SOURCES SOUGHT
69 -- Notice of Sources Sought
- Notice Date
- 5/7/2010
- Notice Type
- Sources Sought
- NAICS
- 611519
— Other Technical and Trade Schools
- Contracting Office
- Department of the Treasury, Comptroller of the Currency (OCC), Acquisition Management (AQM), 250 E Street, SW, Mail Stop 4-13, Washington, District of Columbia, 20219
- ZIP Code
- 20219
- Solicitation Number
- 20219-1
- Archive Date
- 6/11/2010
- Point of Contact
- catherine A gleasman, Phone: 202-874-4832
- E-Mail Address
-
catherine.gleasman@occ.treas.gov
(catherine.gleasman@occ.treas.gov)
- Small Business Set-Aside
- N/A
- Description
- Notice of Sources Sought Office of the Comptroller of the Currency Capital Markets and Operational Risk Courses (On Line Courses) Introduction The Office of the Comptroller of the Currency (OCC) was established in 1863 as a bureau of the Department of the Treasury. It is responsible for regulating and supervising the national banking system. The OCC charters, regulates and examines approximately 2,200 national banks and 52 federal branches and agencies of foreign banks in the United States. Its mission is to ensure a safe, sound and competitive national banking system that supports the citizens, communities and economy of the United States. The OCC is investigating vendor interest and capability in providing “off-the-shelf” interactive Capital Markets and Operational Risk (Basle) e-learning. The vendor must be able to provide these courses to be accessed using OCC’s desktop configuration and systems. These basic self-study courses should also contain modules, exercises, and knowledge tests/skill checks that can be administered and reviewed centrally by CE staff with appropriate summary reports. The vendor shall provide ongoing technical support, maintenance and any course and content upgrades for the life of the contract. The term of the contract will include a base year plus four option years. This notice of sources sought is not a request for competitive proposals. This notice does not commit the OCC to include respondents on a source list, to issue a solicitation, to award any contract, or to pay any cost incurred related to submission of information in response to this notice. OCC may solicit some, all, or none of the respondents for the proposed requirement described herein. Background OCC examiners require the ability to access basic capital markets courses in an on-line environment. Currently, the OCC offers capital markets e-learning solutions that cover the basics of finance, statistical theory and portfolio management in three self studies - capital markets, bond math, and portfolio risk management. The OCC wishes to continue to provide to its examiners such capital markets self-study courses. Additionally, the OCC is seeking e-learning solutions that cover Operational Risk as addressed by Basle Accord. This training will bring those examiners to the higher level of expertise needed for the OCC to fulfill its supervisory objectives. General Description of the Requirements In an e-learning setting, the vendor or vendors will provide a series of basic to moderate to more advanced capital markets courses/modules geared for OCC examiners with a need for capital markets skills. The on-line capital markets courses would provide training in the following areas: Basics of Capital Markets Instruments and Risks (to include Derivatives and Counterparty Credit Risk implications of Derivatives, Basics of Fixed Income Math, and Basics of Portfolio Management and Modeling Concepts and Techniques. Also, an on-line course addressing Operational Risk and Operational Risk management as it relates to all financial institutions as well as Operational Risk as defined by the Basle Accord; is desired for OCC examiners. This course would also seek to provide learning on an attendant Operational Risk related topic on how financial institutions embrace a robust and sustainable enterprise risk management process to include the build out of sound technological infrastructures. Each course would be suitable for a particular examiner audience and contain an appropriate level of complexity based on the bank category. The vendor or vendors would be responsible for ensuring that any e-learning courses are compatible and functional with OCC systems. The vendor is also responsible for providing user administration access and reports as well as ongoing technical support. It is anticipated that training will be available beginning with FY 2011 (October 1, 2010). Responses to This Request Please provide a written technical capability statement of your ability to meet this requirement. The submission may be presented in a format of your choice and should address your abilities, experience and past performance in providing the specific training required by the OCC. Reponses should be limited to 3-5 pages total. Responses may be submitted electronically to Marguerite.Brown@occ.treas.gov within 14 days of issuance of this notice.
- Web Link
-
FBO.gov Permalink
(https://www.fbo.gov/spg/TREAS/OCC/ASDMS413/20219-1/listing.html)
- Place of Performance
- Address: 250 E Street SW, 20219, District of Columbia, 20219, United States
- Zip Code: 20219
- Zip Code: 20219
- Record
- SN02143418-W 20100509/100507234429-652b6fee26cbb43285025a7c06e2454d (fbodaily.com)
- Source
-
FedBizOpps Link to This Notice
(may not be valid after Archive Date)
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