Attachment 1 - Price Proposal Template.xlsx

XLSX spreadsheet 27 KB Posted Oct 10, 2025

Attached to: OCC Group Life Insurance (OGLI) Services (RFP)
Solicitation number: 2031JW26R00001
Issued by: Department of the Treasury Office of the Comptroller of the Currency

About this file

Written by GovTribe AI · Oct 10, 2025

This document is a Price Proposal Template for the OCC Group Life Insurance (OGLI) Services solicitation. The template covers a 5-year contract period from October 2025 through December 2030, including a transition period and four subsequent option periods. The pricing structure includes categories for Basic Life Insurance for active employees and retirees, with separate sections for optional employee, spouse/domestic partner, and family coverage. The estimated number of participants varies across categories, with 2,309 active employees, 2,131 retirees, and 612 employees in an OTS Frozen Group.

The solicitation is issued by the Department of Treasury's Office of the Comptroller of the Currency (OCC) for group life insurance services, seeking an experienced contractor to underwrite and administer insurance programs for OCC and Office of Financial Research (OFR) employees and their dependents. The contract will be firm-fixed-price and evaluated using FAR Part 15 procedures. Proposal responses are due by 12:00 PM ET on October 27, 2025, with the potential contract running through December 31, 2030 if all option periods are exercised. The template includes placeholders for firm-fixed rates, estimated monthly and annual premiums, and price caps for each option period.

View the file

Other files

File	Type	Posted
Attachment 5 - Technical Exhibit OCC Life Claims-Supplement-R.xlsx	XLSX spreadsheet	Oct 30, 2025
SF 30_2031JW26R00001 A00003_Revised Attachment 5.pdf	PDF	Oct 30, 2025
SF 30_2031JW26R00001 A00002_Revised Attachment 3.pdf	PDF	Oct 21, 2025
Attachment 3 - Technical Exhibit Retiree Census Data-Supplement-R.xlsx	XLSX spreadsheet	Oct 21, 2025
Attachment 3 - Technical Exhibit Retiree Census Data-Supplement.xlsx	XLSX spreadsheet	Oct 21, 2025
Attachment 13 - QandA Worksheet-GOVT.xlsx	XLSX spreadsheet	Oct 21, 2025
Attachment 1B - OGLI Design Plan_Schedule of Benefits.pdf	PDF	Oct 21, 2025
SF 30_2031JW26R00001 A00001_Q-A Worksheet and Attachments.pdf	PDF	Oct 21, 2025
Attachment 5 - Technical Exhibit OCC Life Claims-Supplement.xlsx	XLSX spreadsheet	Oct 21, 2025
Attachment 1C - OCC-OFR GLI Memorandum of Understanding.pdf	PDF	Oct 21, 2025
Attachment 6 - Technical Exhibit OFR Census-Supplement.xlsx	XLSX spreadsheet	Oct 21, 2025
Attachment 2 -Technical Exhibit Active Employee Census Data-Supplement.xlsx	XLSX spreadsheet	Oct 21, 2025
Attachment 6 - Technical Exhibit OFR Census.xlsx	XLSX spreadsheet	Oct 10, 2025
Attachment 13 - QandA Worksheet.xlsx	XLSX spreadsheet	Oct 10, 2025
Attachment 4 - Technical Exhibt Affidavit of Domestic Partnership.pdf	PDF	Oct 10, 2025
Attachment 3 - Technical Exhibit Retiree Census Data.xlsx	XLSX spreadsheet	Oct 10, 2025
Attachment 9 - Security Compliance Requirements Questionnaire.docx	DOCX document	Oct 10, 2025
SF 33_2031JW26R00001_RFP OGLI_FAR 15.pdf	PDF	Oct 10, 2025
Attachment 8 - Past Performance Questionnaire.docx	DOCX document	Oct 10, 2025
Attachment 5 - Technical Exhibit OCC Life Claims.xlsx	XLSX spreadsheet	Oct 10, 2025
Attachment 7 - Technical Capability Questionnire.pdf	PDF	Oct 10, 2025
Attachment 2 -Technical Exhibit Active Employee Census Data.xlsx	XLSX spreadsheet	Oct 10, 2025
Attachment 1A - OGLI Pricing Structure Template.docx	DOCX document	Oct 10, 2025

