QUESTIONS AND ANSWERS.doc
DOC document 23 KB Posted
- Attached to
- FIDELITY BOND AND FIDUCIARY INSURANCE
- Solicitation number
- TOTS-D-10-Q-00004
- Issued by
-
Department of the Treasury
About this file
Questions and Answers 2/19/2010
View the file
Other files
| File | Type | Posted |
|---|---|---|
| 3rd Set of Q As.doc | DOC document | |
| 2nd Set of Q As.doc | DOC document | |
| December 2009 Schwab Statement of Account.pdf | ||
| E71CB445_FB15_E3DB_0FA048615336E4A0.pdf | ||
| Statement of Work for Fiduciary Coverage.doc | DOC document | |
| Commercial Items Clauses.doc | DOC document |
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QUESTIONS AND ANSWERS FOR TOTS-D-10-Q-00004
Question 1: Is OTS restructuring?
Answer: OTS senior staff is unaware of any current plans for internal restructuring.
Question 2: If so, will the Investment Committee members change?
Answer: Not Applicable Question 3: What is the selection process for the Committee Members?
Answer: The investment committee members are nominated by OTS Regional Directors.
Question 4: What is the term/period of their involvement?
Answer: The term has not been formally established however a minimum of three years is recommended.
Question 5: Would you provide a copy of audited financials of Plan and the Schedule of Plan’s Trustees?
Answer: The OTS plan started on June 9, 2009 with Charles Schwab. At this time, an audit cycle for the plan has not been completed. Therefore, plan audited financials are not available.
Answer: Charles Schwab Trust Company is the directed trustee. A copy of the Plan Trustee Agreement is provided as an attachment to the synopsis/solicitation modification.
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