RFI Overview_2031JW26N00006_Court Reporting.docx

Request for Information (RFI) Office of the Comptroller of the Currency’s (OCC’s) Chief Counsel’s Office Court Reporting Services

This is a request for information only - it 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 whatsoever. 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’ Q&A Worksheet submission (Attachment 1) if it is determined that doing so would benefit the agency.

Introduction The OCC is requesting information on court reporting services for its Chief Counsel’s Office (CCO) Business Unit. More specifically, the OCC requires nationwide court reporting services, including digital court reporting, stenotype, videographer, and virtual court reporting services. Travel will be required for the resulting contract across the continental U.S. and its territories.

Background The OCC is an independent Bureau of the U.S. Department of the Treasury with its headquarters in Washington, DC and district offices in four major cities throughout the continental U.S., Hawaii, and U.S. territories. The OCC is responsible for chartering and regulating the country’s national banks and federal savings associations.

Requirements Description The OCC seeks court reporting services in accordance with Attachment 2—Performance Work Statement (PWS) in DRAFT. Additionally, there is no locality restriction set-aside for this requirement. The OCC anticipates the prospective Contractor travel costs associated with performance of these services to be inclusive of its rates. Furthermore, any ancillary software subscriptions, electronic tools, or equipment necessary to provide court reporting services will not be provided by the OCC and must also be accounted for by the prospective Contractor.

RFI Submission Responses:

Interested Respondents are requested to respond to this RFI electronically and provide the following information:

1) Company Background - Provide summary information including company name, Unique Entity Identification number, CAGE code, Multi-Agency Contracts, governmentwide contract vehicle (e.g., Alliant 2, schedule holder number (if applicable), 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), currently proposed as 561492

b. Provide recommended PSC(s), currently proposed as R606

3) Solution and Service Overview – Describe experience with providing: 1) digital court reporting services; 2) stenotype services; 3) videographer services; and 4) virtual court reporting services in accordance with the Attachment 2 PWS in DRAFT.

4) Published Catalogs and Pricing Structure – Provide any published price lists or catalog(s). If applicable, provide information on volume discounts, and favored customer discounts. Provide a proposed line-item structure of a previous court reporting services effort similar in nature to the tasks described in the Attachment 2 PWS in DRAFT. Provide previous and recommended line-item structure(s), which could include a firm-fixed-price (FFP), FFP, level-of-effort (LOE), time and materials (T&M) or 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 or combined contract types remained unchanged throughout the duration of the contract.

NOTE: Currently, the Government is contemplating a combined (FFP and T&M) contract type for one 1-year base and four 1-year option years.

5) Schedule Estimate/Delivery – Delineate factors which would affect the time it would take to perform the Attachment 2 PWS (in DRAFT) tasks given the timeline outlined and any other information or recommendations relevant to scheduling.

6) Requirements Capability – Respondents should address details of its capability to meet the technical and deliverables requirements outlined in Attachment 2 and past performance relevant to the PWS in DRAFT. Additionally, the Contractor personnel supporting this requirement must be a U.S. Citizen or lawful Permanent Resident with at least 3 or more years of U.S. residency from the date of legal entry into the U.S.

7) Subcontracting possibilities – Respondents that are not a Small Business (SB) MUST identify any opportunities to allow SBs to expand its offering(s) and gain experience(s) in performing court reporting services.

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 10 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 one page inclusive of a narrative. Similarly, if a Respondent elects to provide a pricing sheet using Microsoft Excel, then there is no page limitation provided. 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:

“Response to OCC’s CCO Court Reporting Services RFI #2031JW26N00006”

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 the OCC and its employees.

All Respondent questions must be received via email at Matthew.Quinn@occ.treas.gov by 12:00 PM Eastern Time (ET) on Friday, February 6, 2026. Questions must be submitted using the Attachment 1 Q&A Worksheet. Respondents must submit final RFI responses to the above email address by 12:00 PM ET on Friday, February 13, 2026.