A03 PWS Retirement Seminar 22 June 2021.pdf

PERFORMANCE WORK STATEMENT (PWS)

Retirement Seminar Training Support Services

Department of Defense (DoD)

Washington Headquarters Service (WHS)

Human Resources Directorate (HRD)

June 22, 2021

Part 1

General Information

1. GENERAL: This is a non-personnel services contract to provide Retirement Seminar Training

Support Services. The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government.

1.1 Description of Services/Introduction: The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform Retirement Seminar Training Support Services as defined in this

Performance Work Statement (PWS) except for those items specified as government furnished property and services. The contractor shall perform to the standards in this contract.

1.2 Background: Retirement Training Seminars are established to provide Federal Civilian

Employees in WHS servicing organizations with training and education in Federal Benefits and

Financial Planning and offer an opportunity to be part of an in depth discussion to ensure a smooth transition into retirement.

1.3 Objectives: The Contractor shall provide Retirement Seminar Training Support Services in accordance with the PWS, in person (class-setting) and virtual learning environment (VLE-

Instructor-led) via a web-based platform. The Contractor will host, operate and provide the web-based platform for all virtual learning environment Retirement Seminars.

Forty (40) Federal Employee Retirement System (FERS) Late-career

Retirement Training Seminars

Fifteen FERS (15) Mid-Career Retirement Training Seminars

Five (5) FERS Early-Career Benefits Training Seminar

1.4 Scope: The Contractor shall provide civilian training support services for FERS Late-Career, FERS Mid-Career and FERS Early-Career Benefits Training Seminars. The Contractor shall provide all training materials and other necessary retirement texts and information distributed in each class (both digital and hard copies). The Contractor shall include the cost of all training materials for each seminar and shall be responsible for the cost of all Video platforms which virtual seminars will be conducted.

1.5 Period of the Performance: The period of performance shall be as following:

Base Period July 14, 2021 - July 13, 2022

Option Year 1 July 14, 2022 - July 13, 2023

Option Year 2 July 14, 2023 - July 13, 2024

Option Year 3 July 14, 2024 - July 13, 2025

Option Year 4 July 14, 2025 - July 13, 2026

1.6 General Information:

1.6.1 Quality Control: The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which contractor complies with the requirement of the contract. The Quality Contract Plan (QCP) shall be delivered via electronic mail within 30 days of contract award. Amendments/changes to the QCP shall be delivered to the COR and KO within three business days following any change.

1.6.2 Quality Assurance: The government shall evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the Government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.6.3 Recognized Holidays: The contractor is not required to provide services on the following days:

New Year’s Day Labor Day

Martin Luther King Jr.’s Birthday Columbus Day

President’s Day Veteran’s Day

Memorial Day Thanksgiving Day

Juneteenth Day Christmas Day

Independence Day

1.6.4 Hours of Operation: The contractor is responsible for conducting business, between the hours of

0730 through 1600 hours, Monday thru Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. For other than firm fixed price contracts, the contractor will not be reimbursed when the government facility is closed for the above reasons. The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the

Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

1.6.6 Place of Performance: The work to be performed under this contract will be performed in provided classrooms located at 4800 Mark Center Drive, Alexandria, VA 22350 and virtually when it is required.

1.6.7 Type of Contract: The Government will award a Firm Fixed Price Contract.

1.6.8 Security Requirements: Not required, the contractor shall be escorted to and from assigned classrooms.

1.6.8.1 Physical Security: The contractor shall be responsible for safeguarding all government property provided for contractor use. At the close of each work period, government facilities, equipment, and materials shall be secured.

1.6.8.2 Key Control. The Contractor shall establish and implement methods of making sure all keys/key cards issued to the Contractor by the Government are not lost or misplaced and are not used by unauthorized persons. NOTE: All references to keys include key cards. No keys issued to the Contractor by the Government shall be duplicated. The Contractor shall develop procedures covering key control that shall be included in the Quality Control Plan. Such procedures shall include turn-in of any issued keys by personnel who no longer require access to locked areas. The Contractor shall immediately report any occurrences of lost or duplicate keys/key cards to the Contracting Officer.

