Fidelity bond and fiduciary insurance

Proposal Requirements:

The contractor shall conduct research on the Fidelity Bond and Fiduciary Insurance industry and make three policy recommendations.  Each recommendation should include:

•·       detailed information about the recommended firm (Industry Standings)

•·       Fidelity Bond and Fiduciary Insurance coverage amounts, deductibles and the risks associated with recommended coverage and deductibles, and premium costs.

The proposal shall also include past performance information for the contractor submitting the proposal and should include:

•·       Description of the policy provided;

•·       Point of Contact for the policy holder

The technical/cost proposal shall not exceed 20 pages.



The synopsis/solicitation closing date has been extended to 2:00 PM, February 26, 2010 EST.


The period to submit questions has been extended to 2:00 PM, Febraury 23, 2010.

Questions and their answers received to date are attached.


The synopsis closing date has ben extended to 2:00 PM, March 5, 2010.

Additional questions and their answers received are attached.

Financial Statements are attached. 

Proposal Requirements:

The contractor shall conduct research on the Fidelity Bond and Fiduciary Insurance industry and make three policy recommendations.  Each recommendation should include:

•·       detailed information about the recommended firm (Industry Standings)

•·       Fidelity Bond and Fiduciary Insurance coverage amounts, deductibles and the risks associated with recommended coverage and deductibles, and premium costs.

The proposal shall also include past performance information for the contractor submitting the proposal and should include:

•·       Description of the policy provided;

•·       Point of Contact for the policy holder

The technical/cost proposal shall not exceed 20 pages.



The synopsis/solicitation closing date has been extended to 2:00 PM, February 26, 2010 EST.


The period to submit questions has been extended to 2:00 PM, Febraury 23, 2010.

Questions and their answers received to date are attached.

Proposal Requirements:

The contractor shall conduct research on the Fidelity Bond and Fiduciary Insurance industry and make three policy recommendations.  Each recommendation should include:

•·       detailed information about the recommended firm (Industry Standings)

•·       Fidelity Bond and Fiduciary Insurance coverage amounts, deductibles and the risks associated with recommended coverage and deductibles, and premium costs.

The proposal shall also include past performance information for the contractor submitting the proposal and should include:

•·       Description of the policy provided;

•·       Point of Contact for the policy holder

The technical/cost proposal shall not exceed 20 pages.



The synopsis/solicitation closing date has been extended to 2:00 PM, February 26, 2010 EST.

Proposal Requirements:

The contractor shall conduct research on the Fidelity Bond and Fiduciary Insurance industry and make three policy recommendations.  Each recommendation should include:

•·       detailed information about the recommended firm (Industry Standings)

•·       Fidelity Bond and Fiduciary Insurance coverage amounts, deductibles and the risks associated with recommended coverage and deductibles, and premium costs.

The proposal shall also include past performance information for the contractor submitting the proposal and should include:

•·       Description of the policy provided;

•·       Point of Contact for the policy holder

The technical/cost proposal shall not exceed 20 pages.

This is a combined synopsis-solicitation for commercial items prepared in accordance with the format in Subpart 12.6 as supplemented with additional information included in this notice.  This announcement constitutes the only solicitation; proposals are being requested and a written solicitation will not be issued.  The solicitation number is TOTS-D-10-Q-00004 and is issued as a Request for Quotation (RFQ) for the Office of Thrift Supervision Fidelity Bond and Fiduciary Insurance coverage in accordance with the attached statement of work.  This solicitation document incorporates provisions and clauses in effect through Federal Acquisition Circular 2005-31. The North American Industry Classification System code is 524210, Insurance Agencies and Brokerages. 


The selected Offeror must comply with the following commercial terms and conditions:  FAR 52.212-1, Instructions to Offerors-Commercial; FAR 52.212-4, Contract Terms and Conditions - Commercial Items; and FAR 52.212-5; Contract Terms and Conditions Required to Implement Statutes or Executive Orders - Commercial Items. 


All questions regarding this synopsis-solicitation must be submitted via email to:  Illona.Williams@ots.treas.gov no later than 2:00 PM on February 8, 2010.  Verbal inquiries will not be accepted.