Statement_of_Work.pdf

Statement of Work Virtual Retirement FERS and CSRS Benefits Training

PR 1300705021

1.0 BACKGROUND

The Office of Personnel Management (OPM) requires all Government agencies to provide retirement benefits training for their employees. As a result, the Naval Undersea Warfare Center Division Newport (NUWCDIVNPT), Code 101 Human Resources, is tasked to provide retirement benefits training for Federal Employees Retirement System (FERS) and Civil Service Retirement System (CSRS) Early Career, Mid-Career, and Late Career personnel at NUWCDIVNPT.

2.0 SCOPE

The Contractor shall provide a comprehensive online, virtual financial literacy and retirement education program detailing retirement benefits for NUWCDIVNPT employees at all career stages who have FERS and CSRS benefits. The base period of performance (POP) is six (6) months, with an optional six (6) month period afterwards (inclusive of two (2) separate options, each that could run the full 6-month period). Total potential POP is one (1) year. The virtual training curriculum shall include comprehensive learning modules designed to educate NUWCDIVNPT employees on the full value of FERS and CSRS benefits, providing sound financial retirement advice to those who view the training.

The funding for this effort is NUWCDIVNPT Overhead.

3.0 REQUIREMENTS

The Contractor shall provide virtual retirement benefits training for all career stages (Early, Mid, and Late) for NUWCDIVNPT employees based on the requirements listed below. Licenses for access to the training modules, programs, and tools will be limited to 1,000 employees for the base period of six (6) months and limited to 500 additional employees for each option period that may be utilized by the Government based upon employee enrollment interest.

The virtual training shall detail FERS and CSRS and related subjects, and be provided in separate modules, as listed in Sections 3.1 and 3.2.

3.1 Federal Employee Retirement System (FERS):

3.1.1 Social Security

3.1.2 Federal Long Term Care Insurance Program (FLTCIP)

3.1.3 Thrift Savings Plan (TSP), Traditional and Roth

3.1.4 Federal Employees’ Health Benefits program (FEHB)

3.1.5 Federal Employees’ Group Life Insurance program (FEGLI)

3.1.6 Flexible Spending Account (FSA)

3.1.7 Understanding Federal Benefits

3.1.8 Achieving and Maintaining Financial Security in Retirement

3.1.9 Estate Planning and Survivor Benefits

3.1.10 Benefits Maximization

3.1.11 Eligibility for Retirement

3.1.12 Credible Service

3.1.13 Calculating Annuity

3.1.14 Survivor Elections and Death Benefits

3.1.15 Optimum Time to Retire

3.2 Civil Service Retirement System (CSRS):

3.2.1 Social Security

3.2.2 Federal Long Term Care Insurance Program (FLTCIP)

3.2.3 Thrift Savings Plan (TSP), Traditional and Roth

3.2.4 Federal Employees Health Benefits program (FEHB)

3.2.5 Federal Employees’ Group Life Insurance program (FEGLI)

3.2.6 Flexible Spending Account (FSA)

3.2.7 Understanding Federal Benefits

3.2.8 Achieving and Maintaining Financial Security in Retirement

3.2.9 Estate Planning and Survivor Benefits

3.2.10 Benefits Maximization

3.2.11 Eligibility for Retirement

3.2.12 Credible Service

3.2.13 Calculating Annuity

3.2.14 Survivor Elections and Death Benefits

3.2.15 Optimum Time to Retire.

3.3 The contractor shall provide technical services remotely to establish and maintain a library of retirement training modules and tools. The modules should be PC (Mac and Windows), Navy and Marine Corps Intranet (NMCI), and smart phone/tablet compatible.

3.4 The training modules provided by the contractor must be Electronic and Information Technology (EIT) Section 508 compliant in relation to the following EIT Accessibility Standards:

o 36 C.F.R. 1194.22 - Web-Based Intranet and Internet Information and Applications o 36 C.F.R. 1194.24 - Video and Multimedia Products o 36 C.F.R. 1194.31 - Functional Performance Criteria o 36 C.F.R. 1194.41 - Information, Documentation, and Support.

3.5 The contractor shall provide materials and worksheets to NUWCDIVNPT employees participating in the training. If provided electronically, employees must be able to read, download, and/or print the materials on a computer and access them on mobile devices. If provided in paper form, the materials must be sent to NUWCDIVNPT within 2 weeks of activating a subscription for distribution to the participants.

3.6 Training modules shall be accessible 24 hours per day, 7days per week to enrolled NUWCDIVNPT employees.

3.7 Training modules shall be easily streamed, and be 30 minutes maximum in duration by subject area.

3.8 Individual NUWCDIVNPT employee accounts shall remain active for 6 months from activation unless the contractor is otherwise notified by the Government. The Government will provide the contractor a list of the first 1,000 enrolled NUWCDIVNPT employees at time of award, and other list(s) if option periods are exercised.

3.9 The contractor shall provide a “Help Desk” to assist NUWCDIVNPT employees with technical issues relating to the virtual training. Resolution of technical issues shall not exceed 3 business days from the date of inquiry.

3.10 The contractor shall host and maintain a Question and Answer Program 7 days a week, 24 hours per day to allow for NUWCDIVNPT employees to gain clarification on information received in the virtual training. Responses to inquiries shall be answered within 72 hours of submission by the employee.

3.11 The contractor shall provide the following reports on a monthly basis (CDRL A001):

3.11.1 Number of Active Accounts

3.11.2 Overall Daily Usage Reports

3.11.3 Question and Answer Program Reports

3.11.4 Report of all “Help Desk” Technical Issues.

3.12 Selected contractor MAY NOT encourage, promote, or otherwise endorse financial services or products from private companies or collect Personally Identifiable Information (PII) from enrolled NUWCDIVNPT employees in an effort to gain clients for future business, including but not limited to names, home addresses, email addresses, or telephone numbers.