Loren Data's SAM Daily™

SAMDAILY.US - ISSUE OF DECEMBER 05, 2025 SAM #8775
SOLICITATION NOTICE

G -- Fiduciary Liability Insurance and Consulting Services

Notice Date

12/3/2025 12:48:19 PM
 

Notice Type

Presolicitation
 

NAICS

524210 — Insurance Agencies and Brokerages
 

Contracting Office

OFFICE OF MANAGEMENT / CFO WASHINGTON DC 20219 USA
 

ZIP Code

20219
 

Solicitation Number

2031JW26Q00011
 

Response Due

12/15/2025 10:00:00 AM
 

Archive Date

12/30/2025
 

Point of Contact

Karen A. Green
 

E-Mail Address

karen.green@occ.treas.gov
(karen.green@occ.treas.gov)
 

Description

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.
 

Web Link

SAM.gov Permalink
(https://sam.gov/workspace/contract/opp/6dc9b50fcd1b47239bdd73e216e10fc8/view)
 

Place of Performance

Address: Washington, DC 20219, USA

Zip Code: 20219

Country: USA
 

Record

SN07656153-F 20251205/251203230033 (samdaily.us)
 

Source

SAM.gov Link to This Notice
(may not be valid after Archive Date)

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