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Sources Sought - Fiduciary Liability Insurance

USARFP notice for Sources Sought - Fiduciary Liability Insurance. The reference ID of the tender is 115574393 and it is closing on 14 Mar 2025.

Tender Details

  • Country: USA
  • Summary: Sources Sought - Fiduciary Liability Insurance
  • UST Ref No: 115574393
  • Deadline: 14 Mar 2025
  • Financier: Self Financed
  • Purchaser Ownership: Government
  • Tender Value: Refer Document
  • Notice Type: Tender
  • Document Ref. No.: 2031JW25S00001
  • Purchaser's Detail:
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  • Description:
  • Description
    This Sources Sought Notice is being issued for the purposes of:
    (1) Conducting market research to determine common and customary industry practices.
    (2) Assisting the Office of the Comptroller of the Currency (OCC) to determine the number of potential respondents capable and interested in providing fiduciary liability insurance, consulting services, and training sessions to and for the OCC and the Office of Thrift Supervision (OTS) 401(K) Retirement Plans.
    (3) Determining industry capabilities and best practices, including those of small businesses, to meet OCC-s need for fiduciary insurance, insurance consultation, insurance training. A draft statement of work is attached.
    (4) Providing a price model to help OCC establish lifecycle costs for a one to two (2) year contract.
    If businesses are interested, please provide responses to address the statements outlined in the Submission Requirements.
    Submission Requirements
    In order to be considered an Interested Vendor/Party, a response is required for the below statements:
    Provide confirmation your firm is capable of meeting all of tasks listed in the attached draft Statement of Work. Explain if any exceptions for tasks listed would be needed. List any of your firm-s relevant industry certifications, licenses and accolades related to the tasks outlined in the draft Statement of Work. List reputable insurance carriers you-ve partnered with to provide fiduciary liability insurance coverage. List 3 clients similar in size, scope and complexity to the OCC plans and coverage requested, provide a high-level description of the contract services and provide references. Provide a rough order of magnitude (cost estimate) for the OCC minimum coverage amount. State your firm-s capability to provide renewal (option year) pricing and how many option years (if capable). Provide any other recommendations/requirements to strengthen and foster competition Responses shall be in single-spac...
  • Documents:

 Tender Notice

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Sources Sought - Fiduciary Liability Insurance - USA Tender

The TREASURY, DEPARTMENT OF THE | OFFICE OF THE COMPTROLLER OF THE CURRENCY, a Government sector organization in USA, has announced a new tender for Sources Sought - Fiduciary Liability Insurance. This tender is published on USARFP under UST Ref No: 115574393 and is categorized as a Tender. Interested and eligible suppliers are invited to participate by reviewing the tender documents and submitting their bids before the deadline on 2025-03-14.

The estimated tender value is Refer Document, and full details, including technical specifications and submission requirements, are provided in the official tender documents. Ensure all submissions meet the criteria outlined to be considered for evaluation.

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