Fiduciary Liability Insurance
Closed Solicitation Posted
- Solicitation number
- 50310224Q0085
- Responses due
- Set-aside
- Total Small Business
Opportunity facts
- NAICS code
- 524298 All Other Insurance Related Activities
- PSC
- R499 Support- Professional: Other
- Place of performance
- Washington, District of Columbia 20549, United States
- Points of contact
-
- LaToya Carter carterl@sec.gov (202) 551-7318
Notice details come from SAM.gov. Updated .
About this opportunity
The U.S. Securities and Exchange Commission (SEC) is seeking to procure Fiduciary Liability insurance coverage for the Oversight Committee of the Agency's Supplemental Retirement Plan. The insurance must provide coverage for the committee members' legal costs and indemnify them for issues such as imprudent investing, errors in participant requests, and conflicts of interest. The contractor must have a high level of understanding of fiduciary responsibilities for qualified retirement plans and comprehensive knowledge of defined contribution plans. The contract will be awarded on a best value basis considering technical capability, past performance, and price, with technical capability and past performance being more important than price. Quotes are due by 12:00 PM EDT on August 28, 2024, and the anticipated award date is September 2024.
This is a 100% small business set-aside under NAICS code 524298. The current incumbent contractor is The Stronghold Group, LLC under Contract 50310219C0019. The contract is for a 5-year base period with 4 one-year option periods, and a 6-month option extension. The primary place of performance is at the contractor's facility.
Notice text
2 versions
Update #2 · Latest ·
This is a combined synopsis/solicitation for commercial items prepared for the purchase of Fiduciary Liability insurance in support of the Oversight Committee of the Agency's Supplemental Retirement Plan, in accordance with the format in Subpart 12.6, "Streamlined Procedures for Evaluation and Solicitation for Commercial Items," and procedures in Subpart 13.1, "Simplified Acquisition Procedures," with additional information included in this notice, RFQ Enclosure 0 (Combined Synopsis/Solicitation Instructions), and the Statement of Work (RFQ Enclosure 1).
This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued.
Please review all enclosures and attachments in their entirety and respond accordingly.
Amendment 0001 to 50310224Q0085:
The purpose of Amendment 0001 to RFQ 50310224Q0085 is to:
1. Provide responses to prospective quoters' questions. See attachment Responses to Questions, dated August 20, 2024 and Amendment 0001, dated 8/20/2024.
Please review all attachments and revisions in their entirety and respond accordingly.
Update #1 ·
This is a combined synopsis/solicitation for commercial items prepared for the purchase of Fiduciary Liability insurance in support of the Oversight Committee of the Agency's Supplemental Retirement Plan, in accordance with the format in Subpart 12.6, "Streamlined Procedures for Evaluation and Solicitation for Commercial Items," and procedures in Subpart 13.1, "Simplified Acquisition Procedures," with additional information included in this notice, RFQ Enclosure 0 (Combined Synopsis/Solicitation Instructions), and the Statement of Work (RFQ Enclosure 1).
This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued.
Please review all enclosures and attachments in their entirety and respond accordingly.
Attachments
| File | Type | Posted |
|---|---|---|
| 50310224Q0085 - AMD0001.pdf | ||
| RFQ ENCL 0 - RFQ Synopsis-Sol-Instructions.pdf | ||
| RFQ ENCL 1 - SOW - SRP Fiduciary Insurance.pdf | ||
| RFQ ENCL 2 - Pricing Spreadsheet.xlsx | XLSX spreadsheet | |
| RFQ ENCL 3 - Contract Terms and Conditions.pdf | ||
| RFQ ENCL ATTCH 3 - Auth for Release of Credit.pdf | ||
| RFQ ENCL ATTCH 5 - Dec for Federal Employment.pdf | ||
| RFQ ENCL ATTCH 6 - OIT Rules of the ROAD 2024.pdf | ||
| RFQ ENCL 4 - PPQ_.pdf | ||
| RFQ ENCL ATTCH 1 - NDA - Contractor Entity.pdf | ||
| RFQ ENCL ATTCH 2 - NDA Contractor Personnel.pdf | ||
| RFQ ENCL ATTCH 4 - Request for PerSec Determination (Contractors).pdf |
Show all 12
On GovTribe
Work this opportunity on GovTribe
- Track it in your pipeline
- Find teaming partners
- Similar opportunities
- Ask GovTribe AI about this opportunity