DRAFT PWS FY26-FY27 COI Admin Financial Planning Seminars for Federal Employees.pdf

DRAFT PERFORMANCE WORK STATEMENT (PWS)

Contract for Financial Planning Seminars for Federal Employees in Support of

Human Resources and Organizational Management (HROM) Branch

1. Background

The Human Resources and Organizational Management Branch (ARH) seeks a qualified Contractor to deliver Financial Planning and Benefits, Seminars for Civilian, Federal Employees Retirement System (FERS) employees in the Marine Corps, National Capitol Region (MCNCR), Washington, DC area; MCB Quantico, Virtual, and Camp Butler, Japan Okinawa. These seminars are designed to address federal civilian financial planning and federal benefits in conjunction with comprehensive personal financial education.

Each seminar will be customized to the relevant audience and will provide an in-depth, practical overview of federal benefits and financial readiness.

The seminars shall be strictly educational in nature and delivered exclusively in a group format. The Contractor is expressly prohibited from offering individualized consulting, strategic planning, or personalized retirement advisement to any participant. Additionally, the Contractor shall not advertise, promote, or provide follow-up services after the completion of the training, nor shall such services be discussed or mentioned during the seminar sessions.

2. Scope/ Objective:

ARH requires an experienced contractor to deliver a comprehensive mix of Financial Planning and Federal Benefits seminars tailored for its Civilian Marine workforce, within the 0300 Administration Job Series.

3. Task Requirements:

3.1. The Contractor shall furnish all virtual labor, electronic materials, and digital supplies, for the instructor to deliver comprehensive Financial Planning and Federal Benefits seminars to Civilian Marine employees, within the 0300 Administration job series within the Marine Corps National Capital Region (MCNCR), and other locations including Camp Butler, Okinawa, Japan. All seminars will be held virtually, according to their respective local time. The instructor shall provide participants with a detailed understanding of financial planning principles in the context of federal employee benefits.

3.2. Each session shall be tailored to the appropriate FERS employee group and include, but not be limited to, the following subject areas:

• Financial Planning: Financial Literacy, Principles & Objectives of Financial Planning, Budget Setting, Inflation, Income Distribution Strategies, Economy Considerations, Emergency Funds, Life Changes, Risk Analysis. Federal Benefits, Direct Income Sources, Asset Allocation, Qualified Retirement Sources, Non- Qualified Investments, Life Insurance, Health Insurance, Disability Insurance, Long-Term Care, Medicare & Medicaid, Tax Strategies, and Estate Planning. Specifically:

• FERS Annuity Benefits (Retirement Eligibility, Creditable Service, Military Time, Annual Leave Credit, Important Dates & Ages, Benefit Calculation, MRA +10 Eligibility, Special Supplemental Benefits, Pension Maximization, Deposits, Transfers, Planned/Projected/Delayed Retirement)

• Social Security Benefits (Eligibility, Calculation, Income Options, Limitations, Supplemental Benefits & Programs)

• TSP Traditional and Roth TSP (Eligibility & Vesting, Enrollment, Contributions, & Matching, Taxes, Fund Types and Options, Separation & Retirement Options, Income & Withdrawal Strategies)

• Estate Planning (Beneficiary Designations, Guardianship, Wills, Trusts, Probate, Taxes)

• Seminar participants shall be provided with comprehensive material that covers the information that will be presented and discussed during the seminar. Material shall be tailored to the specific group (see details in Project Title) attending the seminar.

4. Place of Performance:

All training will be held virtually. Virtual Training – DoD Teams

5. Materials:

5.1. The Contractor shall deliver all required electronic training materials to the COI-Admin Program Manager no later than two weeks ten (10) business days prior to each scheduled training date. Upon receiving electronic materials, Ms. White will promptly distribute the electronic materials to the registered students.

6. Contractor/Vendor Responsibilities:

a. The seminars shall be strictly educational in nature and delivered exclusively in a group format. The Contractor is expressly prohibited from offering individualized consulting, strategic planning, or personalized retirement advisement to any participant. Additionally, the Contractor shall not advertise, promote, or provide follow-up services after the completion of the training, nor shall such services be discussed or mentioned during the seminar sessions.

b. The contractor must communicate with the COI-Admin Program Manager to confirm the accurate Government Microsoft Teams link, at least two weeks ten (10) business days prior to the start of each virtual class.

c. The Contractor shall provide an experienced and knowledgeable instructor, fully capable of delivering accurate, relevant, and up-to-date content aligned with the seminar’s objectives.

d. On the day of each training session, the Contractor shall provide each participant with a printed copy of all training materials, along with any applicable supplemental publications. As copier machines or duplicating equipment will not be made available by the Government, the Contractor is fully responsible for the preparation and delivery of all materials in advance.

7. Government Responsibilities:

If required, the HQMC Training Officer will be responsible for screening and formatting all submitted presentation materials to ensure compatibility with Government-Furnished Equipment (GFE). This process will be completed no later than two weeks, ten (10) calendar days prior to the scheduled training date to facilitate contractor use during the seminar.

8. Deliverables:

All virtual seminars will be held on DoD Microsoft Teams. The maximum number of participants per seminar shall not exceed the following limits, based on location:

• Virtual: 30 participants

• Camp Butler, Okinawa, (UTC+9) Japan Time: 30 participants (Virtual)

The seminar dates outlined below are considered "on or about" and may be adjusted at the Government’s discretion, including transitions from onsite to virtual delivery, as needed.

