Federal Energy Regulatory Commission (FERC), 888 First Street, NE, Washington, DC 20426

R -- RETIREMENT AND FINANCIAL PLANNING SERVICES DUE 101497 POC David F. Orszak, Contracting Officer, (202)219-1153 and Steven A. Shapiro, Contract Specialist (202)219-1154 The Federal Energy Regulatory Commission's Office of the Executive Director, Labor/Employee Relations Branch, has a requirement for a firm to provide retirement and financial planning services. Specifically, the Contractor will be expected to provide on-site employee counseling on the full range of employee benefits and the application of both FERS and CSRS. There are approximately 20-40 applications processed annually. The Contractor shall also provide guidance on types of annuities, and survivor annuities, health and life insurance issues related to retirement, TSP withdrawal and annuity options, TSP fund options, Social Security Benefits, Medicare Benefits, etc. The Contractor shall provide information and guidance to employees on all aspects of financial planning related to the federal retirement system and related benefits at different stages in their career. The successful contractor will have at least 5 years of substantive experience in all aspects of counseling employees and processing retirement applications and related benefits. This includes an indepth knowledge of FERS, CSRS, TSP, Social Security, Medicare, FEGLI, FEHBP, and general financial planning. The Commission is estimating 750 hours of effort on an annual basis. The Commission is considering this synopsis as a pre-solicitation notice for purposes of establishing a list of qualified firms and subsequently a competitive procurement. Interested firms are requested to forward capability statements and any other pertinent information to the attention of the above contact and address. (0280)

Loren Data Corp. http://www.ld.com (SYN# 0071 19971010\R-0001.SOL)