Florida School for the Deaf and the Blind
FSDB - Investment Firms RFP
THE FLORIDA SCHOOL FOR THE DEAF AND THE BLIND
REQUEST FOR PROPOSAL
FOR INVESTMENT SERVICES
FOR THE BOARD OF TRUSTEES’ ENDOWMENT FUND
The Florida School for the Deaf and the Blind (FSDB) invites all qualified firms to submit proposals for investment services for the FSDB Board of Trustees’ Endowment Fund. FSDB, located at 207 North San Marco Avenue, Saint Augustine, Florida 32084, is an agency of the State of Florida governed by the Board of Trustees (Sec. 1002.36, Florida Statutes). The Board of Trustees’ Endowment Fund is exempt from income tax under section 501 (a) of the Internal Revenue Code as an organization described in section 501 (c) (3). The most qualified firm will be selected by the Board, and will be awarded an annually renewable contract for services.
All responding firms must provide, in detail, the information required in ATTACHMENT I of this Request for Proposal.
Responses to this Request for Proposal must include:
1. A letter written on firm letterhead with original signature of an owner or principal expressing the intent of the firm to respond to this Request for Proposal;
2. ATTACHMENT I with all requested detailed information;
3. A signed statement (may be on a separate page of firm letterhead or included in the cover letter) certifying that all information provided is true, correct and complete; and,
4. A total of fifteen (15) printed copies of items 1, 2 and 3, above, with original signatures, and one (1) electronic copy in PDF format on a nonreturnable USB flash drive
Responses must be mailed or hand-delivered in a sealed envelope addressed to: Director of Budgets and Grants, (Investment Proposal – Do Not Open), Florida School for the Deaf and the Blind, 207 North San Marco Ave., Saint Augustine, FL 32084.
Responses must be received at the above address on or before the deadline which is 4:00 p.m. Eastern Daylight Savings Time on Friday, September 19, 2014. Responses received after the deadline will be marked “LATE” and will not be opened or included in the selection process. Electronic transmissions of responses and/or documents will not be accepted. All signatures must be original and manual. Use of facsimile signatures will result in disqualification of the response from the selection process.
Responses will be opened in a public meeting to be held on Monday, September 22, 2014, at 2:00 p.m., in Room #215, Moore Hall, 207 North San Marco Avenue, Saint Augustine, Florida. Persons wanting to attend this meeting must first obtain a FSDB Visitor’s Pass from the FSDB Campus Police located at the FSDB main gate on Genopoly Street. Processing of a request for a Visitor’s Pass may require 20 minutes or longer depending on the number of requests in the queue (first-come, first-served). Attendees should allow extra time to avoid being late to the meeting.
ATTACHMENT II describes the processes by which the responses will be screened and the choice of the best qualified firm will be made.
ATTACHMENT III contains FSDB Operational Policy and Procedure 1.12, Use of Endowment Funds, which includes the Board’s Endowment Investment Policy, as of May 30, 2014. Additional background information about FSDB may be found at www.fsdb.k12.fl.us and Florida Statutes, Section 1002.36 that may be found at www.leg.state.fl.us/Welcome/index.cfm.
Any person with a qualified disability requiring special accommodations at the meeting for opening responses must contact the Administrator of Business Services, (904)827-2300, at least five (5) working days prior to the meeting. If you are hearing or speech impaired, please contact the Administrator of Business Services by using the Florida Relay Service which can be reached at 1(800)955-8771 (TDD).
The Florida School for the Deaf and the Blind reserves the right to reject any and all proposals or accept minor irregularities as decided by the panel, in the best interest of the FSDB Endowment Fund, the Board of Trustees and/or the State of Florida.
Certified Minority Business Enterprises are encouraged to participate in the proposal process.
CONTINGENCY NOTICE: All decisions made during the proceedings described herein, beginning with the Request for Proposal up to and including the awarding of an annually renewable contract to the selected firm, are subject to the approval of the FSDB Board of Trustees. All responding firms will be notified immediately of any changes to or cancellation of any processes or events described herein.
Contact for questions: Director of Budgets and Grants, (904)827-2270, croziera@fsdb.k12.fl.us.
ACCESS THE ATTACHMENTS: This Request for Proposal with the Attachments may be found at www.fsdb.k12.fl.us. After accessing the home web page, point to the “Services” tab on the red menu bar at the bottom and select “Request for Proposals” from the drop-down menu.
