Short Term Disability (STD) and Long Term Disability (LTD) Insurance Programs

The purpose of this solicitation amendment is as follows:

1) Extend the due date of quotation submission to Friday, September 5, 2025, at 3:00 PM (Eastern);

2) Provide answers to industry questions;

3) Remove Mr. Patrick Reil as the contract specialist for this requirement; and 4) Amend the solicitation. All changes are in red font.

This document is a combined synopsis/solicitation pursuant to Federal Acquisition Regulation (FAR) Part 12.603, “Streamlined solicitation for commercial products or commercial services.” The content of this combined synopsis/solicitation is as follows:

(1) Action Code: N/A (2) Date: August 5 (3) Year: 2025 (4) Contracting Office ZIP Code: 20219 (5) Product or Service Code: G006, “Social – Government Life Insurance Programs” (6) Contracting Office Address: The Office of the Comptroller of the Currency (OCC) Headquarters, Acquisition Management, 400 7th Street, SW, Washington, DC (7) Subject: Synopsis/Solicitation for Short-Term Disability (STD)/Long-Term Disability (LTD) Insurance Program (8) Proposed Solicitation Number: 2031JW25Q00073 (9) Closing Response Date: See paragraph (16)(xv) below.

(10) Contact Point or Contracting Officer: Patrick Reil (Contract Specialist) and John R. Baumert (Contracting Officer) (11) Contract Award and Solicitation Number: N/A and 2031JW25Q00073 (12) Contract Award Dollar Amount: N/A (13) Line Item Number: See Part I, paragraphs 2.0 and 2.1 of this solicitation.

(14) Contract Award Date: N/A (15) Contractor: N/A (16) Description: (i) This is a combined synopsis/solicitation for commercial products or commercial services prepared in accordance with the format in subpart 12.6, as supplemented with additional information included in this notice.

This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued. (ii) The solicitation number for this requirement is 2031JW25Q00073 and the solicitation is issued as a request for quote (RFQ). (iii) This solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular (FAC) Number 2025-04, effective June 11, 2025. (iv) This solicitation is not set-aside and the associated North American Industry Classification System (NAICS) code for the requirement is 524113, “Direct Life Insurance Carriers,” and small business size standard is $47.0 million. (v) List of line-item number(s) and items, quantities, and units of measure (including option(s), if applicable).

See Part I, paragraphs 2.0 and 2.1 of this solicitation. (vi) Description of requirements for the items to be acquired.

See Statement of Work (SOW) in Part II of this solicitation. (vii) FOB delivery shall be made in accordance with Part II, paragraph 10.0 “Deliverables” of the SOW. (viii) Provision at 52.212-1, Instructions to Offerors-Commercial Products and Commercial Services, applies to this acquisition and is incorporated by reference to this solicitation. (ix) Provision at 52.212-2, Evaluation-Commercial Products and Commercial Services, applies to this solicitation and is incorporated in full text, and the specific evaluation criteria to be included in paragraph (a) of that provision is:

Corporate Experience, Technical Capability, Past Performance, and Price. (x) Quoters shall include a completed copy of the provision at 52.212-3, Offeror Representations and Certifications-Commercial Products and Commercial Services, with its quote if not already completed their Representatives and Certifications with the System for Award Management (SAM) entity record. (xi) Clause at 52.212-4, Contract Terms and Conditions-Commercial Products and Products and Commercial Services, applies to this acquisition and is incorporated by reference to this solicitation. (xii) Clause at 52.212-5, Contract Terms and Conditions Required To Implement Statutes or Executive Orders-Commercial Products and Commercial Services, applies to this acquisition and is incorporated in full text to this solicitation. (xiii) There are no additional contract requirement(s) or terms and conditions outside of this solicitation. (xiv) The Defense Priorities and Allocations System (DPAS) and assigned rating is not applicable to this solicitation. (xv) Quotations are due on Wednesday, August 27, 2025 at 3:00 PM (Eastern) via email at patrick.reil@occ.treas.gov and john.baumert@occ.treas.gov. (xvi) The Contract Specialist for this solicitation is Patrick Reil.

He can be reached at (202) 285-4189 or via email at Patrick.reil@occ.treas.gov. The Contracting Officer (CO) for this solicitation is John R. Baumert. He can be reached at (202) 809-7720 or via email at john.baumert@occ.treas.gov. (17) Place of Contract Performance: Contractor’s site (18) Set-aside Status: N/A