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COMMERCE BUSINESS DAILY ISSUE OF JULY 12, 2001 PSA #2891
SOLICITATIONS

R -- BROKERAGE SERVICES

Notice Date
July 10, 2001
Contracting Office
Department of the Treasury, Comptroller of the Currency (OCC), Acquisition Services Division, MS 4-13, 250 E Street, SW, Washington, DC, 20219
ZIP Code
20219
Solicitation Number
CC-01-Q-0048
Response Due
July 17, 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
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 97-26. 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 insurance broker to provide brokerage services for the OCC to include but not limited to short and/or long term disability insurance and employee assistance program, 24-hour accidental death and dismemberment insurance, life insurance coverage and business travel accident insurance. The no-cost contract will be for a base and four twelve month option periods. 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. OCC seeks the services of an independent broker to identify qualified insurance underwriters capable of meeting OCC?s benefit programs insurance needs and to make recommendation(s) to the OCC including a written analysis of and recommendations on the proposals received on each insurance product. The broker will service as the single point of contact for the OCC?s insurance requirements. The broker shall have sufficient training and experience to effectively provide all required services, possess expert knowledge on the insurance industry, and be recognized as an expert in the field of insurance products. The broker shall be able to provide 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 providing written analyses of and recommendations for each proposal to the OCC. The broker?s written proposal analyses and recommendation(s) 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 of excessive costs, (3) provide a detailed assessment of the current and projected financial stability of the recommended carrier(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 broker shall make a recommendation to the OCC on the top three (3) insurance providers for each insurance program (long and/or short term disability and employee assistance program, 24-hour accidental death and dismemberment insurance, life insurance coverage, and business travel accident insurance). The Broker?s recommendations shall focus on reducing the OCC?s overall cost risk. The OCC may request, through the broker, that the insurance carriers provide an oral presentation of their proposals. The statements of work for each insurance product will be provided to the broker selected to receive the purchase order. The OCC will provide all necessary information to perform the services. 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. The technical quotation shall not exceed twenty (20) pages including charts and diagrams. All Offerors will be required to provide the Government an oral presentation of their technical quotation. The oral presentation shall be provided by the individual responsible for executing the work after award of the purchase order. The oral presentation shall not exceed one hour. The Government may conduct a thirty-minute question and answer session. The broker must be present at the time and place specified by the OCC. Please be prepared to conduct your oral presentation the week of July 23, 2001 through July 27, 2001 at the OCC Headquarters in Washington, D.C. Telephonic, video, or other such presentation vehicles are not acceptable. Offerors shall include as a part of the technical approach a list of insurance carriers 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. Each Offeror shall provide a resume for the individual who will act as the OCC?s insurance broker. The resume shall reflect the past experience and qualifications of the individual being proposed. Offerors shall provide a list of insurance carriers and type of insurance solicited for private and public sector clients in the last three years. FAR 52.212-3, Offerors Representations and Certifications-Commercial Items, 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 3:00 PM, Tuesday, July 17, 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. The Government reserves the right to make multiple awards.
Web Link
Visit this URL for the latest information about this (http://www.eps.gov/spg/TREAS/OCC/ASDMS413/CC-01-Q-0048/listing.html)
Record
Loren Data Corp. 20010712/RSOL017.HTM (D-191 SN50R3Z6)

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