OCC Vision Insurance Support Services
Closed Special Notice Posted
- Solicitation number
- 2031JWN00001
- Agency
-
Office of the Comptroller of the Currency
Department of the Treasury
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 524114 Direct Health and Medical Insurance Carriers
- Place of performance
- United States
Notice details come from SAM.gov. Updated .
About this opportunity
The Office of the Comptroller of the Currency (OCC), a civilian agency within the Department of the Treasury, issued a Request for Information (RFI) on October 9, 2025, seeking market information regarding Vision Insurance Support Services (VISS) for its active and retired employees. This Special Notice is explicitly informational in nature and does not constitute a formal solicitation, invitation for bids, or commitment to award a contract. The RFI is designed to gather capabilities and pricing information from potential vision insurance providers to support the agency's planning efforts. Respondents should not expect reimbursement for costs associated with preparing their submissions, nor should they anticipate detailed feedback beyond acknowledgment of receipt. The OCC, as a governmental plan, is specifically exempt from Title I of the Employee Retirement Income Security Act (ERISA).
The OCC seeks information from providers capable of delivering comprehensive vision benefit plan policies and services, program plan forms and brochures, and administrative support including claims filing, wellness fair participation, and customer service for a potential contract period not exceeding five years. Respondents were required to submit their RFI responses electronically by November 13, 2025, with questions directed to Matthew Quinn and Anethra Facione at specified email addresses. The RFI targets a plan population of approximately 3,680 participants, consisting of OCC employees and Office of Financial Research (OFR) employees, along with their eligible family members, with historical annual claims ranging from approximately $867,000 to $1.2 million. Eligible contractors should demonstrate technical competencies including cybersecurity certifications (FISMA, FedRAMP, NIST compliance), maintain a provider network of at least 50,000 nationwide locations, offer secure website access and comprehensive customer service, and possess experience delivering vision insurance administrative services. The OCC contemplates issuing a firm-fixed-unit-price contract and provided census data, historical claims information, and a detailed questionnaire to assist respondents in understanding the agency's requirements and market conditions.
Notice text
2 versions
Update #2 · Latest ·
AMENDMENT A00001 IS POSTED TO INCLUDE THE ANSWERS TO QUESTIONS RECEIVED IN RESPONSE TO THE RFI.
(SEE ATTACHMENT 4 Q&A WORKSHEET-GOVT FOR ADDITIONAL DETAILS)
***************************************************************************************************************************************************
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’ “RFI Q&A Worksheet VISS” (Attachment 4) submission if it is determined that doing so would benefit the agency.
Introduction
The OCC is requesting information on Vision Insurance Support Services for its active and retired employees. The OCC, as a governmental plan, is specifically exempted from Title I of The Employee Retirement Income Security Act (ERISA). More specifically, the OCC seeks a information of a Provider of Vision Insurance and Support Services (VISS) to offer vision benefit plan policies/services, vision program plan forms and brochures, and administrative support which includes filing claims, participating in a wellness fair, and customer service for a period not to exceed 5 years.
Please email your questions and responses to: Matthew.Quinn@occ.treas.gov and Anethra.Facione@occ.treas.gov by 12:00 PM Eastern Time on the dates presented within the attached RFI. Be sure to follow the information contained within the RFI to be considered a responsive Respondent.
SEE ATTACHED RFI FOR ADDITIONAL DETAILS
Update #1 ·
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’ “RFI Q&A Worksheet VISS” (Attachment 4) submission if it is determined that doing so would benefit the agency.
Introduction
The OCC is requesting information on Vision Insurance Support Services for its active and retired employees. The OCC, as a governmental plan, is specifically exempted from Title I of The Employee Retirement Income Security Act (ERISA). More specifically, the OCC seeks a information of a Provider of Vision Insurance and Support Services (VISS) to offer vision benefit plan policies/services, vision program plan forms and brochures, and administrative support which includes filing claims, participating in a wellness fair, and customer service for a period not to exceed 5 years.
Please email your questions and responses to: Matthew.Quinn@occ.treas.gov and Anethra.Facione@occ.treas.gov by 12:00 PM Eastern Time on the dates presented within the attached RFI. Be sure to follow the information contained within the RFI to be considered a responsive Respondent.
SEE ATTACHED RFI FOR ADDITIONAL DETAILS
Files
| File | Type | Posted |
|---|---|---|
| 2031JW26N00001 A00001_Attachment 4_VISS.pdf | ||
| Attachment 4_RFI QandA Worksheet_VISS-GOVT.xlsx | XLSX spreadsheet | |
| 2031JW26N00001_VISS RFI Detail_20251009.pdf | ||
| Attachment 1 RFI Questionnaire_Vision Insurance Support Services.pdf | ||
| Attachment 3_RFI Plan Participants Census Data VISS.xlsx | XLSX spreadsheet | |
| Attachment 2_RFI Pricing Template_VISS.xlsx | XLSX spreadsheet | |
| Attachment 4_RFI QandA Worksheet_VISS.xlsx | XLSX spreadsheet |
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