Synopsis_OCC.AQM_2031JW23Q00029_Final.pdf
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- Solicitation number
- 529700
About this file
This synopsis provides notice of a proposed contract action by the Office of the Comptroller of the Currency for 401(k) administration and recordkeeping services. The OCC seeks to maintain its existing recordkeeping and trustee services for administering two 401(k) plans covering OCC and Office of Thrift Supervision retirees. The anticipated solicitation will utilize FAR part 12 and subpart 13.5 procedures and promote maximum practicable competition. Eligible contractors must register in SAM and NAICS code 523150 applies. The contract is estimated not to exceed 129 months total and includes potential transition periods along with a base period and multiple option periods. The solicitation will be unrestricted with no set-aside. Interested parties are invited to submit questions and capability statements to the identified point of contact.
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Text version
February 6, 2023
Attention: All interested parties and members of industry
Subject: Synopsis of Proposed Contract Action - 2031JW23Q00029 – 401(k)
Administration and Recordkeeping Services for the Office of the Comptroller of the Currency and Retirees of the Office of Thrift Supervision
Per Federal Acquisition Regulation (FAR) sections 5.201 and 5.207, the Office of the Comptroller of the Currency (OCC) hereby makes notice of a proposed contract action for the subject services, which are determined to be commercial items.
The following content and data elements are hereby being transmitted via the Governmentwide point of entry (GPE), i.e., the System for Award Management (SAM):
(1) Action Code: 529700
(2) Date: February 3rd, 2023
(3) Contracting Office ZIP Code: 20219
(4) Product or Service Code: R710 – Support Management: Financial
(5) Contracting Office Address: 400 7th Street SW, Washington, D.C.
(6) Subject: 401(k) Administration and Recordkeeping Services for the Office of the
Comptroller of the Currency and Retirees of the Office of Thrift Supervision
(7) Proposed Solicitation Number: 2031JW23Q00029
(8) Proposed Date of Solicitation Issuance: To be determined.
(9) Contact Point: Anethra Facione, Contract Specialist, anethra.facione@occ.treas.gov
(10) Description: The Office of the Comptroller of the Currency (OCC), Office of Acquisition
Management, on behalf of the Office of Human Capital, seeks to maintain its recordkeeping and trustee services to administer the agency’s two 401(k) plans for OCC and OTS retirees. The Government anticipates the issuance of a solicitation in accordance with the procedures described in FAR part 12, Acquisition of Commercial Products and Commercial Services, and subpart 13.5, Simplified Procedures for Certain Commercial Products and Commercial Services.
The Government intends to promote competition to the maximum extent practicable, per FAR section 13.104. Per FAR 4.1102(a), the contractor must have an active registration in the System for Award Management (SAM) at the time its quotation is submitted. Per the Government’s market research, North American Industry Classification System (NAICS) code 523150—Investment Banking and Securities Intermediation, was identified as the appropriate code for the solicitation. The Government anticipates a contract that would not exceed 129 months, which would include a potential six-month transition-in period, a two-year base period, four two-year option periods, and a potential three-month transition-out period.
(11) Place of Contractor Performance: Contractor’s location or place of origin.
(12) Set-aside Status: The Government intends to solicit this requirement on an unrestricted basis.
Synopsis of Proposed Contract Action - 2031JW23Q00029 – 401(k) Administration and Recordkeeping Services
The Government encourages companies to submit questions and capability statements in response to this synopsis of a proposed contract action. Responses to this posting must be sent to the contract specialist, Anethra Facione, at anethra.facione@occ.treas.gov, and reference the action code or proposed solicitation number.
Sean Frey
Sean Frey Contracting Officer Office of the Comptroller of the Currency Office of Acquisition Management
[End of document]
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