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Rate Proposal

ATTACHMENT 1 - PRICE PROPOSAL TEMPLATE

Transition Period: Date of award (October 2025) through December 31, 2025
LIN	Description	Price
0001	Transition Period - Enrolling Employees into Plan	Not separately priced (NSP)

Base Period: January 1, 2026 through December 31, 2026
LIN	Plan Coverage Description	Estimated # of Employees/ Retirees	Firm-Fixed Rate	Estimated Monthly Premium	Estimated Annual Premium

(Per 24 months)

	BASIC LIFE FOR ACTIVE EMPLOYEES
	0002	Basic Life Insurance for Active Employees
*Rate includes bi-weekly Basic AD&D rate of $0.XXX/ $1,000	2309		$ - 0	$ - 0
	Active Employees Basic Life Plan Total					$ - 0
	BASIC LIFE FOR RETIREES
	0003	Basic Life Insurance for Retirees	2131		$ - 0	$ - 0
	0004	Basic Life Insurance for OTS Frozen Group	612		$ - 0	$ - 0
	Retiree Basic Life Plan Total					$ - 0
	OPTIONAL EMPLOYEE COVERAGE
	Non-OCC Coverage	Participate at Ages <35			$ - 0	$ - 0
		Participate at Ages 35 - 39			$ - 0	$ - 0
		Participate at Ages 40 - 44			$ - 0	$ - 0
		Participate at Ages 45 - 49			$ - 0	$ - 0
		Participate at Ages 50 - 54			$ - 0	$ - 0
		Participate at Ages 55 - 59			$ - 0	$ - 0
		Participate at Ages 60 - 64			$ - 0	$ - 0
		Participate at Ages 65>			$ - 0	$ - 0
	Participant Plan - Optional Coverage					$ - 0
	OPTIONAL SPOUSE/DOMESTIC PARTNER COVERAGE
	Non-OCC Coverage	Participate at Ages <35			$ - 0	$ - 0
		Participate at Ages 35 - 39			$ - 0	$ - 0
		Participate at Ages 40 - 44			$ - 0	$ - 0
		Participate at Ages 45 - 49			$ - 0	$ - 0
		Participate at Ages 50 - 54			$ - 0	$ - 0
		Participate at Ages 55 - 59			$ - 0	$ - 0
		Participate at Ages 60 - 64			$ - 0	$ - 0
		Participate at Ages 65>			$ - 0	$ - 0
	Participant Optional Plan - Spouse/Domestic Partner Coverage					$ - 0
	OPTIONAL FAMILY COVERAGE
	Non-OCC Coverage	Participate at Ages <35			$ - 0	$ - 0
		Participate at Ages 35 - 39			$ - 0	$ - 0
		Participate at Ages 40 - 44			$ - 0	$ - 0
		Participate at Ages 45 - 49			$ - 0	$ - 0
		Participate at Ages 50 - 54			$ - 0	$ - 0
		Participate at Ages 55 - 59			$ - 0	$ - 0
		Participate at Ages 60 - 64			$ - 0	$ - 0
		Participate at Ages 65>			$ - 0	$ - 0
	Participant Optional Plan - Family Coverage					$ - 0
	TOTAL FOR BASE PERIOD PLAN COVERAGE
	The price cap for OP1 is ____%.

