OCC Group Life Insurance (OGLI) Services (RFP)
Closed Solicitation Posted
This opportunity was awarded. See the award notice from .
- Solicitation number
- 2031JW26R00001
- Agency
-
Office of the Comptroller of the Currency
Department of the Treasury
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 524113 Direct Life Insurance Carriers
- Place of performance
- United States
- Points of contact
Notice details come from SAM.gov. Updated .
About this opportunity
The Department of the Treasury's Office of the Comptroller of the Currency (OCC) seeks an experienced and qualified contractor to underwrite and administer its group life insurance program for active and retired employees of both the OCC and the Office of Financial Research (OFR), along with their eligible dependents. This unrestricted solicitation will be evaluated using FAR Part 15 procedures with a lowest price technically acceptable source selection methodology. The evaluation will assess technical capability, past performance, key personnel qualifications, and security compliance requirements, with non-price factors considered significantly more important than price. Key contract requirements include electronic enrollment capabilities, comprehensive claims processing, detailed reporting functionality, and strict security compliance including U.S.-based technology and personnel, SOC 2 Type II certification, FIPS 140-3 compliant encryption, and incident reporting protocols. The proposal submission deadline is 12:00 PM ET on November 3, 2025, to be sent to Anethra.Facione@occ.treas.gov, with the solicitation having been amended three times to extend the deadline and provide supplemental technical documentation.
The solicitation does not include a set-aside designation and represents open competition. The resulting contract will be firm-fixed-price for a five-year period consisting of one one-year base period and four one-year option periods, with an ultimate completion date of December 31, 2030, should all options be exercised. The covered population includes approximately 2,577 active employees and 2,743 retirees from the OCC and up to 350 OFR employees with their dependents, representing a substantial group life insurance administration responsibility. The program must provide basic life insurance for all eligible participants, with optional supplemental coverage available for employees, spouses, domestic partners, and family members, along with accidental death and dismemberment insurance. Performance will occur throughout the United States, with the contractor required to maintain comprehensive security protocols and provide ongoing administrative support through December 31, 2030.
Notice text
4 versions
Update #4 · Latest ·
AMENDMENT A00003 IS POSTED TO INCLUDE A REVISED ATTACHMENT 5 - Technical Exhibit OCC Life Claims-Supplement-R
THE NEW RFP RESPONSE DATE IS HEREBY CHANGED TO 12:00 PM ET ON NOVEMBER 3, 2025.
(SEE THE REVISED ATTACHMENT 5 FOR ADDITIONAL DETAILS)
*********************************************************************************
AMENDMENT A00002 IS POSTED TO INCLUDE AN ADDITIONAL TAB (OCC GROUP LIFE) TO ATTACHMENT 3 TECHNICAL EXHIBIT RETIREE CENSUS-SUPPLEMENT.
THE NEW RFP RESPONSE DATE REMAINS UNCHANGED AT 12:00 PM ET ON OCTOBER 31, 2025.
(SEE THE REVISED ATTACHMENT 3 FOR ADDITIONAL DETAILS)
*********************************************************************************
AMENDMENT A00001 IS POSTED TO INCLUDE THE ANSWERS TO QUESTIONS RECEIVED IN RESPONSE TO THE RFP, AS WELL AS RELEASE REVISED AND ADDITIONAL ATTACHMENTS PER THE RESPONSIVE QUESTIONS RECEIVED.
THE RFP RESPONSE DATE IS HEREBY CHANGED FROM SUBMISSIONS DUE BY 12:00 PM ET ON OCTOBER 27, 2025 TO 12:00 PM ET ON OCTOBER 31, 2025.
(SEE ATTACHMENTS FOR ADDITIONAL DETAILS)
*************************************************************************************
The Department of Treasury's Office of the Comptroller of the Currency (OCC) Office of Acquisition Management (AQM), on behalf of the Office of Human Capital, hereby seeks the acquisition of an experience and qualified contractor to underwrite and administer its group life insurance program for its active and retired employees and their eligible dependents as well as the active employees and eligible dependents of the Office of Financial Research (OFR).
This requirement is being solicited unrestricted and evaluated for award via FAR Part 15 procedures.
The resulting contract type will be firm-fixed-price for a period of 5 years, including one 1-year base period, four 1-year option periods, having an ultimate completion date of December 31, 2030 should all option periods be exercised.
Solicitation responses (i.e., proposals) are due to Anethra.Facione@occ.treas.gov by 12:00 PM ET on October 27, 2025.
