Request for Information (RFI): OCC Retirement Support Specialist

Closed Pre-Solicitation Posted

Solicitation number
2031JW25N00001
Agency
Responses due
Set-aside
Local Area Set-Aside

Opportunity facts

Place of performance
Washington, District of Columbia 20219, United States

Notice details come from SAM.gov. Updated .

About this opportunity

The Office of the Comptroller of the Currency (OCC) is seeking a contractor to provide a subject-matter expert to perform duties related to counseling Civil Service Retirement System (CSRS) and Federal Employees Retirement System (FERS) employees on matters concerning retirement and federal benefit issues. The RFI outlines the technical requirements for the Retirement Specialist, including identifying retirement coverage errors, advising on laws and regulations, analyzing employee records, processing retirement applications, and providing various reports and deliverables. Respondents are requested to provide information on their company background, classifications, solution and service overview, pricing structure, schedule estimates, requirements capability, and subcontracting possibilities. Responses are due by 12:00 PM Eastern Time on Monday, December 16, 2024 and will not be returned or compensated. The RFI is issued solely for information and planning purposes and does not commit the OCC to issue a solicitation or award a contract.

This opportunity is set aside for local area contractors. The government has not provided any information on potential incumbent contractors or award values. The NAICS code for this requirement is 541611 - Administrative Management and General Management Consulting Services, and the PSC code is R499-P - Support-Professional: Other.

Notice text

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 retirement support services for its Retirement Team within the Compensation & Benefits business unit.  More specifically, the OCC is seeking a Contractor to provide a subject-matter expert to perform duties related to counseling Civil Service Retirement System (CSRS) and Federal Employees Retirement System (FERS) employees on a variety of matters concerning retirement and federal benefit issues.

Please email your response to:  Matthew.Quinn@occ.treas.gov by 12:00 PM Eastern Time on Monday, December 16, 2024.

SEE ATTACHED RFI FOR ADDITIONAL DETAILS

Files

File Type Posted
02_25N00001_RSS RFI Details.pdf PDF
03_25N00001_RSS RFI Att 01 QandA Worksheet.xlsx XLSX spreadsheet

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