OCC Group Life Insurance (OGLI) Services (RFP)

AMENDMENT A00003 IS POSTED TO INCLUDE A REVISED ATTACHMENT 5 - Technical Exhibit OCC Life Claims-Supplement-R

THE NEW RFP RESPONSE DATE IS HEREBY CHANGED TO 12:00 PM ET ON NOVEMBER 3, 2025.

(SEE THE REVISED ATTACHMENT 5 FOR ADDITIONAL DETAILS)

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AMENDMENT A00002 IS POSTED TO INCLUDE AN ADDITIONAL TAB (OCC GROUP LIFE) TO ATTACHMENT 3 TECHNICAL EXHIBIT RETIREE CENSUS-SUPPLEMENT.

THE NEW RFP RESPONSE DATE REMAINS UNCHANGED AT 12:00 PM ET ON OCTOBER 31, 2025.

(SEE THE REVISED ATTACHMENT 3 FOR ADDITIONAL DETAILS)

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AMENDMENT A00001 IS POSTED TO INCLUDE THE ANSWERS TO QUESTIONS RECEIVED IN RESPONSE TO THE RFP, AS WELL AS RELEASE REVISED AND ADDITIONAL ATTACHMENTS PER THE RESPONSIVE QUESTIONS RECEIVED.

THE RFP RESPONSE DATE IS HEREBY CHANGED FROM SUBMISSIONS DUE BY 12:00 PM ET ON OCTOBER 27, 2025 TO 12:00 PM ET ON OCTOBER 31, 2025.

(SEE ATTACHMENTS FOR ADDITIONAL DETAILS)

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The Department of Treasury's Office of the Comptroller of the Currency (OCC) Office of Acquisition Management (AQM), on behalf of the Office of Human Capital, hereby seeks the acquisition of an experience and qualified contractor to underwrite and administer its 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).

This requirement is being solicited unrestricted and evaluated for award via FAR Part 15 procedures.

The resulting contract type will be firm-fixed-price for a period of 5 years, including one 1-year base period, four 1-year option periods, having an ultimate completion date of December 31, 2030 should all option periods be exercised.

Solicitation responses (i.e., proposals) are due to Anethra.Facione@occ.treas.gov by 12:00 PM ET on October 27, 2025.

(SEE ATTACHMENTS FOR ADDITIONAL DETAILS)