Retirement_Planning_Training_2019_-_PWS_-Attachment_1.pdf

Performance Work Statement

For

Retirement Planning Training

1.0 INTRODUCTION

The Career Development Office (code 7.3.3) was tasked by the Human Resources

Division (7.3) to provide contracted classes for RETIREMENT PLANNING TRAINING for Fleet Readiness Center Southwest (FRCSW).

1.1 DEFINITIONS; Calendar Year & Quarters during the Period of Performance

(POP); For each calendar year of Contract Period of Performance (base year plus any option years, Ref 3.0), the year shall be subdivided into 4 fiscal quarters to aide in scheduling and communications between the

Contractor and the Government.

- Quarter 1 (Q1) The first 3 calendar months in the POP

- Quarter 2 (Q2) The next 3 sequential calendar months following Q1

- Quarter 3 (Q3) The next 3 sequential calendar months following Q2

- Quarter 4 (Q4) The last 3 of 12 calendar months of the POP

2.0 OBJECTIVE

The services requested within this PWS are to provide FRCSW employees with a comprehensive understanding of the retirement systems and benefits available to

Federal Civilian Employees. This educational experience will deliver practical steps and techniques that everyone can learn. Employees will be enabled to understand, use, and integrate educated financial decisions regarding their respective retirement system (the Federal Employees Retirement System (FERS) or the Civilian Service Retirement System (CSRS)). The courses will be developed and tailored to provide FRCSW Federal Civilian Employees, contributing to

FERS/CSRS who are within ten (10) years of retirement, with an inclusive knowledge of basic retirement benefits and options, information covering group health and life insurance, survivor benefit plan, and the Thrift Savings Plan

(TSP), etc.

2.1 Qualifications: The instructor for this training shall possess the following minimum qualifications:

Ten (10) Years of experience in the field of financial management and or financial education

Three (3) Years of experience within the past Five (5) years teaching

Retirement training to Federal Employees. This also includes the FERS, CSRS systems, Military retirees and non-retirees, TSP training and Tax applicability for both federal and California state taxes.

For each Instructor, the Contractor shall provide a brief summary of qualifications not exceed 2 pages. The format of this document shall be equivalent to a typical resume in so far as the above qualifications are fully evident in the professional education and experience of the Instructor.

Substitution of instructors post contract award requires review and approval by

FRCSW. A brief summary of qualifications not exceed 2 pages will be required to be submitted to FRCSW. The format of this document shall be equivalent to a typical resume in so far as the above qualifications in 2.1 are fully evident in the professional education and experience of the Instructor. The Contractor shall provide the Government notice of any substitution of Instructors for scheduled classes no less than 14 business days prior to the scheduled class date. The Government will have 3 business days to review the request for substitution and qualifications.

2.2 FERS/CSRS Training Objectives: The contractor is required to provide training that covers all of the points listed below.

The Retirement Process

How to calculate retirement benefits

CSRS and/or FERS Annuity Eligibility and Creditable Service to be offered as separate courses

Provide an understanding of how much income will come from each part of the FERS or CSRS retirement

Understand timeframes for retirement eligibility and the impact time has on benefits

Basic Financial obligations during retirement

Understand how to determine “take How to manage benefits to maximize tax savings and contributions to the TSP

Developing financial and investment strategies

The Thrift Savings Program

Understanding Social Security

Understanding the Federal Employee’s Group Life Insurance (FEGLI)

The Federal Employee Health Benefit plan (FEHB)

Federal Long Term Care Insurance Program

Overview of Medicare

Flexible Spending Accounts (FSA)

3.0 Period of Performance: The Government requires an initial base period of performance beginning upon the date of contract award for a base period of 12 months, with four (4) one-year option periods.

Base Year 04/01/2019 03/31/2020

Option Year 1 04/01/2020 03/31/2021

Option Year 2 04/01/2021 03/31/2022

Option Year 3 04/01/2022 03/31/2023

Option Year 4 04/01/2023 03/31/2024

4.0 CLASS TYPES, QUANTITY, TRAINING LOCATIONS, TRAVEL REQUIREMENTS AND

Quality Surveillance Plan (QASP)

4.1 The Government estimates that a minimum of twelve (12) and a maximum of fifteen (15) classes will be planned annually. The contractor is required to provide a one-day training course for the Federal Retirement Systems

12(FERS)and/or the Civil Service Retirement Systems (CSRS) for a total of no more than seven hours each session; accommodate from up to-30 people per session; and conduct training from 0700 –1430 local time, Monday through Friday

(excluding federal holidays).