Option Period 1: January 1, 2027 through December 31, 2027
LIN	Plan Coverage Description	Estimated # of Employees/ Retirees	Firm-Fixed Rate	Estimated Monthly Premium	Estimated Annual Premium

(Per 24 months)

	BASIC LIFE FOR ACTIVE EMPLOYEES
	0002	Basic Life Insurance for Active Employees
*Rate includes bi-weekly Basic AD&D rate of $0.XXX/ $1,000	2309		$ - 0	$ - 0
	Active Employees Basic Life Plan Total					$ - 0
	BASIC LIFE FOR RETIREES
	0003	Basic Life Insurance for Retirees	2131		$ - 0	$ - 0
	0004	Basic Life Insurance for OTS Frozen Group	612		$ - 0	$ - 0
	Retiree Basic Life Plan Total					$ - 0
	OPTIONAL EMPLOYEE COVERAGE
	Non-OCC Coverage	Participate at Ages <35			$ - 0	$ - 0
		Participate at Ages 35 - 39			$ - 0	$ - 0
		Participate at Ages 40 - 44			$ - 0	$ - 0
		Participate at Ages 45 - 49			$ - 0	$ - 0
		Participate at Ages 50 - 54			$ - 0	$ - 0
		Participate at Ages 55 - 59			$ - 0	$ - 0
		Participate at Ages 60 - 64			$ - 0	$ - 0
		Participate at Ages 65>			$ - 0	$ - 0
	Participant Plan - Optional Coverage					$ - 0
	OPTIONAL SPOUSE/DOMESTIC PARTNER COVERAGE
	Non-OCC Coverage	Participate at Ages <35			$ - 0	$ - 0
		Participate at Ages 35 - 39			$ - 0	$ - 0
		Participate at Ages 40 - 44			$ - 0	$ - 0
		Participate at Ages 45 - 49			$ - 0	$ - 0
		Participate at Ages 50 - 54			$ - 0	$ - 0
		Participate at Ages 55 - 59			$ - 0	$ - 0
		Participate at Ages 60 - 64			$ - 0	$ - 0
		Participate at Ages 65>			$ - 0	$ - 0
	Participant Optional Plan - Spouse/Domestic Partner Coverage					$ - 0
	OPTIONAL FAMILY COVERAGE
	Non-OCC Coverage	Participate at Ages <35			$ - 0	$ - 0
		Participate at Ages 35 - 39			$ - 0	$ - 0
		Participate at Ages 40 - 44			$ - 0	$ - 0
		Participate at Ages 45 - 49			$ - 0	$ - 0
		Participate at Ages 50 - 54			$ - 0	$ - 0
		Participate at Ages 55 - 59			$ - 0	$ - 0
		Participate at Ages 60 - 64			$ - 0	$ - 0
		Participate at Ages 65>			$ - 0	$ - 0
	Participant Optional Plan - Family Coverage					$ - 0
	TOTAL FOR OPTION PERIOD ONE PLAN COVERAGE
	The price cap for OP1 is ____%.

Option Period 2: January 1, 2028 through December 31, 2028
LIN	Plan Coverage Description	Estimated # of Employees/ Retirees	Firm-Fixed Rate	Estimated Monthly Premium	Estimated Annual Premium

(Per 24 months)

