This Combined Synopsis/Solicitation opportunity from Securities And Exchange Commission was posted on August 20, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Fiduciary Liability Insurance

Closed

50310224Q0085Federal

Submission Closed08/28/2024, 04:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

Active Opportunities Like This One

NAICS: 524298

New

Federal

Third Party Liability (TPL) Insurance for All Embassy Vehicles (OFV)

Solicitation # 19SA7027Q0005

The US Embassy Riyadh is soliciting quotations for a firm fixed-price contract to provide Third Party Liability (TPL) insurance coverage and management services for all US Government-owned official vehicles located at the Embassy in Riyadh, Saudi Arabia. This coverage extends to multiple agencies, including DHS, LEGAT, and OBO-NEC, and must specifically cover bodily injuries and property damage. The successful contractor is required to provide insurance policies for all covered vehicles within ten days of the contract award. The base period of performance is twelve months from the date of the Notice to Proceed, with a potential government option to extend services for up to six additional months. Award will be granted to the responsible offeror submitting an acceptable proposal at the lowest price. Evaluation is based on price, which includes the total for all options, and acceptability, which considers the offeror's financial resources, business ethics, and technical capabilities. To be considered, offerors must be registered in the System for Award Management (SAM) and provide proof of a permanent business address in Saudi Arabia. Quotations must be submitted in English via email to RiyadhContracting@state.gov by November 18, 2026, and must include a completed SF-1449, pricing section, and required representations and certifications. Performance is monitored through a Quality Assurance and Surveillance Plan, with a standard limiting customer complaints to no more than one per month.

POSTED

DEADLINE

Stop Loss Insurance Administration ServicesThis subcontract for Stop Loss Insurance Administration Services supports the Oklahoma University Health Sciences Center by providing underwriting, administration, and financial management for a Stop Loss insurance program tailored for prime contractors on healthcare projects. The selected provider will be responsible for analyzing census data for risk pricing, processing high-cost claims for reimbursement, and delivering comprehensive program reporting. To execute these duties, the contractor must utilize specialized insurance underwriting software and actuarial modeling tools. Compliance and licensing are critical requirements for this engagement. The provider must maintain valid Oklahoma insurance licenses and ensure full HIPAA compliance, which includes the execution of a signed Business Associate Agreement. The primary objective of the contract is the delivery of a fully managed Stop Loss program under NAICS code 524298.

Oklahoma University Health Sciences Center

POSTED

DEADLINE

Marine/Transit Cargo InsuranceThis subcontract for Marine/Transit Cargo Insurance provides specialized coverage for a high-value 2024 Trane Ascend Chiller purchased from Baton Rouge Community College. The selected licensed insurance broker or underwriter will be responsible for underwriting the equipment value and issuing certificates of insurance to cover potential damages occurring during the loading and transportation phases. The solicitation was posted on October 15, 2026, with a response deadline of October 30, 2026. Operating under NAICS code 524298, the contract requires the delivery of a formal insurance policy and the corresponding certificates of insurance to ensure the equipment is fully protected during transit.

- Comm/Tech College - Baton Rouge Community College

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DEADLINE

Specialized Crime and Transit Insurance ProviderThe Town of Halton Hills is seeking a licensed Ontario insurance provider to serve as a Specialized Crime and Transit Insurance Provider. The selected subcontractor will be responsible for underwriting and issuing high-limit insurance policies for prime contractors involved in secure transport projects. Required coverage includes Care, Custody and Control, Comprehensive Dishonesty, Disappearance and Destruction, and Employee Dishonesty with Third-Party coverage. The provider must deliver all valid insurance policies and certificates as part of the contract requirements. Interested parties must submit their responses by the deadline of November 5, 2026.

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Medicaid Application Assistance Services - Charleston SC

Solicitation # 36C24727Q0048

The Department of Veterans Affairs is soliciting a firm-fixed-price contract for Medicaid Application Assistance Services to support the Ralph H. Johnson VA Medical Center in Charleston, South Carolina, and seven associated community outpatient clinics in Trident, Goose Creek, Myrtle Beach, Beaufort, Hinesville, Savannah, and Conway. The contractor will be responsible for completing Medicaid applications, assisting with long-term care placement, and providing proactive case management through coordination with Medicaid offices, VA staff, patients, and caregivers. This is a non-personnel services contract with a performance schedule consisting of a base period and four one-year option periods. This opportunity is set aside for 8(a) Small Businesses under NAICS code 524298. Award will be based on a comparative evaluation of technical capability, past performance, socioeconomic status, and price, with all factors weighted equally. The contractor must maintain a quality control program monitored via a Quality Assurance Surveillance Plan, focusing on application turnaround time, discharge planning timeliness, and patient satisfaction. Special requirements include significant insurance coverage, including 50 million dollars in general liability, and strict prohibitions against using telecommunications equipment from specific foreign entities. Invoices must be submitted electronically for payment via Electronic Funds Transfer.

