Zeiders Enterprises, Inc.

• Conduct in-person and virtual workshops across various Work and Family Life Program areas for service members and families. • Provide one-on-one consultations across various Work and Family Life Program areas for service members and families. • Provide comprehensive location-specific information and referral services in-person or virtually. • Provide in-person or virtual support for disaster preparedness or in response to crisis events throughout the world. • Provide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R). • Ensure all information and referral, one-on-one, and group education services provided are entered into the government’s system of record. • Utilize various technological tools (collaboration platforms, video conferencing software, project management tools) to effectively communicate with stakeholders and to provide virtual service delivery. • Perform basic troubleshooting steps when technology challenges occur. • Cross-training and support for additional program areas as assigned. • Support marketing and outreach initiatives to promote awareness and utilization of program services.

• Personal Financial Educators (PFEs) provide one-on-one consultation, education, training, and information and referral services in support of the Personal Financial Management (PFM) Program of the Fleet and Family Support Program (FFSP) services. • PFEs provide support via various forms of service delivery, including virtual services via webinar, video, email, and phone, and in-person services. • PFEs provide in-person services through mobile training teams and virtual service delivery to service members and their families in remote locations throughout the world and aboard Navy ships (in port, at sea or in foreign countries). • Key financial readiness topics presented include, but are not limited to, car buying, basic budgeting, managing credit, debt liquidation, consumer awareness, insurance, savings and investments, and retirement planning. • PFEs collaborate with FFSP stakeholders to plan, schedule, and execute training services to ensure effective and efficient delivery of various educational programs and services to service members and families. • Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops. • Respond to requests for age-appropriate classes or seminars for youths and teens as part of on-base education. • Provide initial and refresher Command Financial Specialist (CFS) training. • Assist Command Financial Specialists in developing General Military Training (GMT) on topics relating to Personal Financial Management. • Provide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R). • Provide individualized financial counseling and assistance to service members and families. • Provide service members and their families with consumer information and assistance in handling consumer complaints. • Ensure all information and referral, one-on-one, and group education services provided are entered into the government’s system of record. • Utilize various technological tools (collaboration platforms, video conferencing software, project management tools) to effectively communicate with stakeholders and to provide virtual service delivery. • Perform basic troubleshooting steps when technology challenges occur. • Maintain up-to-date knowledge in the fields of personal finance and financial counseling. • Support marketing and outreach initiatives to promote awareness and utilization of program services. Other duties as assigned.

• Provide assessment and solution-focused counseling services • Maintain a virtual caseload for Navy Wounded Warrior and Navy Gold Star populations • Conduct intake, assessment, and establish individual treatment plans • Provide individual, couples, and group counseling

• Provide virtual non-medical counseling to wounded or injured Navy personnel • Maintain a virtual caseload dedicated to specific populations • Conduct intake, screening, and assessment of clients • Provide individual and group counseling • Ensure referral for appropriate behavioral health follow-up

• Provide one-on-one consultation, education, training, and information and referral services in support of the Personal Financial Management (PFM) Program • Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops • Respond to requests for age-appropriate classes or seminars for youths and teens • Provide initial and refresher Command Financial Specialist (CFS) training • Assist Command Financial Specialists in developing General Military Training (GMT) on topics relating to Personal Financial Management • Provide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R) • Provide individualized financial counseling and assistance to service members and families • Support marketing and outreach initiatives to promote awareness and utilization of program services

• Maintain readiness in a fast-paced contact center work environment to support military spouses • Receive initial calls from military spouses via a live hand off using call center technology • Receive incoming live chats from military spouses • Assess military spouses’ needs and provide them with individualized available Government-approved resources • Provide education and career advising, including but not limited to: Provide recommendations regarding opportunities for online and distance education and training; Educate military spouses on the availability of financial assistance resources to assist in decision-making; Assist spouses with understanding Federal, state, and local occupational licensing • Provide credentialing information for select career fields • Schedule career coaching appointments • Assist spouses with troubleshooting website access associated with SpouseWorks programs • Assist with the administration of a Department of Defense military spouse scholarship program • Maintain government provided case management system, spouse profiles, and scholarship accounts

• Monitors social media sites (e.g. Facebook and Instagram) to ensure all support needs of the Recovering Service Members (RSM) are being met • Must respond to requests for assistance on applications or social media sites within sixty (60) minutes during operational times and within two hours of return from nonoperational times • Identifies emerging issues or trends and coordinate referrals to appropriate programs, case managers or support agencies • Assist with follow-up actions, special outreach campaigns and reporting requirements in support of program leadership • Maintains familiarity with benefits, entitlements, and support services related to medical care, transition assistance, education, employment, family support and quality-of-life services

• Conduct in-person and virtual workshops across various Work and Family Life Program areas for service members and families. • Provide one-on-one consultations across various Work and Family Life Program areas for service members and families. • Provide comprehensive location-specific information and referral services in-person or virtually. • Provide in-person or virtual support for disaster preparedness or in response to crisis events throughout the world. • Provide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R). • Ensure all information and referral, one-on-one, and group education services provided are entered into the government’s system of record. • Utilize various technological tools (collaboration platforms, video conferencing software, project management tools) to effectively communicate with stakeholders and to provide virtual service delivery. • Perform basic troubleshooting steps when technology challenges occur. • Cross-training and support for additional program areas as assigned. • Support marketing and outreach initiatives to promote awareness and utilization of program services. • Other duties as assigned.

• Conduct in-person and virtual workshops across various Work and Family Life Program areas for service members and families. • Provide one-on-one consultations across various Work and Family Life Program areas for service members and families. • Provide comprehensive location-specific information and referral services in-person or virtually. • Provide in-person or virtual support for disaster preparedness or in response to crisis events throughout the world. • Provide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R). • Ensure all information and referral, one-on-one, and group education services provided are entered into the government’s system of record. • Utilize various technological tools (collaboration platforms, video conferencing software, project management tools) to effectively communicate with stakeholders and to provide virtual service delivery. • Perform basic troubleshooting steps when technology challenges occur. • Cross-training and support for additional program areas as assigned. • Support marketing and outreach initiatives to promote awareness and utilization of program services. • Other duties as assigned.

• Function as a trainer/facilitator for webinar training sessions • Develop standard curriculum using industry-standard ISD methodologies • Provide high level of customer support in a technology focused environment • Collaborate with team members and customers, using online document management and collaboration tools • Prioritize workload and comply with aggressive deadlines • Familiarity with Navy and/or Fleet and Family Support Center programs and services • Other duties as assigned.