Attachment 1A - OGLI Pricing Structure Template.docx

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Attached to
OCC Group Life Insurance (OGLI) Services (RFP)
Solicitation number
2031JW26R00001
Issued by

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This document is a Pricing Structure Template for the OCC Group Life Insurance (OGLI) Services Request for Quote (RFQ) with solicitation number 2031JW26R00001. The template covers pricing for life insurance coverage from January 1, 2026, through December 31, 2030, including a base period and four option periods. The pricing structure includes rates for basic life insurance for active employees and retirees, with coverage maximums of $500,000 for employees, and optional coverage for employees, spouses/domestic partners, and family members across different age brackets.

The solicitation is issued by the Department of Treasury's Office of the Comptroller of the Currency (OCC) on behalf of the Office of Human Capital, seeking a contractor to underwrite and administer group life insurance for OCC and Office of Financial Research (OFR) employees and their dependents. The contract will be firm-fixed-price for 5 years, with one base year and four option years. Proposals are due by 12:00 PM ET on October 27, 2025, to Anethra.Facione@occ.treas.gov, and the contract will ultimately conclude on December 31, 2030, if all option periods are exercised.

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Other files

File Type Posted
Attachment 5 - Technical Exhibit OCC Life Claims-Supplement-R.xlsx XLSX spreadsheet
SF 30_2031JW26R00001 A00003_Revised Attachment 5.pdf PDF
SF 30_2031JW26R00001 A00002_Revised Attachment 3.pdf PDF
Attachment 3 - Technical Exhibit Retiree Census Data-Supplement-R.xlsx XLSX spreadsheet
Attachment 3 - Technical Exhibit Retiree Census Data-Supplement.xlsx XLSX spreadsheet
Attachment 13 - QandA Worksheet-GOVT.xlsx XLSX spreadsheet
Attachment 1B - OGLI Design Plan_Schedule of Benefits.pdf PDF
SF 30_2031JW26R00001 A00001_Q-A Worksheet and Attachments.pdf PDF
Attachment 5 - Technical Exhibit OCC Life Claims-Supplement.xlsx XLSX spreadsheet
Attachment 1C - OCC-OFR GLI Memorandum of Understanding.pdf PDF
Attachment 6 - Technical Exhibit OFR Census-Supplement.xlsx XLSX spreadsheet
Attachment 2 -Technical Exhibit Active Employee Census Data-Supplement.xlsx XLSX spreadsheet
Attachment 6 - Technical Exhibit OFR Census.xlsx XLSX spreadsheet
Attachment 13 - QandA Worksheet.xlsx XLSX spreadsheet
Attachment 4 - Technical Exhibt Affidavit of Domestic Partnership.pdf PDF
Attachment 1 - Price Proposal Template.xlsx XLSX spreadsheet
Attachment 3 - Technical Exhibit Retiree Census Data.xlsx XLSX spreadsheet
Attachment 9 - Security Compliance Requirements Questionnaire.docx DOCX document
SF 33_2031JW26R00001_RFP OGLI_FAR 15.pdf PDF
Attachment 8 - Past Performance Questionnaire.docx DOCX document
Attachment 5 - Technical Exhibit OCC Life Claims.xlsx XLSX spreadsheet
Attachment 7 - Technical Capability Questionnire.pdf PDF
Attachment 2 -Technical Exhibit Active Employee Census Data.xlsx XLSX spreadsheet
Show all 23

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ATTACHMENT 1A – PRICING STRUCTURE

RFQ: 2031JW26R00001

BASIC LIFE FOR ACTIVE EMPLOYEES

Base Period (January 1, 2026, through December 31, 2026)

Type of Coverage
Biweekly Rate Per $1000 of Coverage

Life coverage for employee (maximum coverage of $500,000)

Option Period One (January 1, 2027, through December 31, 2027)

Type of Coverage
Biweekly Rate Per $1000 of Coverage

Life coverage for employee (maximum coverage of $500,000)

Option Period Two (January 1, 2028, through December 31, 2028)

Type of Coverage
Biweekly Rate Per $1000 of Coverage

Life coverage for employee (maximum coverage of $500,000)

Option Period Three (January 1, 2029, through December 31, 2029)

Type of Coverage
Biweekly Rate Per $1000 of Coverage

Life coverage for employee (maximum coverage of $500,000)

Option Period Four (January 1, 2030, through December 31, 2030)

Type of Coverage
Biweekly Rate Per $1000 of Coverage

Life coverage for employee (maximum coverage of $500,000)

BASIC LIFE FOR RETIREES

Base Period (January 1, 2026, through December 31, 2026)