247-NETWORK Contract Office 7 (36C247)

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Insurance Consultant Services

Solicitation # 03-27-FIN

The City of New Smyrna Beach is soliciting proposals under RFQ 03-27-FIN for professional insurance consultant services to manage the city's risk and insurance assets. The selected consultant will be responsible for analyzing liability, property, and workers' compensation plans, developing annual premium allocations, and assisting with the development and administration of Requests for Proposals for liability coverages. The contract features an initial three-year term with two optional one-year renewals, for a maximum cumulative term of five years. Payments will be administered in accordance with the Florida Prompt Payment Act. Qualified respondents must designate a Project Manager with at least five years of public-sector insurance consulting experience and relevant credentials, such as a Certified Risk Manager (CRM) designation. Proposals must be submitted via the City's e-Procurement Portal by 2:00 pm on November 6, 2026, and must adhere to a strict 30-page limit and a specific seven-tab organizational structure. Evaluation will be conducted by a committee using a 100-point scoring system, where the lowest proposed fee receives the maximum 25 points for the cost component. Final award authority rests with the City Commission. Required documentation includes a Statement of Insurance Compliance, Vendor Information Form, Disputes Disclosure Form, and Drug-Free Workplace Certification.

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Workers' Compensation Claims Management ServicesThis subcontract for Workers' Compensation Claims Management Services involves providing full lifecycle claims administration for prime contractors on self-insured projects for the Southwest Ohio Regional Transit Authority. The selected provider will be responsible for managing the entire claims process, including intake, processing, and determining compensability in strict accordance with the Ohio Bureau of Workers' Compensation, the Ohio Industrial Commission, and general Ohio Workers' Compensation laws. The service provider must utilize specialized claims management software to maintain accurate tracking and perform reserve analysis. Key deliverables include the ongoing management of a claims portfolio and the submission of detailed quarterly and annual reports. The solicitation was posted on October 6, 2026, with a response deadline of November 4, 2026.

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Build America Bureau - Insurance Advisor

Solicitation # RFI_LIA_2026

The Federal Highway Administration is conducting market research through a Sources Sought Notice and Request for Information, solicitation number RFI_LIA_2026, to identify qualified insurance advisors for the Build America Bureau. The primary objective is to find capable firms to provide insurance advisory services supporting credit programs, specifically focusing on insurance risk assessment, contractual analysis, negotiation support, and ongoing portfolio monitoring for various infrastructure asset classes. Anticipated work will be managed via task orders and will include implementing scalable protocols for annual policy renewals, loss monitoring, claims tracking, and casualty proceeds reinstatement reviews. Interested respondents must submit a single electronic response in Microsoft Word or PDF format by October 29, 2026, at 10:00 AM EDT. Submissions are limited to seven pages total, with a specific two-page limit for technical responses addressing experience, firm model, asset class coverage, market depth, and capacity. Required documentation includes a cover page with the company name, UEI, and business size classifications under NAICS codes 524298 and 524210. As this is a market research effort and not a formal solicitation, no contract value or specific award criteria have been established, and the government is seeking industry feedback on the most appropriate pricing arrangements.

693JJ3 Acquisition And Grants Mgt

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Third Party Administrator (TPA) / Claims ProcessorThis subcontract opportunity is for a Third Party Administrator and Claims Processor to support the San Bernardino County Human Resources Department on dental benefit projects. The selected provider will perform essential administrative functions for prime contractors, including the processing of dental claims for approximately 17,500 subscribers. Key responsibilities involve managing bank accounts and check stock, distributing enrollment materials and ID cards, and utilizing member portals and claims adjudication systems to deliver processed claims and monthly utilization reports. To ensure data security and regulatory adherence, the contractor must maintain HIPAA compliance and hold SOC 2 certification. The project is based in San Bernardino, California, under NAICS code 524298. Interested parties must submit their responses by the deadline of November 5, 2026.

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Solicitation # 2026-024

The City of Moreno Valley is seeking proposals for Risk Pool Services under solicitation number 2026-024. This local government opportunity is based in Moreno Valley, California, and requires interested vendors to submit their responses by November 26, 2026, at 4:00 PM PT. Prospective bidders must access the official bid documents and any subsequent addenda through the provided PlanetBids portal. Because this solicitation is managed via a third-party platform, vendors may be required to complete an additional registration process to fully participate and submit their proposals.

