R--Request for Information (RFI): OCC Retirement Support Specialist
ID: 2031JW25N00001Type: 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)

PSC

SUPPORT- PROFESSIONAL: OTHER (R499)

Set Aside

Local Area Set-Aside (FAR 26.2) (LAS)

Original Source

https://sam.gov/opp/5a1bbbad2863496d9ac88ca1617e6ac7/view
Timeline
    Description

    The Office of the Comptroller of the Currency (OCC) is seeking information regarding retirement support services, specifically for a Contractor to provide expertise in counseling employees under the Civil Service Retirement System (CSRS) and Federal Employees Retirement System (FERS). The OCC aims to enhance its Retirement Team's capabilities by acquiring a local Retirement Specialist who can address retirement coverage errors, advise on relevant laws, analyze employee benefits, and assist with retirement applications. This initiative is crucial for ensuring compliance with federal retirement regulations and optimizing workforce retirement support. Interested parties should submit their responses to Matthew Quinn at Matthew.Quinn@occ.treas.gov by 12:00 PM Eastern Time on December 16, 2024, noting that this RFI is for informational purposes only and does not constitute a commitment to procure services.

    Point(s) of Contact
    Matthew Quinn
    (202) 913-2418
    Matthew.Quinn@occ.treas.gov
    Files
    Title
    Posted
    02_25N00001_RSS RFI Details.pdf
    The Office of the Comptroller of the Currency (OCC) has issued a Request for Information (RFI) for Human Capital Retirement Support Services, focusing on the acquisition of a Contractor to assist in counseling its employees on retirement matters under FERS and CSRS. The OCC, responsible for overseeing national banks, is seeking a local Retirement Specialist to provide expertise on retirement coverage errors, advise on relevant laws and regulations, analyze employee benefits, process retirement applications, and coordinate with other governmental units. The RFI specifically seeks contractors from the Washington, DC metropolitan area and outlines detailed expectations concerning deliverables, including reports on retirement benefits and training completions. Respondents must provide a company background, classifications, service overview, pricing, schedule estimates, and subcontracting strategies. This RFI serves purely informational purposes, and submission details are provided for interested parties to respond by the specified deadline. The OCC emphasizes that this is not a commitment for procurement but a means to gather information to inform future solicitations. This initiative illustrates the government's strategy to optimize workforce retirement support and ensure compliance with federal retirement regulations.
    03_25N00001_RSS RFI Att 01 QandA Worksheet.xlsx
    The document titled "Q&A Worksheet for OCC's Retirement Support Services" (#2031JW25N00001) contains a compilation of questions posed by industry stakeholders regarding the Request for Proposals (RFP) for retirement support services offered by the Office of the Comptroller of the Currency (OCC) and the respective answers provided by the government. The worksheet serves as a vital communication tool, facilitating clarity and understanding of the RFP requirements and the expectations from service providers. Key topics include the scope of services required, eligibility criteria for bidders, specifications regarding the proposal submission format, and evaluation metrics. By addressing these inquiries, the government aims to ensure that potential vendors are fully informed and prepared to submit compliant proposals. This document is crucial within the context of federal RFPs as it promotes transparency, streamlining the bidding process for retirement support services and fostering competition among qualified vendors.
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    R--Request for Information (RFI): OCC Retirement Support Specialist
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