Fiduciary Liability Insurance and Consulting Services
Closed Pre-Solicitation Posted
- Solicitation number
- 2031JW26Q00011
- Agency
-
Office of the Comptroller of the Currency
Department of the Treasury
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 524210 Insurance Agencies and Brokerages
- Place of performance
- Washington, District of Columbia 20219, United States
- Points of contact
Notice details come from SAM.gov. Updated .
About this opportunity
The Office of the Comptroller of the Currency (OCC), through its Office of Acquisition Management on behalf of the Human Capital, 401(K) Office, is seeking a specialty lines insurance broker to provide fiduciary liability insurance and consulting services. The procurement requires the selected vendor to obtain fiduciary liability insurance coverage with a primary base of $10 million, solicit competitive quotes from qualified insurance companies, and deliver comprehensive consulting services including quarterly training and consultative sessions for the 401(k) Sub-Committee, ad-hoc policy support, and detailed insurance policy assessments. The contractor must demonstrate expertise and experience in fiduciary liability insurance and meet strict federal information security and compliance standards throughout service delivery. The government will conduct this procurement on a best value basis using a two-phase evaluation approach with full and open competition (no set-asides). The solicitation was posted to SAM.gov on December 3, 2025, with quotations due by December 15, 2025, at 1:00 PM ET, and an anticipated award date of December 31, 2025.
This procurement carries no set-aside designation and no incumbent contractor information has been disclosed. The contract structure includes a base period from January 1, 2026, through December 31, 2026, with four one-year option periods extending through December 31, 2030, plus a recently amended 6-month service extension for the initial period. While specific contract values or budget ranges have not been stated in the opportunity documentation, the procurement is designated under NAICS code 524210 (Insurance Agencies and Brokerages) with a size standard of $15 million. The selected vendor must be capable of arranging fiduciary liability insurance coverage up to $25 million using ladder arrangements to distribute risk across multiple insurance carriers and must provide comprehensive comparative analysis of coverage options and premiums on the OCC's behalf. Amendment 0001, issued on December 8, 2025, clarified pricing requirements and instructed vendors to incorporate the 6-month service extension into their pricing submissions on the SF 1449 form.
Notice text
4 versions
Update #4 · Latest ·
This solicitaiton is hereby amended. Amendment 0001 to RFQ No. 2031JW26Q00011 incorporates responses to the Vendor Questions under Attachment 2 - Vendor Questions and Answers_Updated.
This is Request for Quotation No. 2031JW26Q00011 for Fiduciary Liability Insurance and Consulting Services. Please refer to the solicitation and Attachments 1-3 for details.
This is a synopsis only and is not a solicitation. The OCC releases a "draft" Performance Work Statement for review. The solicitation is anticipated to be posted to SAM.gov by December 8, 2025.
This is a synopsis only and is not a solicitation. The OCC estimates a solicitation will be posted to SAM.gov by November 7, 2025.
The Office of the Comptroller of the Currency (OCC), Office of Acquisition Management on behalf of the OCC’s Human Capital, 401(K) Office is seeking to acquire fiduciary liability insurance and consulting services. The OCC requires fiduciary liability insurance and consulting services specifically the services of a specialty lines insurance broker that is both qualified and experienced in the arena of providing fiduciary liability. The consulting services includes expert training and consultative sessions to 401(k) Committee members.
The Government intends to establish a contract for Fiduciary Liability Insurance and Consulting Services. The Government will be seeking full and open competition (no set aside). The resulting contract will have a base year plus four 12-month option year periods.
Update #3 ·
This is Request for Quotation No. 2031JW26Q00011 for Fiduciary Liability Insurance and Consulting Services. Please refer to the solicitation and Attachments 1-3 for details.
This is a synopsis only and is not a solicitation. The OCC releases a "draft" Performance Work Statement for review. The solicitation is anticipated to be posted to SAM.gov by December 8, 2025.
This is a synopsis only and is not a solicitation. The OCC estimates a solicitation will be posted to SAM.gov by November 7, 2025.
The Office of the Comptroller of the Currency (OCC), Office of Acquisition Management on behalf of the OCC’s Human Capital, 401(K) Office is seeking to acquire fiduciary liability insurance and consulting services. The OCC requires fiduciary liability insurance and consulting services specifically the services of a specialty lines insurance broker that is both qualified and experienced in the arena of providing fiduciary liability. The consulting services includes expert training and consultative sessions to 401(k) Committee members.
The Government intends to establish a contract for Fiduciary Liability Insurance and Consulting Services. The Government will be seeking full and open competition (no set aside). The resulting contract will have a base year plus four 12-month option year periods.
Update #2 ·
This is a synopsis only and is not a solicitation. The OCC releases a "draft" Performance Work Statement for review. The solicitation is anticipated to be posted to SAM.gov by December 8, 2025.
This is a synopsis only and is not a solicitation. The OCC estimates a solicitation will be posted to SAM.gov by November 7, 2025.
The Office of the Comptroller of the Currency (OCC), Office of Acquisition Management on behalf of the OCC’s Human Capital, 401(K) Office is seeking to acquire fiduciary liability insurance and consulting services. The OCC requires fiduciary liability insurance and consulting services specifically the services of a specialty lines insurance broker that is both qualified and experienced in the arena of providing fiduciary liability. The consulting services includes expert training and consultative sessions to 401(k) Committee members.
The Government intends to establish a contract for Fiduciary Liability Insurance and Consulting Services. The Government will be seeking full and open competition (no set aside). The resulting contract will have a base year plus four 12-month option year periods.
Update #1 ·
This is a synopsis only and is not a solicitation. The OCC estimates a solicitation will be posted to SAM.gov by November 7, 2025.
The Office of the Comptroller of the Currency (OCC), Office of Acquisition Management on behalf of the OCC’s Human Capital, 401(K) Office is seeking to acquire fiduciary liability insurance and consulting services. The OCC requires fiduciary liability insurance and consulting services specifically the services of a specialty lines insurance broker that is both qualified and experienced in the arena of providing fiduciary liability. The consulting services includes expert training and consultative sessions to 401(k) Committee members.
The Government intends to establish a contract for Fiduciary Liability Insurance and Consulting Services. The Government will be seeking full and open competition (no set aside). The resulting contract will have a base year plus four 12-month option year periods.
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