FRPCTP II_SOW_DRAFT.pdf

UNCLASSIFIED

(U) NGA Financial, Retirement Planning, and

Career Transition Program (FRPCTP)

Statement of Work (SOW)

National Geospatial-lntelligence Agency (NGA)

National Geospatial-lntelligence College (NGC) and

Workforce & Management Services (HDC)

04 June 2024

NGA Financial, Retirement Planning, and Career Transition Program (FRPCTP II)

Change Log

Version Section Change

1.0 Summary

The National Geospatial-lntelligence Agency (NGA)/National Geospatial-lntelligence College (NGC) and the Workforce & Management Services (HDC) has a requirement for unclassified training suitable for federal employees in the Intelligence Community (IC) to support the NGA Retirement Planning Program (RPP) and the Career Transition Program (CTP). Specifically, this training shall include three seminars: a retirement planning seminar (Federal Employees Retirement System (FERS) or Civil Service Retirement System (CSRS)) for employees within 3-5 years of their retirement date; a retirement planning seminar for employees at the mid-point of their careers (within 10-15 years of reaching retirement eligibility); and a career transition seminar for employees at the end of their career (within six

(6) months of retirement). The subject areas to be included in these seminars are detailed below.

2.0 Background

NGA's mission is to provide timely, relevant, and accurate Geospatial Intelligence (GEOINT) to the Department of Defense (DOD) and the Intelligence Community (IC) in support of national security. The Agency's core values are Excellence, Accountability, Respect, Teamwork, and Honesty (EARTH). A key Agency priority is the training and development of its leaders and its employees. NGA's Government population comprises all Pay Band Levels 1, 2, 3, 4 and 5 (comparable to General Schedule (GS) grades 1-15) and Senior Executives. The Office of Personnel Management requires that all Government agencies provide employees with adequate information to guide informed retirement decisions. Specific requirements for the NGA Retirement Planning Program and the Career Transition Program (CTP) are outlined in this Statement of Work (SOW).

3.0 Requirements

NGC and HDC require instructor-led retirement planning programs to address Federal programs, processes and retirement preparation for employees at three different stages in their career; within 10-15 years of reaching retirement eligibility, within 3-5 years of their retirement date and within 6 months of retirement. These virtual seminars must be broken down into three (3) unclassified programs of instruction and meet the following requirements:

3.1 The Contractor shall employ instructional methodologies that reflect approaches designed for adult learners. The Contractor's training materials shall be comprehensive, accurate, current, and appropriate for the audience.

3.2 The Contractor shall provide electronic file copies of the seminar design documents (i.e. syllabi, lesson overviews and student materials) for each seminar to the Government Program Manager (GPM), to include recurring updates. (CDRL A001)

3.3 The Contractor shall conduct and manage appropriate preparation activities prior to the start of each seminar. The Contractor's administrative duties shall include, but are not limited to, the following:

3.3.1 Coordinating virtually with the GPM and Contracting Officer (COR)at least two weeks prior to the start of each seminar to learn the size and composition of the class and discuss any special needs of the group.

3.3.2 Preparing, reviewing, editing and updating all training materials (utilizing MS Word, MS Excel, Adobe, and/or PowerPoint) prior to seminar. The Contractor shall edit, update and attach all document files to the training course link and send to the GPM at least two weeks prior to the start of each seminar to the e-mail address provided by the GPM. (CDRL A002)

3.3.3 Providing (via email) any briefing material (utilizing MS Word, MS Excel, Adobe, and/or PowerPoint)to the GPM for each seminar at least five (5) working days prior to the start of each seminar. (CDRL A003)

3.4 Within five (5) working days after each seminar offering, the Contractor shall review with the GPM the end-of-course survey data (compiled by the GPM) to determine what (if any) adjustments need to be made prior to the next seminar offering to ensure quality and continuous improvement. The Contractor shall, as needed, adjust the seminar content and/or delivery strategies, utilizing MS Word, MS Excel, Adobe, and/or PowerPoint, throughout the period of performance and forward revisions to the GPM at least two (2) weeks prior to the start of the next seminar. (CDRL A004)

