G--OCC Vision Insurance

Questions & Answers / Clarifications

This document contains the "Vision Insurance Q&A Worksheet for Questions" related to RFQ #2031JW26Q00058. It is intended to provide answers to industry questions regarding the solicitation.

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The provided text for this document is a template for a Q&A worksheet and does not contain any actual questions or answers. Therefore, there is no information to assess the impact on the solicitation's requirements, due dates, or submission rules based on this document alone.

Form / Attachment / Pricing Sheet

This document is Attachment E, a pricing template for the Vision Insurance Support Services (VISS) contract. It outlines the structure for bidders to provide pricing for various contract line items (CLINs) across a transition period, base period, and four option periods.

• Transition Period (Date of Award - Dec 31, 2026): Includes CLIN 0001 for Administration Costs Related to Enrollment (Transition-In Activities).
• Base Period (Jan 1, 2027 - Dec 31, 2027): Includes CLINs for ASO Monthly Fees for OCC Employees and OCC Disabled Retirees (2739 EA) and OFR Employees (101 EA), as well as estimated Government-Funded Claim Costs (In and Out-Of-Network).
• Option Periods One through Four (Jan 1, 2028 - Dec 31, 2031): Each option period mirrors the Base Period structure with CLINs for ASO Monthly Fees and estimated Government-Funded Claim Costs. CLINs 1001, 2001, 3001, and 4001 are marked as RESERVED.
• Pricing Fields: Bidders must provide amounts for highlighted cells, including Not-To-Exceed (NTE) amounts for claim costs. Other cells contain formulas for extended totals.
• Important Notes:
  • All highlighted cells require an amount.
  • Attachment C (Census Data, Premium History, Claims Detail) is provided for estimating annual claims NTE costs.
  • The number of eligible employees is an estimate and subject to fluctuation, impacting funding amounts.
  • The OCC assumes financial risk/cost for all claims.

This template is critical for bidders to accurately price the VISS opportunity. Bidders must complete the highlighted fields, paying close attention to the NTE amounts for claim costs and understanding the estimated employee quantities. The provided notes highlight key considerations regarding fluctuating employee numbers and the government's assumption of claims risk.

Solicitation / RFP / RFQ

This document is a combined synopsis/solicitation for a vision insurance program for the Office of the Comptroller of the Currency (OCC) and the Office of Financial Research (OFR). It covers active employees, disabled retirees (approved by OPM), and their eligible family members. The procurement is being solicited as unrestricted.

• Provision of underwriting and administration of an employer-sponsored vision care insurance program.

• Support for OCC wellness initiatives, including participation in health benefit fairs.

• Development and provision of an Administration Manual, plan brochure, and vision program materials.

• Hosting of biannual online seminars for employee education.

• Maintenance of a provider network of at least 50,000 locations nationwide, with 85% of the OCC population having access to two network providers within a 5-mile radius.

• Fulfillment of eyeglass orders within 7-14 business days (7-30 for specialized lenses).

• Provision of a warranty/guarantee on prescriptions, with a free one-time adjustment or remake within 30-90 days.

• Processing of out-of-network claims within 10-14 business days.

• Provision of live customer service assistance via a toll-free number during specified core hours.

• Secure member portal/website access with various authentication methods.

• Electronic file transmission requirements via secure FTP.

• Benefits administration system with HR staff access.

• Self-service microsite for new hires and optional self-service for qualifying life events/open season.

• Contract Type: Firm-Fixed-Unit-Price.

• Period of Performance: 12-month base period (including transition) plus four 1-year option periods, totaling up to 5 years. The base period is January 1, 2027, through December 31, 2027. The transition period is from award through December 31, 2026. Coverage must commence November 9, 2026.

• Estimated Value: Not explicitly stated, but NAICS code 524114 has a size standard of $47.0M.

• Quotations are due by 12:00 PM ET on June 15, 2026.

• Questions are due by 12:00 PM ET on June 4, 2026.

• Quotations must be submitted electronically.

• Evaluation will be based on a best-value tradeoff, considering Technical Capability, Past Performance, Key Personnel (Pass/Fail), and Price.

• Technical Capability is the most important factor, followed by Past Performance. Technical Capability and Past Performance combined are significantly more important than Price.

• This acquisition is solicited UNRESTRICTED.

• NAICS Code: 524114 (Direct Health and Medical Insurance Carriers).

• Size Standard: $47.0M.

• Offerors must be registered in the System for Award Management (SAM).

• This is a combined synopsis/solicitation; no separate solicitation will be issued.

• All mandatory commercial item provisions and clauses are in effect through Federal Acquisition Circular 2026-01.

• Quoters must agree to terms and conditions, meet technical requirements, and be capable of performing the services.

• Attachments include Quoter Attestation, Non-Disclosure Agreement, Census Data, Past Performance Questionnaire, Pricing Template, and Q&A Worksheet.

Form / Attachment / Pricing Sheet

This document is an attestation and agreement form for bidders to complete regarding the terms and conditions of the solicitation. It requires authorized representatives to confirm their understanding and agreement to all solicitation terms, compliance with requirements, authorization to bind the company, and acceptance of terms without exception.