City of Moreno Valley

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Disability Claims Administration ServicesThis subcontract for Disability Claims Administration Services involves the administrative processing of disability claims for prime contractors on Wisconsin County insurance projects. The selected provider will be responsible for adjudicating claims using Own/Any Occupation definitions, evaluating medical reviews for both physical and mental disorders, and implementing necessary rehabilitation plans. Additionally, the contractor must calculate predisability earnings and proportionate benefits to ensure accurate benefit disbursements. To qualify for this role, the provider must maintain HIPAA compliance and hold Certified Life and Health Insurance licenses. The contract is managed by the Wisconsin Employee Relations agency under NAICS code 524298. Interested parties must submit their responses by the deadline of November 6, 2026.

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Solicitation # FIN-68-2026

The Corporation of the Municipality of Leamington is soliciting proposals for professional actuarial services to manage reporting and disclosure requirements for post-employment benefits and non-vested accumulated sick pay. The selected provider will ensure compliance with PS 3250 Retirement benefits, PS 3255 Post-employment benefits, and general PSAB accounting and financial reporting standards. Key deliverables include a full actuarial valuation and PS 3250 disclosure report as of December 31, 2026, with projections for 2027 and 2028, followed by extrapolated accounting and disclosure reports for the subsequent two years if significant demographic or plan changes occur. All valuations and disclosures for the initial period must be completed by March 31, 2027. The contract is scheduled for a three-year term beginning in November 2026, with an option for a one-year extension upon mutual agreement. Proposals must be submitted electronically by October 23, 2026, and must include a firm quotation in Canadian funds, exclusive of HST, along with a proposed billing schedule. Evaluation is based on organizational qualifications, approach, and cost, with the lowest-cost proposal receiving maximum points for the fee component. Additionally, successful proponents must meet health and safety qualification standards, maintain strict confidentiality, and coordinate directly with the Director of Financial Services, Technology and Funding Strategies.

Municipality of Leamington

POSTED

about 1 month ago

DEADLINE

in 1 day

General Info

Agency

Securities And Exchange Commission

Contract Value

$82,429

NAICS

524298 - All Other Insurance Related Activities

Place of Performance

Washington, DC, 20549, USA

Set-Aside

SBA

Awardee

THE STRONGHOLD GROUP LLC

Award Issued Date

02/01/2025, 12:00:00 AM UTC

Documents

50310224Q0085 Amendment 0001

2 pages · amendment

High

50310224Q0085 - Fiduciary Liability Insurance RFQ

7 pages · rfq

High

RFQ Enclosure 2 - Pricing Spreadsheet (Fiduciary Liability Insurance)

1 page · rfq

High

RFQ Enclosure 3 - Contract Terms and Conditions

23 pages · specifications

High

SEC SRP Oversight Committee Fiduciary Liability Insurance SOW

4 pages · sow

High

SSOP 24-04(a) SEC Rules of Behavior

16 pages · specifications

High

50310224Q0085 Enclosure 4 Past Performance Questionnaire

4 pages · past-performance

Low

Attachment 1: Non-Disclosure Agreement (Contractor Entity)

6 pages · other

Low

Attachment 4 - Request for PerSec Determination (Contractors)

2 pages · other

Low

OF-306 Declaration for Federal Employment

3 pages · other

Low

SEC Authorization for Release of Credit Information (Attachment 3)

2 pages · other

Low

SEC Non-Disclosure Agreement (Contractor Personnel)

6 pages · other

Low

AI Contract Breakdown

Uniform Contract Format

Contract not broken down yet

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Timeline

1 update

PhaseClosed

PostedAug 13

Combined Synopsis

Notice updatedAug 20

The notice description changed.

Response DeadlineAug 28

Deadline has passed

Submission Closed

08/28/2024, 04:00:00 PM UTC

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Organization & Contact Information

AgencySecurities And Exchange Commission

Contacts1 person available

OfficeWASHINGTON, DC, 20549, USA

Organization / AgencySecurities And Exchange Commission

Office AddressWASHINGTON, DC, 20549, USA

Contacts

LaToya Carter

contact@example.gov

+1 (555) 000-0000

Full Description

This is a combined synopsis/solicitation for commercial items prepared for the purchase of Fiduciary Liability insurance in support of the Oversight Committee of the Agency's Supplemental Retirement Plan, in accordance with the format in Subpart 12.6, "Streamlined Procedures for Evaluation and Solicitation for Commercial Items," and procedures in Subpart 13.1, "Simplified Acquisition Procedures," with additional information included in this notice, RFQ Enclosure 0 (Combined Synopsis/Solicitation Instructions), and the Statement of Work (RFQ Enclosure 1). This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued. Please review all enclosures and attachments in their entirety and respond accordingly. Amendment 0001 to 50310224Q0085: The purpose of Amendment 0001 to RFQ 50310224Q0085 is to: 1. Provide responses to prospective quoters' questions. See attachment Responses to Questions, dated August 20, 2024 and Amendment 0001, dated 8/20/2024. Please review all attachments and revisions in their entirety and respond accordingly.