QA Exhibit 3 - Transaction Data.pdf

This document is a Request for Proposal (RFP) issued by the Florida Department of Financial Services (Department) to establish a contract for investment, administration, and record keeping services for the alternative retirement income security program (FICA Alternative Program) for eligible temporary, part-time, and seasonal employees of the State of Florida. The program is established pursuant to section 110.1315, Florida Statutes, in accordance with Section 3121(b)(7)(F) of the Internal Revenue Code. The solicitation will be administered through the Vendor Information Portal (VIP), and the submitted Proposal must comply with the terms and conditions stated in the RFP.

The RFP provides details on the transaction data, including distributions, exchanges, calls to the recordkeeper, and enrollments from 2020 through June 2023. The contract term and any renewal options are not specified. The RFP also includes a Questions and Answers document and its exhibits, which were provided on October 4, 2023.