Fiduciary Liability Insurance and Consulting Services

Tender summary

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. Solicitation Number: 2031JW26Q00011 Type: Presolicitation Base Type: Presolicitation NAICS: 524210 Classification Code: G009 Office Address: WASHINGTON, DC Place of Performance: Washington, District of Columbia, 20219 POC: Karen A. Green, karen.green@occ.treas.gov

What to check before bidding

• Located in United States.
• Source notice 29f10f38e5fc45b98fc6303f83864b88 on SAM.gov.
• Notice published 28 Nov 2025; Tenqual indexed it 30 Nov 2025.
• No closing date is listed yet.
• 1 tender document identified.
• Create a free tender alert to catch similar opportunities before the deadline pressure starts.