H.11_Dated_April_18 _2014_-_REVISED.pdf

H.11 Contractor Personnel

The education and experience requirements set forth for each labor category below are firm. The

Contractor shall be responsible for providing personnel under this contract who meet or exceed the following minimum education /experience requirements in accordance with PBGC Clause

PBGC-37-002. PBGC reserves the right to evaluate the acceptability of all Contractor personnel qualifications as they relate to the minimum qualifications stated below.

The specific job functions for each labor category listed below provide a general understanding of the roles and responsibilities of the related labor categories. These specific job duties are not intended to be all inclusive, nor are they intended to be restricting. It is PBGC’s intention that the contractor manages their operation in a manner that facilitates the achievement of production goals and quality standards established by PBGC.

Project Manager (Key personnel)

(1) Education: A Bachelor’s degree.

(2) General Experience: Eight (8) years of progressive experience within the employee benefits field. Ten (10) years of progressive experience in the employee benefits field may be substituted for a degree. Four (4) years of supervisory experience in an office environment. Proficiency in operating Windows-based word processing, spreadsheet and database applications.

(3) Specialized Experience: Four years (4) years of experience managing the administration of defined benefit pension plans.

(4) Functions: Represents the contractor on the technical and administrative matters described in the contract. Provides management responsibility for the FBA office which includes overall oversight of pension administration/operations, human resources, facilities, and general administrative functions. Ensures all fiscal year production goals, as established by PBGC, are completed on a timely basis. Meets and confers with PBGC management official regarding the status of specific contract activities and problems, issues, or conflicts requiring resolution. Reports in writing and orally to government representatives, including the government

Contracting Officer. Provides technical and management leadership and is responsible for program direction through successful performance of a variety of technical and management activities.

Assistant Project Manager (Key personnel)

(2) General Experience: Six (6) years of progressive experience within the employee benefits field. Eight (8) years of progressive experience in the employee benefits field may be substituted for a degree. Three (3) years of supervisory experience in an office environment. Proficiency in operating Windows-based word processing, spreadsheet and database applications.

(3) Specialized Experience: Three years (3) years of defined benefit pension experience.

(4) Functions: Provides complete management support for Project Manager.

Provides management and operation of day-to-day activities and supervisory responsibility for pension administration/operations, human resources, facilities, and general administrative functions (While the Assistant Project Manager has the responsibility to ensure that day-to-day operations are maintained smoothly, the authority for contract performance is that of the Project Manager). Reports in writing and orally to government representatives, including the government

Contracting Officer.

Benefits Supervisor

(2) General Experience: Four (4) years of progressive experience within the employee benefits field. Six (6) years of progressive experience in the employee benefits field may be substituted for a degree. Two (2) years of experience in supervising or leading teams and assisting with technical reviews.

(3) Specialized Experience: Two (2) years of defined benefit pension experience.

(4) Functions: Acts personnel supervisor for contract staff. Provides supervision and oversight of the plan administration functions over multiple teams. Reviews work of subordinate staff. Develops work plans, authorizes benefit payments, oversees the issuance of benefit determination letters, etc. Reports to the Project Manager or Assistant Project Manager. Proficient in operating Windows-based word processing, spreadsheet and database applications.

Team Leader

(2) General Experience: Two (2) years of progressive experience within the employee benefits field. Four (4) years of progressive experience in the employee benefits field may be substituted for a degree. Three (3) years of experience working in the capacity of a senior pension administrator. Proficient in operating

Windows-based word processing, spreadsheet and database applications.

(4) Functions: Reports directly to the Benefits Supervisor. Responsible for the day-to day activities on specific cases assigned for their team. Ensures that case task and assignments are completed timely. Reviews work of subordinate staff.

Provides feedback to the staff members on work products. Assists in the development of the case workplan. Authorizes benefit payments, oversees the issuance of benefit determination letters, etc. Serves as front-line reviewer for benefit administration activities to ensure accuracy and compliance with laws, policies and procedures. Provides ongoing support to team members in the benefit administration activities.

