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  4. ›Fiduciary Liability Insurance and Consulting Services

U.S. Department Of The Treasury·District of Columbia

Fiduciary Liability Insurance and Consulting Services

Closes 12/15/2025$500k – $2MRequest for Quotation
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Description

The Office of the Comptroller of the Currency (OCC) is seeking to acquire fiduciary liability insurance and consulting services. The services include expert training and consultative sessions to 401(k) Committee members. The resulting contract will have a base year plus four 12-month option year periods. The key aspects of this opportunity include: • Fiduciary liability insurance • Consulting services • Expert training and consultative sessions • 401(k) Committee members • Base year plus four 12-month option year periods The OCC requires a specialty lines insurance broker that is qualified and experienced in providing fiduciary liability insurance and consulting services.

Attached files

Contact

Karen A. Green(Contracting Officer's Representative (COR))

[email protected]

Key dates

Opened
11/28/2025
Questions due
12/8/2025
Closes
12/15/2025
Projected award
12/31/2025
Duration
5 years

Last updated

Details

Type
Request for Quotation
Industry
Financial Services
NAICS
524210
Solicitation №
2031JW26Q00011

Budget estimate

$500,000 – $2,000,000

The budget for this opportunity is difficult to estimate, but considering the services required, it could be in the range of $500,000 to $2,000,000. This estimate is based on the assumption that the contract will be for a base year plus four option years, and the services will include fiduciary liability insurance and consulting services. The actual budget may vary depending on the specific requirements of the contract and the bidder's proposal.

AI estimate from the solicitation

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