1.6.8.2.1. In the event keys, other than master keys, are lost or duplicated, the Contractor shall, upon direction of the Contracting Officer, re-key or replace the affected lock or locks; however, the

Government, at its option, may replace the affected lock or locks or perform re-keying. When the replacement of locks or re-keying is performed by the Government, the total cost of re-keying or the replacement of the lock or locks shall be deducted from the monthly payment due the Contractor. In the event a master key is lost or duplicated, all locks and keys for that system shall be replaced by the

Government and the total cost deducted from the monthly payment due the Contractor.

1.6.8.2.2. The Contractor shall prohibit the use of Government issued keys/key cards by any persons other than the Contractor’s employees. The Contractor shall prohibit the opening of locked areas by

Contractor employees to permit entrance of persons other than Contractor employees engaged in the performance of assigned work in those areas, or personnel authorized entrance by the Contracting

Officer.

1.6.8.3 Lock Combinations N/A

1.6.9 Special Qualifications: NA

1.6.10 Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The contracting officer, Contracting Officers

Representative (COR), and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings, the contracting officer will apprise the contractor of how the government views the contractor's performance and the contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

1.6.11 Contracting Officer Representative (COR): Refer to DFARS Clause 252.201-7000, Contracting

Officers Representative.

1.6.12 Key Personnel: The personnel listed below are considered essential to the work being performed under this contract. Before removing, replacing, or diverting any of the listed or specified personnel or facilities, the Contractor shall (1) notify the Contracting Officer reasonably in advance and (2) submit justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on this contract. The Contractor shall make no diversion without the Contracting

Officer's written consent. Please see the below chart for the 2 Key Personnel positions.

Task Numbers Position Qualifications

5.1.2 – 5.3 Federal Benefits Specialist

10 years’ experience in teaching and delivering civilian Federal Retirement

Benefits, FERS/TransFERS, FERS Mid-Career and employee Benefits seminars

5.1.2 – 5.3 Financial Planner 10 Years’ experience in teaching and delivering civilian financial planning, Thrift Savings

Plan (TSP), FERS

Survivor Benefits, Social Security.

1.6.13 Identification of Contractor Employees: All contract personnel attending meetings, answering

Government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed.

1.6.14: Contractor Travel: No travel is required

1.6.15: Other Direct Costs: NA

1.6.16: Data Rights: Refer to the solicitation/contract for applicable clauses.

1.6.17: Organizational Conflict of Interest: Contractor and subcontractor personnel performing work under this contract may receive, have access to or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent Organizational Conflict of Interests (OCI) as defined in FAR Subpart 9.5.

The Contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the

Contracting Officer to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the

Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may affect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

1.6.18: Phase in Period: N/A

PART 2

DEFINITIONS & ACRONYMS

2. DEFINITIONS AND ACRONYMS:

2.1. DEFINITIONS:

2.1.1. CONTRACTOR. A supplier or vendor awarded a contract to provide specific supplies or service to the government. The term used in this contract refers to the prime.

2.1.2. CONTRACTING OFFICER. A person with authority to enter into, administer, and or terminate contracts, and make related determinations and findings on behalf of the government. Note: The only individual who can legally bind the government.

2.1.3. CONTRACTING OFFICER'S REPRESENTATIVE (COR). An employee of the U.S.

Government appointed by the contracting officer to administer the contract. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

2.1.4. DEFECTIVE SERVICE. A service output that does not meet the standard of performance associated with the Performance Work Statement.

2.1.5. DELIVERABLE. Anything that can be physically delivered, but may include non-manufactured things such as meeting minutes or reports.

2.1.6. KEY PERSONNEL. Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel listed in the

PWS. When key personnel are used as an evaluation factor in best value procurement, an offer can be rejected if it does not have a firm commitment from the persons that are listed in the proposal.

2.1.7. PHYSICAL SECURITY. Actions that prevent the loss or damage of Government property.

2.1.8. QUALITY ASSURANCE. The government procedures to verify that services being performed by the Contractor are performed according to acceptable standards 2.1.9. QUALITY

ASSURANCE Surveillance Plan (QASP). An organized written document specifying the surveillance methodology to be used for surveillance of contractor performance.

2.1.10. QUALITY CONTROL. All necessary measures taken by the Contractor to assure that the quality of a product or service shall meet contract requirements.

2.1.11. SUBCONTRACTOR. One that enters into a contract with a prime contractor. The

Government does not have privity of contract with the subcontractor.

