OCC Enterprise Data Management Support Services
ID: 2031JW26N00010Type: Sources Sought
Overview

Buyer

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

NAICS

Custom Computer Programming Services (541511)

PSC

IT AND TELECOM - BUSINESS APPLICATION/APPLICATION DEVELOPMENT SUPPORT SERVICES (LABOR) (DA01)

Original Source

https://sam.gov/workspace/contract/opp/ad45fdd4772f41c2898bcd0db89e6ee6/view
Timeline
    Description

    The Office of the Comptroller of the Currency (OCC) is seeking information from industry vendors to support its Enterprise Data Management (EDM) program through a Request for Information (RFI). The OCC aims to enhance its EDM capabilities, which operate in a hybrid on-premises and cloud environment, by gathering insights on innovative solutions for data warehouse modernization, automation, governance, and analytics. This initiative is crucial for ensuring effective data management practices and compliance within the OCC's operations. Interested parties must submit their responses, including company profiles and strategies for cloud migration, by Noon ET on Wednesday, November 19, 2025, to Danielle Pena at danielle.pena@occ.treas.gov.

    Point(s) of Contact
    Danielle Pena
    (202) 880-0603
    danielle.pena@occ.treas.gov
    Files
    Title
    Posted
    Final EDM RFI.pdf
    The Office of the Comptroller of the Currency (OCC) is conducting market research through a Request for Information (RFI) for Enterprise Data Management (EDM) Support Services. This RFI aims to gather information on industry capabilities and best practices to support and enhance OCC's EDM program, which operates in a hybrid on-premises and cloud environment. The OCC seeks innovative, cost-effective solutions for hybrid EDM operations, data warehouse modernization, and strengthening automation, governance, and analytics. Vendors are asked to provide information on strategies for cloud migration, staffing models, performance metrics (SLAs), recommendations for AI-enabled data management, and insights into common challenges with AWS and Snowflake platforms. Responses are due by Noon ET, Wednesday, November 19, 2025, and should include company profile information and be submitted electronically.
    RFI Draft 01 EDM PWS FY26.docx
    The Performance Work Statement (PWS) outlines Enterprise Data Management (EDM) Support Services for the Office of the Comptroller of the Currency (OCC). The OCC's Information Technology Services (ITS) office requires a contractor to support its EDM group in managing Data Warehouse, Business Objects, and Data Blending platforms. Key services include program and project management, EDM operations (including compliance, monitoring, and recovery), and maintenance activities. The contractor will support the migration from an on-premise to a cloud-based data warehouse, ensure platform availability and security, and provide day-to-day operational and technical support. Tasks involve risk management, quality control, continuous process improvement, and compliance with OCC policies and security requirements. The PWS emphasizes agile development and defines specific deliverables and performance expectations for all EDM platforms and products.
    Lifecycle
    Title
    Type
    OCC Enterprise Data Management Support Services
    Currently viewing
    Sources Sought
    Similar Opportunities
    Information Technology Infrastructure Support Services
    Buyer not available
    The Department of the Treasury, specifically the Office of the Comptroller of the Currency (OCC), is seeking to procure Information Technology Infrastructure Support Services (ITISS) through a follow-on task order valued at approximately $21 million, or $26 million including options. This procurement aims to maintain critical IT infrastructure support while a new competitive contract is being re-competed, ensuring continuity of services essential for the OCC's operations. The acquisition is justified under FAR 8.405-6(a)(1)(i)(C) as a logical follow-on to a previously competed task order, with the contracting officer determining that this limited-source action represents the best value. Interested parties can reach out to Azita Mamdouhi at azita.mamdouhi@occ.treas.gov for further information.
    Fiduciary Liability Insurance and Consulting Services
    Buyer not available
    The Department of the Treasury, specifically the Office of the Comptroller of the Currency (OCC), is seeking proposals for Fiduciary Liability Insurance and Consulting Services through Request for Quotation No. 2031JW26Q00011. The OCC requires a qualified specialty lines insurance broker to provide fiduciary liability insurance with a minimum coverage of $10 million, along with errors and omissions coverage for its 401(k) plans, and to deliver expert consulting and training sessions to 401(k) Committee members. This procurement is crucial for ensuring compliance with fiduciary responsibilities and mitigating legal risks associated with the management of retirement plans. Interested parties should note that the solicitation is anticipated to be posted on SAM.gov by November 7, 2025, and can contact Karen A. Green at karen.green@occ.treas.gov for further information. The estimated contract value exceeds $150,000, with a base period from January 1, 2026, to December 31, 2026, and four additional one-year options.
    Support Services at Highlands Ranch Data Center
    Buyer not available
    The Department of the Treasury, specifically the Office of the Comptroller of the Currency, is seeking support services for the Highlands Ranch Data Center in Colorado. This procurement is based on a sole source justification, indicating that the services required are specialized and not readily available from multiple vendors. The services are crucial for maintaining the operational integrity of IT and telecom data center products, which play a vital role in the department's data management and processing capabilities. For further inquiries, interested parties can contact Karen A. Green at karen.green@occ.treas.gov.
    JUSTIFICATION FOR AN EXCEPTION TO FAIR OPPORTUNITY
    Buyer not available
