statement of work.docx

Statement of Work: Federal Employee Benefits Training

1. Project Overview & Objective This Statement of Work (SOW) outlines the requirements for professional employee benefits and financial literacy training for the U.S. Coast Guard, SFLC - BOD Division (the "Government"). The objective is to provide comprehensive, in-person briefings to federal employees to enhance their understanding of their benefits and support financial literacy, as required by the Office of Personnel Management (OPM).

2. Scope of Work The Contractor shall deliver training sessions at three (3) distinct locations to be specified by the Government. The scope for each location includes:

Location 1 Baltimore Location 2 Norfolk Location 3 Alameda

An in-person session from 08:00 AM to 04:00 PM covering Federal Employees Retirement Benefits to include TSP, VCP, FEGLI, FEHB (Medicare) and DISBILITY INSURANCE CSRS training covering the Federal Employees retirement system.

Half-Day "Financial Literacy" Briefing: An in-person session from 08:00 AM to 12:30 PM.

To include Basics budgeting, Risk Management, Investing, Retirement Estate Planning etc.

Each briefing should have no more than 50 participants.

Feel free to ask questions specific to your individual scenarios.

3. Period of Performance Base Period: To be determined after award.

This shall be done Calendar Year 2026

Work shall be performed between the core hours of 0800 and 1700, Monday through Friday, excluding federal holidays, unless otherwise specified for specific training sessions.

4. Quality Assurance and Acceptable Quality Levels (AQL) The Government will evaluate the Contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP). The Contractor shall maintain a standard of excellence for all training sessions.

5. Security and Clearance Requirements This contract requires access to federal facilities and interaction with federal personnel. All Contractor personnel performing under this SOW must be U.S. Citizens and have a proper government ID.

Handling of Controlled Unclassified Information (CUI) While delivering training, the Contractor may be exposed to or handle CUI or standard business data. The Contractor shall safeguard all government data in accordance with DoD and federal regulations. The Contractor shall not retain, reproduce, or disseminate any federal employee rosters or identifying information outside the scope of this contract.

6. Deliverable Schedule The Contractor shall provide the following deliverables to the Contracting Officer’s Representative (COR) in accordance with the schedule below. All documents shall be submitted in electronic format (e.g., PDF, standard Microsoft Office formats).

7. Key Personnel (Instructor Qualifications) The Contractor shall provide highly qualified personnel to execute the requirements of this SOW. The Lead Instructor is designated as Key Personnel. The Government reserves the right to review the resumes of proposed Key Personnel.

The Lead Instructor must meet the following minimum qualifications:

A minimum of five years of demonstrated experience presenting and training on the Federal Employees Retirement System (FERS), Civil Service Retirement System (CSRS), and the Thrift Savings Plan (TSP).

Possess a recognized financial planning credential or equivalent professional certification

8. Client Responsibilities The Government will be responsible for:

Coordinating and securing the training venues.

Providing a meeting room with a projector, microphone, and whiteboard/flipchart.

Managing participant communication and registration.

Providing the Contractor with a final participant headcount at least two weeks prior to the session date.

Arranging for instructor access to the training facilities (e.g., base access pass).