Written Request for Clarification Response.pdf
PDF 111 KB Posted
- Attached to
- Investment Consultant Services
- Solicitation number
- ITN-11419
- Issued by
- Leon County, Florida
About this file
This document is a Board Response to Written Requests for Clarification from the Florida Prepaid College Board dated January 29, 2025, regarding ITN 25-01 for Investment Consultant Services. The document contains questions submitted by Marquette Associates, Inc. through the formal Request for Clarification process regarding the investment solutions and potential changes to existing investment menus for both the Savings Plan and ABLE United programs.
The clarification responses indicate that the most frequent request from account holders for both the Savings and ABLE Programs is for a fixed return/guaranteed product investment option. While no specific changes are currently being contemplated for either program's investment menus, the Board notes that it continuously reviews the investment menu and remains open to ideas that could improve the programs. The document provides contact information for the Florida Prepaid College Board's office in Tallahassee and specifies that questions had to be submitted according to Section 2.01 requirements using the Request for Clarification Form.
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Text version
ITN 25-01: Board Response for Written Requests for Clarification Page 1 of 2
BOARD RESPONSE TO WRITTEN REQUESTS FOR CLARIFICATION
RELATING TO:
Invitation to Negotiate
Investment Consultant Services
# 25-01
January 29, 2025
Florida Prepaid College Board 1801 Hermitage Blvd., Suite 210
Tallahassee, Florida 32308
(850) 488-8514
ITN 25-01: Board Response for Written Requests for Clarification Page 2 of 2
Memorandum
To: Prospective Respondents, ITN 25-01
From: Florida Prepaid College Board
Date: January 27, 2025
Subject: Board Response to Written Requests for Clarification relating to ITN 25-01:
Investment Consultant Services
Any questions concerning conditions and specifications of this RFQ were required to be submitted in the form of written questions, on the Request for Clarification Form, and pursuant to the schedule in Section 2.01. Please note, if any of these requirements were not met, the questions may not be included in the answer section below.
Company Name: Marquette Associates, Inc.
Question RFQ Section RFQ
Page Question/Comment
1 Appendix B response packet, consulting services/program design, questions
6-7
Page 9 What types investment solutions are most frequently requested by account holders which are not currently offered within the Savings Plan or ABLE United?
For both the Savings and ABLE Programs, the most frequent request for an new investment option is a fixed return/guaranteed product.
2 Appendix B response packet, consulting services/program design, questions
6-7
Page 9 Are there any changes already being contemplated to the existing investment menus of either plan?
Currently there are no specific changes being contemplated. However, the Board is continuously reviewing the investment menu and is open to any ideas that help improve the programs.
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