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Advertisement Detail

State Board of Administration
Invitation to Negotiate
Commingled Investment Product Services for the Stanley G. Tate Florida Prepaid College Program
Advertisement Number: 19-03
Version Number: 002
Advertisement Begin Date/Time: 05/08/2019 - 04:41 P.M.
Advertisement End Date/Time: 08/31/2019 - 04:41 P.M.

Mod: 05-16-2019 03:59:32
Last Edit: Thursday, May 16, 2019 at 04:00:30 P.M.

Commodities:
84121700	Investment advice
84121701	Investment advisers
84121702	Investment policy
84121703	Investment analysis
93151603	Budget or public investment management

This Invitation to Negotiate (ITN) has been issued by the Board, pursuant to Section 287.057, Florida Statutes, to obtain written offers for commingled investment option services, to include but not be limited to mutual funds, exchange traded funds and collective trusts (Responses) from qualified firms (Respondents) to be utilized by the Board’s Prepaid Program, Savings Program, Florida ABLE and the Foundation.

The Board intends to contract with one or more Respondents (but does not anticipate contracting with more than four) that will provide the Board’s Prepaid Program, Savings Program, Florida ABLE and the Foundation access to their active and passive commingled offerings, as each Program may need from time to time.

When selecting a commingled product for a specific asset class, the Board will review each contracted Respondent’s options and make a selection based on the best value to the Board. This procurement is for access to the Respondent’s commingled product offerings. No funds are guaranteed under this procurement.

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., May 31, 2019.

Please direct all questions to:
Kelia Wilkins
Phone: (850) 488-8514

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
Original	Commingled Investment Product Services (Open/Save/View)	Complete Document
002	ITN 19-03 Written Request for Clarification Response (Open/Save/View)	Complete Document
003	ITN 19-03 Notice of Intent to Award (Open/Save/View)	Complete Document

indicates a required (not withdrawn) file

For questions on a specific bid 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.