DMS-24/25-199, (SUSORP and SMSOAP), Addendum No. 3

The Florida Department of Management Services has issued Invitation to Negotiate (ITN) No. DMS-24/25-199, focusing on two specific retirement programs: the State University System Optional Retirement Program (SUSORP) 403(B) and the Senior Management Service Optional Annuity Program (SMSOAP) 401(A). This procurement, located in Leon County, involves soliciting proposals for comprehensive retirement plan management and administration services. The original solicitation was posted on April 30, 2025, with multiple critical deadlines established for potential vendors. Respondents must submit their comprehensive replies and all mandatory responsiveness requirements by 2:00 p.m. on July 14, 2025, with a public opening scheduled for 3:00 p.m. the same day. The procurement timeline includes several key phases: an initial question submission period ending May 16, 2025, anticipated answer postings by June 10, 2025, a second question deadline on June 13, 2025, an evaluation phase running from July 16, 2025 through August 20, 2025, and a negotiations phase from August 27, 2025 through December 3, 2025. The anticipated Notice of Intent to Award will be posted by December 9, 2025, with contract execution to follow immediately thereafter.

No specific set-aside designations or restrictions on respondent types were explicitly detailed in the available documentation. The addendum does not provide information regarding pricing terms, incumbent contractors, current infrastructure, or specific funding requirements. While the procurement involves retirement program management for state university and senior management systems, no precise budget ranges or award values were disclosed in the provided materials. Potential vendors will need to carefully review the full ITN documentation to understand the complete scope of requirements and qualifications. The contract will be administered through the Florida Department of Management Services, with protests concerning agency decisions required to be filed with the Agency Clerk through specified communication channels, including courier, hand delivery, U.S. mail, fax, or email. Interested parties should note the formal protest filing requirements as outlined in Florida Statutes Section 120.57(3), which mandates specific procedural guidelines for any potential challenges to the procurement process.