02_25N00001_RSS RFI Details.pdf

Request for Information (RFI)

Human Capital Retirement Support Services

This is a request for information only - it does not constitute an Invitation for Bids (IFB), Request for

Proposals (RFP), or Request for Quotation (RFQ). This RFI is issued solely for information and planning purposes and does not commit the Office of the Comptroller of the Currency (OCC) to issue a solicitation

(RFP/RFQ) or award a contract for any supply or service whatsoever. The OCC will not pay for any information or administrative costs incurred in response to this RFI. All costs associated with responding to this RFI will be solely at the Respondents’ expense. Those who respond to this RFI should not anticipate feedback concerning its submission other than acknowledgement of receipt if the Submitter requests acknowledgement. The OCC elects to respond to comments and questions resulting from

Respondents’ Q&A Worksheet submission (Attachment 1) if it is determined that doing so would benefit the agency.

Introduction

The OCC is requesting information on retirement support services for its Retirement Team within the

Compensation & Benefits business unit. More specifically, the OCC is seeking a Contractor to provide a subject-matter expert to perform duties related to counseling Civil Service Retirement System (CSRS) and Federal Employees Retirement System (FERS) employees on a variety of matters concerning retirement and federal benefit issues.

Background

The OCC is a non-appropriated federal financial regulatory agency responsible for regulating and supervising all national banks and federal savings associates. The majority of OCC’s employees are located within the Washington, DC metropolitan area. As of January 2023, the OCC had approximately

3,633 employees average age is 45, and noticeably across the agency, the employees collectively on average have 15.5 years of federal service.

Requirements Description

The requirement will be restricted as a local area set-aside, limited to those commuting within the

Washington, DC metropolitan area. The Government (OCC) seeks a Retirement Specialist to perform the following tasks (technical requirements) on-site at the OCC’s Headquarters in Washington, DC:

• Identify retirement coverage errors and make recommendations for corrective action under the

Federal Erroneous Retirement Coverage Act (FERCCA)

• Advise and provide guidance to the OCC’s Human Resources (HR) personnel, agency officials at all levels, and employees, as applicable, on:

o FERCCA o Pending legislations o Laws and regulations relative to employee benefits and retirement o Federal Employees Retirement System (FERS) o Civil Service Retirement System (CSRS) o CSRS offset provisions o Social Security Administration Act

• Analyze service, benefits, pay and other personnel actions of employees on a continuing basis to identify errors in retirement coverage and/or service credit

• Correspond with appropriate Government agencies on required actions/corrections for records to make affected employees whole

• Calculate, prepare, provide, and/or brief employees on:

o Future annuity and other financial benefits o Annuity estimates o Certified summaries of federal service for employees in retirement seminars o Impact of making or not making redeposit and/or deposits to the Civil Service

Retirement Fund and provide with appropriate application o Military deposits and provide appropriate application and instructions for making payment

• Process employee applications for retirement through the National Finance Center to the Office of Personnel Management (OPM)

• Coordinate with OPM regarding the final processing of retirement, deposit, and redeposit applications

• Audit new hire records to verify retirement coverage

• Respond to GetHelp tickets

• Complete OCC mandatory training

• Respond to inquiries on Uniformed Services Employment and Reemployment Rights Act

(USERRA) laws and regulations as they impact the Civil Service Retirement and Thrift Savings

Account

The Government further seeks the Retirement Specialist to provide the following deliverables in electronic format to the OCC’s designated COR:

• Annual certificate of completion of the OCC’s mandatory Security and Privacy training

• Estimation report of calculated FERS and CSRS annuity estimates (within 5% error of margin)

• GetHelp report of all tickets received, timeline of addressing the tickets within 24-72 hours of receipt, and action(s) taken or pending to resolve the tickets

• Service summaries and annuity calculations for retirement seminars

• Reporting of service credit applications completed as wells as calculations for military and civilian deposits and redeposits

• New hire eOPF’s audit reports that verify retirement coverage

RFI Submission Responses:

Interested Respondents are requested to respond to this RFI electronically, that identifies the information below.

