Statement_of_Work_for_FERS_and_CSRS_Retirement_Courses_final_revision.docx

STATEMENT OF WORK

Defense Commissary Agency Statement of Work FERS/CSRS Retirement Training for DeCA Employees

Background

The Defense Commissary Agency (DeCA) has a requirement for a firm fixed price contract to provide its employees located at DeCA Headquarters (HQ) with on-site and webinar training in preparation for retirement.

Task Description

All face-to-face training classes will be conducted at DeCA HQ, 1300 E Avenue, Fort Lee, Virginia 23801-1800. DeCA will provide the classroom facilities for the classes. The contractor will be responsible for the set-up and management of the class and providing the course materials to the participants. The course dates are to be determined based on mutual agreement by both DeCA and the contractor.

All webinar training dates will be decided by the awardee and the DeCA POC for Retirement Training.

Federal Employees Retirement System (FERS) and Civil Service Retirement System (CSRS) training will be conducted as separate courses on different dates. They are not to be combined.

Requirements

· Contractor and all instructors shall have prior experience working with the Department of Defense (DoD) and other federal government agencies. Experience will be verified in the resume of each instructor. The training should be comprehensive in nature, to include 100% of the information described in the section titled “Course Content” (below).”

· Contractor shall be committed to delivering a high quality program that meets or exceeds customer requirements and expectations.

· Approximately 25 webinars and 3 face-to-face sessions ( 2 FERS courses and 1 CSRS course will be provided during the base year and each option year). Sessions will not be conducted on the following Federal Holidays:

Recognized U.S. Federal Holidays:

Period of Performance

The performance period shall be for a period of one (1) year after date of award with four (4) one year option periods.

Place of Performance

All face-to-face training session(s) will be conducted at DeCA HQ, 1300 E Avenue, Fort Lee, Virginia. DeCA will provide the classroom facilities for the classes and, if required, one computer per student during each class. DeCA has a total of 25 computers available to students for training, whiteboard, and one or two large monitors in the computer classroom. Contract instructors will bring their own computer and be provided a guest account during the course of the class. Contractor shall schedule the training session dates with DeCA Representative, Roger Congleton, (804) 734-8000, extension 52990, email Roger.Congleton@deca.mil within 10 days of contract award and DeCA in-turn will serve as registrars that will manage student throughput.

DeCA will serve as registrar for webinars and provide awardee with the names and email addresses of participants. DeCA will notify participants that they will be receiving an email from the awardee with details on how to access the webinar, date, time and any other relevant details. It is the responsibility of the contractor to ensure they have WEBEX capabilities.

The awardee is responsible for setting up each webinar, notifying participants and DeCA POC and providing end-of-course evaluations, from each participant, to the DeCA POC.

Course Content

· To provide DeCA participants with information necessary to prepare for retirement for both FERS and CSRS employees. Each session shall be 2-days in duration: 8 hours each day which includes breaks and lunch. The training will include, but is not limited to:

For FERS Training:

· Determining how much replacement income you will need in retirement

· Reviewing goals

· Understanding how your federal benefits will help you reach your goals

· FERS Annuity

· Where your money goes

· Voluntary retirements based on age and service

· Early outs and discontinued service retirements

· MRA + 10 retirements

· Deferred retirements

· Disability retirements

· The FERS supplement

· What counts as creditable service

· Understanding when you may need to make deposits or redeposits (civilian and military)

· How your annuity will be calculated

· Determining what percentage of your high-3 salary you will receive

· Using the computational tables to compute your benefit

· Online tools you should be aware of (e.g. EBIS)

· Determining the non-taxable portion of your annuity

· Electing a survivor’s annuity at retirement

· Electing an insurable interest survivors annuity

· Death benefits that are provided by law

· Lump-sum death benefits

· Cost of Living Adjustments

· Picking Your Retirement Date

· Preparation and processing of your retirement application

· Social Security Benefits

· When and how you qualify

· How the benefit is calculated and how work may affect benefits

· The pros and cons of taking the benefit early or waiting for an unreduced benefit

· Understanding when you may need to get a more accurate benefit estimate from SSA and how you go about doing it

· Social security for you and family members if you become disabled

· Survivors benefits for your spouse and children at your death

· Choices and decisions you must make when you or your family members are entitled on more than one record

· Taxation issues

· Thrift Savings Plan and Other Investments

· Understanding the investment options including the new ROTH option

· Managing your portfolio with proper asset allocation and interfund transfers

· Getting money out of your TSP while employed

· Withdrawal options upon separation; advantages and disadvantages of each option

