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 Written Request for Clarification Response from the Florida Prepaid College Board dated January 27, 2025, regarding ITN 25-01 for Investment Consultant Services. The document contains responses to questions submitted by Marquette Associates, Inc. about investment solutions and potential changes to investment menus for the Savings Plan and ABLE United programs. The questions reveal that the most frequent request from account holders for both programs is for a fixed return/guaranteed product investment option.
The Board's response indicates that while no specific changes to the investment menus are currently being contemplated, they maintain an ongoing review process and are open to suggestions for program improvements. The document demonstrates the Board's commitment to transparency in the procurement process by providing written responses to bidder questions and maintaining open communication about potential program enhancements.
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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.
File details come from the government source that posted it. Updated .