2.1.12. WORK DAY. The number of hours per day the Contractor provides services in accordance with the contract.

2.1.13. WORK WEEK. Monday through Friday, unless specified otherwise.

2.2. ACRONYMS:

ACOR Alternate Contracting Officer's Representative

BCTF Boards, Commissions, and Task Forces

CFR Code of Federal Regulations

CONUS Continental United States (excludes Alaska and Hawaii)

COR Contracting Officer Representative

COTR Contracting Officer's Technical Representative

COTS Commercial-Off-the-Shelf

DD Form 254 Department of Defense Contract Security Requirement List

DFARS Defense Federal Acquisition Regulation Supplement

DMDC Defense Manpower Data Center

DOD Department of Defense

EM Enterprise Management Directorate

FAR Federal Acquisition Regulation

HIPAA Health Insurance Portability and Accountability Act of 1996 KO

Contracting Officer

OCI Organizational Conflict of Interest

OCONUS Outside Continental United States (includes Alaska and Hawaii)

ODC Other Direct Costs

PIPO Phase In/Phase Out

POC Point of Contact

PRS Performance Requirements Summary

PWS Performance Work Statement

QA Quality Assurance

QAP Quality Assurance Program

QASP Quality Assurance Surveillance Plan

QC Quality Control

QCP Quality Control Program

TE Technical Exhibit

WHS Washington Headquarters Services

PART 3

GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

3. GOVERNMENT FURNISHED ITEMS AND SERVICES:

3.1. Facilities: The Government shall provide classrooms facilities, which will be located in 4800 Mark

Center Drive B-1 conference room government facility, for in class setting.

3.2. Equipment/Supplies: The Government shall provide projectors, white board, easel pads and markers in Government classroom facilities while the instructor conducting the class.

3.3. Materials: The Government shall provide evaluation forms to be utilized at the end of each class and collected by Government personnel.

3.4. Services: The Government shall provide personnel to assist with classroom reservations, registration, generate rosters, and class room set up within the Mark Center facility.

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4. CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITIES:

4.1 The Contractor shall provide digital and hard copies of all the training materials for Federal

Retirement Benefits, Financial Planning and any other necessary information distributed in each class

(both in-person (class-setting) and Virtual Learning Environment (VLE - Instructor-led).

4.2 The Contractor shall be responsible for all retirement texts and information distributed in each class both virtually and in person for the instructor to perform work under this contract as outlined in this PWS.

The cost of books and other materials are included in the course amount. The contractor shall not associate a cost for virtual text books in the course amount.

4.3 The Contractor shall be responsible for all Video platforms which virtual seminars will be conducted.

4.4 General Supplies: The Contractor shall provide all general office supplies required for the instructor to perform work under this contract as outlined in this PWS.

4.5 Equipment: The Contractor shall provide necessary computer systems including laptops and software required for the instructor to perform work under this contract as outlined in this PWS.

PART 5

SPECIFIC TASKS

5. Basic & Specific Tasks

5.1 Basic Services: The contractor shall provide Training Services Support to deliver forty

(40) FERS Late-Career Retirement Training Seminars, fifteen (15) FERS Mid-Career Retirement Training

Seminars and five (5) Early-Career Benefits Training Seminars. The contractor shall provide digital and hard copies of all the training materials (to include both in-person and virtual) for each of the option periods.

5.1.2 The Contractor shall provide the following FERS Late-Career Retirement training seminars.

The Contractor shall provide all the training materials both in class and virtually for Federal Retirement

Benefits, Financial Planning and any other necessary information distributed for the instructor to perform work under this contract as outlined in this PWS for participants in their Late, Mid and Early federal career status. Participants will retain the distributed material in class for their future references.