• Attestation and Agreement: Bidders must provide the name and title of their authorized representative and the company name.
• Review of Terms: Confirmation of reading, understanding, and agreeing to all solicitation terms, conditions, clauses, provisions, incorporated policies, and regulations (e.g., FAR, Agency-Specific Clauses).
• Compliance: Attestation that the contractor is and will remain compliant with all stated requirements, including regulatory, data security, personnel, and performance standards.
• Authorization: Confirmation that the signatory is authorized to bind the company.
• No Exceptions: Declaration that the contractor accepts all terms and conditions without modification or exception.
• Authorized Signature and Date: Fields for the authorized representative's signature and the date.

This form is critical for bidders to acknowledge and agree to the solicitation's contractual terms. Failure to complete and submit this attestation accurately may impact the bid's responsiveness or the offeror's responsibility determination. It ensures that bidders are fully aware of and committed to the contract's legal and performance obligations.

Form / Attachment / Pricing Sheet

This document is Attachment D, a Conditional Access to Sensitive But Unclassified Information Non-Disclosure Agreement (NDA). It outlines the terms and conditions under which an individual is granted conditional access to sensitive but unclassified U.S. Government documents or material.

• Defines "sensitive but unclassified information."
• Requires the individual to protect such information from unauthorized use or disclosure.
• Prohibits divulging information to unauthorized persons or using it for commercial purposes without prior written approval.
• Mandates submission of any written work based on obtained knowledge for security review.
• Assigns royalties from unauthorized disclosures to the U.S. Government.
• Specifies conditions for reviewing documents, including secure facilities and restrictions on copying notes.
• Outlines consequences for violating the agreement, including cancellation of access, civil action for damages, and potential criminal offense.
• States that obligations continue after the period of conditional access.
• Includes clauses on severability, government remedies, and consistency with other laws and executive orders.

This NDA must be executed by individuals who will be granted conditional access to sensitive but unclassified information as part of the work performed under the contract. It details the strict requirements and potential penalties associated with handling such information, which bidders must understand and agree to if their personnel will be involved with this type of data.

Form / Attachment / Pricing Sheet

This document, "Att_C_Census Data_Premuim History_Claims Detail.xlsx", is an Excel spreadsheet attachment provided to the opportunity record. It contains detailed census data, premium history, and claims detail, serving as a reference for bidders to understand historical utilization and costs.

• Census Data: Includes information on plan participants, such as TIC REL CD, BIRTH DATE, MAIL ADDR STATE, and MAIL ADDR ZIP.
• Premium History: Data on past premium costs and administrative costs.
• Claims Detail: Specifics on past claims, including dates, service types (e.g., Routine Vision Exam, Refraction, Frames, Lenses, Contact Lenses), item codes (e.g., 92015, V2020, V2750, V2500), descriptions, billed amounts, copay amounts, and associated costs. Data is presented for years 2018-2026, differentiating between "Primary Vision Plan" and "Computer Glasses Plan".
• Vision Plan Details: Information on various vision plans (e.g., C1078 OCC Primary Plan) and their status.
• Lens and Frame Information: Details on different lens types (e.g., Single Vision Lens, Progressive Lens) and frame options, including covered and non-covered items.

This attachment provides crucial historical data for bidders to analyze past utilization, costs, and trends related to vision care services. Bidders should review this data to inform their pricing strategies, develop accurate proposals, understand the scope and scale of services, and potentially identify areas for cost savings or efficiency improvements. It is essential for understanding the baseline for future service needs and assessing the overall complexity of the requirement.

Form / Attachment / Pricing Sheet

This document is Attachment D, a Past Performance Questionnaire (PPQ) package. It is designed to collect feedback from references regarding a prospective bidder's (Quoter's) past performance on previous contracts. This information is crucial for the Office of the Comptroller of the Currency (OCC) Administrative Office – Acquisitions Management (AQM) to assess the Quoter's ability to execute the current opportunity.

• Instructions for Quoter's Reference: Details on how to complete and submit the questionnaire, including the option to provide a CPARS report for federal agencies if applicable.
• Rating Scale: Defines performance levels from 'Excellent' to 'Unsatisfactory' for various factors.
• Questionnaire Sections: Includes fields for Quoter identification, contract details (number, period of performance, award/completion dates, dollar value), contract type, basis for award, key subcontractors, program title, and a description of the contract effort.
• Factors Rated: Specific areas for assessment include Quality of Product or Service, Timeliness (Schedule Performance), Business Relations, and Problem Resolution (Management of Key Personnel).
• Other Areas Assessed: Questions regarding cure notices, intent to exercise options, and a recommendation on whether the reference would award to the contractor again.
• Contact Information: AQM contacts (Contracting Officer and Contract Specialist) with email addresses and phone numbers are provided.

Bidders must provide this questionnaire to their designated references. References are instructed to complete and return the questionnaire directly to the AQM contact by 12:00 PM ET on Thursday, June 4, 2026. The feedback collected through this questionnaire will significantly influence the past performance evaluation factor of the overall award decision for RFQ 2031JW26Q00058.