	BASIC LIFE FOR ACTIVE EMPLOYEES
	0002	Basic Life Insurance for Active Employees
*Rate includes bi-weekly Basic AD&D rate of $0.XXX/ $1,000	2309		$ - 0	$ - 0
	Active Employees Basic Life Plan Total					$ - 0
	BASIC LIFE FOR RETIREES
	0003	Basic Life Insurance for Retirees	2131		$ - 0	$ - 0
	0004	Basic Life Insurance for OTS Frozen Group	612		$ - 0	$ - 0
	Retiree Basic Life Plan Total					$ - 0
	OPTIONAL EMPLOYEE COVERAGE
	Non-OCC Coverage	Participate at Ages <35			$ - 0	$ - 0
		Participate at Ages 35 - 39			$ - 0	$ - 0
		Participate at Ages 40 - 44			$ - 0	$ - 0
		Participate at Ages 45 - 49			$ - 0	$ - 0
		Participate at Ages 50 - 54			$ - 0	$ - 0
		Participate at Ages 55 - 59			$ - 0	$ - 0
		Participate at Ages 60 - 64			$ - 0	$ - 0
		Participate at Ages 65>			$ - 0	$ - 0
	Participant Plan - Optional Coverage					$ - 0
	OPTIONAL SPOUSE/DOMESTIC PARTNER COVERAGE
	Non-OCC Coverage	Participate at Ages <35			$ - 0	$ - 0
		Participate at Ages 35 - 39			$ - 0	$ - 0
		Participate at Ages 40 - 44			$ - 0	$ - 0
		Participate at Ages 45 - 49			$ - 0	$ - 0
		Participate at Ages 50 - 54			$ - 0	$ - 0
		Participate at Ages 55 - 59			$ - 0	$ - 0
		Participate at Ages 60 - 64			$ - 0	$ - 0
		Participate at Ages 65>			$ - 0	$ - 0
	Participant Optional Plan - Spouse/Domestic Partner Coverage					$ - 0
	OPTIONAL FAMILY COVERAGE
	Non-OCC Coverage	Participate at Ages <35			$ - 0	$ - 0
		Participate at Ages 35 - 39			$ - 0	$ - 0
		Participate at Ages 40 - 44			$ - 0	$ - 0
		Participate at Ages 45 - 49			$ - 0	$ - 0
		Participate at Ages 50 - 54			$ - 0	$ - 0
		Participate at Ages 55 - 59			$ - 0	$ - 0
		Participate at Ages 60 - 64			$ - 0	$ - 0
		Participate at Ages 65>			$ - 0	$ - 0
	Participant Optional Plan - Family Coverage					$ - 0
	TOTAL FOR OPTION PERIOD TWO PLAN COVERAGE
	The price cap for OP2 is ____%.

Option Period 3: January 1, 2029 through December 31, 2029
LIN	Plan Coverage Description	Estimated # of Employees/ Retirees	Firm-Fixed Rate	Estimated Monthly Premium	Estimated Annual Premium

(Per 24 months)

	BASIC LIFE FOR ACTIVE EMPLOYEES
	0002	Basic Life Insurance for Active Employees
*Rate includes bi-weekly Basic AD&D rate of $0.XXX/ $1,000	2309		$ - 0	$ - 0
	Active Employees Basic Life Plan Total					$ - 0
	BASIC LIFE FOR RETIREES
	0003	Basic Life Insurance for Retirees	2131		$ - 0	$ - 0
	0004	Basic Life Insurance for OTS Frozen Group	612		$ - 0	$ - 0
	Retiree Basic Life Plan Total					$ - 0
	OPTIONAL EMPLOYEE COVERAGE
	Non-OCC Coverage	Participate at Ages <35			$ - 0	$ - 0
		Participate at Ages 35 - 39			$ - 0	$ - 0
		Participate at Ages 40 - 44			$ - 0	$ - 0
		Participate at Ages 45 - 49			$ - 0	$ - 0
		Participate at Ages 50 - 54			$ - 0	$ - 0
		Participate at Ages 55 - 59			$ - 0	$ - 0
		Participate at Ages 60 - 64			$ - 0	$ - 0
		Participate at Ages 65>			$ - 0	$ - 0
	Participant Plan - Optional Coverage					$ - 0
	OPTIONAL SPOUSE/DOMESTIC PARTNER COVERAGE
	Non-OCC Coverage	Participate at Ages <35			$ - 0	$ - 0
		Participate at Ages 35 - 39			$ - 0	$ - 0
		Participate at Ages 40 - 44			$ - 0	$ - 0
		Participate at Ages 45 - 49			$ - 0	$ - 0
		Participate at Ages 50 - 54			$ - 0	$ - 0
		Participate at Ages 55 - 59			$ - 0	$ - 0
		Participate at Ages 60 - 64			$ - 0	$ - 0
		Participate at Ages 65>			$ - 0	$ - 0
	Participant Optional Plan - Spouse/Domestic Partner Coverage					$ - 0
	OPTIONAL FAMILY COVERAGE
	Non-OCC Coverage	Participate at Ages <35			$ - 0	$ - 0
		Participate at Ages 35 - 39			$ - 0	$ - 0
		Participate at Ages 40 - 44			$ - 0	$ - 0
		Participate at Ages 45 - 49			$ - 0	$ - 0
		Participate at Ages 50 - 54			$ - 0	$ - 0
		Participate at Ages 55 - 59			$ - 0	$ - 0
		Participate at Ages 60 - 64			$ - 0	$ - 0
		Participate at Ages 65>			$ - 0	$ - 0
	Participant Optional Plan - Family Coverage					$ - 0
	TOTAL FOR OPTION PERIOD THREE PLAN COVERAGE
	The price cap for OP3 is ____%.

