Fiduciary Liability Insurance and Consulting Services

Location: District of Columbia
Posted: Dec 3, 2025
Due: Dec 15, 2025
Agency: TREASURY, DEPARTMENT OF THE
Type of Government: Federal
Category:
  • G - Social Services
Solicitation No: 2031JW26Q00011
Publication URL: To access bid details, please log in.
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Fiduciary Liability Insurance and Consulting Services
Active
Contract Opportunity
Notice ID
2031JW26Q00011
Related Notice
Department/Ind. Agency
TREASURY, DEPARTMENT OF THE
Sub-tier
OFFICE OF THE COMPTROLLER OF THE CURRENCY
Office
OFFICE OF MANAGEMENT / CFO
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General Information View Changes
  • Contract Opportunity Type: Presolicitation (Updated)
  • Updated Published Date: Dec 03, 2025 03:48 pm EST
  • Original Published Date: Oct 24, 2025 10:27 am EDT
  • Updated Response Date: Dec 15, 2025 01:00 pm EST
  • Original Response Date:
  • Inactive Policy: 15 days after response date
  • Updated Inactive Date: Dec 30, 2025
  • Original Inactive Date: Nov 28, 2025
  • Initiative:
    • None
Classification
  • Original Set Aside:
  • Product Service Code: G009 - SOCIAL- NON-GOVERNMENT INSURANCE PROGRAMS
  • NAICS Code:
    • 524210 - Insurance Agencies and Brokerages
  • Place of Performance:
    Washington , DC 20219
    USA
Description View Changes

This is Request for Quotation No. 2031JW26Q00011 for Fiduciary Liability Insurance and Consulting Services. Please refer to the solicitation and Attachments 1-3 for details.



This is a synopsis only and is not a solicitation. The OCC releases a "draft" Performance Work Statement for review. The solicitation is anticipated to be posted to SAM.gov by December 8, 2025.



This is a synopsis only and is not a solicitation. The OCC estimates a solicitation will be posted to SAM.gov by November 7, 2025.



The Office of the Comptroller of the Currency (OCC), Office of Acquisition Management on behalf of the OCC’s Human Capital, 401(K) Office is seeking to acquire fiduciary liability insurance and consulting services. The OCC requires fiduciary liability insurance and consulting services specifically the services of a specialty lines insurance broker that is both qualified and experienced in the arena of providing fiduciary liability. The consulting services includes expert training and consultative sessions to 401(k) Committee members.



The Government intends to establish a contract for Fiduciary Liability Insurance and Consulting Services. The Government will be seeking full and open competition (no set aside). The resulting contract will have a base year plus four 12-month option year periods.


Attachments/Links
Contact Information
Contracting Office Address
  • 400 7th Street SW
  • WASHINGTON , DC 20219
  • USA
Primary Point of Contact
Secondary Point of Contact


History

Related Document

Oct 24, 2025[Presolicitation (Original)] Fiduciary Liability Insurance and Consulting Services
Nov 28, 2025[Presolicitation (Updated)] Fiduciary Liability Insurance and Consulting Services
Dec 8, 2025[Presolicitation (Updated)] Fiduciary Liability Insurance and Consulting Services
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