Financial Literacy, Retirement and Thrift Savings Plan eLearning Course Content

The USDA Assistant Secretary for Departmental Management is seeking a single firm-fixed-price contract for the development and delivery of Financial Literacy, Retirement, and Thrift Savings Plan (TSP) eLearning course content to be integrated into the AgLearn Learning Management System. The contractor must develop a minimum of nine courses covering three career stages (early, mid, and late career) for Federal employees under both the Federal Employees Retirement System (FERS) and Civil Service Retirement System (CSRS), plus specialized courses on TSP savings strategies and new employee benefits orientation. All courses must be created by Certified Financial Planning Professionals, include interactive exercises and knowledge checks, and comply with SCORM or AICC standards and Section 508 accessibility requirements. Evaluation will be based on prior experience (with three relevant contracts from the past three years, each at least one year in duration) and price using a best-value approach. Questions are due by 4:00 PM ET on April 20, 2026, with quotes due electronically by 12:00 PM ET on April 28, 2026, and all submissions must be valid for at least 90 days following the solicitation close date.

This solicitation is set aside exclusively for small businesses under NAICS 611430 (Professional and Management Development Training) with a $15 million size standard, and it represents a recompete of contract 12314426C0036 previously held by Dmason Financial LLC. The contract will provide up to 90,000 licenses for USDA Federal employees across all 29 USDA agencies, with additional licenses available for external federal agencies (6,000 in the base period and 3,500 annually in each option year). The base period of performance runs from July 1, 2026 through June 30, 2027, followed by four optional one-year renewal periods extending through June 30, 2031. The place of performance is Kansas City, Missouri 64114, with work to be performed primarily virtually at the contractor's location. The contractor must achieve FISMA Assessment & Authorization at a minimum FISMA-Moderate level, maintain 100% availability of all course topics, continuously update content to reflect current Federal benefits and tax laws, and submit quarterly Program Status Reports with potential monthly price adjustments of 1% for performance variances.