This Invitation to Negotiate (ITN) has been issued by the Board, pursuant to Section 287.057, Florida Statutes, to obtain written offers for services (Responses) from qualified firms (Respondents) to manage a mid or SMID cap equity investment portfolio designed to outperform the, Russell Mid Cap Index or the Russell 2500 index (Benchmark). Respondents shall only propose one product (mid or SMID) against one benchmark.

The Board intends to contract with at least one firm that employs an active management style to achieve excess returns, over the Benchmark. The assets of the Prepaid Program and 529 Savings Program must be managed in separate accounts.

The forms provided herein are made available in Microsoft Word on the Board’s website for ease of completion. Responders must use the provided forms. Additional information may be added as appendixes to support the forms. However, primary consideration will be given to the information provided in the forms.

Please visit: myfloridaprepaid.com/who-we-are/about-the-board/board-reports-and-plans/.

Invitation to Negotiate will be opened at the below address at 02:00 P.M., August 8, 2018.

Please direct all questions to:

Ashley Falls

Phone: (850) 488-8514

1801 Hermitage Blvd, Ste 210

Tallahassee FL, 32308

Email: ITNinfo.Prepaid@myfloridaprepaid.com

 
Invitation to Negotiate will be opened at the below address at 02:00 P.M., August 08, 2018.
 
Please direct all questions to:
Ashley Falls
Phone: (850) 488-8514
FAX: (850) 488-3555
 
1801 Hermitage Blvd, Ste 210
Tallahassee FL, 32308
 
Email: ITNinfo.Prepaid@myfloridaprepaid.com
 
Any person with a disability requiring special accommodations at the pre-solicitation conference and/or bid/proposal opening shall contact purchasing at the phone number above at least five (5) working days prior to the event. If you are hearing or speech impaired, please contact this office by using the Florida Relay Services which can be reached at 1 (800) 955-8771 (TDD).
 
The Department reserves the right to reject any and all bids or accept minor irregularities in the best interest of the State of Florida.
 
Certified Business Enterprises are encouraged to participate in the solicitation process.
 

Downloadable Files for Advertisement

Version	Description	Type	Required
001	ITN 18-2 Mid or SMID Cap (Open/Save/View)	Complete Document
002	Written Request for Clarification Response (Open/Save/View)	Complete Document
005	Notice of Intent to Award (Open/Save/View)	Complete Document