· Required Minimum Distributions

· What your designated beneficiaries may do with the TSP account at your death

· Useful online tools

· Taxation Issues

· Understanding IRA tax structures and how you can take advantage of IRAs

· Federal Insurances

· Understanding your FEGLI coverage and how costs increase over time

· Making the right moves now to continue your FEHB in retirement and understanding the changes that will occur when you become Medicare eligible

· Long-Term Care Insurance for you and your qualified relatives

· Dental, Vision and Flexible Spending Account

· Estate Planning Considerations

· Wills and Trusts

· Power of Attorney

· Medical Directives

· Pending Legislative Issues

For CSRS Training

· Determining how much is enough

· Reviewing goals

· Understanding how your federal benefits will help you reach your goals

· CSRS Annuity

· Where your money goes (CSRS and CSRS offset employees)

· Voluntary retirements based on age and service

· Early outs and discontinued service retirements

· Deferred retirements

· Disability retirements

· What counts as creditable service

· Understanding when you may need to make deposits or redeposits (civilian and military)

· How your annuity will be calculated

· Determining what percentage of your high-3 salary you will receive

· Using the computational tables to compute your benefit

· Online tools you should be aware of (i.e. Agency provided tools such as EBIS)

· Determining the non-taxable portion of your annuity

· Electing a survivor’s annuity at retirement

· Electing an insurable interest survivors annuity

· Death benefits that are provided by law

· Lump-sum death benefits

· Cost of living adjustments

· Picking your retirement date

· Preparation and processing of your retirement application

· Social Security Benefits

· When and how you qualify

· The Earnings Test

· Should you take benefits at 62 or wait?

· How the benefit is calculated (WEP & GPO)

· Social security for CSRS Offset employees

· Benefits for family members (including dual entitlement)

· Taxation of Social Security benefits

· Thrift Savings Plan and Other Investments

· Understanding the TSP Investment options including the new Roth option

· Managing your portfolio with proper asset allocation and interfund transfers

· Getting money out of your TSP while employed

· Withdrawal options upon separation

· Useful online tools

· Taxation Issues

· Understanding IRA tax structures and how you can take advantage of them

· Investing through the Voluntary Contributions Program

· Your Federal Insurances

· FEGLI coverage and costs in retirement

· Continuing FEHB coverage in retirement and understanding how it interacts with Medicare

· Long-Term Care Insurance

· Dental, Vision and Flexible Spending Account

· Pending Legislative Issues

· Estate Planning Considerations

· Wills and Trusts

· Power of Attorney

· Medical Directives

Deliverables

The contractor is required to provide the following for the course offering:

· Contractor shall provide DeCA with a syllabus for the 2-day course for FERS training and the 2 day course for CSRS training. Face –to-face and webinar should be the same training.

· Contractor shall provide DeCA with a detailed course description of the material to be presented during the course.

· Written materials (i.e., manuals, handbooks, texts, etc.) normally provided with course offerings when applicable. Such documentation will become the property of the student upon completion of the training class.

· A Certificate of Training for each student at the completion of each training course.

· A course evaluation from each participant will be sent to DeCA POC following each course and webinar.

Contractor Travel

All travel required to satisfy the requirements of this Statement of Work will be at the expense of the contractor.

Other Direct Costs (ODC)

The contractor is not authorized to charge ODCs related to this Statement of Work.

Invoicing

The contractor will invoice via Wide Area Work Flow Receipt and Acceptance (WAWF-RA). Invoices for training shall be submitted by the Contractor after ordering activity completion of the training course(s).

Please take note of the following:

On Monday, June 15, 2015, Fort Lee began enforcing the new access control procedures. The new procedures require a background check on everyone coming on Fort Lee who does not possess a U.S. Government Common Access Card (CAC) or Uniformed Services Identification card.

All personnel without the appropriate ID must have a National Crime Information Center Interstate Identification Index (NCIC-III) background check prior to coming onto Fort Lee.

Personnel without the proper ID must go the Visitor Control Center in the Duke Center adjacent to Lee Gate to request the background check in order to obtain an access pass. Personnel will be directed to the Visitor Control Center should they attempt to enter the installation at any gate without the proper ID or access pass.

Effective Monday, 15 Jun 15, the Visitor Control Center is open daily, Monday - Friday, from 5 a.m. to 11 p.m. and on weekends/holidays from 6 a.m. to 11 p.m.

DeCA Project Manager

Roger Congleton DeCA Workforce Development Telephone Number: (804) 734-8000 EXT 52990 E-Mail: roger.congleton@deca.mil