Federal employee benefits training

Professional Employee Benefits & Financial Literacy Training U.S. Coast Guard, Surface Forces Logistics Center (SFLC) Solicitation Number: 52000PR260025544 (Request For Quote – RFQ) Agency: U.S. Coast Guard, Surface Forces Logistics Center (SFLC) Contract Type: Firm Fixed Price Purchase Order Period of Performance: Calendar Year 2026 1. Combined Synopsis/Solicitation This is a combined synopsis/solicitation for commercial services, prepared in accordance with the format in subpart 12.6 of the FAR and as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quotes are being requested and a separate written solicitation will not be issued. This solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-87, effective, 7 March 2016. It is anticipated that a competitive price purchase order shall be awarded as a result of this synopsis/solicitation. All responsible sources may submit a quotation, which if timely received, shall be considered by this agency. Agency: U.S. Coast Guard, Surface Forces Logistics Center (SFLC) Contract Type: Firm Fixed Price Purchase Order Set-Aside Information: Small Business Evaluation Criteria: Quotes will be evaluated based on the following factors: Technical Capability: The offeror’s ability to perform the services described in the Performance Work Statement. Past Performance: The offeror’s record of relevant and recent past performance. Price: Fair and reasonable pricing, (LPTA) Point of Contact for Questions: For any questions regarding this solicitation, please contact: Contracting Officer: Joshua.C.Richardson2@uscg.mil Email: Joshua.C.Richardson2@uscg.mil Technical Expert: Stacey Glover Email: Stacey.L.Glover@uscg.mil Submission of Quotes: Quotes must be submitted via email to Joshua.C.Richardson2@uscg.mil The subject line of the email should include the solicitation number: 52000PR260025544 . 2. Performance Work Statement (PWS) / Statement of Work (SOW) 2.1 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. 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). 2.2 Scope of Work The Contractor shall provide all personnel, equipment, supplies, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform professional employee benefits and financial literacy training as defined in this SOW. The Contractor shall deliver training sessions at three (3) distinct locations to be specified by the Government. The scope for each location includes: Full-Day “Federal Retirement Benefits” Briefing: 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 DISABILITY INSURANCE. CSRS Training: Covering the Civil Service Retirement System. Half-Day “Financial Literacy” Briefing: An in-person session from 08:00 AM to 12:30 PM, to include basic budgeting, Risk Management, Investing, Retirement Estate Planning, etc. Each briefing should have no more than 50 participants. 2.3 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). Deliverable Name Description Due Date Draft Training Materials Slide decks, handouts, and syllabus for Government review. 15 calendar days prior to the first scheduled training session. Final Training Materials Finalized materials incorporating Government feedback. 5 calendar days prior to the first scheduled training session. 2.4 Place of Performance Services shall be performed at the following Government-provided locations: Location 1: Baltimore Location 2: Norfolk Location 3: Alameda 2.5 Period of Performance The period of performance shall be within the Calendar Year 2026. Specific dates are to be determined after award. 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. 2.6 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. 2.7 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. Performance Objective Performance Standard (AQL) Method of Surveillance Training Delivery 90% of attendee evaluations rate the training as “Satisfactory” or higher. Review of post-training participant evaluation forms. Material Accuracy Training materials contain zero regulatory or factual errors regarding federal benefits. Government…