Investment Provider Services for the State of Florida Deferred Compensation Plan

Agency: State Government of Florida
State: Florida
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
  • 541612 - Human Resources Consulting Services
Posted Date: Oct 7, 2025
Due Date: Jan 15, 2026
Solicitation No: ITN-14076
Original Source: Please Login to View Page
Contact information: Please Login to View Page
Bid Documents: Please Login to View Page

Description

Invitation to Negotiate Investment Provider Services for the State of Florida Deferred Compensation Plan Department of Financial Services (DFS)
Advertisement Status: OPEN
Last Edit Date/Time: 10/08/2025, 02:21 AM
Advertisement Number: ITN-14076
Agency Advertisement Number: 2425-02 ITN TR
Version Number: 2
Published Date/Time: 10/08/2025 02:16 AM
Start Date/Time: 10/08/2025 03:00 AM
End Date/Time:  01/15/2026 04:00 AM
Responses Open Date/Time: 01/15/2026 04:15 AM
Commodity Codes
Code Description
84131800 Retirement funds
84131801 Self directed or employer sponsored retirement funds
84131802 Self directed or self initiated retirement plans

The Florida Department of Financial Services (Department), an agency of the state of Florida (State) is issuing this Invitation to Negotiate (ITN) to establish a contract for record keeping and investment provider services for the State of Florida Deferred Compensation Plan (Plan), a supplemental retirement program under Internal Revenue Code 457(b).

The solicitation will be administered through the Vendor Information Portal (VIP).  The submitted Response must comply with the terms and conditions stated in this ITN.

For complete information regarding the details of this solicitation please review the attached ITN documents in their entirety.  Documents identified for Response submission are attached separately within this advertisement for Respondent use.

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.

Please direct all questions to:
Name: Chrisy Smith
Phone: (850) 413-2070
Address: 200 East Gaines Street Tallahassee, FL 32399
Email: DFSPurchasing@myfloridacfo.com
Description Date/Time
2425-02 ITN TR - Complete ITN Package Oct 8, 2025, 2:13:11 AM
Appendix B - Questions Template Oct 8, 2025, 2:13:11 AM
Attachment 6 - Mandatory Criteria Certification Form Oct 8, 2025, 2:21:30 AM
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