Attachment 13 - QandA Worksheet-GOVT.xlsx
XLSX spreadsheet 18 KB Posted
- Attached to
- OCC Group Life Insurance (OGLI) Services (RFP)
- Solicitation number
- 2031JW26R00001
About this file
This document is a Questions and Answers (Q&A) Worksheet for the Office of the Comptroller of the Currency (OCC) Group Life Insurance Services solicitation (Number 2031JW26R00001). The Q&A provides detailed responses to 22 industry questions covering census data, coverage specifics, administrative processes, and solicitation requirements. Key highlights include the OCC seeking a contractor to underwrite and administer group life insurance for active and retired employees of OCC and the Office of Financial Research (OFR), with a firm-fixed-price contract for five years (one base year and four option years) starting January 1, 2026.
Significant amendments include extending the proposal submission deadline from October 27, 2025, to October 31, 2025, at 12:00 PM ET, and providing supplemental attachments with detailed census information, claims history, and plan benefits. The solicitation requires direct proposals from insurance companies, not brokers or third-party administrators, and will cover basic life insurance, AD&D, and special provisions such as dual enrollment, terminally ill benefits, and conversion/portability options. The total contract period runs through December 31, 2030, if all option periods are exercised, with the procurement conducted under unrestricted FAR Part 15 procedures.
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OGLI Q&A Wksht-Govt Responses
| ATTACHMENT 13 - Q&A WORKSHEET | ||||
| QUESTIONS AND ANSWERS WORKSHEET FOR OCC GROUP LIFE INSURANCE (#2031JW26R00001) | ||||
| # | PAGE(S) # | DOCUMENT AND SECTION | INDUSTRY'S QUESTIONS/COMMENTS | GOVERNMENT'S ANSWERS |
| 1 | N/A | General | Would the OCC accept a response from the Third-Party Administrator (TPA), or would the TPA only be able to submit through the Primary Insurance business? | No, as the OCC performs enrollments in-house, and for all other services, will only consider offers directly from insurance companies, not brokers or agents. The OCC will not consider offers from third-party Providers. |
| 2 | All Tabs | OFR Census, Attachment 6 | Would the OCC please provide employee date of birth and gender as these are required to price the Life insurance risk? We see the age band column but cannot use that to price the risk. Please also provide an Executive indicator, if applicable to this census. | The OCC has attached a revised Attachment 6 - Technical Exhibit OFR Census-Supplement that reflects the DOB and Gender of the plan participants for life insurance. |
The OCC has attached a revised Attachment 6 - Technical Exhibit OFR Census-Supplement that reflects the Executives of the plan participants for life insurance.
| 3 | All Tabs | OFR Census, Attachment 6 | Would the OCC please provide exact coverage amounts for all employees? At a minimum, we need the employee's elected Optional Life volume. | The OCC has attached a revised Attachment 6 - Technical Exhibit OFR Census-Supplement that reflects the current coverage amounts of all OFR employees making up the plan participants for life insurance. |
| 4 | All Tabs | All Censuses, Attachment 2, 3, and 6 | Would the OCC please indicate as of what date the census was extracted? | The revised Attachments 2, 3, and 6 have been updated to reflect data with an effective date of October 16, 2025. |
| 5 | Tab | Retiree census, Attachment 3 | Would the OCC please confirm the column labeled "Final OCC Salary" should used to determine the covered volume for each employee? Additionally, please explain what the "BIA" column stands for? | No, the column (E) labeled 'Final OCC Salary' should not be used to determine the covered volume for each employee. This column reflects the retiree's final salary for calculating the Basic Insurance Amount (BIA). The BIA should be used to determine the covered volume for each employee. |
| 6 | N/A | Responses to Questionnaire, Attachments 7 and 8 | Would the OCC allow a larger page limit for responses so that we may thoroughly and effectively respond to all questions? | The Government hereby changes Attachment 7 Technical Capability Questionnaire page limitation responses from 20 to 30. Attachment 8 Past Performance Questionnaire page limitation responses remains unchanged at 12. |
| 7 | All Tabs | All Censuses, Attachment 2 and 6 | Please provide a census that includes gender, date of birth, annual salary, resident state, and amounts of all Life and AD&D coverage for each employee. The census you provided does not include all of the required information to quote. The census should also identify the class of each active and retiree. | The OCC has attached a revised Attachment 2 -Technical Exhibit Active Employee Census Data-R and Attachment 6 - Technical Exhibit OFR Census-Supplement that reflects the Gender, DOB, Current Salary, and Resident State of the plan participants for life insurance. The AD&D amounts are included within the basic life insurance, based on age, and is included in both revised attachments. |
| 8 | All Tabs | Attachment 5 | Please provide a detailed listing of all death claims incurred between 2020 and 2025 and includes dob and gender in addition to incurred date. | The OCC has attached a revised Attachment 5 - Technical Exhibit OCC Life Claims-Supplement that reflects claims incurred between 2020 and 2025, and includes the DOB and Gender of the life insurance plan participants. |
