Attachment E - Bid Quotation Form 1.pdf

This is a Bid Quotation Form for RFB 758 2400000300, issued by the Kentucky Teachers' Retirement System (KTRS) for fiduciary liability insurance coverage. The solicitation requests bids for a fiduciary liability and defense costs insurance policy with a policy period running from January 30, 2024 through January 30, 2025, with a retroactive date of November 30, 1985. Bidders must provide pricing for coverage limits of $10,000,000 per claim and $10,000,000 annual aggregate with a $500,000 deductible.

Bidders are required to submit total premium pricing inclusive of applicable taxes, including a 1.8% Kentucky surcharge and 3% Surplus Lines Tax if applicable. Bidders must be either Kentucky-authorized insurance agencies or eligible surplus lines insurers meeting the requirements of KRS 304.10-040. The form requires submission of the bidder's name, insurer name, agency authorized representative signature, and contact information on the quotation form.