(SEE ATTACHMENTS FOR ADDITIONAL DETAILS)
Update #3 ·
AMENDMENT A00002 IS POSTED TO INCLUDE AN ADDITIONAL TAB (OCC GROUP LIFE) TO ATTACHMENT 3 TECHNICAL EXHIBIT RETIREE CENSUS-SUPPLEMENT.
THE NEW RFP RESPONSE DATE REMAINS UNCHANGED AT 12:00 PM ET ON OCTOBER 31, 2025.
(SEE THE REVISED ATTACHMENT 3 FOR ADDITIONAL DETAILS)
*********************************************************************************
AMENDMENT A00001 IS POSTED TO INCLUDE THE ANSWERS TO QUESTIONS RECEIVED IN RESPONSE TO THE RFP, AS WELL AS RELEASE REVISED AND ADDITIONAL ATTACHMENTS PER THE RESPONSIVE QUESTIONS RECEIVED.
THE RFP RESPONSE DATE IS HEREBY CHANGED FROM SUBMISSIONS DUE BY 12:00 PM ET ON OCTOBER 27, 2025 TO 12:00 PM ET ON OCTOBER 31, 2025.
(SEE ATTACHMENTS FOR ADDITIONAL DETAILS)
*************************************************************************************
The Department of Treasury's Office of the Comptroller of the Currency (OCC) Office of Acquisition Management (AQM), on behalf of the Office of Human Capital, hereby seeks the acquisition of an experience and qualified contractor to underwrite and administer its group life insurance program for its active and retired employees and their eligible dependents as well as the active employees and eligible dependents of the Office of Financial Research (OFR).
This requirement is being solicited unrestricted and evaluated for award via FAR Part 15 procedures.
The resulting contract type will be firm-fixed-price for a period of 5 years, including one 1-year base period, four 1-year option periods, having an ultimate completion date of December 31, 2030 should all option periods be exercised.
Solicitation responses (i.e., proposals) are due to Anethra.Facione@occ.treas.gov by 12:00 PM ET on October 27, 2025.
(SEE ATTACHMENTS FOR ADDITIONAL DETAILS)
Update #2 ·
AMENDMENT A00001 IS POSTED TO INCLUDE THE ANSWERS TO QUESTIONS RECEIVED IN RESPONSE TO THE RFP, AS WELL AS RELEASE REVISED AND ADDITIONAL ATTACHMENTS PER THE RESPONSIVE QUESTIONS RECEIVED.
THE RFP RESPONSE DATE IS HEREBY CHANGED FROM SUBMISSIONS DUE BY 12:00 PM ET ON OCTOBER 27, 2025 TO 12:00 PM ET ON OCTOBER 31, 2025.
(SEE ATTACHMENTS FOR ADDITIONAL DETAILS)
*************************************************************************************
The Department of Treasury's Office of the Comptroller of the Currency (OCC) Office of Acquisition Management (AQM), on behalf of the Office of Human Capital, hereby seeks the acquisition of an experience and qualified contractor to underwrite and administer its group life insurance program for its active and retired employees and their eligible dependents as well as the active employees and eligible dependents of the Office of Financial Research (OFR).
This requirement is being solicited unrestricted and evaluated for award via FAR Part 15 procedures.
The resulting contract type will be firm-fixed-price for a period of 5 years, including one 1-year base period, four 1-year option periods, having an ultimate completion date of December 31, 2030 should all option periods be exercised.
Solicitation responses (i.e., proposals) are due to Anethra.Facione@occ.treas.gov by 12:00 PM ET on October 27, 2025.
(SEE ATTACHMENTS FOR ADDITIONAL DETAILS)
Update #1 ·
The Department of Treasury's Office of the Comptroller of the Currency (OCC) Office of Acquisition Management (AQM), on behalf of the Office of Human Capital, hereby seeks the acquisition of an experience and qualified contractor to underwrite and administer its group life insurance program for its active and retired employees and their eligible dependents as well as the active employees and eligible dependents of the Office of Financial Research (OFR).
This requirement is being solicited unrestricted and evaluated for award via FAR Part 15 procedures.
The resulting contract type will be firm-fixed-price for a period of 5 years, including one 1-year base period, four 1-year option periods, having an ultimate completion date of December 31, 2030 should all option periods be exercised.
Solicitation responses (i.e., proposals) are due to Anethra.Facione@occ.treas.gov by 12:00 PM ET on October 27, 2025.
(SEE ATTACHMENTS FOR ADDITIONAL DETAILS)
Files
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Notice history
| Notice | Type | Posted |
|---|---|---|
| OCC Group Life Insurance (OGLI) Services (RFP) | Award Notice | |
| This notice | Solicitation |
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