Attachment_1_-_Performance_Work_Statement.pdf

Performance Work Statement Naval Special Warfare Command

Retirement Planning Training Courses

1. BACKGROUND

1.1 Naval Special Warfare (NSW) intends to issue a firm-fixed price (FFP), Five Year Indefinite Delivery

Indefinite Quantity (IDIQ) Contract for retirement planning and Thrift Savings courses for federal civilian employees.

2. OBJECTIVES

2.1 The objective of this requirement is to provide retirement planning information for federal civilian employees, hereinafter referred to as the “students”.

3. SCOPE

3.1 Courses of Instruction (COIs) shall be provided at various locations outlined in section 12 below and as specified at the Task Order level. The Contractor shall provide the personnel, management, materials, equipment and facilities (if not otherwise provided by the Government) necessary to deliver the COIs.

3.2 Below are the three (3) COIs that are contemplated under this requirement.

3.2.1 COI for Federal Employee Retirement System (FERS) training for employees within 5-7 years from retirement (2 Days/Up to 30 Students).

3.2.2 COI for Federal Employee Retirement System (FERS) training for Mid-Career employees within 10 years from retirement (1 Day/Up to 30 Students).

3.2.3 COI for Thrift Savings Plan retirement planning for any civilian employee (1 Day/Up to

30 Students).

3.3 Customized curriculum and instruction of retirement planning may be specified and separately negotiated at the Task Order level as identified in Attachment 2 – Exhibit Line Item (ELIN) Pricing Spreadsheet, ELINS A013-F013.

3.4 COI specific instruction/student materials shall be provided to the Task Order specified Government Point of Contact (POC) upon commencement of the course.

3.5 Individual certificates of course completion shall be provided to the Task Order specified Government POC upon successful completion of course requirements

3.6 Student course evaluation reports shall be provided to the Task Order specified Government POC within five (5) calendar days after completion of course.

3.7 COI student count, dates and location shall be specified at the Task Order level. Pending situational requirements and space availability, additional students in excess of 30 will be charged based on the established FFP per student associated with that particular COI as identified in Attachment 2 – Exhibit Line Item (ELIN) Pricing Spreadsheet.

4. COI REQUIREMENTS

4.1 Upon receipt of a Task Order requirement, the Contractor shall:

4.1.1 Develop course schedules/agenda

4.1.2 Develop training plans to accomplish the specific learning objectives stated under each

COI listed below:

4.1.3 COI for Federal Employee Retirement System (FERS) training for employees within 5-7 years from retirement (2 Days/Up to 30 Students).

4.1.3.1 Shall be two (2) consecutive days in length, 0800-1600, with two (2) 15-minute breaks (morning/afternoon) and 1 hour for lunch.

Learning objectives shall include, however are not limited to, the following:

4.1.3.2 Identify potential challenges in the transition to retirement.

4.1.3.3 Understand the retirement planning process.

4.1.3.4 Identify retirement age requirements.

4.1.3.5 Understand factors affecting annuity computation.

4.1.3.6 Recognize the importance of Federal Employee Health Benefit (FEHB) entitlement.

4.1.3.7 Understand the interface of FEHB and Medicare (TRICARE, as applicable).

4.1.3.8 Identify the three elements of the Federal Employee Retirement System (FERS) benefit package.

4.1.3.9 Understand the basics of Social Security (i.e. When the benefits are payable?

How are Social Security Benefits calculated? How to how to apply to the annuity supplement? How are valid Social Security Benefits obtained? What are the earnings limitations under Social Security? ).

4.1.3.10 Understand how Social Security benefits are taxed.

4.1.3.11 Understand taxation for Federal benefits package for Federal and State tax.

4.1.3.12 Understand tax issues both while employed and in retirement.

4.1.3.13 Understand that FEHB/ Medicare do not cover the costs of long term care.

4.1.3.14 Understand the basic concepts of long-term care insurance.

4.1.3.15 Understand the basic concepts of legal planning (i.e. Wills, Trusts, Living Wills, Durable Power of Attorney, Probate process).

