Society of Defense Financial Management Professional Development Institute Conference

Closed Pre-Solicitation Posted

Solicitation number
SDFMPDIARMY2025
Agency
Responses due
Set-aside
No set-aside

Opportunity facts

Place of performance
New Orleans, Louisiana, United States

Notice details come from SAM.gov. Updated .

About this opportunity

The Department of the Army's Assistant Secretary for Financial Management & Comptroller is seeking capability statements from potential contractors to provide continuous education and training for its workforce at the annual Society of Defense Financial Management (SDFM) Professional Development Institute (PDI) conference. This Request for Information (RFI) is designed to identify capable sources that can support the conference, which historically has been sole sourced to SDFM. Interested vendors must submit five-page capability statements by February 14, 2025, at 5:00 PM Eastern Time, addressing specific requirements including organizational details, point of contact information, business size and ownership type, and demonstration of technical capability. The government will evaluate submissions to assess market capacity for providing services consistent with the conference's scope, demonstrating corporate resources, and implementing effective project management. Responses must be submitted electronically to the Contract Specialist LaTischa Castro-Kiser via email in Microsoft Word or PDF format.

The conference will be held in New Orleans, Louisiana from May 28-30, 2025, and will be a virtual event providing professional development training for DoD financial management personnel. There is no specific set-aside for this opportunity, and no predetermined award value was mentioned in the documents. The training supports DoD Financial Management Certification Program requirements and will offer attendees access to general and Service Day sessions, mini-courses, workshops, and a virtual platform accessible for up to six months post-conference. The period of performance is a single 12-month base period, targeting FM-coded employees who require mandatory continuing education. Vendors will need to demonstrate their ability to facilitate conference registration and provide comprehensive access to the training event. The procurement falls under NAICS code 611430 for Professional and Management Development Training, with potential contractors expected to show robust capabilities in delivering specialized professional development services.

Notice text

THIS IS A REQUEST FOR INFORMATION (RFI) ONLY, which is being issued in accordance with (IAW) Federal Acquisition Regulation (FAR) Part 10, Market Research. This is not a solicitation/request for proposal and no contract shall be awarded from this synopsis. There is no solicitation package available at this time. All interested parties should send responses and any comments/questions in either Microsoft Word or Portable Document Format (PDF), via email, to the Contract Specialist LaTischa Castro-Kiser at latischa.r.castro-kiser.civ@army.mil.  

The Assistant Secretary of the Army for Financial Management & Comptroller (ASA FM&C) is requesting CAPABILITY STATEMENTS to identify capable sources that can provide continuous education and training event for the Department of the Army, Assistant Secretary of the Army for Financial Management & Comptroller (ASA-FM&C) workforce. The annual National Professional Development Institute (PDI) is hosted by the Society of Defense Financial Management (SDFM).  The SDFM is a non-profit educational and professional organization for persons, military and civilian, involved in the overall field of financial management.  This requirement has been historically sole sourced to SDFM, the only currently known source for this training event.  See the PWS attachment for detailed requirement.

Capability Statements, including attachments, are limited to five (5) pages in length in Times New Roman font of not less than 10 pitch. The deadline for response to this request is no later than 5:00 PM Eastern Time on 14 February 2025.

Please include the answers to the following questions in the response. Answers to all the questions are required to determine your capability.

Organization name, address, CAGE Code, Unique Entity ID, and website address. Point of Contact (POC) name, telephone number, and email address.

Size and type of ownership (Small, Small Disadvantaged, Women-Owned, HUBZone, or Service-Disabled Veteran-Owned Small Business Concern (SDVOSB) under NAICS code 611430.

Tailored capability statements addressing the particulars of this effort, with appropriate documentation supporting claims of organizational and staff capability.

Please indicate if your company holds a General Services Administration (GSA) or other similar Government-Wide Contracting Vehicles.

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

Provide services consistent, in scope and scale, with those described in this notice and otherwise anticipated.

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

Implement a successful project management plan that includes compliance with tight program schedules; cost containment; meeting and tracking performance; hiring and retention of key personnel and risk mitigation; and

Provide services under a performance-based service acquisition contract.

All questions and comments must be in writing; no telephone calls will be accepted. The Government will not pay for any information received in response to this request, nor will the Government compensate any respondent for any costs incurred in developing the information provided to the Government. No feedback or evaluations will be provided to companies regarding their submissions. If a solicitation is released it will be synopsized on the Contract Opportunities Section of the SAM.gov. website at https://sam.gov. It is the responsibility of the potential offerors to monitor this site for additional information pertaining to this requirement. All data received in response to this Sources Sought that is marked or designated as corporate or proprietary will be fully protected from any release outside the Government

Files

File Type Posted
PDI PWS 2025.pdf PDF

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