R -- R -- INDEPENDENT BROKER

Notice Date

May 21, 2001

Contracting Office

Department of the Treasury, Comptroller of the Currency (OCC), = Acquisition Services Division, MS 4-13, 250 E Street, SW null, = Washington, DC, 20219

ZIP Code

20219

Solicitation Number

CC-01-Q-0006

Response Due

May 24, 2001

Point of Contact

Deirdre Eischens, Contract Specialist, Phone 202-874-5442, Fax = 202-874-5625, Email deirdre.eischens@occ.treas.gov -- Deirdre Eischens, = Contract Specialist, Phone 202-874-5442, Fax 202-874-5625, Email = deirdre.eischens@occ.treas.gov

E-Mail Address

paul.weikert@wpafb.af.mil; lisa.miller@wpafb.af.mil (paul.weikert@wpafb.af.mil; lisa.miller@wpafb.af.mil)

Description

This is a combined synopsis/solicitation for commercial items = prepared in accordance with the format in FAR Subpart 12.6, as = supplemented with additional information included in this notice. This = announcement constitutes the only solicitation; written technical = quotations are being requested and a written solicitation will not be = issued. Solicitation Number CC-01-Q-0006 is being issued as a Request = for Quote. This solicitation document and incorporated provisions and = clauses are those in effect through Federal Acquisition Circular 97-23. = The National American Industry Classification System code is 541990 = with a corresponding size standard of $5.0 million. The Office of the = Comptroller of the Currency (OCC) intends to award a no cost contract = to an independent insurance broker to provide brokerage services for = dental and vision coverage to OCC employees. The OCC is a = non-appropriated federal financial regulatory bureau of the Department = of the Treasury with approximately 3000 permanent employees in 100 = cities nationwide and London, England. OCC is headquartered in = Washington, DC with primary locations in New York, Chicago, Atlanta, = Kansas City, Dallas and San Francisco. OCC employees are eligible to = participant in the federal group life insurance and group health = benefits programs. In addition, OCC has developed its own benefit = programs as a supplement to the federal benefit programs. Dental and = vision insurance coverage falls within the OCC benefit program. OCC = seeks the services of an independent broker to identify qualified = insurance underwriters/providers capable of meeting OCC?s dental and = vision benefit program needs and to make a recommendation to the OCC = including a written analysis of the proposals received from dental and = vision providers. The independent broker will service as the single = point of contact for the OCC dental and vision requirement. The = independent broker and other staff interacting with the OCC shall have = sufficient training and experience to effectively provide all required = services. The Contractor shall be capable of providing brokerage = services which include identification of qualified insurance companies; = soliciting proposals from insurance companies; developing performance = and rate guarantees; providing assistance with obtaining revised = provisions and price adjustments from dental and vision carriers; and = providing a written analysis of proposals and recommendations to the = OCC to assure that all proposals meet OCC coverage or administrative = matters. The written proposal analysis shall address the following: = (1) areas of the proposal that are unclear and/or ambiguous, (2) = evaluation of individual plan cost and identification of areas = excessive costs, (3) provide a detailed assessment of the current and = project financial stability of the recommended provider(s) and (4) a = comparison of the strengths and weaknesses of each proposal, comparison = of the costs of all plans, and recommendations regarding the plan(s) = that meets or exceeds the OCC requirements. The OCC will provide all = necessary information to perform the services including a dental and = vision Statement of Work and a hard copy of the proposed dental and = vision contract clauses and provisions. FAR 52.212-1, Instructions to = Offerors-Commercial, FAR 52.212-2, Evaluation Commercial Items, and FAR = 52.212-4, Contract Terms and Conditions-Commercial Items are hereby = incorporated by reference. The government will award a commercial item = purchase order using simplified acquisition procedures to the = responsible Offeror whose offer is most advantageous to the government. = Offerors will be evaluated on the basis of technical approach, past = performance, and past experience. Each Offeror shall provide its = technical approach to fulfilling the Government?s requirement and shall = demonstrate an overall understanding of the OCC?s requirements. = Offerors shall include as a part of the technical approach a list of = insurance providers that that they have access to and are capable of = fulfilling the OCC?s requirements. Contractors shall provide three (3) = references with contact name, address, and contact information for = similar work performed in the past three (3) years. Past Experience = information shall provide a resume reflecting the qualifications and = experience of the independent broker being proposed and a list of three = (3) dental and vision carriers that the Offeror has solicited quotes = from in the last two (2) years for private sector or government = clients. FAR 212-3, Offeror Representations and = Certifications-Commercial Items, applies to this acquisition. FAR = 52.232-19, Availability of Funds for the Next Fiscal Year (APR 1984) = applies to this acquisition. The clauses may be viewed at = http://www.arnet.gov/far. FAR 52.212-5, Contract Terms and Conditions = Required to Implement statute or Executive Orders-Commercial Items = applies to this solicitation. Offers are due by 2:00 PM, Thursday May = 24, 2001 and must include a copy of the provision at 52.212-3, Offeror = Representations and Certifications -- Commercial Items (FEB 2001) which = may be downloaded from http://www.arnet.gov/far. Only written offers = will be accepted. Written offers should be sent to the Office of the = Comptroller of the Currency, Office of the Comptroller of the Currency, = Acquisition Management Division, 250 E. Street, SW, Mailstop 4-13, = Washington, D.C. 20019, Attn: Deirdre Eischens. All hand-carried and = courier-delivered quotes must be taken to the OCC loading dock at the = East end of the building at 250 E Street, SW, Washington, D.C. The = security guard will ask for identification and have you sign the = visitor?s log. The guard will then take you to the Mail and Messenger = Unit window. Push the button to the left of the Mail and Messenger = Unit window if you cannot see anyone on duty. An OCC representative = will come to the window, accept the quote, and date and time stamp it = in. =20

Web Link

Visit this URL for the latest information about this (http://www.eps.gov/spg/TREAS/OCC/ASDMS413/CC-01-Q-0006/listing.html=)

Record

Loren Data Corp. 20010523/RSOL007.HTM (D-139 SN50M5Q6)