Attachment E - Questions and Answers Worksheet.xlsx

This document outlines a solicitation for 401(k) administration and recordkeeping services. The Office of the Comptroller of the Currency seeks to maintain recordkeeping and trustee services to administer 401(k) plans for OCC and OTS retirees. Services will include 401(k) administration and recordkeeping. The anticipated contract term is 126 months, including a potential 6-month transition-in period, a 2-year base period and four 2-year option periods, as well as a potential 3-month transition-out period. The solicitation will be issued in accordance with FAR part 12 and subpart 13.5 procedures. The government intends to promote maximum practicable competition per FAR section 13.104. The NAICS code identified is 523150. The contracting agency is the Department of the Treasury Office of the Comptroller of the Currency.