Attachment C - Price Sheet.xlsx
XLSX spreadsheet 95 KB Posted
- Solicitation number
- ITB-15674
- Issued by
- Leon County, Florida
About this file
This is a Price Sheet attachment for Invitation to Bid 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 quarterly and annual investment performance reviews and reports across a three-year initial term and three-year renewal term, with specific deliverables including four quarterly investment performance reviews, four quarterly investment performance reports, one annual comprehensive investment performance review, and one annual comprehensive investment performance report annually. Additionally, bidders must submit hourly rates for ad hoc consulting services estimated at ten hours annually, not to exceed $5,000 annually, with actual billing based on usage. The question deadline is May 1, 2026, with bid submissions due May 20, 2026, at 2:00 PM Eastern Time, and public opening at 3:00 PM Eastern Time. Contract award is anticipated June 1, 2026, with a contract start date of August 8, 2026.
Pricing for all line items must be completed in every highlighted cell or the bidder will be deemed non-responsive. Award will be made using a weighted formula: Initial Term Total at 50 percent, Renewal Term Total at 40 percent, and Ad Hoc Consulting Total at 10 percent. All prices must remain firm for the life of the contract with no price adjustments permitted. The historic annual spend for these services is approximately $12,000 for informational purposes only and does not represent guaranteed or minimum spend. Bidders must obtain commercial general liability insurance of $1,000,000 per occurrence and $2,000,000 aggregate, workers' compensation insurance as required by law, and professional indemnity insurance of $250,000 per claim and in aggregate. Quarterly payments will be made in arrears from the Optional Retirement Program Trust Fund. The contractor must designate a primary point of contact, acknowledge ad hoc requests within two business days, and submit weekly timesheets for consulting work billed in six-minute increments with all work performed remotely.
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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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