Request for Information (RFI): OCC Retirement Support Specialist

This is a request for information only - it does not constitute an Invitation for Bids (IFB), Request for Proposals (RFP), or Request for Quotation (RFQ). This RFI is issued solely for information and planning purposes and does not commit the Office of the Comptroller of the Currency (OCC) to issue a solicitation (RFP/RFQ) or award a contract for any supply or service whatsoever. The OCC will not pay for any information or administrative costs incurred in response to this RFI.

All costs associated with responding to this RFI will be solely at the Respondents’ expense. Those who respond to this RFI should not anticipate feedback concerning its submission other than acknowledgement of receipt if the Submitter requests acknowledgement. The OCC elects to respond to comments and questions resulting from Respondents’ Q&A Worksheet submission (Attachment 1) if it is determined that doing so would benefit the agency.

Introduction The OCC is requesting information on retirement support services for its Retirement Team within the Compensation & Benefits business unit. More specifically, the OCC is seeking a Contractor to provide a subject-matter expert to perform duties related to counseling Civil Service Retirement System (CSRS) and Federal Employees Retirement System (FERS) employees on a variety of matters concerning retirement and federal benefit issues. Please email your response to:

Matthew.Quinn@occ.treas.gov by 12:00 PM Eastern Time on Monday, December 16, 2024. SEE ATTACHED RFI FOR ADDITIONAL DETAILS