DMS-2425-199, (SUSORP and SMSOAP)

Agency: State Government of Florida
State: Florida
Type of Government: State & Local
Posted Date: Apr 30, 2025
Due Date: Jun 17, 2025
Solicitation No: ITN-12499
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Invitation to Negotiate DMS-2425-199, (SUSORP and SMSOAP) Department of Management Services (DMS)
Advertisement Status: OPEN
Last Edit Date/Time: 05/01/2025, 01:57 AM
Advertisement Number: ITN-12499
Agency Advertisement Number: DMS-24/25-199
Version Number: 2
Published Date/Time: 05/01/2025 01:52 AM
Start Date/Time: 05/01/2025 01:52 AM
End Date/Time:  06/17/2025 04:00 AM
Commodity Codes
Code Description
84121800 84121800: Securities and commodities markets services
84121500 84121500: Banking institutions
84121700 84121700: Investment advice
80101500 80101500: Business and corporate management consultation services

Please review the Invitation to Negotiate (ITN) and all attachments in their entirety to ensure you respond pursuant to the requirements of the ITN instructions. The State of Florida, Department of Management Services (Department or DMS), Division of Retirement (Division), is issuing this solicitation to establish contract(s) for retirement programs as described in the solicitation documents uploaded to this advertisement.
This solicitation will be administered through the Business Network within MyFloridaMarketPlace (MFMP) and the Vendor Information Portal (VIP). Vendors interested in submitting a Reply must register for a Business Network account and comply with all solicitation terms and conditions. Replies to this solicitation must be submitted in the MyFloridaMarketPlace Sourcing Event via the SAP Business Network. Refer to section 3.5 How to Submit a Reply of the solicitation document for further instructions.

This solicitation and all addenda will be posted on the Vendor Information Portal (VIP). Vendors that respond to this solicitation are responsible for monitoring the VIP throughout the procurement for information regarding decisions and other matters relating to this procurement.
Failure to file a protest within the time prescribed in section 120.57(3), Florida Statutes, or failure to post the bond or other security required by law within the time allowed for filing a bond shall constitute a waiver of proceedings under chapter 120, Florida Statutes. Any protest concerning this agency decision or intended decision must be timely filed with the Agency Clerk. Protests may be filed by courier, hand delivery, or regular mail at: Department of Management Services, Office of the General Counsel, Attention: Agency Clerk, 4050 Esplanade Way, Suite 160, Tallahassee, Florida 32399-0950. Protests may also be filed by fax at 850-922-6312, or by email at agencyclerk@dms.fl.gov. It is the filing party's responsibility to meet all filing deadlines.

Description Date/Time
ITN DMS-2425-199 - SUSORP and SMSOAP.pdf May 1, 2025, 1:57:31 AM
Exhibit 1 - Plan Demographics and Employer Information.pdf May 1, 2025, 1:57:32 AM
Exhibit 2 - Investment Lineup Information and Related Fees.xlsx May 1, 2025, 1:57:33 AM
Exhibit 3 - Cost Reply.docx May 1, 2025, 1:57:34 AM
Exhibit 4 - Technical Questions.xlsx May 1, 2025, 1:57:35 AM
Exhibit 5 - Draft Contract.pdf May 1, 2025, 1:57:37 AM
Attachment A - SUSORP Plan Document 03-25-2022 w signature.pdf May 1, 2025, 1:57:38 AM
Attachment B - Statement of Work.pdf May 1, 2025, 1:57:39 AM
Attachment C - Deliverables and Performance Measures.pdf May 1, 2025, 1:57:41 AM
Attachment D - Weekly Distribution Report File Format.pdf May 1, 2025, 1:57:42 AM
Attachment E - Quarterly Assets Under Management Report Format.pdf May 1, 2025, 1:57:43 AM
Attachment F - Quarterly Authorized Product Performance and Fee Report.pdf May 1, 2025, 1:57:44 AM
Attachment G - Investment Policy Statement 1-16-2020 signed.pdf May 1, 2025, 1:57:46 AM
Attachment H – Quarterly Performance Metrics Report Format.pdf May 1, 2025, 1:57:47 AM
Attachment I - Quarterly Reconciliation Report File Format.pdf May 1, 2025, 1:57:48 AM
Attachment J - Distribution Authorization File Format.pdf May 1, 2025, 1:57:50 AM
Attachment K - Remittance File Format.pdf May 1, 2025, 1:57:51 AM
Attachment L - Non-Disclosure Agreement.pdf May 1, 2025, 1:57:52 AM
Attachment M - List of Authorized Products.pdf May 1, 2025, 1:57:54 AM
Exhibit 6 - PUR 7801 (Vendor Certification Form) final 8-26-24.docx May 1, 2025, 1:57:55 AM
Exhibit 7 - Additional Questions.xlsx May 1, 2025, 1:57:56 AM
For questions on a specific advertisement, contact the agency advertisement owner. Advertisements include the contact information for the agency advertisement. The agency advertisement owner is the point of contact for vendors with specific questions.
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