Short-Term and Long-Term Disability Insurance Program

Notice Type: Presolicitation Notice

Posted Date: 25-OCT-19

Office Address: Department of the Treasury; Comptroller of the Currency (OCC); Acquisition Management (AQM); 400 7th Street SW Washington DC 20219

Subject: Short-Term and Long-Term Disability Insurance Program

Classification Code: R - Professional, administrative, and management support services

Solicitation Number: 2031JW20N00001

Contact: Andre Adams, Contracting Officer, Phone 2026496618, Email andre.adams@occ.treas.gov - Romena Moy, Contract Officer, Phone 202-649-6976, Email romena.moy@occ.treas.gov

Setaside: N/AN/A

Place of Performance Country: US

Description: Department of the Treasury

Comptroller of the Currency (OCC)

Acquisition Management (AQM)

The Office of the Comptroller of the Currency (OCC), a bureau of the U.S. Department of the Treasury, is issuing this sources sought notice as a means of conducting market research to identify parties capable of providing short-term and long-term Disability (STD/LTD) insurance. All parties are welcomed to respond, but the primary purpose of this notice is to determine whether there are any small businesses capable of providing the service. The result of this market research will contribute to determining the method of procurement. The applicable North American Industry Classification System code assigned to this procurement is 524113, Direct Life Insurance Carriers. The Small Business Administration size standard is $38.5 million. The OCC is seeking an experienced and qualified contractor to underwrite and administer its STD and LTD insurances program for its employees as well as the employees of the Office of Financial Research. The contractor shall administer these programs from an integrated disability management approach to ease the transition from STD to LTD. This integrated approach should enhance employees' overall experience that aids in the return to work efforts, vocational rehabilitation, claim filing process, and early social security notice. Federal employees are ineligible for state disability benefits. Both STD and LTD are fully insured plans.

The estimated annual employee population summary is as follows:

For the OCC, the potential population is about 3,605, of which approximately 1,211 employees are enrolled in STD as of 09/28/2019.

For the OFR, the potential population is about 95, of which approximately 37 employees are enrolled in STD as of 09/28/2019.

THERE IS NO SOLICITATION AT THIS TIME. This request for capability information does not constitute a request for proposals. Submission of any information in response to this market research is purely voluntary, and the Government assumes no financial responsibility for any costs interested parties may incur.

The capabilities statement shall not exceed five (5) pages in length. Pages shall be no larger than 8.5" x 11" in size, and the font no smaller than 10 points in size. No marketing materials shall be included as part of the capability statement.

Interested parties shall provide the following information in their capability statements:

1. Their company's name, address, email address, website address, telephone number, and point of contact;

2. Size and type of company ownership (i.e., small business, 8(a) business development participant, HUBZone, service-disabled veteran-owned, and economically disadvantaged women-owned, and women-owned small business);

3. Their Dun and Bradstreet Number;

4. Their CAGE Code;

5. Suggested North American Industry Classification System code;

6. A detailed description of three (3) current or past contracts within the past three (3) years that identify the company's ability to provide short-term and long-term disability insurance. Include the following information:

(a) Project Title; (b) Description of the Services Provided; (c) Contract Number; (d) Contract Amount; (e) Government Agency/Organization; (f) Contracting Officer Representative's name, address, telephone number, and email address; and (g) Current status, e.g., completed and/or in progress, start, and estimated completion dates.

BASED ON THE RESPONSES TO THIS NOTICE, THIS REQUIREMENT MAY BE SET-ASIDE FOR SMALL BUSINESSES OR PROCURED THROUGH FULL AND OPEN COMPETITION. Telephone inquiries will not be accepted or acknowledged, and no feedback or evaluations will be provided to companies regarding their submissions. After a review of the responses received, a pre-solicitation synopsis and solicitation may be posted on the Federal Business Opportunities website. However, responses to this notice will not be considered adequate responses to a solicitation.

Submission Instructions: Interested parties who consider themselves qualified to perform the above-listed services are invited to submit a response to this Sources Sought Notice by October 31, 2019. All responses under this Sources Sought Notice must be emailed to Andre Adams at Andre.Adams@occ.treas.gov.

Link/URL: https://www.fbo.gov/spg/TREAS/OCC/ASDMS413/2031JW20N00001/listing.html