CIMT Personal Finance Management Course (PFMC) Services

Closed Pre-Solicitation Posted

Solicitation number
W911S0-25-R-PFMC
Agency
Responses due
Set-aside
No set-aside

Opportunity facts

Place of performance
Fort Gregg Adams, Virginia 23801, United States

Notice details come from SAM.gov. Updated .

About this opportunity

The U.S. Army Center for Initial Military Training (CIMT) is conducting market research for a Personal Financial Management Course (PFMC) service contract through the Mission and Installation Contracting Command at Fort Eustis. The primary objective is to provide Initial Entry Training Soldiers with financial literacy tools and resources to help them make informed and responsible financial decisions. This Request for Information (RFI) seeks to clarify draft Performance Work Statement requirements and determine industry capability among large and small businesses. Interested vendors must submit responses by 2:00 PM ET on March 22, 2025, including a cover page, 3-page capability statement, and up to 10 pages of PWS feedback. Questions related to the opportunity are due by March 15, 2025, and must be submitted via email to reese.a.wolf.civ@army.mil, with responses at the Contracting Officer's discretion.

The solicitation does not include a specific set-aside designation and will be open to both large and small businesses. The contract involves delivering approximately 1,200 financial management training classes annually across multiple military training locations, targeting around 110,530 Initial Entry Training Soldiers. Instructors must possess financial counseling certifications and be prepared to conduct 4.5-hour courses at sites including Fort Gregg Adams, Fort Moore, and Fort Leonard Wood, as well as some non-Army locations like Naval Stations and Air Force Bases. While no specific award value is mentioned, the contract will require delivering 750 classes with fewer than 100 students and 450 classes with 100 or more students per year. Vendors are encouraged to identify existing contract vehicles and relevant NAICS codes in their capability statements, with a focus on demonstrating expertise in military training and financial education services.

Notice text

2 versions

Update #2 · Latest ·

REQUEST FOR INFORMATION (RFI) / SOURCES SOUGHT NOTICE (SSN)

Customer: U.S. Army Center for Initial Military Training (CIMT)

Description: Personal Financial Management Course (PFMC)

1. Purpose

Mission and Installation Contracting Command (MICC) – Fort Eustis is conducting market research to:

  1. Clarify and refine the draft Performance Work Statement (PWS). We are specifically looking for feedback on the Specific Tasks section of the attached draft PWS draft but questions and comments about the entire document are welcome.
  2. Determine industry capability, including large and small businesses. Please submit a capability statement. We request that the capability statement also identify:

               a. Contract number of any existing IDIQ or other contract vehicle that you would be able to provide the services under.

               b. Up to 3 relevant NAICS codes that would notify your company of a potential RFQ or RFP on SAM.gov. Indicate the codes for which your company is designated a small business.

2. Disclaimer

The attached PWS is a preliminary draft for market research purposes only and is not intended as an actionable requirements document. There is no guarantee that a requirement will proceed to solicitation or award.

This RFI/SSN is issued solely for information and planning purposes. It does not constitute a Request for Quote (RFQ), a Request for Proposal (RFQ), or a promise to issue an RFQ or an RFP in the future. This RFI does not commit the Government to contract for any future supplies or services. At this time, the Government is not seeking proposals and will not accept unsolicited proposals. The Government will not pay RFI responders for any information or administrative costs incurred responding to this RFI. All costs associated with responding to this RFI are solely at the interested party’s expense. Not responding to this RFI does not preclude participation in any future RFQ or RFP if one is issued. Any information submitted by respondents is strictly voluntary.

This RFI is intended for the Government to identify sources that can provide required the required services. The information provided in this RFI is subject to change and is not binding on the Government. The Government has not made a commitment to procure any of the RFI requirements discussed, and release of this RFI should not be construed as such a commitment, or as authorization to incur a cost for which reimbursement would be required or sought. All submissions become Government property and will not be returned.

3. Program Objective

The PFMC program provides strong support for improving the Soldiers’ quality of life and provides them and their families with the necessary tools to better manage their fiscal resources. The objective is to provide all Initial Entry Training Soldiers with tools to take control of their finances and make informed and responsible financial decisions.

4. Questions to RFI/SSN

Questions are due by 2:00 PM ET on March 15, 2025. Questions shall be emailed to reese.a.wolf.civ@army.mil. All questions, including late questions, may be answered only at the discretion of the Contracting Officer. At the Contracting Officer’s discretion, answers may be sent as a direct email response to the vendor asking the question, or as an amendment to the solicitation for the benefit of all interested parties. Questions via phone, TEAMS, or any method except email will be disregarded.

