Attachment-Actuarial Liabilities Valuation_QandA_Govt.xlsx

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RFI: OCC's Actuarial Liabilities Valuation Services
Solicitation number
2031JW24N00003
Issued by

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This document contains a request for information for actuarial liabilities valuation services for the Office of the Comptroller of the Currency. The RFI seeks information on transition support, valuation methods and tools, published pricing structures, and schedule estimates from interested respondents. Responses are requested to provide company background, classifications, solution overviews, catalogs and pricing, and requirements capabilities. The submission deadline is November 27, 2023 by 12:00 PM Eastern Time and shall not exceed 10 pages plus one additional page for pricing information. The purpose of the RFI is to gather information for planning purposes and does not constitute a solicitation for bids.

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OCC ALVS Q&A Wksht (Gov't)

ATTACHMENT - Q&A WORKSHEET (GOV'T)
QUESTIONS AND ANSWERS WORKSHEET FOR OCC's ACTUARIAL LIABILITIES VALUATION SERVICES (#2031JW24N00003)
#PAGE #SECTIONINDUSTRY'S QUESTIONS/COMMENTSGOVERNMENT'S ANSWERS
17RFI Submission Instructions Section of OCC Actuarial Liabilities Valuation Services RFIWe understand the response to the RFI shall not exceed 10 pages. Do attachments (such as resumes, references) count in the 10 page total? If so, would short bios with detailed "resumes available upon request" work?The 10 page limitation shall include all attachments, including resumes and references.
234.0What is the name of the incumbent contractor?The name of the current contractor is AON Consulting.
334.0How long has the incumbent actuarial firm been providing the services?The current contract is for a period of 5 years.
434.0What is the incumbent contract number?The current contract number for the OCC's actuarial services is 2031JW19F00011.
5N/AN/AWhat are the prior fees that OCC paid to the incumbent actuarial firm for valuation services and for the 2017 demographic study?The information requested is not made publicly available.
6N/AN/AWhat are the hourly rates that OCC paid to the incumbent actuarial firm?The information requested is not made publicly available.
734.0Would it be possible to receive a copy of the latest valuation report?The OCC's most recent valuation (redacted) report is attached for referencing.
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