THIS IS A SOURCES SOUGHT NOTICE: This request is for planning purposes only; it is not a request for offers, quotes, or proposals. This notice does not represent a commitment by the Government to issue a solicitation or award a contract. The Government will not be responsible for any cost incurred by interested parties responding to this notice. This notice is for Market Research purposes only, in accordance with Federal Acquisition Regulation (FAR) Part 10, to determine the capabilities of potential sources. The Office of the Comptroller of the Currency (OCC) anticipates establishing a contract OCC Group Life Insurance under North American Industrial Classification System (NAICS) Code NAICS 524113, Direct Life Insurance Carriers, and the Small Business Standard is $38.5 million, PSC Code G006, Government Life Insurance Services . OCC is issuing this notice to solicit capability statements from qualified sources to ensure sufficient competition exists to meet the Government's requirements. It is the Government's intent to use information gathered in response to this notice to assist in market research to determine whether, in accordance with applicable laws, this requirement should be set-aside for certain small business concerns and solicited to contract holders on GSA Federal Supply Schedules (FSS). GSA FSS holders are encouraged to submit their current GSA FSS number(s) and appropriate SINs. The anticipated length of performance is a 12 months base period plus four (4) options periods. BACKGROUND: The OCC requires a responsible contractor to underwrite and administer OCC’s 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). Interested parties please review the attached DRAFT Performance Work Statement (PWS) and provide their capabilities to perform the requirements. Small businesses are encouraged to respond. This notice is a market research tool being used to determine the availability and capabilities of potential sources prior to determining a procurement strategy. No basis for a claim against the Government shall result from a response to this notice. A solicitation may or may not be issued following this Sources Sought. Information submitted in response to this notice may be used to determine the appropriate procurement strategy. Interested parties shall provide an electronic Capability Statement Requirements Response to this Sources Sought which would address the following: 1. Name and address of company and or companies (if there is a teaming arrangement). Include mailing address, telephone, fax number, website address (if applicable), Point of Contact Name, telephone and email address of the individual(s) authority and knowledge to clarify responses with Government representatives. a. Potential teaming arrangements—Describe whether the company intends to fulfill the subject requirement independently, or if a teaming arrangement is anticipated. The Government recognizes that one company may not possess all the necessary knowledge, skills, and experience needed to meet the requirements specified in the PWS. If knowledge, skills or other expertise is obtained from this type of arrangement, vendors shall describe the efficiencies gained through teaming, but members need not be identified. b. Explain how expertise and experience gained through teaming will benefit the Government 2. Technical capability relevant to the requirement; 3. Technical approach relevant to the requirement (no more than 2-3 paragraphs); 4. Management approach relevant to the requirement (no more than 2-3 paragraphs); 5. Any corporate experience relevant to the requirement (for example specific experience underwrite and administer OCC’s group life insurance; 6. Past performance (if applicable). Your capability statement needs to include a list of three customers (Government or private sector) within the past three (3) years highlighting work similar in nature, scope and complexity, and a brief description of the scope of work. Your submission for relevant past performance must include for each customer: Contract name/Contract Number; Contracting Agency or Department, POC and contact information; Yearly contract value (in $); state whether your firm was the prime or a subcontractor; Period of Performance; Description of work and how it relates to the requirements. 7. Representative sample of labor categories and rates for providing support services using GSA Schedule and SIN number(s), current unit rates (shown current year rate). 8. Indicate business size, size standard and status, if qualified as an 8(a) firm (must be certified by SBA), Small Disadvantaged Business (must be certified by SBA), Woman-Owned Small Business, HUBZone firm (must be certified by SBA), and/or Service-Disabled Veteran Owned Small Business, etc. 9. DUNS Number, CAGE Code, Tax Identification Number, and company structure (Corporation, LLC, Partnership, Joint Venture, etc.) Companies also must be registered in the System for Award Management at http://www.sam.gov to be considered as a potential source. Interested firms responding to this source sought must provide a capabilities statement demonstrating their experience, skills, and capability to fulfill the Governments requirements for the above. The capabilities statement shall be described in enough detail, but not exceeding five (5) pages, so that the Government can determine the experience and capabilities of your firm to perform the requirements specified in the DRAFT PWS. Please specify one primary and one alternate Point of Contact (POC) within your firm, including telephone numbers and email addresses in case clarifications of your submission are needed. DO NOT SUBMIT RESUMES. Respondents shall submit their response via email to the Point of Contact provided below. *The page size is to print to a standard 8.5X11 inch paper using Times New Roman, 11-point font, with one-inch margins using Microsoft Word. *The file shall be only one, in PDF or Word, and shall be no more than five (5) pages in its entirety. Do not send a separate cover letter or any other document, submit only one file. Your response must be received no later than Wednesday, October 21, 2020, 12:00 PM EST. Only electronic copies of capabilities statements will be accepted and should be emailed to:
[email protected]. The email shall contain the following subject line: “ OCC Group Life Insurance Services" . Questions will not be considered or responded to. NO PHONE CALLS WILL BE ACCPETED or RETURNED. The decision to proceed with the acquisition is at the sole discretion of the Government.