Amendment 1 (March 17, 2025): 2 questions were received.

Q1: Who is the incumbent for the current program?

A1: CONTRACTING RESOURCES GROUP, INC.

Q2: Is the current program on an existing IDIQ and/or as a Small Business set-aside?

A2: Task Order W15QKN20F0648 on contract W15QKN18D0124. Yes.

5. Pages & Format

Images are permitted and count towards the page limit. A page is defined as 8.5” x 11” size with 1” margins. All text must be in 12-point Times New Roman font. Any pages beyond the limit may be considered only at the Contracting Officer’s discretion. Marketing materials will not be considered.

6. Responding to the RFI/SSN

Responses are due by 2:00 PM ET on March 22, 2025. Your response may include any or all of the following:

  1. 1 page cover page
  2. Up to 3-page capability statement
  3. Up to 10 pages of PWS feedback
  4. Up to 2 pages of any additional information you wish to provide (no marketing materials)
Update #1 ·

REQUEST FOR INFORMATION (RFI) / SOURCES SOUGHT NOTICE (SSN)

Customer: U.S. Army Center for Initial Military Training (CIMT)

Description: Personal Financial Management Course (PFMC)

1. Purpose

Mission and Installation Contracting Command (MICC) – Fort Eustis is conducting market research to:

  1. Clarify and refine the draft Performance Work Statement (PWS). We are specifically looking for feedback on the Specific Tasks section of the attached draft PWS draft but questions and comments about the entire document are welcome.
  2. Determine industry capability, including large and small businesses. Please submit a capability statement. We request that the capability statement also identify:

               a. Contract number of any existing IDIQ or other contract vehicle that you would be able to provide the services under.

               b. Up to 3 relevant NAICS codes that would notify your company of a potential RFQ or RFP on SAM.gov. Indicate the codes for which your company is designated a small business.

2. Disclaimer

The attached PWS is a preliminary draft for market research purposes only and is not intended as an actionable requirements document. There is no guarantee that a requirement will proceed to solicitation or award.

This RFI/SSN is issued solely for information and planning purposes. It does not constitute a Request for Quote (RFQ), a Request for Proposal (RFQ), or a promise to issue an RFQ or an RFP in the future. This RFI does not commit the Government to contract for any future supplies or services. At this time, the Government is not seeking proposals and will not accept unsolicited proposals. The Government will not pay RFI responders for any information or administrative costs incurred responding to this RFI. All costs associated with responding to this RFI are solely at the interested party’s expense. Not responding to this RFI does not preclude participation in any future RFQ or RFP if one is issued. Any information submitted by respondents is strictly voluntary.

This RFI is intended for the Government to identify sources that can provide required the required services. The information provided in this RFI is subject to change and is not binding on the Government. The Government has not made a commitment to procure any of the RFI requirements discussed, and release of this RFI should not be construed as such a commitment, or as authorization to incur a cost for which reimbursement would be required or sought. All submissions become Government property and will not be returned.

3. Program Objective

The PFMC program provides strong support for improving the Soldiers’ quality of life and provides them and their families with the necessary tools to better manage their fiscal resources. The objective is to provide all Initial Entry Training Soldiers with tools to take control of their finances and make informed and responsible financial decisions.

4. Questions to RFI/SSN

Questions are due by 2:00 PM ET on March 15, 2025. Questions shall be emailed to reese.a.wolf.civ@army.mil. All questions, including late questions, may be answered only at the discretion of the Contracting Officer. At the Contracting Officer’s discretion, answers may be sent as a direct email response to the vendor asking the question, or as an amendment to the solicitation for the benefit of all interested parties. Questions via phone, TEAMS, or any method except email will be disregarded.

5. Pages & Format

Images are permitted and count towards the page limit. A page is defined as 8.5” x 11” size with 1” margins. All text must be in 12-point Times New Roman font. Any pages beyond the limit may be considered only at the Contracting Officer’s discretion. Marketing materials will not be considered.

6. Responding to the RFI/SSN

Responses are due by 2:00 PM ET on March 22, 2025. Your response may include any or all of the following:

  1. 1 page cover page
  2. Up to 3-page capability statement
  3. Up to 10 pages of PWS feedback
  4. Up to 2 pages of any additional information you wish to provide (no marketing materials)

Files

File Type Posted
CIMT PFMC DRAFT PWS.pdf PDF

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