1) Company Background - Provide summary information including company name, Unique Entity

Identification number, CAGE code, Multi-Agency Contracts, governmentwide contract vehicle (e.g., Human Capital and Training Solutions (HCaTS), Alliant 2, schedule holder number(s) (if applicable), and designated point of contact's name, title, email address and phone number

2) Company Classifications – Relevant asserted North American Industry Classification System (NAICS)

Code(s), and Product Service Code(s) (PSCs) (as applicable), business size, socioeconomic status,

a. Provide recommended NAICS Code(s)

b. Provide recommended PSC(s)

3) Solution and Service Overview – Describe experience with providing: 1) retirement support services;

2) FERCCA recommendations; 3) advising and providing guidance to Government HR personnel, agency officials, and employees; 4) experience with FERS, CSRS, analyzing benefits, benefits calculations and estimates; 5) information and records in coordination with OPM and other

Government agencies; 6) support to new hires and annuitants; and 7) responses to questions regarding retirement benefits.

4) Published Catalogs and Pricing Structure – Provide any published price lists or catalog(s). If applicable, provided information on volume discounts, and favored customer discounts. Provide a proposed line item structure of a previous retirement support services effort similar in nature to the tasks described above. Provide previous and recommended line item structure(s), which could include: a) firm-fixed-price (FFP), b) FFP, level-of-effort (LOE), d) labor-hour (LH), or d) a combined/hybrid approach. Include the breakdown of work performed/deliverables completed to hours (i.e., LOE) over the course of a 1-year effort (1-month increments). Identify whether the FFP, LH, or combined contract types remained unchanged throughout the duration of the contract.

NOTE: Currently, the Government is contemplating a FFP contract type under one line item.

5) Schedule Estimate/Delivery – Delineate factors which would affect the time it would take to perform the tasks above. Include specifics about the cycle time for analysis of benefits and calculations/estimates for employees, advisement to HR personnel and employees on retirement benefits, correspondence with other Government agencies, responding to employee help tickets, and any other information or recommendations relevant to scheduling.

6) Requirements Capability – Respondents should address details of its capability to meet the: a) technical and deliverables requirements; b) key personnel (including job duties, years of experience, qualification, certifications, and education as applicable); and c) IT security privacy training requirements. Additionally, the Contractor personnel supporting this requirement must be a U.S.

Citizen or lawful Permanent Resident Alien with at least three or more years of U.S. residency from the date of legal entry to the U.S.

7) Subcontracting possibilities – Respondents that are not a Small Business (SB) MUST identify any opportunities to allow SBs to expand its offering(s) and gain experience(s) in performing Retirement

Support Services.

RFI Submission Instructions:

Responses shall be in single-spaced, Times New Roman or Arial, no less than 12-point font format, with one-inch margins all around, compatible with MS Office Word or Adobe Acrobat sent via email as courier delivery will not be accepted. Responses to the RFI shall not exceed 10 pages shall not exceed the size of 5 MB for email submission, and shall be printable on 8 ½” x 11” paper. If a Respondent elects to include pricing, it is limited to one page inclusive of a narrative. Similarly, if a Respondent elects to provide a pricing sheet using Microsoft Excel, then there is no page limitation provided.

Respondents shall avoid the use of excessive marketing language, submission of fancy brochures, and other unnecessary sales literature.

The email should include the following subject heading, “Response to OCC’s HC RSS RFI

#2031JW25N00001”

As noted above, this RFI is issued solely for information purposes, and therefore, documents received in response to this notice will not be returned, and any proprietary information contained within responses shall be clearly marked as ‘Proprietary’. All submissions in response to this RFI shall become the property of the Government. Any response submitted by Respondents to this request constitutes consent for its submission to be reviewed by OCC and its employees.

Please email your response to: Matthew.Quinn@occ.treas.gov by 12:00 PM Eastern Time on Monday, December 16, 2024.

mailto:Matthew.Quinn@occ.treas.gov