# Fiduciary Liability Insurance and Consulting Services

Canonical: https://abierto.us/opportunities/2031jw26q00011

- Solicitation number: 2031JW26Q00011
- Notice type: Presolicitation
- Status: Awarded to Alliant Insurance Services, Inc.
- Department: Department of the Treasury
- Agency: Office of the Comptroller of the Currency
- Contracting office: Office of Management / Cfo (2031KB)
- NAICS: 524210 Insurance Agencies and Brokerages
- Product or service code: G009 Non-Government Insurance Programs
- Place of performance: Washington, District of Columbia
- County: District of Columbia (FIPS 11001). https://abierto.us/counties/district-of-columbia-dc-11001
- City: Washington. https://abierto.us/cities/washington-dc-1150000
- First posted: October 24, 2025
- Last posted: December 8, 2025
- SAM.gov: https://sam.gov/workspace/contract/opp/ed018aff475540d698be34bbfc8a007c/view

## Description

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.

## Award on USAspending

- Recipient: Alliant Insurance Services, Inc. (UEI LE9BP4DLA965)
- Contract: 2031JW26P00006, purchase order
- Obligated: $85,000.00
- Competition: Competed Under SAP, 1 offers received
- Link: solicitation number 2031JW26Q00011 equals the FPDS solicitation identifier; same sub-agency 2046 (high confidence)
- Record: https://www.usaspending.gov/award/CONT_AWD_2031JW26P00006_2046_-NONE-_-NONE-/


## Publications

- October 24, 2025: Presolicitation. Notice 7198f28da43d46b4bbcf21ffa306805d. https://sam.gov/workspace/contract/opp/7198f28da43d46b4bbcf21ffa306805d/view
- November 28, 2025: Presolicitation. Notice 29f10f38e5fc45b98fc6303f83864b88. https://sam.gov/workspace/contract/opp/29f10f38e5fc45b98fc6303f83864b88/view
- December 3, 2025: Presolicitation, due December 15, 2025 at 1:00 PM EST. Notice 6dc9b50fcd1b47239bdd73e216e10fc8. https://sam.gov/workspace/contract/opp/6dc9b50fcd1b47239bdd73e216e10fc8/view
- December 8, 2025: Presolicitation, due December 15, 2025 at 1:00 PM EST. Notice 1f55657830c044df893acbd41ef1f394. https://sam.gov/workspace/contract/opp/1f55657830c044df893acbd41ef1f394/view
- December 8, 2025: Presolicitation, due December 15, 2025 at 1:00 PM EST. Notice ed018aff475540d698be34bbfc8a007c. https://sam.gov/workspace/contract/opp/ed018aff475540d698be34bbfc8a007c/view

## Points of contact

- Karen A. Green, karen.green@occ.treas.gov

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Source: SAM.gov Contract Opportunities bulk extract and USAspending.gov award data. Confirm deadlines on SAM.gov before responding. Cite https://abierto.us/opportunities/2031jw26q00011.