4.1.3.16 Perform basic FERS benefits estimates and develop ballpark estimates for the annuity.

4.1.3.17 Understand the Deposit, Redeposit, and military Service Deposit rules.

4.1.3.18 Understand the survivor spouse options and costs.

4.1.3.19 Understand Cost of Living Adjustments (COLA) for retirees.

4.1.3.20 Understand the requirements to continue Federal Employee Health Benefit

(FEHB) and Federal Employee Group Life Insurance (FEGLI), Flexible Spending Account (FSA), and Federal Employee Dental Vision Insurance Plan (FEDVIP) into retirement.

4.1.3.21 Other areas of interest to be defined at the Task Order level.

4.1.4 COI for Federal Employee Retirement System (FERS) training for Mid-Career employees within 10 years from retirement (1 Day/ Up to 30 Students).

4.1.4.1 Shall be one (1) day in length, 0800-1600, with two (2) 15-minute breaks

(morning/afternoon) and 1 hour for lunch.

Learning objectives shall include, however are not limited to, the following:

4.1.4.2 Identify potential actions/challenges as a Mid-Career employee prepares at least

10 years from retirement.

4.1.4.3 Understand the retirement planning process.

4.1.4.4 Identify retirement age requirements.

4.1.4.5 Understand factors affecting annuity computation.

4.1.4.6 Recognize the importance of Federal Employee Health Benefit (FEHB) entitlement.

4.1.4.7 Understand the interface of FEHB and Medicare (TRICARE, as applicable).

4.1.4.8 Identify the three elements of the Federal Employee Retirement System (FERS) benefit package.

4.1.4.9 Understand the basics of Social Security (i.e. When the benefits are payable?

How are Social Security Benefits calculated? How to how to apply to the annuity supplement? How are valid Social Security Benefits obtained? What are the earnings limitations under Social Security? ).

4.1.4.10 Understand how Social Security benefits are taxed.

4.1.4.11 Understand taxation for Federal benefits package for Federal and State tax.

4.1.4.12 Understand tax issues both while employed and in retirement.

4.1.4.13 Understand that FEHB/ Medicare do not cover the costs of long term care.

4.1.4.14 Understand the basic concepts of long-term care insurance.

4.1.4.15 Understand the basic concepts of legal planning (i.e. Wills, Trusts, Living Wills, Durable Power of Attorney, Probate process).

4.1.4.16 Perform basic FERS benefits estimates and develop ballpark estimates for the annuity.

4.1.4.17 Understand the Deposit, Redeposit, and military Service Deposit rules.

4.1.4.18 Understand the survivor spouse options and costs.

4.1.4.19 Understand Cost of Living Adjustments (COLA) for retirees. Understand the requirements to continue Federal Employee Health Benefit (FEHB) and Federal Employee Group Life Insurance (FEGLI), Flexible Spending Account (FSA), and Federal Employee Dental Vision Insurance Plan (FEDVIP) into retirement.

4.1.4.20 Other areas of interest to be defined at the Task Order level.

4.1.5 COI for Thrift Savings Plan retirement planning for any civilian employee (1 Day/ Up to 30 Students).

4.1.5.1 Shall be one (1) day in length, 0800-1600, with two (2) 15-minute breaks

(morning/afternoon) and 1 hour for lunch.

Learning objectives shall include, however are not limited to, the following:

4.1.5.2 Understand the Thrift Savings Plan (TSP) withdrawal options to maximize the value of the account balance, minimize the taxes and avoid IRS penalties.

4.1.5.3 Understand long-term care insurance.

4.1.5.4 Understand basic financial planning principles to ensure a long-term financially secure retirement.

4.1.5.5 Understand provisions of Federal benefits package for Retirement, Survivors, and Disability.

4.1.5.6 Understand Thrift Savings Plan (TSP) as an integral part of the retirement package.

4.1.5.7 Understand the importance of early participation in TSP.

4.1.5.8 Understand TSP investment options.

4.1.5.9 Understand management of TSP account.

4.1.5.10 Understand the difference between Roth 401(k) TSP & Traditional Tax-

Deferred Investment option.

4.1.5.11 Other areas of interest to be defined at the Task Order level.

5. DELIVERABLES

5.1 Upon receipt of a Task Order requirement, the Contractor shall adhere to the Deliverables as stated in the Task Order PWS. Deliverables may typically include, but are not limited to the following:

Description PWS Ref.

