Attachment_6_Deliverables.docx
DOCX document 23 KB Posted
- Solicitation number
- 2031JW25Q00073
About this file
Attachment 6 is a detailed deliverables listing for a Short-Term Disability (STD) and Long-Term Disability (LTD) Insurance Program solicitation by the Office of the Comptroller of the Currency (OCC). The document outlines specific electronic reports, documents, and their required submission timelines, including insurance policies and certificates, implementation project plans, claim reporting structures, claim filing instructions, and various quarterly and annual reports such as disability income reports, FICA invoice notifications, experience reports, and claims experience reports.
The related federal contract opportunity (Solicitation Number 2031JW25Q00073) is a combined synopsis/solicitation for commercial insurance services, classified under NAICS code 524113 with a small business size standard of $47.0 million. Key details include a solicitation release date of August 5, 2025, with quotations due on August 27, 2025, at 3:00 PM Eastern. The solicitation is not set aside and will be evaluated based on corporate experience, technical capability, past performance, and price. The contract performance will occur at the contractor's site, with contract specialist Patrick Reil and contracting officer John R. Baumert managing the procurement process.
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Other files
| File | Type | Posted |
|---|---|---|
| RFQ_2031JW25Q00073_STD_LTD Ins (Amendment 001).pdf | ||
| 2031JW25Q00073 Amendment 0001 - SF30.pdf | ||
| Attachment D - Q and A Worksheet (25Q00073).pdf | ||
| Attachment_3_LTD_Cert of Ins..pdf | ||
| Attachment_1_OCC_OFR_CensusData.xlsx | XLSX spreadsheet | |
| Attachment_5_OCC_OFR_PremiumHistory.xlsx | XLSX spreadsheet | |
| RFQ 2031JW25Q00073 STD-LTD Insur.pdf | ||
| Attachment_2_STD_Cert of Ins..pdf | ||
| Attachment_4_STD_LTD_ClaimsData.xlsx | XLSX spreadsheet | |
| Attachment_8_Nondisclosure Agreement.pdf | ||
| Attachment_7_TechnicalCapabilityQuestionnaire.pdf |
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Text version
ATTACHMENT 6 – DELIVERABLES
REQUIRED ELECTRONIC REPORTS, LETTERS, AND DOCUMENTS LISTING
| Deliverables |
| Submission Date |
| Insurance Policies and Certificates (Electronic) |
| Six weeks after date of contract award |
| Forms and Brochures (Electronic) |
| Six weeks after date of contract award |
| Implementation Project Plan (Electronic) |
| As agreed, upon between the OCC and the Contractor |
| Create Claim Reporting Structures for the OCC and the OFR (Electronic) |
| Six weeks after date of contract award |
| STD/LTD At-a-Glance (Electronic) |
| As agreed, upon between the OCC and the Contractor |
| Claim Filing Instructions (Electronic) |
| Six weeks after date of contract award |
| Disability Income Report (1099 and W-2) (Electronic) |
| Annually |
| Call In-take Report (Electronic) |
| Quarterly |
| FICA Invoice Notifications (Electronic) |
| Quarterly |
| Experience Report – reflect paid claims, active claims, reserves IBNR, Employer FICA, commissions, premium taxes, other expense, and risk charges (Electronic) |
| Annually |
| Activity Report – (includes pertinent claims history data such as receive date for a completed claim, date of claim decision, date of notification letter, date first payment issued, deductions, adjusted net benefits, benefits withheld, offsets.) (Electronic) |
| Monthly |
| Claims Experience Report (active and closed claims) (Electronic) |
| As agreed, upon between the OCC and the Contractor |
File details come from the government source that posted it. Updated .