SOLICITATION NOTICE
R -- 401(k) Service Provider
- Notice Date
- 4/14/2003
- Notice Type
- Solicitation Notice
- Contracting Office
- Department of the Treasury, Comptroller of the Currency (OCC), Acquisition Management (AQM), 250 E Street, SW Mail Stop 4-13, Washington, DC, 20219
- ZIP Code
- 20219
- Solicitation Number
- CC-03-HQ-R-0029
- Archive Date
- 5/30/2003
- Point of Contact
- Marguerite Brown, Contract Specialist, Phone 202-874-5096, Fax 202-874-5625, - Deirdre Eischens, Contract Specialist, Phone 202-874-5442, Fax 202-874-5625,
- E-Mail Address
-
marguerite.brown@occ.treas.gov, deirdre.eischens@occ.treas.gov
- Description
- The Office of the Comptroller of the Currency (OCC) seeks the services of an experienced and qualified contractor to provide record keeping and investment management and trustee services for its 401(k) plan. The OCC, a non-appropriated federal financial regulatory bureau of the Department of Treasury, established a non-Federal 401(k) plan for its employees in 1999. Currently, the OCC has 2446 participants and assets of 18.7 million. The OCC 401(k) provides employees a diverse mix of investments. The funds menu includes the following asset classes: Domestic Hybrid, Fixed Income, International Equity, S&P 500 Index Fund, Large Cap Growth, Large Cap Value, Small/Midcap Growth, Small and Midcap Value; and a Stable Value Money Market account. Services under the current contract expire December 31, 2003. Any conversion to a new service provider would be required by January 1, 2004. Services under the contract will include, but not be limited to: Administration and Record Keeping Services, Daily Valued Record Keeping System, Investment Management Services, Trustee Services, and Education Services. The OCC intends to award an indefinite-delivery, indefinite-quantity (IDIQ) contract. Although the service provider will offer a fixed rate (per participant, per account, per task, or percentage of assets held), the number of participants, accounts, task, and amount of assets will fluctuate. The proposed contract will include a transition period, base year, and four one-year options, which will be included in the evaluation for award. The acquisition will be conducted on the basis of full-and-open competition for commercial services pursuant to FAR Parts 12 and 15. The Request for Proposal (RFP) will be released on or about April 22, 2003. The RFP and accompanying documents will be available for download at www.fedbizopps.gov. Contractors must be registered in the Central Contractor Registration (www.ccr.gov) to be eligible for award. Questions regarding this requirement shall be sent via email to marguerite.brown@occ.treas.gov. The mailing address is the Office of the Comptroller of the Currency, Acquisition Management Division, 250 E Street, SW, Mail Stop 4-13, Washington, DC 20219-0001.
- Place of Performance
- Address: Office of the Comptroller of the Currency, 250 E Street, SW, Washington, DC 20219-0001
- Record
- SN00303257-W 20030416/030414213658 (fbodaily.com)
- Source
-
FedBizOpps.gov Link to This Notice
(may not be valid after Archive Date)
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