Addendum1.pdf
PDF 154 KB Posted
- Attached to
- DMS-2425-199, (SUSORP and SMSOAP)
- Solicitation number
- ITN-12499
- Issued by
- Alachua County, Graceville City, Florida
About this file
This document is Addendum No. 1 for Invitation to Negotiate (ITN) No. DMS-24/25-199, issued by the Florida Department of Management Services, covering the State University System Optional Retirement Program (SUSORP) 403(b) and Senior Management Service Optional Annuity Program (SMSOAP) 401(a). The addendum modifies the original solicitation timeline, shifting key dates including the deadline to submit replies to July 14, 2025 at 2:00 p.m., with a public opening at 3:00 p.m. the same day. The anticipated evaluation phase is now scheduled from July 16, 2025 to August 20, 2025, with negotiations planned from August 27, 2025 to October 29, 2025. The department anticipates posting a Notice of Intent to Award on November 4, 2025, with the contract to start upon execution.
The addendum also replaces Exhibit 1, Plan Demographics and Employer Information, though the specific details of the replacement are not provided in the visible text. The solicitation seeks a comprehensive retirement program service provider for approximately 18,000 SUSORP members across twelve state universities and 95 SMSOAP members. The procurement will involve a 500-point technical scoring system and a 300-point cost evaluation, assessing factors such as corporate experience, proposed personnel, approach, methodology, and technical capabilities. Vendors will be required to offer specific mutual funds and a Fixed Account/Guaranteed Income Product, with the contract to be compensation-based through fees charged to program members and no direct costs to the Department or employers.
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Text version
Addendum No. 1
Invitation to Negotiate
DMS-24/25-199
STATE UNIVERSITY SYSTEM OPTIONAL RETIREMENT
PROGRAM (SUSORP) 403(B)
and
SENIOR MANAGEMENT SERVICE OPTIONAL ANNUITY
PROGRAM (SMSOAP) 401(A)
FAILURE TO FILE A PROTEST WITHIN THE TIME PRESCRIBED IN SUBSECTION 120.57(3), FLORIDA STATUTES (AS ALTERED BY SECTION 110.123(3)(D)4, FLORIDA STATUTES), OR FAILURE TO POST
THE BOND OR OTHER SECURITY REQUIRED BY LAW WITHIN THE TIME ALLOWED FOR FILING A
BOND SHALL CONSTITUTE A WAIVER OF PROCEEDINGS UNDER CHAPTER 120, FLORIDA
STATUTES.
Any protest concerning this agency decision or intended decision must be timely filed with the Agency Clerk.
Protests may be filed by courier, hand delivery, or U.S. mail at Department of Management Services, Office of the General Counsel, Attention: Agency Clerk, 4050 Esplanade Way, Suite 160, Tallahassee, FL 32399-0950.
Protests may also be filed by fax at 850-922-6312 or by email at agencyclerk@dms.myflorida.com. It is the f iling party’s responsibility to meet all f iling deadlines.
mailto:agencyclerk@dms.myflorida.com
DMS-24/25-199 Page 2 of 3 State University System Optional Retirement Program (SUSORP) 403(B) and Senior Management Service Optional Annuity Program (SMSOAP) 401(A)
ITN No. DMS-24/25-199 is hereby amended as noted below.
All language additions are underlined, and all language deletions are stricken, respectively. All additions are highlighted for ease of identif ication.
In the event of a conflict between previously released information and the information contained herein, the information herein shall control. The information included in this addendum is now made part of this solicitation.
This addendum does not need to be returned with the response unless otherwise indicated in the solicitation.
1. Section 1.10, Timeline of Events, is hereby revised as follows:
Timeline of Events Event Time
(Eastern Time) Event Date
Solicitation posted in MFMP and VIP April 30, 2025
Deadline to submit questions to the Procurement Officer 11:59 p.m. May 16, 2025
Department’s anticipated posting of answers to
Respondent’s questions in MFMP and VIP
June 2, 2025
June 10, 2025
Deadline to submit additional questions to the Procurement
Officer 4:30 p.m. June 13, 2025
Department’s anticipated posting of answers to
Respondents’ additional questions in MFMP and VIP June 17, 2025
Deadline to submit a Reply and all mandatory responsiveness requirements in MFMP 2:00 p.m.
June 16, 2025
July 14, 2025
Public Opening
-In Person- Conference Room 101 4050 Esplanade Way Tallahassee, Florida 32399-0950
-Teleconference- Conference call phone number: 1.888.585.9008 Conference room number: 380-031-285
3:00 p.m.
June 16, 2025
July 14, 2025
DMS-24/25-199 Page 3 of 3 State University System Optional Retirement Program (SUSORP) 403(B) and Senior Management Service Optional Annuity Program (SMSOAP) 401(A)
Timeline of Events Event Time
(Eastern Time) Event Date
Anticipated Evaluation Phase
June 18, 2025 to
July 23, 2025
July 16, 2025
August 20, 2025
Anticipated Negotiations Phase
July 28, 2025 to
September 29, August 27, 2025
October 29, Anticipated Negotiation Team Public Meeting
Conference Room 101 4050 Esplanade Way Tallahassee, FL 32399
11:00 a.m.
September 30, October 31, Anticipated date to post Notice of Intent to Award in MFMP and VIP
October 1, 2025
November 4, Anticipated Contract start date Upon execution
2. Exhibit 1, Plan Demographics and Employer Information, is hereby deleted in its entirety and replaced with Revised Exhibit 1, Plan Demographics and Employer Information, attached hereto. Any reference to Exhibit 1, Plan Demographics and Employer Information, where stated in the solicitation documents, shall be replaced with Revised Exhibit 1, Plan Demographics and Employer Information.
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