10-Addendum 1 1.12.26.pdf
PDF 395 KB Posted
- Solicitation number
- RFSQ-034-26-KM
- Issued by
- Leon County, Florida
About this file
This is Addendum No. 1 to a Request for Proposal issued by the City of Tallahassee, Florida, for Pension and Non-Pension Investment Consultant Services under the Fiduciary 3(21) classification. The addendum, dated January 12, 2026, incorporates changes and clarifications to the original solicitation and becomes an integral part of the resulting contract. Bidders must acknowledge the addendum through the Bonfire platform. The primary change introduced by this addendum is the addition of Attachment A, a Bid Price Schedule that must be completed in its entirety and submitted with all bid response packages. Respondents should direct questions regarding this addendum to Keith Milton at Keith.Milton@talgov.com or through FRS TDD.
The Bid Price Schedule establishes that bidders must propose an annual fee for pension consulting services to the City of Tallahassee and submit a total bid amount. The proposed price must be inclusive of all labor, supervision, materials, supplies, equipment, tools, transportation, handling, assessments, fees, and applicable taxes. Bidders are required to certify independent price determination, confirming that prices have been developed without consultation or communication with competitors and will not be disclosed to other bidders prior to response opening. The City is exempt from Florida excise taxes on materials and appliances that become part of finished improvements; however, bidders remain liable for Florida Sales Tax on all materials and services. All pricing must adhere to City of Tallahassee specifications, and in the event of errors in extended pricing, unit costs shall prevail.
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Text version
NOTICE TO RESPONDENTS January 12, 2026
ADDENDUM No. 1 PENSION AND NON-PENSION INVESTMENT CONSULTANT SERVICES - Fiduciary 3(21)
1. This addendum consists of two (2 pages) and incorporates change(s) and/or clarifications to the above referenced RFP only in the manner and to the extent stated herein and shall become part of the resulting contract.
2. Bidder must acknowledge this addendum by accepting the addendum in Bonfire.
3. If you have any questions on this or any related matter, please contact:
E-mail: Keith,Milton@talgov.com or through FRS TDD at 771.
CORRECTIONS/CLARIFICATIONS
Please be advised that Attachment A has been added to the solicitation, please familiarize yourself with this item as it becomes an integral part of the solicitation. Please complete it in its entirety and upload with your bid response package.
End of Addendum mailto:catrina.wilson@talgov.com Keith Milton Cross-Out
Attachment “A”
BID PRICE SCHEDULE
(This page must be submitted with bid and shall become an integral part of the resultant contract.)
BIDDER NAME: __________________________________________________
THE CONSULTANT AGREES --
To furnish the supplies and/or services, awarded in whole or in part by the City, at the price in the executed agreement, in accordance with the terms and conditions of the contract.
PRICE RELATED FACTORS
1. The price is inclusive of all labor, supervision, materials, supplies, equipment, tools, transportation, handling, assessments, fees, and taxes, etc.
2. Additional services outside the scope of the agreement shall be negotiated and finalized as needed.
3. The Consultant is not exempt from the Florida Sales Tax on materials or services.
CERTIFICATION OF INDEPENDENT PRICE DETERMINATION
The Bidder certifies that—
1. The prices set forth in the price schedule have been arrived at independently, without, for the purpose of restricting competition, any consultation, communication, or agreement with any other Bidder or competitor.
2. The prices set forth in the price schedule will not be knowingly disclosed by the Bidder, directly or indirectly, to any other Bidder or competitor before response opening.
3. No attempts have been made by the Bidder to induce any other concern to submit or not to submit a response for the purpose of restricting competition.
4. Bidders must submit responses based on the bidding requirements/specifications in this solicitation. Unless specifically requested in this solicitation, alternate or optional responses will not be considered for award and may render the entire submitted response as non-responsive.
(This page must be completed in its entirety and submitted with bid. This page shall become an integral part of the resultant contract.)
Item Unit Bid/Price
Annual Fee for Pension Consulting Services to the City of Tallahassee
Total Bid $
NOTES:
2. PRICE TAX EXEMPT - The bidder(s) will not be exempt from the Florida Sales Tax on materials and services.
The City is exempt from the Florida excise taxes on materials, appliances, etc., which are incorporated into and become a part of the finished improvement.
3. All above items as per City of Tallahassee specifications.
4. IN THE EVENT OF AN ERROR IN EXTENDED PRICE, UNIT COST WILL PREVAIL.
| Addendum 1 RFP-029-26-KM.pdf |
| ADDENDUM No. 1 |
| CLAIM FIELD INVESTIGATIVE SERVICES |
| Attachment A-Price Schedule Pension Consultant 1.12.26.pdf |
| CERTIFICATION OF INDEPENDENT PRICE DETERMINATION |
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