4.1.2 Contract Type: This requirement will be solicited as a Firm Fixed Price

(FFP) Indefinite Delivery Indefinite Quantity Type Contract (IDIQ).

FRCSW does not have the authority to place orders with the contractor. FRCSW

Career Development Office (CDO) can discuss details with the contractor to verify contractor availability to meet the Government’s requirement but CDO cannot provide authorization for the training sessions. Written Task

Order(s)(TO) will be issued by the Ordering Office Fleet Logistics Center San

Diego (FLCSD) against the basic contract. FRCSW will be responsible for scheduling courses for training dates and locations. FRCSW will require the contractor to submit for review and approval planned course material 20 days before class starts.

Any questions, concerns, planning can be discussed with the Designated Group

Representative (DGR), Contract Officer Representative (COR), or Contract

Specialist, etc. No additional work or compensation can be authorized by anyone except the Contracting Officer.

4.1.3 FERS and CSRS training class quantities and training locations:

4.1.4 Travel Requirements: The contractor shall be responsible for incur travel expenses and shall manage all travel arrangements for their instructor(s) to be present at the scheduled training location(s).

4.2 The Career Development Office shall (CDO) shall verify attendance and initial each sign-in/roster sheet at the end of the day for each class session.

The CDO will audit the class prior to and during the class to ensure the content being taught is meeting the objectives of the class. The contractor will review and sign each sign-in/roster sheet to verify the number of attendees and give to the CDO at the end of the class session. Table below defines QASP:

PRIMARY PERFORMANCE

OBJECTIVE

PERFORMANCE

STANDARD/AQL

PERFORMANCE ASSESSMENT

METHOD

ALL TRAINING PERFORMED,

SHOULD HAVE

QUALIFIED AND CERTIFIED

TRAINER, IAW

THE SOW

100 %

COMPLIANCE

CONTRACTOR SHALL PROVIDE

ASSESSMENT

REPORT TO CAREER

DEVELOPMENT OFFICE (CDO)

CONTRACTOR MAINTAIN CLOSE

LIAISON AND GOOD

COMMUNICATION WITH

GOVERNMENT

ANY PROBLEMS OR

QUESTIONS ENCOUNTERED

BY EITHER PARTY ARE

PROVIDE CAREER

DEVELOPMENT OFFICE (CDO)

WITH WRITTEN REPORT OF

Location: FERS/CSRS Training

FRCSW NASNI, San Diego, CA 92135 (9)FERS, (3) CSRS Classes

NAS, Whidbey Island, Oak Harbor, WA 98278 (1)FERS Class

NAS, Lemoore, CA 93246 (1)FERS Class

MCAS, Kaneohe Bay, HI 96744 (1)FERS Class

ADDRESSED WITHIN 24

HOURS BEFORE THE

SCHEDULED TRAINING

STARTS TO REDUCE ANY

DELAYS

DISCREPANCIES

CONTRACTOR SHALL PROVIDE

COPIES OF ALL PAPERWORK

AND ATTENDANCE TO THE

GSO FOR PROPER TRAINING

ACCOUNTABILITIES

100% COMPLIANCE

PROVIDE CAREER

DEVELOPMENT OFFICE (CDO)

ALL PAPERWORK STATING

TRAINING INSTRUCTION HAD

BEEN COMPLETED AND ALL

ATTENDANCE IS ACCOUNTED

FOR

5.0 FACILITATION

The contractor shall provide all materials necessary to perform Retirement

Planning Training for up to 30 participants per each session. These materials include handouts for students, other items and non-personal services as defined in this Performance Work Statement except for those items specified as government furnished property and services.

6.0 DELIVERABLES

The contractor is required to provide a minimum of twelve (12) and a maximum of fifteen (15) Retirement Planning Training sessions year. Each training session shall be for one-day with up to 30 participants per class session per year.

Twelve (12) will be FERS and three (3) will be CSRS.

6.1 The schedule of dates will be set for the base year and the option years between the Contractor and FRCSW Career Development Office. The schedule will be tentative and may fluctuate dependent upon the Government requirements. The

Government may schedule the majority of the Q1 classes in San Diego . The offsite locations may be scheduled in Q2, Q3 and Q4. Upon award of the contract, FRCSW may provide a tentative proposed schedule and will be confirmed with the Contractor no later than 30 days prior to the commencement of the first class session.