Course: FERS Late-Career Retirement Training Seminars

Target Audience: Federal civilian employees with 10 or less years remaining until retirement

Class Size: Maximum 35 participants

Class Duration: Each class will be completed in two (2) days

Class Frequency: Eight (8) FERS Late-Career Retirement Training Seminars per year

Class Platform: Virtual Learning Environment (VLE) and in-person class setting

Learning Objectives: This training will provide an understanding of Federal Benefits and basic Financial

Planning. Training information shall consist of content coverings:

Federal Benefits: FERS Pension, FERS Survivor Benefits, TSP, Social Security, Federal Employee Group

Life Insurance (FEGLI), Federal Employee Health Benefits (FEHB), Disability, Federal Long Term Care

Insurance Program (FLTCIP), TransFERS, Benefits, Creditable Service, High-Three Average Salary, Deposit/Redeposit, TSP (Withdrawal Options), Annual and Sick Leave, Annuity Calculation, Best Date to

Retire, Cost of Living Adjustment (COLA), Calculating Part-Time Service Planning, Financial Planning: Basic Financial planning and process, Risk Management and Mitigations, different types of Insurance (Health - Government Plans, Life retirement, Disability Long Term Care, Investing, Tax

Planning, Annuities, Retirement Plans, Estate Planning and taxes, Wills and TSP.

Class Dates:

Sept 2021

Nov 2021

Dec 2021

Feb 2022

Mar 2022

May 2022

June 2022

July 2022

Deliverable:

The curriculum will focus on information covering but not limited to the following topics: FERS Pension, FERS Survivor Benefits, TSP, Social Security, Federal Employee Group Life Insurance (FEGLI), Federal

Employee Health Benefits (FEHB), Disability, Federal Long Term Care Insurance Program (FLTCIP), TransFERS, Benefits, Creditable Service, High-Three Average Salary, Deposit/Redeposit, TSP (Withdrawal

Options), Annual and Sick Leave, Annuity Calculation, Best Date to Retire, COLA’s, Calculating Part-

Time Service Planning, Basic Financial planning and process, Risk Management and Mitigations, different types of Insurance (Health - Government Plans, Life retirement, Disability Long Term Care, Investing, Tax

Planning , Annuities, Retirement Plans, Estate Planning and taxes, Wills and TSP.

5.2 The Contractor shall provide the following the following FERS Mid-Career Retirement training seminars.

Course: FERS Mid-Career Retirement Training Seminars

Target Audience: Federal civilian employees with 10-15 years of service

Class Size: Maximum 35 participants

Class Duration: Each class will be completed in two (2) days

Class Frequency: Three (3) FERS Mid-Career Retirement Training Seminars per year

Learning Objectives: This training will provide an understanding of Federal Benefits and basic Financial

Planning. Training information shall consist of content coverings:

Federal Benefits: FERS Pension, FERS Survivor Benefits, TSP, Social Security, Federal Employee Group

Life Insurance (FEGLI), Federal Employee Health Benefits (FEHB), Disability, Federal Long Term Care

Insurance Program (FLTCIP), TransFERS, Benefits, Creditable Service, High-Three Average Salary, Deposit/Redeposit, TSP (Withdrawal Options), Annual and Sick Leave, Annuity Calculation, Best Date to

Retire, COLA’s, Calculating Part-Time Service Planning, Financial Planning: Basic Financial planning and process, Risk Management and Mitigations, different types of Insurance (Health - Government Plans, Life retirement, Disability Long Term Care, Investing, Tax

Class Dates:

Oct 2021

Jan 2022

Apr 2022

The curriculum will focus on information covering but not limited to the following topics: FERS Pension, FERS Survivor Benefits, TSP, Social Security, Federal Employee Group Life Insurance (FEGLI), Federal

Employee Health Benefits (FEHB), Disability, Federal Long Term Care Insurance Program (FLTCIP), TransFERS, Benefits, Creditable Service, High-Three Average Salary, Deposit/Redeposit, TSP (Withdrawal

Options), Annual and Sick Leave, Annuity Calculation, Best Date to Retire, COLA’s, Calculating Part-

Time Service Planning, Basic Financial planning and process, Risk Management and Mitigations, different types of Insurance (Health - Government Plans, Life retirement, Disability Long Term Care, Investing, Tax

5.3 The Contractor shall provide the following the following New Employee Benefits Retirement training seminars.

Course: New Employee Benefits Retirement Training Seminars

Target Audience: Federal civilian employees in their first 5-years of service

Class Size: Maximum 35 participants

Class Duration: Each class will be completed in one (1) day

Class Frequency: One (1) New Employee Benefits Retirement Training Seminars per year.