3.5 The Contractor shall participate with the GPM in virtual periodic review of the curriculum for each seminar to ensure the instructional content is current, congruent with participant needs, consistently taught throughout as evidenced by a session syllabus or agenda, and is of high quality as identified through participant evaluations and course/program manager observation. At minimum, an annual review of the curriculum is required. If changes are recommended by the GPM, the Contractor shall adjust the seminar content and/or delivery strategies utilizing MS Word, MS Excel, Adobe, and/or PowerPoint. (CDRL A005) within ten (10) working days following notice of the recommended changes.

3.6 The Contractor shall facilitate seminar in accordance with the Government provided schedule. The Contractor shall be knowledgeable of all topic areas relative to their applicable seminar, as outlined in Sections 3.10.1 (Retirement Planning), 3.10.2 (Mid-

Career Retirement Planning) and 3.10.3 (Career Transition Program). Refer to Section 5.0 for additional Contractor qualification requirements.

3.7 The contractor shall provide Government developed end of course surveys to and collect from attendees and provide back to the GPM for each seminar iteration over the life of the contract. (CDRL A006)

3.8 The Contractor shall provide a virtual monthly status report to the GPM and the COR. This report shall be delivered via e-mail by the 5th business day of each month. The monthly report shall be attached to the email as a PDF and provide a status review documenting accomplishment, deliverables, performance indicators, relevant issues and concerns, as well as contract cost information. (CDRL A007)

3.9 The Contractor shall provide a replacement instructor with equal or greater qualifications if the initial instructor becomes unavailable for personal or other reasons. Instructors shall be available immediately following each seminar session to answer final questions and to give advice to Agency employees, as appropriate.

3.10 The Contractor shall provide all labor, supplies, and electronic training materials for each of the seminars in sections.

3.10.1 The Retirement Planning Seminar (for NGA Employees within 3-5 years of retirement)

3.10.1.1 The Contractor shall deliver a minimum of six (6) and a maximum of ten (10) seminars of the three-day retirement seminar determined in coordination with the GPM.

The Contractor shall prepare, and deliver a student handbook for the three-day retirement planning seminar two weeks prior to each session.as a reference for seminar participants.

The Contractor shall summarize essential seminar information on all subject areas addressed in accordance with SOW, to include applicable websites listed for further information.

The information shall remain current and written in Plain English specifically for this seminar, excluding small-print photocopies of policies, regulations, and other more technical legislation, and include seminar objectives, and a table of contents.

The copy of the seminar material that the Contractor provides to the Government as part of the proposal before award shall be used for the performance of the contract, subject to modifications mutually agreed upon by the GPM and the Contractor.

3.10.1.2 The three-day seminars shall cover the following topic areas:

Federal employee retirement systems FERS or CSRS (2);

Federal employee Government life insurance (FEGLI);

Federal employee health benefits (FEHB);

Spousal annuities;

Social Security;

Medicare;

Thrift savings Plan (TSP);

Financial and tax planning;

Estate planning;

Long-term care insurance (LTCI); and

Transition to retirement, including lifestyle, personal goals, and health care

3.10.1.3 The contractor’s seminar length shall be three (3) consecutive days upon agreed scheduled time with the GPM.

3.10.1.4 Student enrollment information for the Retirement Planning Seminar is identified in Sections 3.3.1 and 13.

3.10.1.5 The Contractor shall notify the GPM when the participant handbooks have been updated and forward copy via e-mail to the GPM at least one week prior to the course start day to distributed to all attendees.

3.10.2 The Mid-Career Retirement Planning Seminar (for NGA Employees within 10-15 years of reaching retirement eligibility):

3.10.2.1 The Contractor shall deliver a minimum of six (6) and a maximum of ten (10) seminars of the two-day retirement seminar determined in coordination with the GPM.

The Contractor shall prepare, and deliver a student handbook for the two-day Mid-Career retirement planning seminar two weeks prior to each session.as a reference for seminar participants.