7.0 CANCELLATION

The Government will have up to 10 business days prior to the start of the scheduled class(s) for a cancellation to avoid cancellation fees associated with rescheduling scheduled class session(s).

8.0 GOVERNMENT FURNISHED FACILITIES/EQUIPMENT

The Government will furnish or make available to the Contractor the use of

Government-owned or operated facilities and equipment such as Classrooms, an overhead projector, projector screen, flip charts, papers and markers. The contractor will use their own business laptop to conduct training. If the contractor needs to have internet access, the contractor will provide their own mobile internet device.

9.0 BASE ACCESS

9.1 Upon award, the Contractor shall provide the Designated Government

Representative (DGR) with a completed copy of the SECNAV Form 5512/1 for each

Instructor and/or Contractor Representative that will require base access. A blank pdf copy of the SECNAV 5512/1 form will be provided to the Contractor post-award by the DGR. In order to facilitate the vetting process, this information needs to be provided at least ten (10) business days in advance of the scheduled site visit.

9.2 Upon arrival at the class location, all personnel will be required to check-in at the Visitor Control Center or Security at each location. Following receipt of a clearance, personnel will then be required to coordinate with the

DGR for escort and obtain visitor badges.

FRCSW NASNI, San Diego CA: The Visitor Center (Building 680), is located near the Main Gate to Naval Base Coronado (NBC), NAS North Island, San Diego, CA.

The instructor will go to the FRCSW Quarterdeck, located in Building 94.

NAS Lemoore, CA: The instructor will check in at the main gate. Once the instructor has received the base pass, they will proceed to Bldg. 180.

NASWI Whidbey Island, WA: The instructor will report to security in Bldg.

2547.

MCAS Kaneohe Bay, HI: The instructor will go to the Visitor Center located at the front gate. After receipt of the base pass, the instructor will report to

Hangar 104.

10.0 DESIGNATED GOVERNMENT PERSONNEL

DGR/POC FRCSW NASNI San Diego, CA – Peter Muse,(619)767-7223, email: peter.muse1@navy.mil and Lena Wu, Email: lena.wu@navy.mil

DGR/POC NAS Lemoore, CA – Magnolia Love Cortez, (559)998-1589;

email: magnolia.cortez@navy.mil

DGR/POC NAS Whidbey Island, WA – Tommy Moore, (360)257-8323;

email: tommy.w.moore@navy.mil

DGR/POC MCAS Kaneohe Bay, HI – Gary Williams, (808)257-5637;

email: gary.g.williams@navy.mil

Technical Points of Contact (TPOC) – Peter Muse,(619)767-7223;

email: peter.muse1@navy.mil

11.0 INVOICING/PAYMENT

11.1 Invoices for services rendered under this contract shall be submitted electronically through Wide Area Workflow (WAWF):

WAWF Inspector: TPOC, Peter Muse,(619)767-7223; email: peter.muse1@navy.mil and

Lena Wu, Email: lena.wu@navy.mil mailto:peter.muse1@navy.mil mailto:lena.wu@navy.mil mailto:magnolia.cortez@navy.mil mailto:tommy.w.moore@navy.mil mailto:gary.g.williams@navy.mil mailto:peter.muse1@navy.mil mailto:peter.muse1@navy.mil mailto:lena.wu@navy.mil

WAWF Acceptor: Dan Lessard,(619)545-5885, daniel.c.lessard@navy.mil

Alternate: John Ty,(619)545-6591, email: john.ty@navy.mil

WAWF Certifier: Paula Stauffer, (619)545-3423, email:paula.stauffer@navy.mil

Pay Official DoDAAC – HQ0251

Inspect by – Peter Muse, (619) 767-7223, peter.muse1@navy.mil

Approver/Acceptor/LPO DoDAAC – N65888

Acceptor – William Fields, (619) 545-5502, william.fields@navy.mil

Certifier – Paula Stauffer, (619)545-3423, paula.stauffer@navy.mil mailto:daniel.c.lessard@navy.mil mailto:john.ty@navy.mil mailto:paula.stauffer@navy.mil mailto:peter.muse1@navy.mil mailto:william.fields@navy.mil mailto:paula.stauffer@navy.mil