Pre-Retirement_and_Benefits_Development_Training_SOW_V2.DOCX

Statement of Work For Fire Protection and Prevention Series GS-0081 Classification Pre-Retirement and Benefits Developmental Training

SECTION I DESCRIPTION OF WORK

1.0 Scope of Work: The contractor shall be a Subject Matter Expert (SME) pertaining to the Federal Government employee’s retirement system with specific knowledge and expertise relating to the “Fire Protection and Prevention Series” GS- 0081 classification and specific knowledge and expertise relating to the Special Retirement Provisions of “Special Category Employee” Fire Fighters working sixty (60) hour and Seventy Two (72) hour work schedules. The contractor shall provide a compressive interactive training session outlining all retirement provisions and benefits pertaining to both Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS) employees. Additionally, the contractor shall provide each participating employee a compressive personnel retirement projection.

2.0 General Tasks: The contractor shall personally provide “Fire Protection and Prevention Series” GS-0081 classification Pre-Retirement and Benefits Developmental Training delivered for Marine Corps Installations Pacific Fire & Emergency Services Japan (MCIPAC FESJ) at Camp S.D. Butler, Okinawa, Japan.

· (1) Group training session to last up to (8) hours for MCIPAC FESJ employees. The contractor shall deliver an interactive developmental training session providing employees with the complete understanding of all provisions pertaining to the “Fire Protection and Prevention Series” GS-0081 classification retirement system and “Special Category Employees”. Each employee shall receive workbooks and forms prior to this training session in which to assist with retirement and benefit projections. This course shall cover all benefits and provisions of the Federal Employee pertaining to the “Fire Protection and Prevention Series” classification to include but not limited to; Retirement eligibility, Service Computation Date (SCD), creditable service, CSRS and FERS retirement annuity, CSRS off-sets, FERS change-overs, position descriptions and vesting rules for primary and secondary series, position descriptions and vesting rules for rigorous and non-rigorous series, special category types, special retirement supplement, disability retirement rules, FEHB and FEGLI rules, Social Security projections, Social Security supplemental projections, Thrift Savings Plan (TSP) projections, RIF/BRAC/VSIP/VERA rules, Leave and Earnings Statement (LES) brake-downs and descriptions, SF-50 brake- down and descriptions, 56/60/144 hour GS-0081 work schedules, Fire Fighter base pay computations, military time buy backs, annual/sick leave conversions and pay-outs.

· (2) Upon completion of the group training session, the contractor shall conduct individual confidential sessions with each employee based upon their LES, TSP, SF-50, and Social Security statements. Personal projections shall be constructed depicting pre-planning strategies, retirement eligibility, classification, benefits, projections, and any/all “Fire Protection and Prevention Series” provisions being relevant to the employee as identified during the group training session.

By the Contractor to the Government:

2.1 Contractor shall provide a summary of experience in the form of a resume with (3 or more) references to substantiate experience in specializing in the Federal Government Employee’s “Fire Protection and Prevention Series” GS-0081 classification retirement system and “Special Category Employees”. Required references shall be from established Department of Defense (DoD) Fire and Emergency Service Agencies. Agency Fire Chiefs and contact information shall be listed.

2.2 Contractor is to provide instruction delivery and individual retirement projections. At no time shall the contractor attempt to offer MCIPAC FESJ employee’s additional services outside of the statement of work.

2.3 Contractor must provide their own laptop if using a computer to present the material.

2.4 Contractor must provide an electronic copy of course materials for quality assurance/approval.

2.5 Contractor must provide an electronic copy of handout guides for quality assurance/approval.

2.6 Contractor must provide an electronic copy of PowerPoint presentation(s) covering all required criteria for quality assurance/approval.

2.7 Contractor must provide printed copies of individual projections to each employee prior to end of the period of performance.

2.1 Travel: Travel will be required to support this SOW. In accordance with the contract requirements, direct costs associated with the Contractor's travel should not exceed the applicable rates found in the Joint Travel Regulations (JTR). All travel arrangements under the Contractor’s responsibility include: clearance requests, hotel accommodations, travel orders, and visa/passport requirements, unless otherwise stated by the Government sponsor.

