INVITATION TO NEGOTIATE
The State Board of Administration (SBA) announces an Invitation to Negotiate (ITN) to solicit responses from any interested firm in being considered for retirement plan choice and asset guidance services for the Florida Retirement System. The services assist eligible members of the Florida Retirement System (FRS) make a choice between the plans available under Florida law in light of their personal circumstances and to provide financial guidance on investments to help prepare them for retirement. The SBA is seeking one or more vendors for financial education retirement plan choice and asset guidance services.
The ITN will be available on February 13, 2017 and can found on the SBA’s website at www.sbafla.com under “Doing Business with the SBA.” Responses will be due no later than 5:00 p.m. ET on Monday, March 27, 2017. The SBA reserves the right to reject any and all responses and to cancel the above ITN at any time. The SBA announces the following meeting dates, times, and locations with respect to this ITN, and all meetings are open to the public.
DATE: Friday, April 21, 2017
TIME: 9:00 a.m. until the conclusion of business
LOCATION: Emerald Coast Room (6th Floor), 1801 Hermitage Blvd., Tallahassee, Florida
GENERAL SUBJECT MATTER TO BE CONSIDERED: To discuss the responses received concerning the above ITN, and to designate short-listed respondents for interviews, if necessary, and further consideration.
DATES: Monday, May 1 through Friday, May 12, 2017
TIMES: To be determined; exact times will be posted on the website.
LOCATIONS: To be determined; exact locations will be posted on the website.
GENERAL SUBJECT MATTER TO BE CONSIDERED: To conduct interviews with the short-listed respondents, if necessary.
DATE: Friday, May 19, 2017
TIME: 9:00 a.m. until conclusion of business
LOCATION: Emerald Coast Room (6th Floor), 1801 Hermitage Blvd., Tallahassee, Florida
GENERAL SUBJECT MATTER TO BE CONSIDERED: To discuss responses received and all other information gathered concerning the above ITN to determine a final ranking of short-listed respondents and to recommend to the Executive Director that the SBA enter into an agreement with a respondent(s) to become effective July 1, 2018, or sooner, if possible, to provide retirement plan choice and asset guidance services covered in the above ITN.
Any changes to the above meeting dates and/or times (including the cancellation of any meeting) will be posted on the SBA’s website at http://www.sbafla.com at least 7 days prior to the meeting.
Anyone requiring special accommodations to participate in any meeting or anyone wishing further information should contact Ruthie Bianco at (850)413-1429 or by mail at 1801 Hermitage Blvd., Suite 100, Tallahassee, Florida 32308.
