Attachment 4_RFI QandA Worksheet_VISS-GOVT.xlsx

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OCC Vision Insurance Support Services
Solicitation number
2031JWN00001
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This document is a Request for Information (RFI) from the Office of the Comptroller of the Currency (OCC) for Vision Insurance Support Services for active and retired employees. The OCC seeks a provider to offer vision benefit plan policies, program forms, brochures, and administrative support including claims filing, wellness fair participation, and customer service for a period not exceeding 5 years. The agency is specifically interested in an Administrative Services Only (ASO) funding arrangement and is using NAICS code 524114 (Direct Health and Medical Insurance Carriers) with PSC code G008.

Key details include that this is an informational RFI, not a solicitation for bids, and no contract award is guaranteed. Pricing is not required for the RFI response, but estimated costs are welcome to provide market insight. Interested vendors were instructed to email questions to Matthew Quinn and Anethra Facione by a specified time. The RFI clarifies that future needs beyond vision insurance are not currently known, and vendors are advised to monitor SAM.gov for future contract opportunities. The OCC, as a governmental plan, is exempted from Title I of ERISA.

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OCC RFI Q&A Wksht VISS-GOVT

ATTACHMENT 4 Q&A WORKSHEET-GOVT
QUESTIONS AND ANSWERS WORKSHEET FOR OCC'S VISION INSURANCE SUPPORT SERVICES (#2031JW26N00001)
#PAGE #SECTIONINDUSTRY'S QUESTIONS/COMMENTSGOVERNMENT'S ANSWERS
1N/AOverallIs the OCC only interested in an ASO funding arrangement?Yes, the OCC is only interested in an Administrative Services Only (ASO) funding arrangement.
2N/AGeneralAre any other products - dental, medical or voluntary products (Accident, Critical Illness or Hospital Indemnity) - going to be submitting an RFI for 2027?This RFI represents the OCC's existing needs for Vision Insurance Support Services. Future needs are not currently known, and therefore, it is recommended that interested Vendors/Contractors search SAM.gov regularly for contract opportunity notices.
31st tabRFI Pricing TemplateSince this is an RFI, is pricing required? If yes, pricing would be illustrative and would need to be re-evaluated/fully underwritten upon finalist selection.No, pricing is not required in order to respond to this RFI. However, the Government (OCC) seeks adequate pricing information to gain better insight of current market prices for the services sought per the RFI. Due to this notice being a RFI, the OCC understands that pricing provided will be estimated costs to be used for guidance and not the actual costs, which could differ at time of final participant plan census evaluation and underwritting.
41RFI, Company Classificationyou are requesting a recommended NAICS and PSC code. Could you provide me with a recommendation for that?The OCC's current contract's NAICS used is 524114 (Direct Health and Medical Insurance Carriers) and associated PSC used is G008 (Social-Government Insurance Programs: Other).
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