Attachment 6 - Technical Exhibit_OFR_Census.xlsx

XLSX spreadsheet 21 KB Posted Jun 8, 2021

Attached to: Group Life Insurance
Solicitation number: 2031JW21Q00092
Issued by: Department of the Treasury Office of the Comptroller of the Currency

About this file

Written by GovTribe AI · Dec 28, 2023

This document contains a federal contract solicitation and related technical exhibit. The solicitation seeks an experienced contractor to underwrite and administer a group life insurance program for approximately 5,090 active and retired employees of the Office of the Comptroller of the Currency and Office of Financial Research. Required services include amending an existing group life insurance policy to provide basic, supplemental, and dependent coverage. Supplemental coverage can range from $25,000 to $500,000 or five times salary. Enrollment changes for supplemental coverage due to salary increases up to $50,000 must be made within 31 days. The incumbent contractor is Metropolitan Life Insurance Company, whose five-year contract expires June 30, 2021. Eligible participants and coverage details are provided in the technical exhibit spreadsheet.

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Other files

File	Type	Posted
Group Life Insurance RFQ_Amendment 0002.pdf	PDF	Jun 16, 2021
2031JW21Q00092 Amendment 2.pdf	PDF	Jun 16, 2021
Attachment 5 - Technical Exhibit OCC Life Claims-Jan 2016 thru May 2021.xlsx	XLSX spreadsheet	Jun 15, 2021
Attachment 11 - Questions and Answer - MetLife Submission 6102021 (003).pdf	PDF	Jun 15, 2021
Average Age and Volume_3 years.pdf	PDF	Jun 15, 2021
2031JW21Q00092 Amendment 1.pdf	PDF	Jun 15, 2021
Attachment 6.1 Technical Exhibit OFR_Census.xlsx	XLSX spreadsheet	Jun 8, 2021
Attachment 3 - Technical Exhibit Retiree Census.xlsx	XLSX spreadsheet	Jun 8, 2021
Attachment 2 Technical Exhibit Active Employee Census Data.xls	XLS spreadsheet	Jun 8, 2021
Attachment 5 - Technical Exhibit OCC Life Claims - Jan 2016 thru Sept 2020.xlsx	XLSX spreadsheet	Jun 8, 2021
Attachment 7 - Technical Capability Questionnire.pdf	PDF	Jun 8, 2021
Attachment 9 - Non-Disclosure Agreement.docx	DOCX document	Jun 8, 2021
Attachment 8 - Contractors Off-Boarding Tasks.pdf	PDF	Jun 8, 2021
Group Life Insurance RFQ Final.pdf	PDF	Jun 8, 2021
Attachment 11 - Questions and Answer.docx	DOCX document	Jun 8, 2021
Attachment 10 - OCC Conflict of Interest Disclosure and Certification.docx	DOCX document	Jun 8, 2021
Attachment 4 - Technical Exhibit Affidavit of Domestic Partnership.doc	DOC document	Jun 8, 2021
Attachment 2.1 Technical Exhibit OCC Life Census.xlsx	XLSX spreadsheet	Jun 8, 2021
Attachment 1 OCC Group Life Pricing Structure.docx	DOCX document	Jun 8, 2021

