The purpose of this contract is to obtain recordkeeping, investment management, and trustee services for the OCC and OTS 401(k) plans.
Ended Definitive Contract Awarded Last action
- Contract number
- TCC14HQC0001
- Awardee
-
Charles Schwab & Co., Inc. UEI GY14NCSKDET9
- Awarding agency
-
Office of the Comptroller of the Currency
Department of the Treasury
- Obligated
- $659,975
Award facts
- Opportunity
-
- OCC & OTS 401(k) Award Notice · Posted Dec 17, 2013
- Contract value 100% obligated
- $659,975.29 Current and potential, with all options
- Completion date 100% complete
- Current and potential, with all options
- Contracting staff
- NAICS code
- 523120 Securities Brokerage
- PSC
- R710 Support- Management: Financial
- Set-aside
- No set-aside
- Competition
- Full and Open Competition · 3 offers Negotiated Proposal / Quote
- Pricing
- Firm Fixed Price
- Place of performance
- San Francisco, CA 94105, USA
Award details come from SAM.gov/FPDS.
Transactions
| Action | Obligated | Date |
|---|---|---|
| Close Out | -$0 | |
| Supplemental Agreement for work within scope | $0 | |
| Exercise an Option | $120,000 | |
| Supplemental Agreement for work within scope | $0 | |
| Supplemental Agreement for work within scope | $0 | |
| Supplemental Agreement for work within scope | $0 | |
| Exercise an Option | $119,975 | |
| Supplemental Agreement for work within scope | $60,000 | |
| Supplemental Agreement for work within scope | $0 | |
| Supplemental Agreement for work within scope | $0 | |
| Supplemental Agreement for work within scope | $120,000 | |
| Supplemental Agreement for work within scope | $0 | |
| Supplemental Agreement for work within scope | $0 | |
| Supplemental Agreement for work within scope | $0 | |
| Funding Only Action | $0 | |
| Exercise an Option | $120,000 | |
| Supplemental Agreement for work within scope | $0 | |
| Supplemental Agreement for work within scope | $0 | |
| Supplemental Agreement for work within scope | $0 | |
| Supplemental Agreement for work within scope | $0 | |
| Supplemental Agreement for work within scope | $0 | |
| Original award | $120,000 |
Show all 22
About this award
This is a definitive federal contract awarded by the Office of the Comptroller of the Currency (OCC) to Charles Schwab & Co., Inc. on January 1, 2014. The purpose of the contract is to obtain recordkeeping, investment management, and trustee services for the OCC and Office of Thrift Supervision (OTS) 401(k) plans. The contract has a firm fixed price of $659,975.29 and a period of performance ending on December 31, 2023. This contract is not set aside for any specific business designation. As the major federal agency responsible for regulating national banks and federal savings associations, the OCC is utilizing this contract to administer the retirement plans for its own employees.
Quick answers
Who was awarded contract TCC14HQC0001?
TCC14HQC0001 was awarded to Charles Schwab & Co., Inc. by Office of the Comptroller of the Currency (Department of the Treasury) on January 1, 2014.
How much is contract TCC14HQC0001 worth?
The government has obligated $659,975 on TCC14HQC0001.
Was contract TCC14HQC0001 competed?
The extent of competition for TCC14HQC0001 was full and open competition. The government received 3 offers.
On GovTribe
See this award's full record
- Every transaction and funding action
- The awardee's other awards and teaming partners
- Similar awards and recompete opportunities
- Ask GovTribe AI about this award