Sources Sought - Short Term Disability (STD) and Long Term Disability (LTD) Insurance Programs
Closed Pre-Solicitation Posted
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- Solicitation number
- 2031JW25N00006
- 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
- PSC
- Not on record
- Place of performance
- 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 underwrite and administer Short Term Disability (STD) and Long Term Disability (LTD) insurance programs for approximately 3,583 OCC and 164 Office of Financial Research (OFR) employees. The procurement aims to establish a fully insured disability management program with an integrated approach that facilitates seamless transitions between STD and LTD coverage, supports return-to-work efforts, and provides vocational rehabilitation services. Contractors must demonstrate capabilities in telephonic and online claim filing, tax reporting, and comprehensive claims management while maintaining all data and operations within the United States. The Request for Information (RFI) requires respondents to submit detailed company information, past performance examples, and evidence of security certifications including SSAE 18 SOC 2 Type 2 reporting by January 22, 2025, at 6:00 PM EST. Evaluation will focus on respondents' ability to meet complex administrative requirements, technological capabilities, and proven experience in managing federal employee disability programs.
The procurement follows the NAICS code 524113 for Direct Life Insurance Carriers with a $47 million size standard, and no specific small business set-aside has been determined at this stage. The base contract period will run from January 1, 2026, through December 31, 2026, with four potential one-year extension options available through December 31, 2030. LTD coverage will provide 60% of monthly salary up to $222,000 maximum monthly benefit with a 90-day waiting period, while STD will offer 60% weekly salary up to $4,269 maximum with a 7-day waiting period. Approximately 1,389 OCC and 52 OFR employees are expected to be enrolled in the STD program. The government seeks an integrated solution that can handle complex claims processing, provide comprehensive reporting, and support federal employees' disability management needs with sophisticated, technology-enabled services.
Notice text
The Office of the Comptroller of the Currency (OCC) has a requirement for experienced and qualified contractor to underwrite and administer its Short Term Disability (STD) and Long Term Disability (LTD) insurance programs for its employees as well as the employees of the Office of Financial Research (OFR). The contractor shall administer these programs from an integrated disability management approach to ease the transition from STD to LTD. This integrated approach should enhance employees’ overall experience that aids in the return-to-work efforts, vocational rehabilitation, claim filing process, and early social security notice. Federal employees are ineligible for state disability benefits. Both STD and LTD are fully insured plans. The potential requirement is further defined in the attached Statement of Work (SOW).
Files
| File | Type | Posted |
|---|---|---|
| SOW for RFI.docx | DOCX document | |
| Appendix A_Deliverables Listing for RFI.docx | DOCX document | |
| RFI STD LTD Re-compete (final).docx | DOCX document |
Notice history
| Notice | Type | Posted |
|---|---|---|
| Short Term Disability (STD) and Long Term Disability (LTD) Insurance Programs | Solicitation | |
| This notice | Pre-Solicitation |
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