Delivery Date

Course Schedule/ Agenda 4.1.2 21 days before course start date

Instruction/student materials 3.4 Upon commencement of course

Individual Certificates of Course Completion

3.5 Upon successful completion of

course requirements

Student Course Evaluation Reports 3.6 Within five (5) calendar days after completion of course

6. CONTRACTOR MANPOWER REPORTING

6.1 The contractor shall report ALL contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract for Naval Special Warfare commands via a secure data collection site. The contractor is required to completely fill in all required data fields using the following web address: http://www.ecmra.mil/. Reporting inputs will be for the labor executed during the period of performance during each Government fiscal year (FY), which runs October 1 through September 30. While inputs may be reported any time during the FY, all data shall be reported no later than October 31 of each calendar year, beginning with 2019. Contractors may direct questions to the help desk at help desk at: http://www.ecmra.mil.

7. CONTRACTOR TRAVEL

7.1 All travel in connection with the performance of this PWS shall be at the Contractor’s expense. Contract performance shall be conducted on a firm-fixed price basis.

8. SECURITY

8.1 Contractor shall establish appropriate administrative, technical, and physical safeguards to protect any and all nonpublic Government data to ensure the confidentiality, integrity, and availability of Government data.

8.2 All contractor personnel are required to be citizens of the United States.

8.3 Contractor must be able to obtain personnel and vehicle access to military installations. Contractor is responsible for coordinating all necessary access through the local Military Pass and Decal Office.

9. CONTRACTOR PROVIDED ITEMS

9.1 In the event the Government cannot provide the training facility, the contractor shall provide the training facility with the characteristics mentioned in paragraph 9.1.1 to be separately negotiated at the Task Order level.

9.1.1 Classroom shall be able to accommodate up to 30 students, shall provide a safe, covered, air conditioned location, with access to restrooms, and shall ensure enough tables and chairs are available to accommodate students and instructors.

9.1.2 Contractor shall provide all training materials to facilitate the COI, including but not limited to the following examples: If a slideshow is to be presented, vendor/contractor is responsible for coordinating for all electronic equipment required to include one-eye projector and screen and all materials associated with the instruction. If students are required to use laptops as part of the class, contractor is responsible for providing all laptops and associated software and programs. If students are required to use the internet, contractor is responsible for providing internet.

10. QUALITY CONTROL

10.1 The contractor shall implement and maintain a Quality Control Plan (QCP) to ensure work performed conforms to the scope of work and meets the requirements under this PWS. The QCP shall, at a minimum provide a method for performing inspections; identifying, correcting and preventing problems/defective service; addressing customer complaints, and improving the quality of services over the life of the contract.

11. QUALITY ASSURANCE

11.1 The Government reserves the right to perform inspections and surveillance to evaluate the Contractor’s compliance to the contract terms and performance of the requirements in the PWS. The Government will make every effort to ensure that the surveillance methods used are conducted in an objective, fair, and consistent manner.

11.2 Contract Discrepancy Report (CDR). In the event of unsatisfactory contractor performance, the Contracting Officer will issue a CDR that will explain the circumstances and findings concerning the incomplete or unsatisfactory service. The contractor shall acknowledge receipt of the CDR and respond in writing as to how he/she shall correct the unacceptable performance and avoid a recurrence. The Government will review the contractor's corrective action response to determine acceptability and will use any completed CDR as part of an overall evaluation of Contractor performance when determining present or future contractual actions.

12. PLACE OF PERFORMANCE

http://www.ecmra.mil/ http://www.ecmra.mil/

13.1 COIs will be performed at specified Government facilities unless otherwise required and separately coordinated per paragraph 9.1. Typical COI locations may include, but are not limited to, the following:

13.1.1 San Diego, CA

13.1.2 Virginia Beach, VA

13.1.3 Stennis, MS

13.1.4 Pearl City, HI

13.1.5 Additional locations as separately negotiated at the Task Order level.

13. PERIOD OF PERFORMANCE

13.1 The IDIQ will be established with five (5) one-year ordering periods during which Task Orders can be issued.

13.2 Specific dates for each COI will be specified at the Task Order level.

13.2.1 Task Orders may be issued unilaterally by the Government no later than (NLT) thirty

(30) calendar days in advance of required course date.

13.2.2 Task Orders may be issued bilaterally within (30) calendar days of requested course start date.