Senior Pension Administrator

(2) General Experience: Three (3) years of experience within the employee benefits field. Four (4) years of progressive experience in the employee benefits field may be substituted for a degree. Must be able to operate a Windows-based word processing application, spreadsheet application and database management tools.

(4) Functions: Works on the most complex pension plans and/or leads a team of junior pension benefit administrators. Processes benefit applications and initiates benefit payments for authorization. Issues benefit determination letters and leads junior team members in benefits administration task. Provides technical advice and assistance to team members. Supports the TPD case processing team in building participant databases.

Junior Pension Administrator:

1) Education: An Associates degree.

(2) General Experience: Two (2) years of experience within the employee benefits field. Three (3) years of progressive experience in the employee benefits field may be substituted for a degree. Must be able to operate a Windows-based word processing application, spreadsheet application and database management tools.

(3) Specialized Experience: One (1) year of defined benefit pension experience.

(4) Functions: Works as part of a benefits processing team. Performs a variety of benefits administration tasks assigned by the Team Leader. Assists with the building of participant databases. Supports the senior administrator in the issuance of benefit determination letters and payment authorizations. Handles participant inquiries.

Entry Pension Administrator

(1) Education: A High School diploma or GED.

(2) General Experience: One (1) year experience working in a professional environment.

(3) Specialized Experience: Proficiency in computer-based word processing and spreadsheet software.

(4) Functions: Works under the direction of a senior team member in processing defined benefit plans. Performs a variety of benefit administration tasks assigned by senior personnel. Assist in the building of participant databases.

Administrative Support Staff

(1) Education: High School Diploma or GED

(2) General Experience: One (1) year experience working in an office environment.

(3) Specialized Experience: Proficiency in computer-based word processing and spreadsheet software.

(5) Functions: Provided administrative support and clerical support to include scanning, indexing and receptionists duties. May also provide administrative support to various processing teams.

Quality Review Analyst

(2) General Experience: Two (2) years of progressive experience within the employee benefits field. Four (4) years of progressive experience in the employee benefits field may be substituted for a degree. Three (3) years of experience working in the capacity of a senior pension administrator. Proficient in operating

Windows-based word processing, spreadsheet and database applications.

(4) Functions: Conducts quality reviews on work products delivered by the FBA

Office. Ensures work products meet the quality standards established by PBGC and that work in carried out in accordance with BAPD procedures and policies.

Establishes and maintains Quality Control Plan. Provides training on case processing procedures.

One(1) LAN-WAN Administrator (Key personnel)

(1) Education: A Bachelor’s degree

(2) General Experience: Four (4) years experience in the computer field.

Six (6) years experience in the computer field may be substituted for a degree.

(3) Specialized Experience: Three years of experience in the support of client/server and LAN based applications.

(4) Functions: Performs operational and performance testing. Serves as the chief technical resource for all installation development and testing activities. Serves as the central point of contact for FBA staff information technology service requirements. Coordinates with facilities personnel for facilities support requirements, e.g. HVAC and power problems. Performs troubleshooting at the desktop operations level and on application issues, which could involve working with Tier 2 & 3 support. Performs installation and moving of equipment.

Performs on-site validation of IT equipment operations. Serves as a member of the FBA primary COOP team to assist users in the event of an emergency.

Performs asset management by validating status and location of on-site IT equipment and provides updates to COR and PBGC's IT Asset Manager.

Assistant Technical Support

(1) Education: A Bachelor’s degree

(2) General Experience: Two (2) years experience in the computer field.

Four (4) years experience in the computer field may be substituted for a degree.

(3) Specialized Experience: Two (2) years of experience in the support of client/server and LAN based applications.

(4) Functions: Assists in creating and maintaining the technical operating environment in which application software operates. Assists in installing software on servers and client workstations. Assists in performing operational and performance testing. Assists in creating databases, applications files, and user profiles. Serves as the junior technical resource for all installation development and testing activities.