Flexible Spending Account (FSA) - Sources Sought Synopsis
ID: 2031JW24N00007Type: Sources Sought
Overview

Buyer

TREASURY, DEPARTMENT OF THEOFFICE OF THE COMPTROLLER OF THE CURRENCYCOMPTROLLER OF CURRENCY ACQSWASHINGTON, DC, 20219, USA

NAICS

Administrative Management and General Management Consulting Services (541611)

Original Source

https://sam.gov/opp/82a6e3e1ebc545dca9903b2c8a6dac0e/view
Timeline
    Description

    The Office of the Comptroller of the Currency (OCC), part of the U.S. Department of the Treasury, is seeking qualified contractors to administer its Flexible Spending Account (FSA) program, effective January 1, 2026. The selected contractor will be responsible for managing the FSA in compliance with IRS regulations, providing services such as web-based enrollment, dedicated plan administration, direct debit options for health accounts, and participant support. This program is crucial for the OCC's approximately 3,650 employees, offering three account types—Health Care, Dependent Care, and Parking—each with specific limits and operational timelines. Interested vendors are invited to submit their qualifications, including relevant experience and preliminary pricing, by December 30, 2024, with responses directed to Patrick Reil or Sean Frey at the OCC.

    Files
    Title
    Posted
    Draft Requirements Statements FSA.pdf
    The document outlines the requirements for administering the Office of the Comptroller of the Currency (OCC) Flexible Spending Account (FSA) Plan. The OCC, an independent bureau of the U.S. Treasury responsible for national bank regulation, employs about 3,650 individuals and has developed its FSA as an alternative to federally sponsored programs. The selected contractor must manage the FSA in alignment with IRS code sections and incorporate services like online enrollment, participant inquiries, direct debit for health accounts, and communication materials. Key plan features include three account types—Health Care, Dependent Care, and Parking—each with defined limits and operational timelines. The contractor is responsible for managing enrollments, claims processing, and ensuring legal compliance, including security protocols under federal laws. The plan mandates efficient transition procedures as contracts change and stipulates that any claim or account management errors be reported as part of quality control measures. The contractor must provide robust online support, system accessibility, and adherence to privacy regulations, particularly concerning sensitive information.
    Sources Sought Synopsis_Flexible Spending Account_OCC.pdf
    The Office of the Comptroller of the Currency (OCC) has issued a sources sought synopsis to identify qualified sources for administering its Flexible Spending Account (FSA) program, effective from January 1, 2026. This notice aims to evaluate capabilities within the commercial marketplace and prioritize participation from small businesses, including those with specific socio-economic statuses. The contractor must administer the FSA in compliance with IRS regulations and provide various services such as online enrollment, dedicated plan administration, and direct debit card options. The contract is anticipated to last five years, with a base period of 12 months and four potential 12-month options, operated on a firm-fixed-price basis. The OCC invites vendors to submit their qualifications, including interest in prime contracting, relevant experience, and preliminary price estimates for market research purposes. Responses should be directed to designated contact personnel by December 30, 2024, and contained within a three-page limit. This effort serves to enhance OCC's procurement strategy for their FSA needs while affirming that this notice does not constitute a formal solicitation or guarantee of contract award.
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    Flexible Spending Account (FSA) - Sources Sought Synopsis
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