Purchase Order 2031JW26P00006
- Not listed
- The U.S. Office of the Comptroller of the Currency (OCC) awarded a $239,966.50 firm-fixed-price definitive contract to Long & 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 & Associates, a certified public accounting...
- The U.S. government's Office of the Comptroller of the Currency (OCC) awarded a $94,795 Firm Fixed Price definitive contract for Fiduciary Liability Coverage to Long & Associates, LLC, an SBA-certified 8(a) small disadvantaged business owned by Black Americans. This 8(a) sole-source contract has a completion date of June 9, 2024. Long & Associates, a consulting and advisory services firm based in Alpharetta, Georgia, has previously provided fiduciary liability insurance to the OCC...
- This is a $3,500 firm fixed price purchase order awarded by the U.S. Marshals Service Investigative Operations Division to Alliant Insurance Services Inc. on February 11, 2025. The contract, which does not have a set-aside designation, is for insurance services in support of the agency's operations and is set to run through February 10, 2030. Alliant Insurance Services is an insurance brokerage and consulting firm that has previously secured federal contracts, including a $58 million...
- 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 & 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 & Associates, LLC is a Certified Public Accounting and advisory firm based in Alpharetta, Georgia that specializes in...
- The Office of the Comptroller of the Currency awarded a fiduciary liability insurance contract to Grady Wright & Associates Inc. under an 8(a) sole source set-aside on June 10, 2019. The firm fixed price purchase order, valued at $172.3K, was established to procure fiduciary liability insurance coverage with a completion date of June 9, 2020. Grady Wright & Associates Inc., operating as Grady-Wright Insurance Associates, served as the prime contractor for this engagement, with work...
- 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 & 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 & 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 $128,586 firm fixed-price purchase order awarded by the Office of the Comptroller of the Currency (OCC), a civilian agency, to Long & Associates, LLC, an SBA-certified 8(a) small disadvantaged business. The contract is for fiduciary liability insurance services and has an ultimate completion date of June 9, 2026. Long & Associates is a Black American-owned Subchapter S Corporation that specializes in accounting, consulting, and advisory services for federal agencies. The firm...
- 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 & 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...
- This is a $40,800.00 firm fixed price purchase order awarded by the U.S. Department of the Interior (DOI) Fish and Wildlife Service (FWS) to Alliant Insurance Services, Inc., a for-profit insurance brokerage and consulting firm, for a Canadian automobile liability insurance policy covering 13 government vehicles and 3 trailers for the FWS Migratory Bird Management program. The contract has an ultimate completion date of July 27, 2029 and was not set aside for any specific business type....
- Alliant Insurance Services, Inc., headquartered in Irvine, California, was awarded a contract modification by the Bureau of International Narcotics Law Enforcement, a civilian agency under the Department of State, to provide aircraft and personal insurance services. The modification adds $258.30 in funding to address a premium shortfall resulting from aircraft schedule changes related to the underlying aircraft liability insurance contract. This firm-fixed price purchase order, which carries a...
The Office of the Comptroller of the Currency (OCC) has awarded a $435K firm fixed-price purchase order to Alliant Insurance Services, Inc. for fiduciary liability insurance and consulting services, effective January 1, 2026, through December 31, 2030. This civilian contract, awarded without set-aside designation through full and open competition, requires the contractor to provide comprehensive fiduciary liability insurance brokerage services on behalf of the OCC's Human Capital 401(k) Office. Alliant's scope of work includes obtaining primary fiduciary liability insurance coverage with a base of $10 million, soliciting competitive quotes from qualified insurance carriers, and arranging coverage up to $25 million through ladder risk distribution arrangements across multiple carriers. The contractor will also deliver specialized consulting services comprising quarterly training and consultative sessions for the 401(k) Sub-Committee, ad-hoc policy support, and detailed insurance policy assessments throughout the contract period. Alliant Insurance Services, Inc., headquartered in Irvine, California, is a well-established for-profit insurance brokerage with extensive federal government contracting experience spanning multiple agencies including the Department of Veterans Affairs, U.S. Customs and Border Protection, and the Department of Transportation. The company demonstrates proven expertise in both vehicle liability insurance and specialized insurance advisory services, with a strong track record of securing competitive federal contracts. The performance location is established in Irvine, California, and the contract includes a base period through December 31, 2026, with four optional one-year renewal periods, plus a six-month service extension incorporated into the pricing structure.
Name | Description | Solicitation Number | FederalAgency | Type | PostedDate |
|---|---|---|---|---|---|
Fiduciary Liability Insurance and Consulting Services | 2031JW26Q00011 | Department of the Treasury Office of the Comptroller of the Currency | Pre-Solicitation 1/1 | 10/24/25, 10:27 AM |
Mod # | Description | ReasonForModification | Federal Obligation | Date |
|---|---|---|---|---|
| Not listed | Not listed | $85.0k | 12/31/25 |