Project Information

Bid Title

Bank common shares Valuation

Issuing Agency

TREASURY, DEPARTMENT OF THE

Location

District of Columbia

Published Date

Aug 12, 2026

Closing Date

Aug 18, 2026

Government Level

Federal

Status

Closed

Ref. #

2031JW26I00010

Original Source

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Bid Documents

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Project Description

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Bank common shares Valuation

Active

Contract Opportunity

Notice ID

2031JW26I00010

Related Notice

Department/Ind. Agency

TREASURY, DEPARTMENT OF THE

Sub-tier

OFFICE OF THE COMPTROLLER OF THE CURRENCY

Office

OFFICE OF MANAGEMENT / CFO

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General Information

• Contract Opportunity Type: Sources Sought (Original)
• Original Published Date: Aug 12, 2026 01:40 pm EDT
• Original Response Date: Aug 18, 2026 03:00 pm EDT
• Inactive Policy: 15 days after response date
• Original Inactive Date: Sep 02, 2026
• Initiative:
  • None

Classification

• Original Set Aside:
• Product Service Code:
• NAICS Code:
• Place of Performance:
  Washington , DC
  USA

Description

Background: two banks have merged and the OCC is required to determine the value of the bank's common stocks. The OCC is looking for a contractor with at least 10 years of experience valuing banking organizations’ stock prices.

The OCC will require a valuation report outlining the value, methodology (s), and limitations used by the contractor to determine the value of the bank stocks. Valuation Methodology Considerations: - Value of the stock as of the date of consummation of the merger. - Application of a marketability discount for stocks that are closely held or have a limited trading history. - If more than one method is used, are varying weights applied in reaching an overall valuation? If so, how are the weights determined. - For mergers, the OCC recognizes that purchase premiums do exist and may, in some instances, be paid for in the purchase of small blocks of shares. The payment of purchase premiums, however, depends entirely on the acquisition or control plans of the purchasers, and such payments are not regular or predictable elements of value. Consequently, the OCC's valuation methods do not include consideration of purchase premiums in terms of the value of shares. - Defined peer group based on location, size, business model, and earnings pattern.

Please send Capabilities statement to marlon.holland@occ.treas.gov

Attachments/Links

Contact Information

Contracting Office Address

• 400 7th Street SW
• WASHINGTON , DC 20219
• USA

Primary Point of Contact

• Marlon Holland
• marlon.holland@occ.treas.gov
• Phone Number 2028977033

Secondary Point of Contact

History

• Aug 12, 2026 01:40 pm EDTSources Sought (Original)

Commodity Codes

• FSC YConstruction of Structures and Facilities

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