The Contractor shall summarize essential seminar information on all subject areas addressed in accordance with SOW, to include applicable websites listed for further information.

The information shall remain current and written in Plain English specifically for this seminar, excluding small-print photocopies of policies, regulations, and other more technical legislation, and include seminar objectives, and a table of contents.

The copy of the seminar material that the Contractor provides to the Government as part of the proposal before award shall be used for performance of the contract, subject to modifications mutually agreed upon by the GPM and the Contractor.

3.10.2.2 The two-day seminars shall cover the following topic areas:

FERS federal retirement benefits;

Use of annual and sick leave;

Social Security, Federal employee Government life insurance (FEGLI);

Federal employee health benefits, FEHB);

Impacts of early retirement;

Long-term care insurance (LTCI);

Establishing financial and retirement goals;

Developing a budget and managing debt; and

The pros and cons of paying down a mortgage.

The seminars shall also provide overviews of the Thrift Savings Plan (TSP), Individual Retirement Accounts (IRAs), credit scores, and estate planning, especially Wills and Powers of Attorney.

3.10.2.3 The Contractor’s seminar length shall be two (2) consecutive days upon agreed scheduled time with the GPM.

3.10.2.4 The Student enrollment information for the Mid-Career Retirement Seminar is identified in Sections 3.3.1 and 13.

3.10.2.5 The Contractor shall notify the GPM when the participant handbooks have been updated and forward copy via e-mail to the GPM at least one week prior to the course start day to distributed to all attendees.

3.10.3 The Career Transition Program seminar (for NGA Federal Employees within six (6) months of retirement),

3.10.3.1 The contractor shall deliver four (4) seminars of the five-day career transition seminar determined in coordination with the GPM.

The Contractor shall edit, update and attach all document files to the course session link and send via e-mail to the GPM at least two weeks prior to the start of each seminar.

The Contractor shall incorporate the Post Government Ethics (PGE) training into the overall course session and coordinate with the GPM to ensure updated training materials from the Office of General Counsel (OGC) have been provided and shared with the contractor for the Post Government Ethics briefing and the course attendance link has been shared with OGC two weeks prior to the start date of the session.

The Contractor shall coordinate with the GPM and the OGC trainer to identify 30 minutes to be designated for the PGE briefing as part of the CTP session.

The Contractor shall prepare, edit and provide course materials for students to GPM two weeks in advance of course session or provide the link to the training course with attached materials to the GPM two weeks prior to the session begin date.

The Contractor shall summarize essential information on all subject areas addressed in accordance with the SOW, to include applicable websites listed for further information.

The information shall remain current and written in Plain English specifically for this seminar, excluding small-print photocopies of policies, regulations, and other technical legislations, and shall include seminar objectives and a table of contents.

The copy of the seminar material that the Contractor provides to the GPM as part of the proposal before award shall be used for performance of the contract, subject to modifications mutually agreed upon by the GPM and the Contractor.

3.10.3.2 The five-day seminars shall include the following topics:

An introduction and program overview;

Behavioral skills assessment and testing;

Interview skills training and assessment (to include one-on-one review);

Introduction to resume preparation and resume writing;

Financial aspects of retirement;

Individual resume review and counseling;

Behavioral skills assessment review/results (small groups).

The Contractor shall review the attendee's resume and counsel with them on how to make it more effective, determine if it clearly defines the experience and skillsets of the attendee as well as written in way that will be understood by recruiters in the private sector.

3.10.3.3 The Contractor’s seminar length shall be five (5) consecutive days upon agreed scheduled time with the GPM.

3.10.3.4 The student enrollment information for the Career Transition Program Seminar is identified in Sections 3.3.1 and 13.

3.10.3.5 The Contractor shall notify the GPM when the participant handbooks have been updated.

Handbooks shall be provided electronically as part of the session invitation or by e-mail to the GPM at least one week prior to the course so that they can be distributed to all attendees in advance of the session.