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OFR Life

		Attachment 6 : Technical Exhibit OFR Census Data
				RFQ: 2031JW21Q00092
Grade	Adjusted Base Salary	OFR Life Basic Amount	OFR Life Age Coverage Amount	OFR Life Age Coverage Code	OFR Life Age Coverage Description	Gender Code	State	Birth Date	OFR Life Age Group Code	OFR Life Age Group Desc	Pay Period End Date
42	73,312.00	76000	76	1	BASIC ONLY	F	MD	06/23/1985	1	Under 35	09/26/2020
42	73,312.00	76000	76	1	BASIC ONLY	F	MD	08/10/1962	6	55 to 59	09/26/2020
42	85,149.00	0	0	0	NONE	F	NJ	05/15/1959	0		09/26/2020
51	92,080.00	0	0	0	NONE	F	VA	06/08/1955	0		09/26/2020
51	112,996.00	0	0	0	NONE	M	MD	05/30/1969	0		09/26/2020
52	113,212.00	116000	116	1	BASIC ONLY	F	VA	06/17/1967	5	50 to 54	09/26/2020
51	117,881.00	0	0	0	NONE	F	MD	12/11/1976	0		09/26/2020
52	125,063.00	128000	128	5	BASIC/EMPLOYEE	F	DC	05/09/1972	4	45 to 49	09/26/2020
53	131,463.00	0	0	0	NONE	M	MD	03/22/1962	0		09/26/2020
53	133,163.00	0	0	0	NONE	M	VA	06/20/1983	0		09/26/2020
53	133,636.00	136000	136	6	BASIC/EMPLOYEE/SPOUSE 50	M	VA	07/05/1987	1	Under 35	09/26/2020
60	134,854.00	137000	137	36	BASIC/EMPLOYEE/SPOUSE 100/FAMILY 5X	F	VA	02/11/1988	1	Under 35	09/26/2020
53	135,726.00	0	0	0	NONE	M	MD	09/16/1966	0		09/26/2020
53	135,995.00	138000	138	21	BASIC/EMPLOYEE/FAMILY 3X	M	VA	10/23/1968	5	50 to 54	09/26/2020
53	137,491.00	0	0	0	NONE	F	VA	07/28/1976	0		09/26/2020
60	137,563.00	140000	140	5	BASIC/EMPLOYEE	M	VA	01/15/1961	6	55 to 59	09/26/2020
53	142,373.00	145000	145	36	BASIC/EMPLOYEE/SPOUSE 100/FAMILY 5X	M	NY	11/05/1979	3	40 to 44	09/26/2020
53	143,236.00	0	0	0	NONE	M	VA	03/11/1979	0		09/26/2020
60	145,345.00	148000	148	1	BASIC ONLY	F	VA	11/15/1984	2	35 to 39	09/26/2020
53	146,337.00	149000	149	1	BASIC ONLY	F	MD	12/26/1980	2	35 to 39	09/26/2020
53	147,635.00	150000	150	1	BASIC ONLY	M	VA	11/23/1974	4	45 to 49	09/26/2020
60	149,114.00	152000	152	1	BASIC ONLY	M	VA	05/10/1980	2	35 to 39	09/26/2020
60	150,635.00	0	0	0	NONE	M	MD	10/15/1983	0		09/26/2020
60	152,456.00	155000	155	9	BASIC/SPOUSE 100	M	DC	01/25/1967	5	50 to 54	09/26/2020
53	152,732.00	155000	155	1	BASIC ONLY	M	NJ	12/27/1984	2	35 to 39	09/26/2020
53	152,825.00	0	0	0	NONE	M	DC	05/08/1989	0		09/26/2020
60	152,869.00	0	0	0	NONE	M	DC	11/16/1983	0		09/26/2020
60	153,171.00	156000	156	11	BASIC/EMPLOYEE/SPOUSE 100	M	VA	07/07/1980	2	35 to 39	09/26/2020
53	153,914.00	156000	156	5	BASIC/EMPLOYEE	M	VA	03/29/1989	1	Under 35	09/26/2020
53	155,000.00	157000	157	36	BASIC/EMPLOYEE/SPOUSE 100/FAMILY 5X	M	TX	02/12/1992	1	Under 35	09/26/2020
53	155,000.00	0	0	0	NONE	F	VA	03/25/1989	0		09/26/2020
60	156,320.00	159000	159	1	BASIC ONLY	M	MD	09/11/1981	2	35 to 39	09/26/2020
60	156,488.00	159000	159	1	BASIC ONLY	M	MD	12/21/1979	3	40 to 44	09/26/2020