Learning Objectives: The curriculum will focus on information covering but not limited to the following topics: Understanding of Retirement Federal benefits, financial planning concepts to include setting and monitoring goals; budgeting and tracking expenses; managing and staying out of debt; basics of investment planning, identifying insurance needs and an overview of the “C”, “F”, “G”, “S”, “I” and “L ”funds

Class Date:

April 2022

The curriculum will focus on information covering but not limited to the following topics: Understanding of

Retirement Federal benefits, financial planning concepts to include setting and monitoring goals; budgeting and tracking expenses; managing and staying out of debt; basics of investment planning, identifying insurance needs and an overview of the “C”, “F”, “G”,“S”,“I” and “L” funds

5.4 Training Seminar Schedules for will be released 90 days before the start of the upcoming Fiscal Year.

5.4.1 The COR will coordinate with the contractor to confirm dates at least 30 calendar days after contract is awarded.

PART 6

APPLICABLE PUBLICATIONS

6. APPLICABLE PUBLICATIONS:

6.1. The Contractor must abide by all statutes, applicable regulations, publications, manuals, and federal policies, procedures.

PART 7

ATTACHMENT/TECHNICAL EXHIBIT LISTING

7. ATTACHMENT/TECHNICAL EXHIBIT LISTING

7.1. Attachment 1/Technical Exhibit 1 – Performance Requirements Summary

7.2. Attachment 2/Technical Exhibit 2 – Deliverables Schedule

7.3. Attachment 3/Technical Exhibit 3 – Estimated Workload Data.

TECHNICAL EXHIBIT 1

Performance Requirements Summary

The contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

Performance Objective Standard Performance

Threshold

Surveillance Method

PRS #1.

FERS Late-Career Retirement Training

Seminar: Contractor to deliver class training to give participants an opportunity to be part of in depth discussions to ensure a smooth transition into retirement.

100% of the curriculum content covered

15% deviation from standard

The COR will observe and monitor initial offerings of each course identified in the task for compliance with curriculum provided by the contractor and agreed upon by the government.

Other methods used include Customer feedback, Third party audits, and Contractor surveys and audits

PRS #2

FERS Mid-Career Retirement

Training Seminar:

Contractor to deliver class training to give participants an opportunity to learn the foundational Federal benefits available and to explore options to maximizing them.

The COR will observe and monitor initial offerings of each course identified in the task for compliance with curriculum provided by the contractor and agreed upon by the government.

Other methods used include Customer feedback, Third party audits, and Contractor

PRS #3

FERS Early-Career Benefits

Training Seminar:

Contractor to deliver class training to give new employees with an understanding of their Federal benefits, introduce financial planning concepts to include setting and monitoring goals; budgeting and tracking expenses; managing and staying out of debt;

basics of investment planning, and identifying insurance needs.

The COR will observe and monitor initial offerings of each course identified in the task for compliance with curriculum provided by the contractor and agreed upon by the government. Other methods used include

Customer feedback, Third party audits, and Contractor surveys and audits.

PRS # 4

Deliverables

Ref: Technical Exhibit 2: Deliverables

Schedule

Develop and submit all required deliverables.

Performance is acceptable when: 90% of deliverables requirements are met and received on time and the critical information is accurate

Zero deviation from standard.

each course identified in the task. Other methods used include Customer feedback, Third party

PRS #5

Provide course contents that are interactive and visually appealing per current industry standards.

1% deviation from the standards each course identified in the task. Other methods used include Customer feedback, Third party

TECHNICAL EXHIBIT 2

DELIVERABLES SCHEDULE

Deliverable Frequency # of Copies Medium/Format Submit To

Non-Disclosure Agreement Within 5 working days of contract award one PDF format COR by email

Quality Contract Plan (QCP)

Section 1.6.1

Within 30 days one PDF format COR by email

Course work, books and material and other necessary retirement texts and information. Part 5.1

In accordance with each class scheduled

As appropriate to the number in class attendance

Handouts both in class and virtually

COR by email

Course surveys and

Evaluations

In accordance with each class scheduled

As appropriate to the number in class attendance

PDF format COR by email

Final Report (written) Within ten (10) calendar days of contract end date for each option period one MS Word COR by email

Written Monthly Status

Report

Last calendar day monthly one MS Word COR by email

TECHNICAL EXHIBIT 3

ESTIMATED WORKLOAD DATA

The data provided is an estimate of what it may take to perform the requirements listed in the

Performance Work Statement.