4.0 Option for Additional Seminars

4.1 The Contractor shall provide all Retirement Planning Seminar support as referenced in

Section 3.10.1.

NOT TO EXCEED five (5) additional seminars.

4.2 Halfway There: Mid-Career Retirement Seminar as referenced in Section 3.10.2.

NOT TO EXCEED five (5) additional seminars.

4.3 Career Transition Program Seminar as referenced in Section 3.10.3.

NOT TO EXCEED one (1) additional seminar.

5.0 Instructor Qualifications

5.1 Required Instructor Qualifications/Experience

Instructors shall be knowledgeable of all topic areas relative to the seminar they are instructing and have the ability to present current information on all subject areas addressed in the SOW sections 3.10.

The Contractor personnel shall have a minimum of two (2) years of experience teaching adult learners in a Federal government environment.

The Contractor shall provide detailed documentation that demonstrates experience about prior courses taught to substantiate instructors’ experience with all topic areas covered in the applicable seminar they will be instructing to support PWS sections 3.10

The instructor shall be a Certified Financial Planner (CFP) with a minimum of 5 years of experience in advising customers on such things as the Thrift Savings Plan (TSP) as well as comprehensive financial planning, long-term care products, investments, rollovers IRAs and 401 (k) plans, annuities, life insurance, and federal retirement plans.

The instructors shall be familiar with various automated retirement software products, especially the FEGLI calculator, Federal Ballpark Estimate calculator, and TSP calculator.

Instructors shall have experience in understanding and teaching the broader aspects of changing tax laws, and how they could affect retirement planning, as applicable in the course structure.

7.0 Place of Performance

7.1 The Contractor shall deliver all seminars via a 100% virtual learning environment Utilizing through a tool that supports such instruction, and enables screen sharing such as Adobe Connect or Microsoft Teams. All courses shall be conducted via virtual means which allow for student participation and proper dialogue and communication that enhance learning for all students.

7.2 The contractor shall keep all necessary virtual training licenses current so that training can be completed virtually. In the event that a web-based training cannot be completed via the Contractor’s primary training application, the Contractor shall maintain a secondary training application to utilize as a backup option for the training.

8.0 Period of Performance

The Period of Performance shall be for a base period of 12 months from the date of award and four

(4) 12-month option periods.

9.0 Security

Unclassified Work Performance Security Requirements

Uncleared Contractor personnel are authorized to work on this contract at the Unclassified level, with access up to DoD Controlled Unclassified Information (CUI) at the Contractor site without the requirement of a security clearance.

Uncleared Personnel Security Requirements

Any Contractor personnel working with CUI information must receive a favorable HSPD-12 and/or HSPD-12 Tier 1 adjudication prior to accessing CUI information. Contractor personnel who require access to CUI for 60 days or less must receive a favorable HSPD-12 adjudication. Contractor personnel who require CUI access for more than 60 days must receive a favorable HSPD-12 Tier 1 adjudication.

NGA will sponsor the HSPD-12 and HSPD-12 Tier 1 background investigation for Contractor personnel as needed.

Foreign nationals are not permitted to perform unclassified work under the terms of this contract without prior written approval from the Contracting Officer (CO) or the COR. Should NGA identify the use of unauthorized personnel, the CO may direct the Contractor, at its own expense, to remove and replace any unauthorized Contractors, Subcontractors, or other personnel performing on the contract. Such action may be taken at the NGA's discretion without prejudice to its rights under any other contract provision, e.g., termination for default.

Uncleared Contractor personnel visiting NGA facilities or other sites may receive the appropriate visitor badge and be escorted, as appropriate. The Contractor will return the visitor badge at the end of each visit day.

Physical Security Requirements

Contractor personnel are forbidden from bringing prohibited or unauthorized items into any NGA installation or other secure facility covered under this contract. These items include weapons, cell phones, cameras, two-way pagers, laptops, recording devices of any kind, flash drives, or any other removable media. Exceptions may be granted by NGA Security upon the Contractor’s request. If granted, Contractor personnel must bring documentation showing approval prior to entering with the item(s). Violations may subject the Contractor and its offending personnel to civil and/or criminal liability IAW applicable laws and regulations governing access to secure Government facilities.

