Definitive Contract TCC15HQC0019

<p>The Office of the Comptroller of the Currency awarded a purchase order to Grady Wright &amp; Associates Inc. for $79,683 on May 22, 2012, under an 8(a) sole source set-aside. The order procures fiduciary liability insurance for the OCC 401(k) plan and OTS 401(k) plan. Work is performed in Washington, DC. The order is scheduled for completion on June 10, 2013.</p>

<p>The Office of the Comptroller of the Currency awarded a definitive contract to Grady Wright &amp; Associates Inc. for fiduciary liability insurance on June 10, 2018, under an 8(a) sole-source set-aside, with a ceiling value of $170,266.</p> <p>Place of performance is Glen Burnie, MD. The contract is priced on a firm fixed-price basis and has an ultimate completion date of June 9, 2019.</p>

This is a $141,640.00 firm fixed price purchase order contract awarded by the Office of the Comptroller of the Currency (OCC), a civilian federal agency, to Grady Wright &amp; Associates Inc. for annual fiduciary liability insurance. The contract was awarded on a sole source basis under the 8(a) program, which is a set-aside for small disadvantaged businesses. The contract has an ultimate completion date of June 9, 2017, and falls under the OCC/OTS Fiduciary Liability Insurance major program...

<p>The Department of the Treasury Office of the Comptroller of the Currency awarded a Firm Fixed Price Purchase Order to Grady Wright &amp; Associates Inc., a Minority Owned, Self Certified Small Disadvantaged, Woman Owned Small Business, for annual fiduciary liability insurance. The contract has a potential value of $160,094.00 and was set aside for an 8(a) sole source award. The contract provides fiduciary liability insurance, which is a key function to support the agency's operations.</p>

The Office of the Comptroller of the Currency awarded a purchase order to Long &amp; Associates, LLC, an 8(a) small disadvantaged business, on June 10, 2024, with a ceiling value of $128,586.00 for fiduciary liability insurance under an 8(a) sole-source set-aside. The order includes an exercise of FAR clause 52.217-8 to extend services and obtain fiduciary liability insurance. Work is performed in Johns Creek, Georgia. The contract carries a firm fixed price and an ultimate completion date of...

The U.S. Office of the Comptroller of the Currency (OCC) awarded a $239,966.50 firm-fixed-price definitive contract to Long &amp; Associates, LLC, an SBA-certified 8(a) small disadvantaged business owned by Black Americans. The contract, set aside under the 8(a) sole-source program, provides 401(k) fiduciary liability insurance coverage for the OCC's oversight committee, 401(k) investment sub-committee, and any designated individuals involved. Long &amp; Associates, a certified public accounting...

The Department of the Treasury's Office of the Comptroller of the Currency awarded a definitive, firm fixed-price contract for fiduciary liability insurance to Long &amp; Associates, LLC, an SBA certified 8(a) small disadvantaged business. The contract has a potential value of $316,826.12 and a completion date of June 9, 2022. Long &amp; Associates, LLC is an accounting and consulting firm that has previously delivered financial and policy support services to federal agencies such as the...

This is a $87,519.00 Firm Fixed Price Definitive Contract awarded by the Office of the Comptroller of the Currency (OCC), a civilian federal agency, to Long &amp; Associates, LLC, an SBA-certified 8(a) small disadvantaged business owned by Black Americans. The contract is for FIDUCIARY LIABILITY INSURANCE services, with a performance period that ends on June 9, 2023. Long &amp; Associates, LLC is a Certified Public Accounting and advisory firm based in Alpharetta, Georgia that specializes in...

This is a definitive federal contract awarded by the Office of the Comptroller of the Currency (OCC) to Charles Schwab &amp; 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 Office of the Comptroller of the Currency (OCC) awarded a 401(k) administration and recordkeeping services contract to Charles Schwab &amp; Co., Inc. on January 1, 2024, with a ceiling value of $404,603.50. The contract structure includes a two-year base period followed by four optional two-year periods, extending through December 31, 2033. Services will be performed in San Francisco, California, and the contract was awarded as a definitive firm fixed-price agreement with no small business...