Option Period 4: January 1, 2030 through December 31, 2030
LIN	Plan Coverage Description	Estimated # of Employees/ Retirees	Firm-Fixed Rate	Estimated Monthly Premium	Estimated Annual Premium

(Per 24 months)

	BASIC LIFE FOR ACTIVE EMPLOYEES
	0002	Basic Life Insurance for Active Employees
*Rate includes bi-weekly Basic AD&D rate of $0.XXX/ $1,000	2309		$ - 0	$ - 0
	Active Employees Basic Life Plan Total					$ - 0
	BASIC LIFE FOR RETIREES
	0003	Basic Life Insurance for Retirees	2131		$ - 0	$ - 0
	0004	Basic Life Insurance for OTS Frozen Group	612		$ - 0	$ - 0
	Retiree Basic Life Plan Total					$ - 0
	OPTIONAL EMPLOYEE COVERAGE
	Non-OCC Coverage	Participate at Ages <35			$ - 0	$ - 0
		Participate at Ages 35 - 39			$ - 0	$ - 0
		Participate at Ages 40 - 44			$ - 0	$ - 0
		Participate at Ages 45 - 49			$ - 0	$ - 0
		Participate at Ages 50 - 54			$ - 0	$ - 0
		Participate at Ages 55 - 59			$ - 0	$ - 0
		Participate at Ages 60 - 64			$ - 0	$ - 0
		Participate at Ages 65>			$ - 0	$ - 0
	Participant Plan - Optional Coverage					$ - 0
	OPTIONAL SPOUSE/DOMESTIC PARTNER COVERAGE
	Non-OCC Coverage	Participate at Ages <35			$ - 0	$ - 0
		Participate at Ages 35 - 39			$ - 0	$ - 0
		Participate at Ages 40 - 44			$ - 0	$ - 0
		Participate at Ages 45 - 49			$ - 0	$ - 0
		Participate at Ages 50 - 54			$ - 0	$ - 0
		Participate at Ages 55 - 59			$ - 0	$ - 0
		Participate at Ages 60 - 64			$ - 0	$ - 0
		Participate at Ages 65>			$ - 0	$ - 0
	Participant Optional Plan - Spouse/Domestic Partner Coverage					$ - 0
	OPTIONAL FAMILY COVERAGE
	Non-OCC Coverage	Participate at Ages <35			$ - 0	$ - 0
		Participate at Ages 35 - 39			$ - 0	$ - 0
		Participate at Ages 40 - 44			$ - 0	$ - 0
		Participate at Ages 45 - 49			$ - 0	$ - 0
		Participate at Ages 50 - 54			$ - 0	$ - 0
		Participate at Ages 55 - 59			$ - 0	$ - 0
		Participate at Ages 60 - 64			$ - 0	$ - 0
		Participate at Ages 65>			$ - 0	$ - 0
	Participant Optional Plan - Family Coverage					$ - 0
	TOTAL FOR OPTION PERIOD FOUR PLAN COVERAGE
	The price cap for OP4 is ____%.

Assumptions OCC Group Life Insurance - Narratives/Assumptions

Pricing Narrative(s)

Pricing Assumption(s)

Example Summary Price Sheet

Operating Period	Fixed Rate	Price Cap (%)	Price Cap ($)	Estimated Maximum Annual Premium
Base (2026)				$0.00
OP1 (2027)				$0.00
OP2 (2028)				$0.00
OP3 (2029)				$0.00
OP4 (2030)				$0.00
Total 5-Year NTE Price				$0.00

File details come from the government source that posted it. Updated Oct 10, 2025.