Appendix A_Deliverables Listing for RFI.docx

This is an Appendix A document listing required deliverables for STD/LTD insurance programs for the Office of the Comptroller of the Currency (OCC) and Office of Financial Research (OFR). The deliverables schedule outlines submission requirements including insurance policies and certificates, forms and brochures, and claim reporting structures - all due within six weeks of contract award.

The contractor must provide various reports including annual disability income reports (1099 and W-2), quarterly call intake reports, annual experience reports detailing paid claims and reserves, monthly activity reports covering claim processing metrics, and claims experience reports for active and closed claims. The document specifies that certain deliverables timing will be mutually agreed upon between the OCC and contractor, including the implementation project plan, STD/LTD at-a-glance materials, and claims experience reporting frequency.