RFI - OCC 2026 SMLT.pdf

Request for Information (RFI)

OCC 2026 Social Media Listening Tool (SMLT) Services

Request for Information (RFI) Only

This RFI does not constitute an Invitation for Bids (IFB), Request for Proposals (RFP), or Request for

Quotation (RFQ). This RFI is issued solely for information and planning purposes and does not commit the Office of the Comptroller of the Currency (OCC) to issue a solicitation (RFP/RFQ) or award a contract for any supply or service. The OCC will not pay for any information or administrative costs incurred in response to this RFI. All costs associated with responding to this RFI will be solely at the Respondents’ expense. Those who respond to this RFI should not anticipate feedback concerning its submission other than acknowledgement of receipt if the Submitter requests acknowledgement. The OCC elects to respond to comments and questions resulting from Respondents’ submissions of the SMLT Q&A

Worksheet (Attachment 2), if it is determined that doing so would benefit the agency.

Introduction

The OCC is requesting information on available platforms for social listening and analytics to serve as an alert and monitoring system, offering real-time insights into public sentiment regarding the banking sector and banks supervised by the OCC. The social listening and analytics tool would enable the OCC to spot potential risks or issues within the banking industry, facilitating a more proactive monitoring approach to potential threats and concerns.

Background

The OCC is a non-appropriated federal financial regulatory agency responsible for regulating and supervising all national banks and federal savings associates. Headquartered in Washington, DC, the

OCC is responsible for ensuring national banks and federal savings associations operate in a safe and sound manner, provide fair access to financial services, treat customers fairly, and comply with applicable laws and regulations. Over the last 10 years, the rate at which information circulates on social media platforms and influences consumer behavior has escalated notably, as evidenced by the bank failures in 2023. Presently, the OCC wants to improve its capability to effectively track or evaluate social media content to identify potential risks or issues related to banks under OCC supervision and the banking sector at large.

Requirements Description

The Government (OCC) is seeking information on and the availability of a solution with the following requirements:

• Technical Requirements o Comprehensive Data Access – The platform needs to offer unrestricted access to both live and historical social media data. Historical data should include, at a minimum, 2 years of data at all times throughout the use of the tool. This will empower the OCC team to analyze trends over time and respond to recent developments with historical context in mind.

o Unified Content Monitoring – The platform needs to have the capability to seamlessly monitor and aggregate content from multiple social media networks through a single dashboard ensuring a broad-spectrum analysis. The social media networks of Redditt and X must be included at a minimum.

o Advanced Analytics Dashboard – The service needs to provide a highly customizable dashboard that showcases detailed data analytics. This includes visual representation of trends, counts of mentions, sentiment analysis, identification of trending topics (e.g., using word clouds), most popular hashtags, frequently shared URLs, and leading content creators by metrics such as reach, mentions, and followers. Essential customization options must, at minimum, allow users to adjust date ranges, filter by language, select sources, and identify trending topics, granting the flexibility to tailor the dashboard to our specific analytical needs.

o Search Functionality with Support – The platform must have functionality for creating both saved queries and ad hoc queries. The tool should allow for a minimum of 200 saved queries and additional ad hoc queries, as needed. The vendor should indicate the number of saved and ad hoc queries permitted within the tool in their response.

Crucially, vendor support should be available to assist in setting up these saved searches, including guidance on constructing Boolean search strings.

o AI-Powered Summaries – Employ AI technology to generate concise summaries or in-depth insights based on the aggregated content from social media posts, applicable to both preset and ad hoc searches. This feature aims to distill valuable information from large volumes of data efficiently and may be included in the analytics dashboard or available as a separate module/feature. The summaries may be in a bullet point or executive summary-style format.

o Downloadable Reports (byproduct of queries) – Users must be able to easily download comprehensive summary reports/dashboards for the purpose of sharing insights and analyses within the OCC and externally. Alternatively, the user could send a shareable link of the summary reports/dashboards for use within the OCC.

o Direct Reading and Export Options – The platform must provide the capability for users to directly read social media posts within the interface. Additionally, it must allow for the export of anonymized ‘mentions’ into a CSV or Excel format to alleviate any privacy concerns o Customizable Alert System – An integral feature is an automated alert system that delivers reports or notifications directly to OCC Users, based on predetermined triggers of which OCC Users can specify/establish, for saved queries. This system must enable the OCC Users to stay informed of critical mentions or trends instantly via alerts on triggers such as mention volumes reaching a certain level or growing rapidly, or sentiment changing from positive to negative.

• Accessibility Requirements o Licensed users will be able to access the features identified in the Technical

Requirements section directly from the tool. Licenses must be transferable between employees (e.g., in situations where a user has a job change).

o Summary and data reports must be available for download in electronic format, such as

PDF or excel and CSV, respectively. Once the reports are downloaded for sharing, they will be stored within OCC systems. OCC employees shall be able to: (1) share reports with other OCC employees; and (2) use summary level report information in internal and external presentations. At a minimum, users must be able to store downloaded reports and data in perpetuity for OCC recordkeeping purposes as well as meeting statutory and regulatory conditions (if applicable).

• Technical Training Requirements o The Contractor shall provide training support to OCC users of the tool. The Contractor shall ensure training support questions are resolved within 2 business days (or mutually agreed upon time, if a more complex issue). The Contractor shall provide training for new licensed users of the tool, either one-on-one (at time of new user access), through pre-recorded training, and through a group session generally sometime soon after contract award. Training sessions should generally not exceed 2 hours. In the unlikely event OCC personnel (i.e., technical support) need temporary or administrative tool access to transport data, their access shall not count against a user license count.