    The Department of the Treasury, specifically the Office of the Comptroller of the Currency (OCC), is seeking to justify an exception to fair opportunity for the procurement of additional laptops, batteries, and peripherals. This modification aims to enhance the OCC's operational capabilities by ensuring that staff have the necessary equipment to perform their duties effectively. The procurement is critical for maintaining the efficiency of IT and telecom business applications and development support services. Interested parties can reach out to Marlon Holland at marlon.holland@occ.treas.gov or by phone at 202-897-7033 for further details regarding this opportunity.
    Notice of Intent to Sole Source – Inside Mortgage Finance Publication
    Buyer not available
    The Office of the Comptroller of the Currency (OCC) intends to award a firm fixed price contract on a sole source basis to Inside Mortgage Finance Publications for a subscription covering critical regulatory, political, legislative, and market issues in the residential mortgage sector. This subscription will provide essential insights, including mortgage industry statistics, exclusive quarterly rankings of top originators and servicers, and coverage of significant congressional and regulatory actions affecting the industry. The contract period is set from January 8, 2026, to January 7, 2027, with four additional option periods available. Interested parties may submit information by the requested date, as the OCC will consider responses to determine if a competitive procurement is warranted.
    Data Modernization Section Support
    Buyer not available
    The Federal Deposit Insurance Corporation (FDIC) is soliciting proposals for a contract to support its Data Modernization Section (DMS), focusing on enhancing its data strategy and artificial intelligence (AI) capabilities. The contractor will provide comprehensive support across four key areas: the Cloud Data Management and Analytics (CDMA) Platform, modernization of the legacy AlphaRex NLP solution, operational support for enterprise AI capabilities, and lifecycle support for new DMS initiatives starting in 2027. This initiative is critical for transforming FDIC's data management into a secure, cloud-based enterprise resource, emphasizing compliance with stringent security and privacy policies. Proposals are due by January 2, 2026, with a total estimated workload of 16,234 hours for the base period, and interested parties can reach out to Mikel Wood at mikwood@fdic.gov or Timothy Whitaker at twhitaker@fdic.gov for further inquiries.
    Assessments and Assessment Support Capabilities
    Buyer not available
    The Office of Personnel Management (OPM) is seeking industry feedback through a Request for Information (RFI) regarding commercial off-the-shelf (COTS) employment selection assessments and assessment development services. The primary objective is to identify modern, scalable assessment solutions that can seamlessly integrate with the existing USA Hire assessment platform, ensuring compliance with federal hiring requirements and delivering cost savings. This initiative is particularly focused on enhancing technical competency assessments for various federal job series, emphasizing the need for job analysis-based content and assessments that measure technical skills in fields such as IT, finance, and engineering. Responses to this RFI are due by December 10, 2025, and interested vendors should direct their inquiries to Assessment RFI at SelectionAssessment@opm.gov, as this RFI serves solely for market research and does not constitute a solicitation for proposals.
    FEHB Protection Act
    Buyer not available
    The U.S. Office of Personnel Management (OPM) is seeking industry collaboration through a Request for Information (RFI) for the implementation of the FEHB Protection Act of 2025, which mandates a comprehensive audit of family member eligibility within the Federal Employees Health Benefits (FEHB) Program. The OPM is specifically looking for vendor capabilities to conduct large-scale automated verifications, integrate with federal and external data sources, develop web portals for document uploads, and ensure compliance with federal security standards, among other requirements. This initiative is crucial as it aims to enhance the integrity of the FEHB Program, which serves approximately 8.3 million individuals. Interested vendors must submit their responses by December 15, 2025, and can direct inquiries to Padma Shah at CEP@opm.gov.
    Financial Systems Support and Reporting Services.
    Buyer not available
    The Department of Justice, specifically the Office of Justice Programs (OJP), is seeking qualified vendors to provide Financial Systems Support and Reporting Services. The primary objective of this procurement is to deliver comprehensive financial management operations support, including financial reporting, data analysis, audit support, and internal controls for OJP's grant-making components, which manage a substantial $17 billion financial operation. This opportunity is critical for ensuring compliance and efficiency in financial operations, with key tasks involving grant and non-grant financial support, development of reporting solutions, and implementation of controls to mitigate errors. Interested parties should submit their responses to the Request for Information by December 10, 2025, via email to Treva Paris at Treva.Paris@usdoj.gov, with a maximum of 10 pages in PDF or Word format.
    The Department of Housing and Urban Development (HUD)/Office of the Chief Information Officer (OCIO)/Infrastructure and Operations Office (IOO) requires contractor support to provide a commercial-off-the-shelf (COTS) Operations & Maintenance (O&M) support
    Buyer not available
    The Department of Housing and Urban Development (HUD) is seeking contractor support for commercial-off-the-shelf (COTS) Operations & Maintenance (O&M) services for its Line of Credit Control System (LOCCS). The objective of this procurement is to ensure effective support in accordance with the Performance Work Statement (PWS) and the Quality Assurance Surveillance Plan (QASP). The LOCCS is a critical system used by HUD to manage and control the disbursement of funds, making this support essential for the agency's operational efficiency. Interested contractors can reach out to Cheri Redding at Cheri.L.Redding@hud.gov for further details regarding this opportunity.