 1) to this clause issued 15 February 2023 remains in effect and would apply to this requirement until rescinded or superseded.

E. It is presently anticipated that any future solicitation and/or resultant contract for the services described in this notice will contain DFARS Clause 252.242-7006 “Accounting System Administration” owing to the inclusion of Cost Reimbursement Contract Type CLINS.

F. It is presently anticipated that during the performance of any resultant contract for the services described in this notice, Contractor personnel will require/be provided access to controlled unclassified information (CUI) during performance and therefore, the applicable safeguarding requirements for CUI will apply.

IV. ELIGIBILITY:

It is presently anticipated, based on the anticipated acquisition parameters set forth in Item III Special Requirements above, to be eligible as a prime contractor for any future contract for the services described in this notice interested parties must:

1) Be a small business for assigned NAICS code, and

2) Have an “acceptable accounting system” as defined in DFARS Clause 252.242-7006.

Note: Notwithstanding the Government’s focus within this notice on identifying market interest in and current capability specifically within the small business community, other interested parties may also provide responses to this notice should they choose.

V. Sources Sought Notice (SSN) Responses – Content, Format and Submission Requirements:

All current small businesses are encouraged to submit a response to this SSN identifying their potential interest in and capabilities for supporting the requirement and information requests described in this notice. The Government does not wish to obtain marketing materials, general business information or other information that is NOT tailored to address the specific requirements of this notice.

A. Interested parties must provide a tailored written response to this notice describing its interest in and capabilities for performing this requirement as detailed in Enclosure 1 DRAFT Performance Work Statement. All responses shall specifically:

1) Identify/define your company profile by providing at a minimum:

a. Company Name

b. Company Address

c. Company CAGE code and Unique Entity ID

d. Primary and secondary points of contact to include name, title, phone number, email address

e. Status as a certified 8(a) program participant and estimated date of graduating the 8(a) program, if applicable

f. All applicable socio-economic / ownership status [i.e., Tribally Owned, Alaskan Native Corp (ANC) Owned, Native Hawaiian Org (NHO) Owned, Small Disadvantaged Business (SDB), HUBZone, Veteran-Owned Small Business (VOSB), Service-Disabled Veteran-Owned Small Business (SDVOSB), Women-Owned Small Business (WOSB), Economically Disadvantaged Women-Owned Small Business (EDWOSB)]

g. Status as a small business for the anticipated NAICS code for this requirement and for any suggested alternate NAICS codes included in your response.

h. Status of the company’s accounting system including the last adequacy/acceptability review date and the name, address, and point of contact for the cognizant government auditor [e.g. Defense Contract Audit Agency (DCAA)], independent auditor, or other party (if applicable) which performed the review.

2) Describe your interest in this effort as a potential Prime Contractor.

3) Describe your company’s recent relevant experience [past three (3) years] and/ or current work experience performing under efforts of similar size, scope, and complexity as to those described in this notice, to include any correlation to/with the Defense Agencies Initiative (DAI) Financial System. Responses shall:

a. Detail your company’s specific technical skills that ensure the capability to meet the objectives and requirements in Enclosure 1 DRAFT Performance Work Statement (PWS).

b. Describe similar work your company has performed or is currently performing and how it demonstrates your capability to perform the requirements detailed in this notice to include:

i. The relevant contract / task order number and your company’s involvement as a prime contractor or subcontractor, and

ii. The percentage and dollar amount of the work your company performed.

4) Provide feedback/comments/concerns that may impact this requirement in the form of responses to the following questions:

a. Does your company believe there is one or more specific NAICS and PSC code combinations that would be better suited to this requirement than the anticipated NAICS and PSC code aligned to this notice by the Government? If so, which one(s) and why?

b. Does your company believe there is one or more specific contract type or types that would be better suited to this requirement than the anticipated contract type identified in this notice by the Government? If so, what are they and why?

c. Does your company see any risk areas or any concerns with this overall effort? If so, what are they and how would you mitigate them?

d. Does your company consider the PWS details and other notice attachments, if any, to be an adequate basis for submitting a proposal? If not, what additional technical information would be needed?

e. Does your company believe there are unique support requirements not correctly captured and/or articulated in the PWS? If so, what are they?

f. Does your company believe these services meet the definition of a commercial service as defined in FAR 2.101? If so, how?

i. Does your company currently provide similar services in support of commercial products or as standalone services to the general public under terms and conditions similar to those offered to the Federal Government?

ii. Does your company offer and sell these services competitively in substantial quantities in the commercial marketplace based on established catalog or market prices for specific task performed or outcomes to be achieved and under standard terms and conditions? For the purposes of these services:

1. “Catalog price” means a price included in a catalog, price list, schedule, or other form that is regularly maintained by the manufacturer or vendor, is either published or otherwise available for inspection by customers, and states prices at which sales are currently, or were last, made to a significant number of buyers constituting the general public; and

2. “Market prices” means current prices that are established in the course of ordinary trade between buyers and sellers free to bargain and that can be substantiated through competition or from sources independent of the offerors.

iii. Does your company offer these services (same or similar) under one or more GSA MAS, GSA MAC IDIQs, Navy Seaport; and/or other GWAC?

1. If so, what is/are the specific vehicle title(s) and your company’s specific MAS/GWAC/IDIQ Contract Number(s) under that vehicle?

2. Of the MAS/GWAC/IDIQ contracts for which your company is a schedule / contract holder, which one(s) does your company believe that this requirement best aligns to / falls within scope and why?

B. All responses shall be formatted as follows:

1) Microsoft Word (.docx extension) or searchable Adobe PDF format.

2) Prepared using no less than 10 pt. Times New Roman and 1-inch margins.

3) Organized as follows:

a. Cover Sheet (limit 1 page in length) that includes:

i. Date of Submission

ii. Company Profile

b. Table of Contents with Page Numbers (limit 1 page in length)

c. Contractor detailed capability statement including answers to the SSN specific questions (limit 15 pages)

4) The inclusion of elaborate brochures or documentation, detailed artwork, or other embellishments are unnecessary and are not desired.

5) The inclusion of United States Government Department/Agency/Office Symbols, Seals, or Insignia are unnecessary and are not desired.

6) The inclusion of classified data IS NOT permitted. Responses to this notice must be unclassified. No classified response will be accepted.

7) The inclusion of cost/price data IS NOT permitted. No cost/price data will be accepted.

8) The inclusion of proprietary data in responses shall be minimized. The inclusion of any proprietary data in responses SHALL BE CLEARLY MARKED. Any proprietary data received in response to this SSN, appropriately marked, will be handled accordingly.

C. All responses to this notice shall be submitted electronically via email on or before 12:00 (12:00 PM) local time

Washington DC 02 February 2026 to the Primary Point of Contact (POC) with a courtesy copy to the Secondary POC, identified below.

• Primary – Contract Specialist, Adam Cole, adam.cole@usmc.mil

• Secondary – Contracting Officer, David F. Godfrey at david.godfrey@usmc.mil

The Government will confirm receipt, via email, within one business day. If confirmation email is not received, please coordinate directly with the CS/PCO to resolve issues. Additional information, as applicable, will be provided to industry after review of market research data from all sources.

mailto:adam.cole@usmc.mil mailto:david.godfrey@usmc.mil