# Secure Third-Party Collaboration Solutions to Support OCC Bank Audits

Canonical: https://abierto.us/opportunities/2031jw25n00002

- Solicitation number: 2031JW25N00002
- Notice type: Sources sought
- Status: Closed. Deadline was September 9, 2025 at 12:00 PM EDT
- Department: Department of the Treasury
- Agency: Office of the Comptroller of the Currency
- Contracting office: Comptroller of Currency Acqs (2031JW)
- NAICS: 541519 Other Computer Related Services
- Product or service code: DA10 Support services, delivered as a service contract (SaaS or Subscription) involved with the analysis, design, development, code, test and release packaging services associated with application development projects, as well as off-the-shelf Business software.
- First posted: August 27, 2025
- Last posted: August 27, 2025
- SAM.gov: https://sam.gov/workspace/contract/opp/76acf85431a04520abfd6ff1dcbecfc9/view

## Description

Office of the Comptroller of the Currency (OCC) – Treasury Subject: Secure Third-Party Collaboration Solutions to Support OCC Bank Audits The United States Office of the Comptroller of Currency (OCC) is conducting market research to determine the feasibility for a potential procurement requirement. This is NOT a solicitation for proposals, proposal abstracts, or quotations.

The purpose of this notice is to obtain information from industry contractors regarding their interest, capabilities, and recommendations for a third-party solution that extends Microsoft 365 for secure external collaboration with banks and other regulators. OCC examiners must securely exchange bank supervisory evidence and documentation with financial institutions while maintaining a closed-tenant security posture (i.e., no guest accounts in OCC’s Microsoft 365 tenant).

This RFI seeks information on vendor capabilities to provide solutions that: Simplify and enhance OCC’s bank supervision workflows. Leverage OCC’s Microsoft 365 (M365) investment without duplicating data into another platform. Integrate with Microsoft Purview Data Loss Prevention (DLP) and other compliance controls. Provide trusted, auditable, and branded collaboration mechanisms for OCC-bank interactions. Meet or exceed Federal information security requirements, including FedRAMP and NIST standards.

This RFI is issued solely for information and planning purposes and does not constitute a solicitation or a commitment by the Government. Please see the attached document for the complete RFI.

## Publications

- August 27, 2025: Sources sought, due September 9, 2025 at 12:00 PM EDT. Notice 76acf85431a04520abfd6ff1dcbecfc9. https://sam.gov/workspace/contract/opp/76acf85431a04520abfd6ff1dcbecfc9/view

## Points of contact

- Danielle Pena, danielle.pena@occ.treas.gov, 2028800603
- Joey Barden, Joey.Barden@occ.treas.gov, 2026497813

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Source: SAM.gov Contract Opportunities bulk extract. Confirm deadlines on SAM.gov before responding. Cite https://abierto.us/opportunities/2031jw25n00002.