2.2 Clean Up: The contractor shall remove all materials and other debris, accumulated as a result of the training provided. The contractor personnel will collect and deposit at the location designated by government personnel.

SECTION II DEFINITIONS

3.0 Contracting Officer (KO): U.S. Government official authorized to enter into, make changes to, or terminate contracts on behalf of the US Government. Contracting Officers are responsible for ensuring performance of all necessary actions for effective contracting, ensuring compliance with the terms of the contract, and safeguarding interests of the United States in its contractual relationships.

3.1 Government Provided Services: Services in the possession of, or directly acquired by, the Government and subsequently made available to the contractor.

3.2 Government Representative (Gov’t Rep): Government liaison, which functions as the technical representative monitoring, delivery and performance of the contract. Gov’t Rep is not authorized to enter into any agreements, obligate the government or direct any changes to the contract. Gov’t Reps (alternative gov’t reps) of this contract are also responsible for escorting the contractor to the work site when needed and securing keys of the buildings during the periods of performance.

SECTION III

GOVERNMENT PROVIDED PROPERTY AND SERVICE

4.0 Utilities: Contractor shall be provided the use of utilities (i.e., water and electricity) when needed to perform the task of the SOW. Contractor shall use the utilities conservatively. Lights shall be used only in areas where work is actually being performed. Water faucets or valves shall be turned off when not in use. The contractor shall be authorized to recharge batteries for tools used in the performance of this requirement. Use of Government telephones is not authorized.

4.1 Government Provided Property, Material Equipment Or Information: MCIPAC FESJ will provide all required equipment and training areas to support the learning objectives for the training session to include; Classroom, projector, projector screen, printer, and speakers.

4.2 Police and Fire Protection: The following telephone numbers are furnished. Dial the Ext. numbers after the tone.

Phone Operator: Marine Base 098-970-5555 / Kadena AB 098-938-1111 Emergency: On-Base 911 / Off-Base 098-911-1911 Provost Marshall: On-Base 645-7298 / Off-base 098-970-7298 Fire Protection: On-base 645-3776 / Off-base 098-970-3776

SECTION IV GENERAL INFORMATION

5.0 Period of Performance: Contractor shall contact the receiving unit POC within 10 days of receiving award to schedule a course start date. Course shall be completed before 30 September 2019 on a mutually agreed upon date.

MCIPAC F&ESJ preferred course schedule and alternate:

1. One (1), “Fire Protection and Prevention Series GS-0081 classification Pre-Retirement and Benefits Developmental Training, August 19-23, 2019.

2. One (1), “Fire Protection and Prevention Series” GS-0081 classification Pre-Retirement and Benefits Developmental Training, August 26-30, 2019.

5.1 Place of Performance: USMC Camp Foster BLDG# 5679 MCCS Education Center Classroom Okinawa, Japan.

5.2 Working Hours: All work shall be accomplished between the hours of 07:30 hours and 16:30 hours, Monday through Friday, excluding U.S. Federal Holidays.

5.3 Safety: The contractor shall be responsible for ensuring the safety of their personnel along with any other personnel who should enter the worksite. Requirements for safety will be strictly adhered to as they pertain to contractor operations and as required by Industrial Safety and Health Law and Related Legislation of Japan and Marine Corps Order P5100.8F series Ground Occupational Safety and Health Program.

5.4 Identification and Base Passes: The contractor shall obtain identification cards and base passes for self and vehicle, as may be required. Application for such shall be coordinated through: Provided Upon Award

5.5 Contract Manager: The contractor shall provide a contract manager and alternate(s) who shall be responsible for the performance of the work. The name of this person and an alternate(s), who shall act for the contractor when the manager is absent, shall be designated in writing to the contracting officer. The contract manager and alternate(s) must be able to read, write, speak and understand English.

5.6 Contract Personnel: The contractor shall present a neat appearance and be easily recognized as contractor employee. This may be accomplished by wearing distinctive clothing bearing the company’s name and individual’s name.

End of Statement of Work.