Amended_Final_PWS_retirement_planning_sessions.docx

PERFORMANCE WORK STATEMENT FOR

CIVIL SERVICE RETIREMENT SYSTEM (CSRS) AND FEDERAL EMPLOYEES RETIREMENT SYSTEM (FERS) PRE-RETIREMENT PLANNING SEMINARS FOR CIVILIAN MARINERS (CIVMARS) ONBOARD MILITARY SEALIFT COMMAND SHIPS

PERFORMANCE WORK STATEMENT

1. BACKGROUND

Military Sealift Command (MSC) requires Qualified Instructors (QIs) to provide Civil Service Retirement System (CSRS) and Federal Employees Retirement System (FERS) Pre-Retirement Planning Seminars for Civilian Mariners (CIVMARs) onboard MSC ships both in the continental Unites States (CONUS) and outside of the continental United States (OCONUS). Retirement planning is essential in order to identify and plan for the retirement income necessary for employees to meet their financial and health needs for the remainder of their life. The training is necessary to prepare employees for a smooth transition into retirement.

2. SCOPE OF WORK

The Contractor shall provide the necessary number of QIs to teach CSRS and FERS Pre-Retirement Planning Seminars in support of MSC’s initiative to provide pre-retirement planning seminars for CIVMARs onboard MSC ships both CONUS and OCONUS. Training will be completed, at the discretion of the Government. It is estimated that 24 two-day seminars will be needed each year.

The Contractor shall provide the organization and administrative controls necessary to ensure that the services performed meet all requirements specified in the Contract. The Contractor shall provide all personnel, supplies, transportation, supervision, and non-personal services necessary to perform as defined in this Performance Work Statement (PWS) except for those items specified as available from the Government for Contractor use.

3. PLACE OF PERFORMANCE

The place of performance will be onboard MSC ships both CONUS and OCONUS and may include underway time with the ship.

4. REQUIREMENTS

The Contractor shall provide CSRS and FERS Pre-Retirement Planning Seminars for CIVMARs onboard MSC ships both CONUS and OCONUS.

4.1 The seminars shall not exceed two-days and should include:

· Key elements of the FERS;

· Key elements of the CSRS;

· Difference between FERS and CSRS;

· How to compute basic FERS/CSRS retirement income;

· Tax issues affecting FERS/CSRS benefits;

· Social Security and Medicare;

· Thrift Savings Plan (TSP);

· Pending legislation that may affect FERS/CSRS benefits;

· Survivor benefits;

· Leave;

· Health benefits;

· Life insurance.

5. KEY PERSONNEL REQUIREMENTS

6. SUBSTITUTION OF KEY PERSONNEL

7. CONTRACTOR FURNISHED ITEMS

7.1 On the first day of each training session, the Contractor shall provide:

· Student training guides,

· Handouts for each area of training and,

· All necessary presentations

7.2 The Contractor must conduct training based on an interactive syllabus. PowerPoint, videos, etc. shall not be the only training tools for this topic. It is imperative the Contractor does not offer or attempt to sell participants any additional products for financial gain during or after the training.

8. GOVERNMENT RESOURCES AVAILABLE FOR CONTRACTOR USE

MSC will provide a computer, projector and adequate training facilities for the Contractor to conduct the course. Any additional administrative support required by the Contractor that arises due to special circumstances shall be requested from MSC at least five days in advance of the scheduled training.

9. DELIVERABLES

Upon completion of each training session, the Contractor shall provide to MSC N122 CIVMAR Training the:

· completion rosters to include course name, date of training, and student full names

10. PERIOD OF PERFORMANCE

11. CONTRACT TYPE

This will be a single award, Indefinite-Delivery Indefinite-Quantity (IDIQ) type Contract with firm-fixed-price task orders (TOs). Under this type of contract, no work may be performed until directed by a TO. Electronic mail and facsimile are acceptable forms of transmission for all TOs, modifications, and correspondence issued under this contract. TOs may be issued orally; however, orally issued orders will be followed up with a written TO within three (3) business days.

12. PERFORMANCE STANDARDS

13. TRAVEL REIMBURSEMENT

14. CONTRACT ADMINISTRATION AND DATA

Functions and Limitations of the Contracting Officer’s Representative (COR):

The COR will represent the Contracting Officer in the administration of technical details within the scope of this contract and will manage inspection of all deliverables. The COR is not otherwise authorized to make any representations or commitments of any kind on behalf of the Contracting Officer or the Government. The COR does not have the authority to alter the Contractor's obligations, change the specifications in the contract, or issue TOs. If, as a result of technical discussions, it is desirable to alter contract obligations or statements of work, a modification must be issued in writing and signed by the Contracting Officer. The COR is responsible for reviewing invoices submitted by the Contractor and informing the Contracting Officer of areas where exceptions are to be taken. The COR authority is non-delegable. The COR may be personally liable for unauthorized acts.

The following individual is appointed as the COR under this contract:

15. AUTHORIZED CHANGES BY THE CONTRACTING OFFICER

Except as specified in paragraph 15.2 below, no order, statement, or conduct of Government personnel who visit the Contractor’s facilities or in any other manner communicates with Contractor personnel during the performance of this Contract shall constitute a change under the Changes clause of this Contract.

Any MSC warranted contracting officer is authorized to issue task orders or modifications.

16. PROCEDURES FOR TASK ORDERS

After contract award, individual TOs will be issued as necessary to support contract requirements. The Contractor shall be notified of the services to be performed via TO issuance, either orally or in writing. The Contractor shall respond within the time established by the Government for response (will vary on a TO by TO basis but is typically within 72 hours) with an estimate that identifies the number of labor hours and travel funds required to complete the requirements. MSC Contracting personnel will notify the Contractor of the acceptance/rejection of the estimate. The Contractor will be directed to commence work via a TO sent from the Contracting Officer or Contract Specialist. The Contractor shall provide notice of acceptance of the TO by either commencing work or signing the DD Form 1449/1155 and returning it to the Contracting Officer or Contract Specialist.

17. INVOICE REQUIREMENTS

The Contractor shall utilize Wide Area Workflow (WAWF) when submitting invoices in accordance with DFARS 252.232-7006.

18. CONTRACTOR IDENTIFICATION

19. KICK-OFF MEETING

20. NON-DISCLOSURE AGREEMENTS

Key Personnel will be required to complete and sign a non-disclosure agreement prior to beginning any services.