Information Security Requirements

NGA must have the sole authority to determine whether, and to what extent, protected information must be provided to the Contractor under the terms of the contract. The Contractor must not access, download, print, or further disseminate any unclassified information outside the execution of the defined contract requirements without the guidance and written permission from the COR.

When the Contractor receives protected information under the terms of this contract, the Contractor will comply with all applicable NGA, DoD, and IC information security policies for the proper marking, handling, processing, storing, and safeguarding of unclassified and CUI material. The Contractor will ensure that document markings are given the lowest possible security classification to maximize dissemination while still maintaining the information’s confidentiality and integrity as necessary.

Access to CUI will be pursuant to DFARS clause 252.204.7012. The prime contractor must include this clause, including paragraph (m), in subcontracts, or similar contractual instruments, for operationally critical support or for which subcontract performance will involve covered defense information, including subcontracts for commercial items, without alteration, except to identify the parties. The Contractor must determine if the information required for Subcontractor performance retains its identity as covered defense information and will require protection under this clause. Contractor personnel must not release any unclassified information, regardless of medium (e.g., film, tape, document), pertaining to any part of this contract or any program related to this contract, unless the COR has given prior written approval or in performance of a project that has been scoped and negotiated by NGA.

NGA will assess and authorize Contractors to process unclassified information on government-owned information systems, conduct oversight of such information system processing, and provide information system security guidelines IAW with FAR clause 52.204-21 and other information system security control policies, standards, and procedures. Contractor will be responsible for executing specific provisions under the contract for the accreditation of classified information systems, and upon request, must provide the COR a written statement confirming accreditation compliance with the minimum information systems requirements established in the DD254. The Contractor must include the substance of FAR clause 52.204-21 in subcontracts under this contract (including subcontracts for the acquisition of commercial products or commercial services, other than commercially available off-the-shelf items), in which the Subcontractor may have federal contract information residing in or transiting through its information system.

In accordance with FAR Part 4.7 and FAR clause 52.215-2, the Contractor may retain one archival copy of any Government-furnished information provided to the Contractor during the course of performance of the contract, subject to Contractor following relevant data safeguarding practices and CUI restrictions.

The disposition of such Government-furnished information is otherwise solely at the discretion of the Government. As directed by the NGA CO or COR, the Contractor will destroy or return to NGA all Government-furnished information upon contract termination or when no longer required for contract performance.

Cybersecurity Requirements

The Contractor must, at a minimum, implement 10 U.S.C. Sections 391 and 393 along with National Institute of Standards and Technology (NIST) Special Publication (SP) 800-171, “Protecting Controlled Unclassified Information in Nonfederal Information Systems and Organizations” requirements.

If the Contractor intends to use an external cloud service provider to store, process, or transmit any covered defense information in performance of this contract, the Contractor must require and ensure that the cloud service provider meets security requirements equivalent to those established by the Government for the Federal Risk and Authorization Management Program (FedRAMP) Moderate baseline (https://www.fedramp.gov/resources/documents/)

In the event that the Contractor discovers a cyber incident that affects a covered Contractor information system or covered defense information residing therein, or that affects the Contractor’s ability to perform the requirements of the contract that are designated as operationally critical support and identified in the contract, the Contractor must —

1. Notify the DoD Cyber Crime Center (DC3) and the COR in writing within 72 hours of incident discovery

2. Conduct a review for evidence of compromise of covered defense information, including, but not limited to, identifying compromised computers, servers, specific data, and user accounts.

This review must also include analyzing covered Contractor information system(s) that were part of the cyber incident, as well as other information systems on the Contractor’s network(s), that may have been accessed as a result of the incident in order to identify compromised covered defense information, or that affect the Contractor’s ability to provide operationally critical support.

