Addendum4.pdf

PDF 152 KB Posted

Attached to
DMS-2425-199, (SUSORP and SMSOAP)
Solicitation number
IN-14527
Issued by
Leon County, Florida

About this file

Addendum No. 4 is a timeline revision document issued by the Florida Department of Management Services for Invitation to Negotiate (ITN) No. DMS-24/25-199 regarding the State University System Optional Retirement Program (SUSORP) 403(B) and Senior Management Service Optional Annuity Program (SMSOAP) 401(A). The solicitation seeks proposals for comprehensive retirement and annuity program administration for state university and senior management service employees. Respondents must submit questions by 11:59 p.m. on May 16, 2025, with the Department providing answers by June 10, 2025, followed by an additional question deadline of 4:30 p.m. on June 13, 2025, and final answers by June 17, 2025. Complete proposals must be submitted by 2:00 p.m. Eastern Time on July 14, 2025, through the Mandatory Florida Managed Procurement (MFMP) system. A public opening will occur on July 14, 2025, at 3:00 p.m., offering both in-person attendance at 4050 Esplanade Way, Tallahassee, Florida, and teleconference participation. The evaluation phase runs from July 16 through August 20, 2025, with the negotiation phase scheduled from August 27 through December 3, 2025. A Negotiation Team Public Meeting is anticipated for December 5, 2025, at 10:00 a.m. in Conference Room 260K, with a Notice of Intent to Award anticipated on December 16, 2025, and contract commencement upon execution.

The addendum does not specify budget ranges, award values, set-aside designations, incumbent vendor information, or explicit funding sources. Potential protesters must file objections with the Agency Clerk at the Department of Management Services' Office of the General Counsel following Florida Statutes Chapter 120 protocols, with failure to file within the prescribed timeframe or post required security constituting a waiver of proceedings.

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Text version

Addendum No. 4

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, 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 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. 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: 984-544-099

3:00 p.m. July 14, 2025

Anticipated Evaluation Phase

July 16, 2025 to

August 20, 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 Negotiations Phase

August 27, 2025 to

December 3, December 12, Anticipated Negotiation Team Public Meeting

Conference Room 260K 4050 Esplanade Way Tallahassee, FL 32399

11:00 a.m.

10:00 AM

December 5, December 16, Anticipated date to post Notice of Intent to Award in MFMP and VIP

December 9, December 17, Anticipated Contract start date Upon execution

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