60	157,665.00	160000	160	11	BASIC/EMPLOYEE/SPOUSE 100	M	VA	09/11/1978	3	40 to 44	09/26/2020
53	158,720.00	0	0	0	NONE	M	NY	10/14/1986	0		09/26/2020
60	159,613.00	162000	162	1	BASIC ONLY	M	VA	02/03/1973	4	45 to 49	09/26/2020
53	160,000.00	0	0	0	NONE	M	NY	06/17/1975	0		09/26/2020
53	160,823.00	0	0	0	NONE	F	VA	01/27/1966	0		09/26/2020
53	161,201.00	164000	164	36	BASIC/EMPLOYEE/SPOUSE 100/FAMILY 5X	M	VA	01/03/1987	1	Under 35	09/26/2020
60	163,013.00	0	0	0	NONE	F	MD	07/27/1961	0		09/26/2020
60	165,069.00	168000	168	1	BASIC ONLY	M	NY	03/22/1982	2	35 to 39	09/26/2020
53	165,084.00	168000	168	5	BASIC/EMPLOYEE	M	MD	12/29/1961	6	55 to 59	09/26/2020
53	165,084.00	168000	168	11	BASIC/EMPLOYEE/SPOUSE 100	F	MD	08/07/1964	6	55 to 59	09/26/2020
60	167,089.00	170000	170	1	BASIC ONLY	M	VA	10/15/1975	3	40 to 44	09/26/2020
60	167,598.00	170000	170	5	BASIC/EMPLOYEE	M	VA	11/27/1976	3	40 to 44	09/26/2020
60	168,313.00	171000	171	1	BASIC ONLY	F	VA	02/09/1972	4	45 to 49	09/26/2020
03	168,400.00	300000	300	1	BASIC ONLY	M	MT	05/01/1967	5	50 to 54	09/26/2020
60	170,000.00	172000	172	9	BASIC/SPOUSE 100	M	VA	06/23/1980	2	35 to 39	09/26/2020
60	170,407.00	0	0	0	NONE	F	MD	12/24/1969	0		09/26/2020
60	171,295.00	174000	174	11	BASIC/EMPLOYEE/SPOUSE 100	F	DC	08/07/1971	4	45 to 49	09/26/2020
60	172,043.00	175000	175	33	BASIC/EMPLOYEE/FAMILY 5X	M	VA	09/28/1971	4	45 to 49	09/26/2020
60	172,421.00	175000	175	23	BASIC/SPOUSE 100/FAMILY 3X	M	VA	11/20/1984	2	35 to 39	09/26/2020
70	173,829.00	176000	176	9	BASIC/SPOUSE 100	M	DC	11/14/1982	2	35 to 39	09/26/2020
60	174,063.00	177000	177	1	BASIC ONLY	M	MD	10/31/1980	2	35 to 39	09/26/2020
60	177,059.00	0	0	0	NONE	F	MD	11/06/1966	0		09/26/2020
60	178,946.00	181000	181	5	BASIC/EMPLOYEE	M	NJ	07/25/1967	5	50 to 54	09/26/2020
60	179,457.00	182000	182	5	BASIC/EMPLOYEE	M	VA	01/04/1974	4	45 to 49	09/26/2020
60	179,615.00	0	0	0	NONE	M	VA	08/31/1961	0		09/26/2020
70	180,626.00	0	0	0	NONE	F	MD	06/27/1982	0		09/26/2020
60	180,656.00	0	0	0	NONE	M	DC	03/04/1971	0		09/26/2020
60	181,733.00	0	0	0	NONE	M	VA	01/04/1974	0		09/26/2020
60	182,224.00	0	0	0	NONE	F	MD	09/23/1957	0		09/26/2020
60	184,851.00	0	0	0	NONE	M	DC	11/25/1981	0		09/26/2020
60	185,688.00	0	0	0	NONE	M	DC	08/30/1985	0		09/26/2020
70	187,602.00	190000	190	36	BASIC/EMPLOYEE/SPOUSE 100/FAMILY 5X	M	VA	03/23/1982	2	35 to 39	09/26/2020
53	188,835.00	191000	191	9	BASIC/SPOUSE 100	M	NJ	07/31/1982	2	35 to 39	09/26/2020
60	191,437.00	194000	194	11	BASIC/EMPLOYEE/SPOUSE 100	M	VA	03/17/1972	4	45 to 49	09/26/2020
60	191,531.00	0	0	0	NONE	M	VA	08/16/1967	0		09/26/2020
60	191,660.00	194000	194	36	BASIC/EMPLOYEE/SPOUSE 100/FAMILY 5X	M	MD	10/31/1979	3	40 to 44	09/26/2020
60	192,877.00	0	0	0	NONE	F	MD	03/29/1968	0		09/26/2020