Type of Coverage
Biweekly Rate Per $1000 of Coverage
Life coverage for retirees
$________
Type of Coverage
Biweekly Rate Per $1000 of Coverage
Life coverage for retirees
$________
Type of Coverage
Biweekly Rate Per $1000 of Coverage
Life coverage for retirees
$________
Type of Coverage
Biweekly Rate Per $1000 of Coverage
Life coverage for retirees
$________
Type of Coverage
Biweekly Rate Per $1000 of Coverage
Life coverage for retirees
$________

OPTIONAL EMPLOYEE COVERAGE

Age Brackets
Biweekly Rate Per $1000 (maximum coverage $500,000)

<35 35-39 40-44 45-49 50-54 55-59 60-64 65>

Age Brackets
Biweekly Rate Per $1000 (maximum coverage $500,000)

<35 35-39 40-44 45-49 50-54 55-59 60-64 65>

Age Brackets
Biweekly Rate Per $1000 (maximum coverage $500,000)

<35 35-39 40-44 45-49 50-54 55-59 60-64 65>

Age Brackets
Biweekly Rate Per $1000 (maximum coverage $500,000)

<35 35-39 40-44 45-49 50-54 55-59 60-64 65>

Age Brackets
Biweekly Rate Per $1000 (maximum coverage $500,000)

<35 35-39 40-44 45-49 50-54 55-59 60-64 65>

OPTIONAL SPOUSE/DOMESTIC PARTNER COVERAGE

Age Brackets
Biweekly Rate Per $1000

<35 35-39 40-44 45-49 50-54 55-59 60-64 65>

Age Brackets
Biweekly Rate Per $1000

<35 35-39 40-44 45-49 50-54 55-59 60-64 65>

Age Brackets
Biweekly Rate Per $1000

<35 35-39 40-44 45-49 50-54 55-59 60-64 65>

Age Brackets
Biweekly Rate Per $1000

<35 35-39 40-44 45-49 50-54 55-59 60-64 65>

Age Brackets
Biweekly Rate Per $1000

<35 35-39 40-44 45-49 50-54 55-59 60-64 65>

OPTIONAL FAMILY COVERAGE

Age Brackets
Biweekly Rate (per $5,000 spouse and $2,500 child)

<35 35-39 40-44 45-49 50-54 55-59 60-64 65>

Age Brackets
Biweekly Rate (per $5,000 spouse and $2,500 child)

<35 35-39 40-44 45-49 50-54 55-59 60-64 65>

Age Brackets
Biweekly Rate (per $5,000 spouse and $2,500 child)

<35 35-39 40-44 45-49 50-54 55-59 60-64 65>

Age Brackets
Biweekly Rate (per $5,000 spouse and $2,500 child)

<35 35-39 40-44 45-49 50-54 55-59 60-64 65>

Age Brackets
Biweekly Rate (per $5,000 spouse and $2,500 child)

<35 35-39 40-44 45-49 50-54 55-59 60-64 65>

ANNUAL PRICE ESTIMATES

Base Period: January 1, 2026, through December 31, 2026

Type of Coverage
Estimated Annual Price
Retiree Basic Life (excluding AD&D)
$ ________________
Employee Basic Life (including AD&D)
$ ________________
Employee Optional Life
$ ________________
Spousal Optional Life
$ ________________
Optional Family Life
$ ________________
Total Estimated Price
$ ________________

Option Period One: January 1, 2027, through December 31, 2027

Type of Coverage
Estimated Annual Price
Employee Basic Life (including AD&D)
$ ________________
Retiree Basic Life (excluding AD&D)
$ ________________
Employee Optional Life
$ ________________
Spousal Optional Life
$ ________________
Optional Family Life
$ ________________
Total Estimated Price
$ ________________

Option Period Two: January 1, 2028, through December 31, 2028

Type of Coverage
Estimated Annual Price
Employee Basic Life (including AD&D)
$ ________________
Retiree Basic Life (excluding AD&D)
$ ________________
Employee Optional Life
$ ________________
Spousal Optional Life
$ ________________
Optional Family Life
$ ________________
Total Estimated Price
$ ________________

Option Period Three: January 1, 2029, through December 31, 2029

Type of Coverage
Estimated Annual Price
Employee Basic Life (including AD&D)
$ ________________
Retiree Basic Life (excluding AD&D)
$ ________________
Employee Optional Life
$ ________________
Spousal Optional Life
$ ________________
Optional Family Life
$ ________________
Total Estimated Price
$ ________________

Option Period Four: January 1, 2030, through December 31, 2030

Type of Coverage
Estimated Annual Price
Employee Basic Life (including AD&D)
$ ________________
Retiree Basic Life (excluding AD&D)
$ ________________
Employee Optional Life
$ ________________
Spousal Optional Life
$ ________________
Optional Family Life
$ ________________
Total Estimated Price
$ ________________

File details come from the government source that posted it. Updated .