Attachment C - Price Sheet.xlsx
XLSX spreadsheet 95 KB Posted
- Solicitation number
- ITB-15674
- Issued by
- Leon County, Florida
About this file
Attachment C - Price Sheet Summary
This is a price sheet for Invitation to Bid (ITB) No. DMS-2526-039 issued by the State of Florida Department of Management Services, Division of Retirement, for investment consulting and monitoring services supporting the State University System Optional Retirement Program (SUSORP) and the Senior Management Service Optional Annuity Program (SMSOAP). Bidders must provide pricing for four quarterly investment performance reviews, four quarterly investment performance reports, one annual comprehensive investment performance review, and one annual comprehensive investment performance report for each of the three years in the initial term and three years in the renewal term. The price sheet requires completion of all highlighted cells for both the initial term (Years 1-3) and renewal term (Years 4-6), with failure to provide prices in every cell resulting in non-responsiveness. The contract commences August 8, 2026, with a three-year initial term and potential renewal for up to three additional years, with all prices remaining firm for the life of the contract and no price adjustments permitted.
The price sheet incorporates a weighted price comparison methodology allocating 50 percent to the Initial Term Total, 40 percent to the Renewal Term Total, and 10 percent to ad hoc consulting services. Bidders must provide an hourly rate for ad hoc consulting services for all six years, with estimated annual hours of 10 hours per year and an annual cap of $5,000, though actual usage may exceed estimates. All payments are made quarterly in arrears from the Optional Retirement Program Trust Fund, with historic annual spending for these services approximately $12,000 provided for informational purposes only. Award will be made to the responsive and responsible bidder submitting the lowest total weighted price, with the anticipated Notice of Intent to Award on June 1, 2026. Bidders must acknowledge reading and agreeing to all terms, conditions, and specifications by signature on the price sheet.
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Text version
Price Sheet
| QUARTERLY AND ANNUAL PERFORMANCE REVIEWS AND REPORTS |
| Bidders shall provide a price for four quarterly investment performance reviews, four quarterly investment performance reports, one annual comprehensive investment performance review, and one annual comprehensive investment performance report for each year of the initial and renewal terms. |
Failure to provide a price in every highlighted cell will result in the Bidder being non-responsive.
| Initial Term: Year 1 | Price per Deliverable | ||||
| Estimated Deliverables per Year | Extended Price | ||||
| Quarterly Investment Peformance Review | x | 4 | = | $ - 0 | |
| Quarterly Investment Peformance Report | x | 4 | = | $ - 0 | |
| Annual Comprehensive Investment Performance Review | x | 1 | = | $ - 0 | |
| Annual Comprehensive Investment Performance Report | x | 1 | = | $ - 0 |
| Initial Term: Year 2 | ||||
| Quarterly Investment Peformance Review | x | 4 | = | $ - 0 |
| Quarterly Investment Peformance Report | x | 4 | = | $ - 0 |
| Annual Comprehensive Investment Performance Review | x | 1 | = | $ - 0 |
| Annual Comprehensive Investment Performance Report | x | 1 | = | $ - 0 |
| Initial Term: Year 3 | ||||
| Quarterly Investment Peformance Review | x | 4 | = | $ - 0 |
| Quarterly Investment Peformance Report | x | 4 | = | $ - 0 |
| Annual Comprehensive Investment Performance Review | x | 1 | = | $ - 0 |
| Annual Comprehensive Investment Performance Report | x | 1 | = | $ - 0 |
A. Initial Term Total: $ - 0
| Renewal Term: Year 4 | ||||
| Quarterly Investment Peformance Review | x | 4 | = | $ - 0 |
| Quarterly Investment Peformance Report | x | 4 | = | $ - 0 |
| Annual Comprehensive Investment Performance Review | x | 1 | = | $ - 0 |
| Annual Comprehensive Investment Performance Report | x | 1 | = | $ - 0 |
| Renewal Term: Year 5 | Price per Deliverable | ||||
| Estimated Deliverables per Year | Extended Price | ||||
| Quarterly Investment Peformance Review | x | 4 | = | $ - 0 | |
| Quarterly Investment Peformance Report | x | 4 | = | $ - 0 | |
| Annual Comprehensive Investment Performance Review | x | 1 | = | $ - 0 | |
| Annual Comprehensive Investment Performance Report | x | 1 | = | $ - 0 | |
| Renewal Term: Year 6 | |||||
| Quarterly Investment Peformance Review | x | 4 | = | $ - 0 | |
| Quarterly Investment Peformance Report | x | 4 | = | $ - 0 | |
| Annual Comprehensive Investment Performance Review | x | 1 | = | $ - 0 | |
| Annual Comprehensive Investment Performance Report | x | 1 | = | $ - 0 |
B. Renewal Term Total: $ - 0
AD HOC CONSULTING SERVICES
For ad hoc consulting services, Bidders shall provide an hourly rate for all years of the initial term and renewal term. The annual ad hoc hours listed below are estimates for cost comparison purposes only and are not a guarantee of the minimum level of work to be performed under the contract. Payment will be based upon actual usage. Services will be billed on a monthly basis, not to exceed $5,000 annually. Failure to provide a price in every highlighted cell will result in the Bidder being non-responsive.
| Hourly Rate | Estimated Annual Hours | Total Estimated Cost | |||
| Initial Term: Year 1 | x | 10 | = | $ - 0 | |
| Initial Term: Year 2 | x | 10 | = | $ - 0 | |
| Initial Term: Year 3 | x | 10 | = | $ - 0 | |
| Renewal Term: Year 4 | x | 10 | = | $ - 0 | |
| Renewal Term: Year 5 | x | 10 | = | $ - 0 | |
| Renewal Term: Year 6 | x | 10 | = | $ - 0 | |
| C. Ad Hoc Consulting Total: | $ - 0 |
Services required are expected to be as described above, but services required may exceed the numbers listed due to unforeseen circumstances and must be provided to the Department at the same per unit rate listed above. Estimated deliverables per quarter are only estimates for price comparison purposes and are not guarantees of a minimum level of work to be performed under the contract.
| PRICE COMPARISON METHODOLOGY | |||||
| Totals | Weighted Percentage | Weighted Total | |||
| A. Initial Term Total | $ - 0 | x | 50% | = | $ - 0 |
| B. Renewal Term Total | $ - 0 | x | 40% | = | $ - 0 |
| C. Ad Hoc Consulting Total | $ - 0 | x | 10% | = | $ - 0 |
| Total Weighted Price | $ - 0 |
| By affixing my signature on this document, I hereby state that I have read all terms , conditions and specifications, and I agree to all terms, conditions, provisions and specifications, for the period effective upon notice of contract award: |
| VENDOR NAME: |
AUTHORIZED SIGNATURE (TYPED):
DATE:
&G &"-,Bold"
ATTACHMENT C
PRICE SHEET
DMS-25/26-039
Investment Consulting and Monitoring Services Page &P of &N image1.png
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