Base Period

July 14, 2021 – July 13, 2022

Trainings Duration Estimated

FTE’s

Number of

Hours/Books

FERS Late-Career

Retirement Training

Seminar - PWS

Section 5.1.2 – 5.3

(CLIN 0001)

A total of eight

(8), two (2) day

Training

Seminars both in class and virtual

1 128

FERS Mid-Career

Retirement Training

Seminar - PWS

Section 5.1.2 – 5.3

(CLIN 0002)

A total of three

(3), two (2) day

Training

Seminars both in class and virtual

1 48

New Employee

Benefits Retirement

Seminar - PWS

Section 5.1.2 - 5.3

(CLIN 0003)

A total of one

(1) day Training

Seminars both in class and virtual

1 16

Books – PWS

Section 5.1

(CLIN 0004)

Option Year 1

July 14, 2022 – July 13, 2023

Trainings Duration Estimated

FTE’s

Number of

Hours/Books

FERS Late-Career

Retirement Training

Seminar - PWS

Section 5.1.2 – 5.3

(CLIN 1001)

A total of eight

(8), two (2) day

Training

Seminars both in class and virtual

1 FTE 128

FERS Mid-Career

Retirement Training

Seminar – PWS

Section 5.1.2 - 5.3

(CLIN 1002)

A total of three

(3), two (2) day

Training

Seminars both in class and virtual

1 FTE 48

New Employee

Benefits Retirement

Seminar – PWS

Section 5.1.2 - 5.3

(CLIN 1003)

A total of one

(1) day Training

Seminars both in class and virtual

1 FTE 16

Books – PWS

Section 5.1

(CLIN 1004)

Option Year 2

July 14, 2023 – July 13, 2024

Trainings Duration Estimated

FTE’s

Number of

Hours/Books

FERS Late-Career

Retirement Training

Seminar - PWS

Section 5.1.2 – 5.3

(CLIN 2001)

A total of eight

(8), two (2) day

Training

Seminars both in class and virtual

1 FTE 128

FERS Mid-Career

Retirement Training

Seminar – PWS

Section 5.1.2 – 5.3

(CLIN 2002)

A total of three

(3), two (2) day

Training

Seminars both in class and virtual

1 FTE 48

New Employee

Benefits Retirement

Seminar – PWS

Section 5.1.2 - 5.3

(CLIN 2003)

A total of one

(1) day Training

Seminars both in class and virtual

1 FTE 16

Books – PWS

Section 5.1

(CLIN 2004)

Option Year 3

July 14, 2024 – July 13, 2025

Trainings Duration Estimated

FTE’s

Number of

Hours/Books

FERS Late-Career

Retirement Training

Seminar - PWS

Section 5.1.2 – 5.3

(CLIN 3001)

A total of eight

(8), two (2) day

Training

Seminars both in class and virtual

1 FTE 128

FERS Mid-Career

Retirement Training

Seminar – PWS

Section 5.1.2 - 5.3

(CLIN 3002)

A total of three

(3), two (2) day

Training

Seminars both in class and virtual

1 FTE 48

New Employee

Benefits Retirement

Seminar – PWS

Section 5.1.2 - 5.3

(CLIN 3003)

A total of one

(1) day Training

Seminars both in class and virtual

1 FTE 16

Books – PWS

Section 5.1

(CLIN 3004)

Option Year 4

July 14, 2025 – July 13, 2026

Trainings Duration Estimated

FTE’s

Number of

Hours/Books

FERS Late-Career

Retirement Training

Seminar - PWS

Section 5.1.2 – 5.3

(CLIN 4001)

A total of eight

(8), two (2) day

Training

Seminars both in class and virtual

1 FTE 128

FERS Mid-Career

Retirement Training

Seminar – PWS

Section 5.1.2 – 5.3

(CLIN 4002)

A total of three

(3), two (2) day

Training

Seminars both in class and virtual

1 FTE 48

New Employee

Benefits Retirement

Seminar – PWS

Section 5.1.2 - 5.3

(CLIN 4003)

A total of one

(1) day Training

Seminars both in class and virtual

1 FTE 16

Books – PWS

Section 5.1

(CLIN 4004)