60	193,291.00	196000	196	1	BASIC ONLY	F	VA	06/25/1973	4	45 to 49	09/26/2020
70	193,351.00	196000	196	5	BASIC/EMPLOYEE	M	MD	09/03/1960	6	55 to 59	09/26/2020
60	195,731.00	198000	198	1	BASIC ONLY	F	MD	09/27/1963	6	55 to 59	09/26/2020
60	196,857.00	199000	199	1	BASIC ONLY	F	VA	01/10/1962	6	55 to 59	09/26/2020
60	198,525.00	0	0	0	NONE	F	VA	04/01/1955	0		09/26/2020
70	199,503.00	0	0	0	NONE	F	MD	10/22/1960	0		09/26/2020
60	200,920.00	0	0	0	NONE	M	VA	04/21/1982	0		09/26/2020
60	202,401.00	205000	205	1	BASIC ONLY	F	VA	06/22/1962	6	55 to 59	09/26/2020
60	202,471.00	0	0	0	NONE	M	MD	05/17/1956	0		09/26/2020
60	203,184.00	0	0	0	NONE	M	VA	01/16/1980	0		09/26/2020
70	205,504.00	0	0	0	NONE	F	DC	05/17/1971	0		09/26/2020
70	208,860.00	0	0	0	NONE	M	DC	04/22/1981	0		09/26/2020
60	209,214.00	212000	212	2	BASIC/SPOUSE 50	M	VA	05/10/1974	4	45 to 49	09/26/2020
60	210,071.00	0	0	0	NONE	M	VA	07/31/1968	0		09/26/2020
60	210,770.00	0	0	0	NONE	F	VA	01/04/1977	0		09/26/2020
60	211,743.00	214000	214	1	BASIC ONLY	M	VA	11/06/1974	4	45 to 49	09/26/2020
60	212,474.00	0	0	0	NONE	F	MD	10/16/1975	0		09/26/2020
60	212,861.00	0	0	0	NONE	M	NJ	10/27/1959	0		09/26/2020
60	212,861.00	0	0	0	NONE	F	MD	07/25/1956	0		09/26/2020
60	212,861.00	0	0	0	NONE	M	VA	05/24/1966	0		09/26/2020
60	212,861.00	215000	215	5	BASIC/EMPLOYEE	M	MD	01/08/1980	2	35 to 39	09/26/2020
60	216,014.00	219000	219	1	BASIC ONLY	F	NJ	03/30/1966	5	50 to 54	09/26/2020
70	218,001.00	0	0	0	NONE	M	MD	09/07/1979	0		09/26/2020
70	219,128.00	0	0	0	NONE	M	VA	01/12/1956	0		09/26/2020
70	222,547.00	0	0	0	NONE	F	MD	10/04/1966	0		09/26/2020
60	226,160.00	0	0	0	NONE	M	NY	01/23/1980	0		09/26/2020
60	226,992.00	229000	229	1	BASIC ONLY	M	NJ	07/23/1954	7	60 and over	09/26/2020
80	229,141.00	300000	300	36	BASIC/EMPLOYEE/SPOUSE 100/FAMILY 5X	M	VA	05/28/1979	3	40 to 44	09/26/2020
70	230,262.00	0	0	0	NONE	M	VA	11/25/1974	0		09/26/2020
70	234,147.00	0	0	0	NONE	M	MD	02/07/1976	0		09/26/2020
70	238,115.00	241000	241	1	BASIC ONLY	F	VA	03/25/1963	6	55 to 59	09/26/2020
70	239,178.00	242000	242	11	BASIC/EMPLOYEE/SPOUSE 100	M	MD	09/24/1966	5	50 to 54	09/26/2020
70	260,021.00	263000	263	1	BASIC ONLY	F	VA	11/23/1966	5	50 to 54	09/26/2020
80	267,156.00	300000	300	6	BASIC/EMPLOYEE/SPOUSE 50	M	VA	05/30/1962	6	55 to 59	09/26/2020
80	268,783.00	0	0	0	NONE	M	VA	05/02/1958	0		09/26/2020
70	270,300.00	0	0	0	NONE	M	DC	03/09/1945	0		09/26/2020
70	270,300.00	273000	273	16	BASIC/EMPLOYEE/SPOUSE 50/FAMILY 2X	M	MD	10/16/1958	7	60 and over	09/26/2020
70	270,300.00	273000	273	1	BASIC ONLY	M	MD	03/06/1968	5	50 to 54	09/26/2020
80	277,600.00	0	0	0	NONE	F	MD	08/29/1959	0		09/26/2020
80	277,600.00	0	0	0	NONE	M	IL	01/28/1943	0		09/26/2020

File details come from the government source that posted it. Updated Jun 8, 2021.