Seminar Schedule Summary (FY26-FY27)

Base Period of Performance: 03 March 2026 – 09 February 2027

CLIN# Date (s) Financial Planning Seminars

Location Max Participants

0001 03 Mar 2026 Financial Planning Virtual: ET 0800-1530 30

0002 07 Apr 2026 Financial Planning Camp Butler: (UTC+9) JAPAN

TIME: 0800-1530

0003 16 Jun 2026 Financial Planning Virtual: PT 0800-1530 30

0004 09 Sep 2026 Financial Planning Virtual: ET 0800 - 1530 30

0005 05 Jan 2027 Financial Planning Virtual: PT 0800-1530 30

0006 09 Feb 2027 Financial Planning Virtual: ET 0800-1530 30

9. Performance and Quality Standards:

a. Seminar Schedule: The instructor is expected to arrive onto the Microsoft Teams session no later than 15 minutes prior to the scheduled start time to allow for potential technological delays.

b. Lunch Break: Marine Corps civilian employees typically observe lunch from 1130 to 1230. Instructors should plan the seminar schedule accordingly to accommodate this standard break period.

c. Hourly Rest Breaks: To maintain participant engagement and instructor pacing, a 5- to 10-minute break is recommended each hour.

d. Participant Feedback: Seminars should consistently receive feedback indicating that the content delivered was relevant, accurate, and current. The Contractor is encouraged to review and incorporate participant evaluations to maintain high instructional standards.

10. Government Point of Contact:

Primary TPOCs:

- Provided at time of award

Affiliation: Human Resources Branch (ARH), Headquarters U.S. Marine Corps

Location: Washington, DC 20350-3000

11. Period of Performance:

The period of performance shall be established in accordance with the terms of the negotiated agreement. For the Base Year, all contracted deliverables must be completed no later than 09 February 2027.

12. Contract Type:

This is a Firm Fixed Price (FFP) requirement.

13. Travel:

Since all classes are virtual, there will be no travel required or per diem expenses issued.

14. Contractor Qualifications and Personnel Requirements:

14.1. The Contractor shall demonstrate subject matter expertise and deliver accurate, relevant, and up-to-date training across the following content areas:

a. Financial Planning:

• Financial literacy fundamentals and goal setting

• Principles and objectives of personal financial planning

• Budget development and inflation management

• Income distribution strategies and economic considerations

• Emergency fund planning and adapting to life changes

• Risk assessment and mitigation strategies

14.2. The Contractor/Vendor shall be able to interpret and clearly explain relevant provisions of the Code of mailto:richa.henderson@usmc.mil

Federal Regulations (CFR) applicable to retirement and payroll processing for Federal employees.

14.3. The Contractor/Vendor shall be proficient with automated federal retirement planning tools, including but not limited to:

• FEGLI Calculator

• Federal Ballpark Estimate Calculator

• TSP Calculator

These tools must be used effectively to generate and explain retirement estimate scenarios for Civilian Marine participants.

14.4. The Contractor/Vendor shall:

a. Demonstrated experience delivering financial and retirement planning seminars to federal civilian audiences.

b. Information presented must be accurate, current, and clearly communicated.

c. The Contractor shall apply effective adult learning strategies, such as:

- Individual and group exercises

- Case studies and self-assessments

- Dialogue, facilitated discussion, and guided lectures

- Multimedia content (e.g., electronic presentations, videos)

14.5. The Contractor must be familiar with the culture, policies, and financial benefits ecosystem of the federal employment community and be prepared to confidently answer participant questions.

14.6. The Contractor shall provide appropriate documentation that substantiates their qualifications, experience, and instructional capabilities. These materials shall be made available to both the Government and seminar attendees as needed.

15. Other Personnel Considerations:

All personnel assigned by the Contractor to perform work under this contract shall be deemed acceptable to the Government with respect to personal conduct, professional behavior, and technical qualifications.

If any Contractor personnel are determined by the Government to conflict with its interests, the Government will formally notify the Contractor and request the immediate removal of the individual from the assignment.

The Contracting Officer (CO) will provide a written justification for the removal within ten (10) business days of the notification.

Upon receipt of such notice, the Contractor shall initiate replacement actions without delay. The qualifications of replacement personnel must be equal to or exceed those of the individual being replaced. Employment or staffing constraints will not serve as a valid justification for missed deliverables or schedule delays.

16. Restrictions and Standards of Conduct:

The Contractor and its personnel shall engage exclusively in activities directly related to the performance of this contract during any period of performance funded by the Government. No other business or personal endeavors shall be conducted during such time or on Government property.

Furthermore, Contractor employees assigned to this contract are strictly prohibited from soliciting any business—whether related to this contract's scope or otherwise—while present on Government premises.

17. Microsoft Teams Access:

At least two weeks, (10 business days) prior to the start date of each course, please confirm that you have the correct Government, Microsoft Teams link for each class, by contacting the COI-Admin Program Manager.

18. Attachment- Price List:

The following Price List applies to the period of performance from March 03, 2026, through February 09, 2027, for virtual Financial Planning Seminars for Federal Employees from the COI-Administration job series.

CLIN

Date Financial Planning Seminars

Location Max Participants

Unit Price

Total Price

03 Mar 2026

Financial

Virtual: ET 0800-

0002 07 Apr 2026 Financial

Virtual: Camp Butler

(UTC+9) Japan Time: 0800-1530

0003 16 Jun 2026 Financial

Virtual: PT 0800-

0004 09 Sep 2026 Financial

Virtual: ET 0800-

0005 05 Jan 2027 Financial

Virtual: PT 0800-

0006 09 Feb 2027 Financial

Virtual: ET 0800-