| 9 | N/A | General | Please provide a copy of the current Life/AD&D policy or certificate so that our proposal can match current plan provisions as closely as possible. If not available, please provide the following: guaranteed issue limits, waiver parameters, benefit schedule. | The OCC is unable to provide a full copy of the current group life insurance policy or certificate. The OCC has included in the attachments, a copy of the OCC Schedule of Benefits. See Attachment 1B - OGLI Design Plan_Schedule of Benefits for details |
| 10 | 5 | RFP, Section 1.4.1 | If policy has waiver, is it coordinated with Disability? | The OCC currently has waivers applicable to conversion options of ended or reduced insurance by an prior policy plan participant to a new policy for covered OCC or OFR participant and their dependent(s). |
| 11 | 5-6 | RFP, Sections 1.4.1, 1.4.2.2 | Is the retiree groups open to future retirees? If not, when did the group close? | No, the current frozen OTS Retiree Group is not open to adding more OTS retirees. The frozen OTS Retiree Group closed in July of 2012. However, the OCC Retiree group is open to future retirees. |
| 12 | All Tabs | Attachment 5 | Please provide a volume, premium, rate and a detailed claims history listing for the last five years for all Basic, Voluntary/Supplemental, and Dependent Life coverages separately. | The OCC has attached a revised Attachment 5 - Technical Exhibit OCC Life Claims-Supplement that reflects claims incurred between 2020 and 2025, and includes the DOB and Gender of the life insurance plan participants. |
| 13 | N/A | General | Please provide a copy of a recent monthly billing statement/premium remittance statement to compare census volumes to reported volumes. | The OCC cannot release a billing/invoicing statement for comparing remittance format or content. This requirement is being competed in accordance with the Federal Acquisition Regulation (FAR) Part 15, of which invoicing details will include the content to be considered a 'proper invoice' for which payment would be rendered. The OCC recommends potential Offerors to utilize the census volumes provided as a reference to formulate estimated billing remittance. |
| 14 | N/A | General | Please provide a list of open Waiver of Premium claims, including gender, date of birth, date of disability, and amounts of life coverage for all current disabled insureds. | The OCC requires additional information in order to better understand this request. |
| 15 | N/A | General | If there are any employees working outside of the United States, including in U.S. territories, please identify them on the census and provide each employee’s country of citizenship and country of employment. | The OCC confirms there are no employees working Outside of the Contiguous United States (OCONUS). All of the OCC's employees of the plan participant life insurance are confirmed to be CONUS. |
| 16 | N/A | General | Are you looking for [the Vendor] to do administration or will you handle as self-admin/self-billed? | The OCC requires additional information in order to better understand this request. Per the RFP, the awarded Contractor must underwrite and administer the Office of the Comptroller of the Currency’s (OCC) Group Life Insurance to support the program for its active and retired employees and their eligible dependents. |
| 17 | N/A | General | Do you currently use a TPA for enrollments? | No, as the OCC performs enrollments in-house, and for all other services, will only consider offers directly from insurance companies, not brokers or agents. The OCC will not consider offers from third-party Providers. |
| 18 | 4-6 | RFP, Sections 1.3, 1.4.2.1, and 1.4.2.2 | Confirm that the group does not offer Voluntary AD&D. | The OCC basic life insurance plan includes Accidental Death and Dismemberment (AD&D). However, the OCC offers a separate AD&D plan to its employees. |
| 19 | N/A | General | We note that the due date for submission is 10/27 and ask if there is any flexibility in that timing as we are unable to meet that deadline without the requested information. We would be challended even if that information was received today. | The OCC hereby extends the solicitation close date from Monday, October 27, 2025 at 12:00 PM ET to Friday, October 31, 2025 at 12:00 PM ET. |
| 20 | 3 and 24 | RFP, Sections 1.2.1, F.3 and F.4 | With a effective date of 1/1/2026 we were wondering if you had any plans that would assist in that tight transition or any thoughts to moving effective date out a little. | The Government's (OCC's) established period of performance (PoP), excluding the transition period, must be planned to commence on January 1, 2026. The transition period allotted has been identified as sufficient time for ensuring ATO/U of any new system(s) and data is transition and uploaded accordingly. If a change to the PoP start date is required, the selected awardee will be notified immediately in an effort to mitigate a lapse in service and ensure new support is provided timely, as applicable. |
| 21 | 9 | RFP Section 1.3 | Has the group had any special enrollments? | Yes, the OCC had special enrollment period for the initial base period of the current contract. |
CORRECTION: RFP Subsection 1.4.7 thru 1.4.9 is hereby replaced as 1.4.6.1 thru 1.4.6.3; noting 'Dual Enrollment' (1.4.6.1), 'Terminally Ill Benefit Option' (1.4.6.2), and 'Conversion/ Portability' (1.4.3) are all under Special Plan Provisions (1.4.6)
| 22 | 4 | RFP Sections 1.4.6 thru 1.4.10 | Can you provide The Memorandum of Understanding between the OFR and the OCC so we can better understand arrangement, such as where premiums are coming from and control. | Yes, the OCC has included in the attachments, a copy of the OCC-OFR Memorandum. See Attachment 1C - OCC-OFR GLI Memorandum of Understanding for details. |
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