Attachment 2 - Questions and Answers_Updated.xlsx

This document is a Questions and Answers worksheet related to a Request for Quotation (RFQ) for Fiduciary Liability Insurance and Consulting Services, solicitation number 2031JW26Q00011, issued by the Office of the Comptroller of the Currency (OCC). The document addresses vendor questions regarding the solicitation, with specific clarifications about pricing and documentation requirements. Key points include confirmation that the SF 1449 form has been corrected to include a 6-month extension of services, and instructions for submitting the SF 1449 form separately with a signed copy returned to the issuing office.

The associated federal contract opportunity seeks a specialty lines insurance broker to provide fiduciary liability insurance and consulting services, specifically including expert training and consultative sessions for 401(k) Committee members. The procurement will be a full and open competition with no set-asides, structured with a base year and four 12-month option years. The OCC anticipates posting the final solicitation to SAM.gov by November 7, 2025, with a potential amendment date of December 8, 2025.