Addendum8.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
This is Addendum No. 8 to an Invitation to Negotiate (ITN No. DMS-24/25-199) issued by the Florida Department of Management Services for the State University System Optional Retirement Program (SUSORP) 403(B) and Senior Management Service Optional Annuity Program (SMSOAP) 401(A). The addendum revises the timeline of events for the procurement process. The solicitation was posted on April 30, 2025, with a deadline to submit initial questions by 11:59 p.m. on May 16, 2025, and anticipated posting of answers on June 10, 2025. A second question submission period closes at 4:30 p.m. on June 13, 2025, with answers anticipated by June 17, 2025. Respondents must submit complete proposals and mandatory responsiveness requirements through the Florida Managed Procurement (MFMP) system by 2:00 p.m. Eastern Time on July 14, 2025. A public opening will occur on July 14, 2025, at 3:00 p.m. both in-person at 4050 Esplanade Way, Tallahassee, Florida, and via teleconference. The evaluation phase is scheduled from July 16 through August 20, 2025, followed by a negotiations phase from August 27, 2025, through February 18, 2026. A Negotiation Team Public Meeting is anticipated for February 20 or March 2, 2026, from 9:30 a.m. to 1:30 p.m. in Conference Room 280K at the same Tallahassee address, with a Notice of Intent to Award anticipated by February 24 or March 4, 2026, and an anticipated contract start date upon execution.
The addendum does not disclose specific budget amounts, pricing terms, set-aside designations, or incumbent vendor information. The procurement seeks to establish comprehensive retirement and annuity program administration services, including investment options and service capabilities for state university and senior management service employees. Protesters must file timely objections with the Agency Clerk at the Department of Management Services' Office of the General Counsel, 4050 Esplanade Way, Suite 160, Tallahassee, FL 32399-0950, via courier, hand delivery, U.S. mail, fax at 850-922-6312, or email at agencyclerk@dms.myflorida.com. Failure to file a protest within the prescribed timeframe under Florida Statutes Chapter 120.57(3) or to post required bond or security will result in a waiver of proceedings.
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Text version
Addendum No. 8
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
February 18, February 27, Anticipated Negotiation Team Public Meeting
Conference Room 280K 4050 Esplanade Way Tallahassee, FL 32399
9:30 AM
1:30 PM
February 20, March 2, 2026
Anticipated date to post Notice of Intent to Award in MFMP and VIP
February 24, March 4, 2026
Anticipated Contract start date Upon execution
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