Attachment 8 - Past Performance Questionnaire.docx
DOCX document 45 KB Posted
- Attached to
- OCC Group Life Insurance (OGLI) Services (RFP)
- Solicitation number
- 2031JW26R00001
About this file
This document is a Past Performance Questionnaire for the OCC Group Life Insurance Services solicitation. The questionnaire requires potential contractors to provide detailed past performance examples demonstrating experience in supporting federal government agencies with group life insurance programs. Specifically, offerors must document their capabilities in three key areas: 1) supporting federal agencies with similar organizational scale and complexity, 2) the largest number of group life insurance participants previously managed, and 3) experiences handling contract performance challenges and implementing effective mitigation strategies.
The associated federal contract opportunity involves the Department of Treasury's Office of the Comptroller of the Currency (OCC) seeking a contractor to underwrite and administer group life insurance for active and retired OCC employees and Office of Financial Research (OFR) employees and their dependents. The contract will be firm-fixed-price, spanning 5 years (one base year and four option years), with a potential completion date of December 31, 2030. Proposals are due by 12:00 PM ET on October 27, 2025, and will be evaluated using FAR Part 15 procedures. The solicitation is unrestricted, indicating open competition for the group life insurance services contract.
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ATTACHMENT 8 – PAST PERFORMANCE QUESTIONNAIRE
Past Performance Example (#1)
Awarding Agency/Firm:
Agency’s POC/COR Name:
Agency’s POC/COR Number:
Agency’s POC/COR Email:
POC #2 (e.g., Contracting Officer; optional) (name, current telephone number, and email address):
Program/Project Title:
Contract number:
Contract vehicle type (e.g., IDIQ, GSA Schedule, BPA, GWAC), if applicable:
Contract annual value:
Contract total ceiling value:
Period of performance (month and year, including beginning and end dates):
Contract type(s) (e.g., FFP, FFUP, LH, Cost, T&M, Combined):
Volume of Participants:
Question/Request #1
Offeror must describe its experience in supporting a Federal Government agency, similar in size, scope, and complexity in terms of number of employees, transactions performed specifically during enrollment and claims, and protocols/controls for safeguarding sensitive information and managing access for a large group of participants while ensuring secure and timely processing financial transactions.
Question/Request #2
What is the largest total number of group life insurance participants the Offeror has supported having similar activities, deliverables, and services to the OCC’s OGLI requirements? Describe the activities, deliverables, and services performed similar in nature.
Question/Request #3
Offeror must describe its experience in obstacles, complex issues, and challenges faced during contract performance, as well as the corrective actions taken to mitigate, manage, and/or overcome unexpected encounters. Discuss any impacts and how vital functions and operations continued with no or minimum disruptions. Detail the solution(s) and lessons learned, that could be applied to future contracts to support successful outcomes.
Past Performance Example (#2)
Awarding Agency/Firm:
Agency’s POC/COR Name:
Agency’s POC/COR Number:
Agency’s POC/COR Email:
POC #2 (e.g., Contracting Officer; optional) (name, current telephone number, and email address):
Program/Project Title:
Contract number:
Contract vehicle type (e.g., IDIQ, GSA Schedule, BPA, GWAC), if applicable:
Contract annual value:
Contract total ceiling value:
Period of performance (month and year, including beginning and end dates):
Contract type(s) (e.g., FFP, FFUP, LH, Cost, T&M, Combined):
Volume of Participants:
Question/Request #1
Offeror must describe its experience in supporting a Federal Government agency, similar in size, scope, and complexity in terms of number of employees, transactions performed specifically during enrollment and claims, and protocols/controls for safeguarding sensitive information and managing access for a large group of participants while ensuring secure and timely processing financial transactions.
Question/Request #2
What is the largest total number of group life insurance participants the Offeror has supported having similar activities, deliverables, and services to the OCC’s OGLI requirements? Describe the activities, deliverables, and services performed similar in nature.
Question/Request #3
Offeror must describe its experience in obstacles, complex issues, and challenges faced during contract performance, as well as the corrective actions taken to mitigate, manage, and/or overcome unexpected encounters. Discuss any impacts and how vital functions and operations continued with no or minimum disruptions. Detail the solution(s) and lessons learned, that could be applied to future contracts to support successful outcomes.
Past Performance Example (#3)
Awarding Agency/Firm:
Agency’s POC/COR Name:
Agency’s POC/COR Number:
Agency’s POC/COR Email:
POC #2 (e.g., Contracting Officer; optional) (name, current telephone number, and email address):
Program/Project Title:
Contract number:
Contract vehicle type (e.g., IDIQ, GSA Schedule, BPA, GWAC), if applicable:
Contract annual value:
Contract total ceiling value:
Period of performance (month and year, including beginning and end dates):
Contract type(s) (e.g., FFP, FFUP, LH, Cost, T&M, Combined):
Volume of Participants:
Question/Request #1
Offeror must describe its experience in supporting a Federal Government agency, similar in size, scope, and complexity in terms of number of employees, transactions performed specifically during enrollment and claims, and protocols/controls for safeguarding sensitive information and managing access for a large group of participants while ensuring secure and timely processing financial transactions.
Question/Request #2
What is the largest total number of group life insurance participants the Offeror has supported having similar activities, deliverables, and services to the OCC’s OGLI requirements? Describe the activities, deliverables, and services performed similar in nature.
Question/Request #3
Offeror must describe its experience in obstacles, complex issues, and challenges faced during contract performance, as well as the corrective actions taken to mitigate, manage, and/or overcome unexpected encounters. Discuss any impacts and how vital functions and operations continued with no or minimum disruptions. Detail the solution(s) and lessons learned, that could be applied to future contracts to support successful outcomes.
OCC Group Life Insurance Services RFQ #2031JW26R00001 Page 1 | 9
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