In the event the Contractor discovers and isolates malicious software in connection with a reported cyber incident, the Contractor must submit the malicious software to DC3 in accordance with instructions provided by the COR. The Contractor should NOT send the malicious software to the COR.

10.0 Performance and Quality Standards

To perform satisfactorily, Contractor employees shall conduct themselves professionally at all times, relay timely and accurate information on the required subjects in a manner suitable for adult learner, limit instruction and discussion to the required topics and time allotted, and respond appropriately to participant questions.

11.0 Restrictions and Standards of Conduct

The Contractor and its employees shall conduct only business covered by this contract during the scheduled seminar and shall not conduct any other business nor solicit business. However, the Contractor may give contact information after the class, if requested by a Government employee.

12.0 Cancellation Policy

12.1 Cancellation/Rescheduling: Course cancellation is directly related to enrollment.

The Government may cancel Retirement Planning and the Mid-Career Retirement Planning seminars offerings if enrollment falls below the minimum of 25 participants.

The Government shall notify the Contractor two weeks in advance in the event of cancellation. The Government may cancel the CTP seminars offering if enrollment falls below the minimum of seven (7) participants.

The Government shall notify the Contractor two weeks in advance in the event of cancellation. The Contractor shall coordinate with the GPM to reschedule a canceled seminar. Rescheduling any of the above-mentioned seminars due to a cancellation shall be at no additional cost to the Government.

12.2 Reimbursement of Costs for Cancellations

The Government may reimburse the Contractor for allowable costs incurred associate with course cancellations. The Contractor shall make every effort to minimize the cost impact associated with course cancellations.

13.0 NGC Enrollment Policy

The following delineates the estimated minimum and maximum enrollments for each seminar:

Retirement Planning Seminar: minimum seminar enrollment is 25 participants and maximum enrollment is 50 participants for all locations.

Mid-Career Retirement Planning Seminars: minimum seminar enrollment is 25 participants and maximum enrollment is 50 participants for all locations.

Career Transition Program: minimum seminar enrollment is seven (7) participants and maximum enrollment is 24 participants with possible surge capacity of up to

30 students if students cannot be shifted to another course session.

14.0 Deliverables

CDRL

Title PWS Ref Description Distribution Delivery Instruction

A001 Seminar Design Documents

3.2 Syllabi, lesson overviews, student materials

GPM

Initial Delivery: Two (2) weeks prior to first schedule session Frequency: Five (5) working days prior to session start Format: Email with attachments (MS Word, MS Excel, PowerPoint and/or Adobe)

A002 Training Materials

3.3.2 Training files, virtual training link

GPM

Frequency: At least two (2) weeks prior to each session start Format: Email with attachments (MS Word, MS Excel, PowerPoint and/or Adobe) and link the instruction tool (such as Adobe Connect or Microsoft Teams)

A003 Briefing Material 3.3.3 Briefing materials

GPM

Frequency: At least five (5) working days prior to the start of each seminar Format: Email with attachments (MS Word, MS Excel, PowerPoint and/or Adobe)

A004

Contractor Identified Content/Delivery Changes

3.4

Contractor-identified content and/or delivery strategy changes

GPM

Frequency: As identified throughout the period of performance and updates provided at least two weeks prior to next seminar Format: Email, MS Word, Excel, PowerPoint and/or Adobe, as appropriate

A005

GPM

Recommended Content/Delivery Changes

3.5

Seminar content and/or delivery strategy changes per GPM recommendation

GPM

Frequency: As identified throughout the period of performance and recommendations updated at least two weeks prior to next seminar Format: Email, MS Word, Excel, PowerPoint and/or Adobe, as appropriate

A006 Survey Issuance and Collection

3.7 End-of-course survey responses

GPM

Frequency: Following each session

Format: MS Word or MS Excel

A007 Virtual Monthly Status Report

3.8

Review of accomplishments, deliverables, performance

GPM

Frequency: By the 5th of each month throughout period of performance indicators, issues/concerns, contract cost information

Format: Provided via email in PDF format