ITN 25-01 Negotiation Vote - Notice.pdf

This document is a Notice of Meeting from the Florida Prepaid College Board for a public meeting regarding Invitation to Negotiate (ITN) 25-01 for Investment Consultant Services for the Florida 529 Savings and ABLE Programs. The meeting is scheduled for Wednesday, June 11, 2025, at 9:00 AM ET, where the Negotiation Team will recommend a contract award. Interested parties can obtain a copy of the agenda by contacting the ITN Administrator via email at ITNinfo.Prepaid@MyFloridaPrepaid.com. The meeting will be conducted with provisions for special accommodations under the Americans with Disabilities Act, requiring interested parties to request such accommodations at least 3 days prior to the meeting.

The notice provides minimal details about the procurement itself, focusing solely on the meeting announcement. However, the associated contract opportunity summary indicates this is a procurement for comprehensive investment consulting services for two state-managed investment programs totaling approximately $1.6 billion in assets. The contract will have a five-year initial term with five potential one-year renewal options, and the evaluation will be based on a 100-point scale considering organizational experience, reporting capabilities, consulting services, investment manager search services, and pricing. The anticipated contract effective date is July 1, 2025, with critical dates including a written clarification request deadline of January 27, 2025, and a response deadline of February 28, 2025.