Treasury, Department Of The- Office Of The Comptroller Of The Currency- Office Of Management / Cfo
Fiduciary Liability Insurance and Consulting Services - This is a synopsis only and is not a solicitation. The OCC releases a & quot; draft& quot; Performance Work Statement for review. The solicitation is anticipated to be posted to SAM. gov by December 8, 2025. This is a synopsis only
fiduciary liability insurance and consulting services 1. review the terms of the current occ fiduciary liability insurance policies and provide all existing coverage identified, at a minimum. 2. provide quotes for the primary base fiduciary liability insurance coverage for at least 10 million. the contractor may include but are not limited to ladder arrangements i. e. , 10 million, 15 million, 25 million, etc. to spread the risk among multiple insurance companies. 3. provide errors and omissions coverage. errors and omissions coverage protects the occ against claims for negligence, mistakes, faulty advice, or failure to provide promised results. 4. provide a copy of the policy coverage as designated by the occ. the policy coverage shall be on an annual basis, by june 9th, and provided to the occ contracting officers representative cor. 5. review the terms of all existing occ fiduciary liability insurance policies and provide consulting services. 6. the specialty lines insurance broker shall provide consulting