| 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 |
| Original Source: | Please Login to View Page |
| Contact information: | Please Login to View Page |
| Bid Documents: | Please Login to View Page |
| 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 |
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