The Government further seeks the SMLT solution to provide the following deliverables in electronic format to the OCC’s designated COR:

• Social media Listening Reports – Comprehensive summary reports that include AI-generated insights, volume of mentions for a specific topic identified by the OCC COR, sentiment for a query as identified by the OCC COR, and other ad hoc reporting of queries for the purpose of sharing insights and analyses within the OCC and externally

• User Guide – may be accessed through the platform itself and/or a separate .pdf document that details how to use/configure/administer the SMLT

• Methodology or Data Definitions – clear definitions available within the tool or as part of the user guide, for all derived data elements

• Social media Listening Tool Training Support – Virtual presentation on the use of the social media listening and analytics tool, to include accessing the tool, its key features and functions, and ability to achieve the project outcomes for reporting on the data generated

RFI Submission Responses:

Interested Respondents are requested to respond to this RFI electronically with the information below.

1) Company Background - Provide summary information including company name, Unique Entity

Identification number, CAGE code, Multi-Agency Contracts or governmentwide contract vehicle

(e.g., NASA Solutions for Enterprise-Wide Procurement (SEWP), GSA Information Technology

Schedule contract, Chief Information Officer – Solutions and Partners 3 (CIO SP3)), schedule holder number(s) (if applicable), Special Item Number (SIN), and designated point of contact's name, title, email address, and phone number

2) Company Classifications – Relevant asserted North American Industry Classification System (NAICS)

Code(s), and Product Service Code(s) (PSCs) (as applicable), business size, socioeconomic status,

a. Provide recommended NAICS Code(s)

b. Provide recommended PSC(s)

3) Solution and Service Overview – Describe experience with providing: a) social media listing services;

b) detecting and tracking trends pertinent to the banking industry and OCC-regulated banks; c) monitoring and evaluating the sentiment surrounding the banking sector and banks under OCC oversight, pinpointing any significant changes in mentions and sentiment; and, d) recognizing potential banking crises that may arise or be exacerbated by online content.

In order to be considered an Interested Respondent, answer the following questions:

• Are there limits on the number of saved and ad hoc queries a user may run within the tool? If so, please indicate the pricing structure and whether limits are imposed at the individual user level or the enterprise level. The OCC anticipates needing to run up to 200 saved queries on a monthly or quarterly basis, and ad hoc queries as needed.

• Are there limits on the number of search terms used within a query?

• Does the tool allow for viewing a minimum 2-year historical time series for mention volume for both saved and ad hoc queries?

• Does the tool provide an AI-generated summary of the content of social media posts for saved and ad hoc queries (e.g., a few sentences summarizing the content of the query similar to an abstract or executive summary, either in bullet point or narrative form)?

• Are saved and ad hoc query results limited or capped in volume, e.g. limit of 1000 posts/mentions returned for a query? If so, what is the limit on returned results?

4) Published Catalogs and Pricing Structure (Based on the OCC’s SMLT User Cases in Attachment 1) –

Provide any published price lists or catalog(s). If applicable, provided information on volume discounts, and favored customer discounts. Provide a proposed line-item structure of a previous retirement support services effort similar in nature to the tasks described above. Provide previous and recommended line-item structure(s), which could include: a) firm-fixed-price (FFP), b) FFP, level-of-effort (LOE), c) labor-hour (LH), or d) a combined/hybrid approach. Include the breakdown of work performed/deliverables completed to hours (i.e., LOE) over the course of a 1-year effort (1-month increments). Identify whether the FFP, LH, or combined contract types should remain unchanged throughout the duration of the contract.

NOTE: Currently, the Government is contemplating a FFP and fixed unit pricing contract type under three-line items (e.g., 0001 – SMLT and Technical Support, 0002 – SMLT Optional Support, and 0003 – SMLT Training Support).

5) Subcontracting possibilities – Respondents should identify any Small Business (SB) opportunities to allow SBs to expand its offering(s) and gain experience(s) in performing SMLT services or otherwise provide details as to why SB subcontracting opportunities are not viable.

RFI Submission Instructions:

Responses shall be in single-spaced, Times New Roman or Arial, no less than 12-point font format, with one-inch margins all around, compatible with MS Office Word or Adobe Acrobat sent via email as courier delivery will not be accepted. Responses to the RFI shall not exceed five pages shall not exceed the size of 5 MB for email submission, and shall be printable on 8 ½” x 11” paper. If a Respondent elects to include pricing, it is limited to two pages inclusive of any narrative(s) in response to SMLT RFI User

Case for Pricing (Attachment 1). However, if a Respondent elects to provide a pricing sheet using

Microsoft Excel, then there is no page limitation provided, but the sheet must be provided in editable format (i.e., not locked).

Respondents shall avoid the use of excessive marketing language, submission of fancy brochures, and other unnecessary sales literature.

The email should include the following subject heading, “Responses to OCC’s 2026 SMLT RFI

#2031JW26N00018”.

As noted above, this RFI is issued solely for information purposes, and therefore, documents received in response to this notice will not be returned, and any proprietary information contained within responses shall be clearly marked as ‘Proprietary’. All submissions in response to this RFI shall become the property of the Government. Any response submitted by Respondents to this request constitutes consent for its submission to be reviewed by OCC and its employees.

Please email your questions and responses to: Danielle.Pena@occ.treas.gov by 12:00 PM Eastern Time on Tuesday, February 3, 2026.

mailto:Danielle.Pena@occ.treas.gov