This announcement constitutes a Sources Sought (market survey). This is not a Request for Quote (RFQ) or a Request for Proposal (RFP). This announcement is for information and planning purposes only and is not to be construed as a commitment by the government, implied or otherwise, to issue a solicitation or award a contract. The Office of the Comptroller of the Currency (OCC) is seeking an experienced and qualified contractor to underwrite and administer its short term disability (STD) and long term disability (LTD) insurances program of its employees as well as employees of the Office of Financial Research (OFR). The purpose of this sources sought is to determine interest and capability of small business companies relative to the NAICS code 524113, Direct Life Insurance Carriers, with a small business standard of $35.5 million. The OCC intends to award a five-year contract for STD and LTD insurance. The OCC will only entertain offers directly from insurance companies which will not include broker commissions or consultant fees that will apply to the award in the form of add-ons to the premium or in any other form. The OCC will not entertain offers from third party vendors. Requirement Description The OCC is seeking an experienced and qualified contractor to underwrite and administer its STD and LTD insurances program for its employees as well as the employees of the 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, claiming filing process, and early social security notice. Federal employees are ineligible for state disability benefits. Both STD and LTD are fully insured plans. The OCC will only entertain offers directly from Insurance Carriers. The OCC will not entertain offers from third party vendors. The OCC and the OFR provide its employees leave that is consistent with all applicable laws and regulations. This includes sick leave, annual leave, leave without pay (LWOP), family and medical leave (FMLA), leave transfer, and leave bank programs. The OCC's policy is to administer the STD and LTD benefits in conjunction with the usage of sick leave, leave donated from the leave transfer or leave bank programs. Employees must be in a non-pay status/LWOP to receive STD/LTD benefits. Submission Requirements Please provide the following in your response: 1) Name of company with address, point of contact, phone, email, and website (if applicable). 2) CAGE code and DUNS number 3) Contract vehicle information, if you believe the OCC can use a GWAC to obtain these services. 4) Company's socioeconomic status, if applicable (e.g., 8(a), HUBZone, SDVOSB, etc.) 5) Statement of capability demonstrating your firm's skills, experience, and ability to meet the requirement outlined above. How to Respond: Please send responses to Margaret Tse, Contract Specialist, at
[email protected]. Deadline: 11 A.M. ET, May 22, 2014 Responses shall be in Microsoft Word or Adobe Acrobat formats. The email should include the following subject heading: "Response to Disability Insurances Sources Sought".