Financial Advisory and Investment Consultant Serviaces

Citizens Property Insurance Corporation, a Florida governmental entity, has issued an Invitation to Negotiate (ITN) seeking qualified firms to provide comprehensive financial advisory and investment consulting services in a fiduciary capacity. The procurement is specifically targeting a single vendor to deliver a full range of financial management and investment support services throughout Florida. The solicitation targets firms with expertise in financial advisory capabilities, with the complete ITN document available on Citizens' website at citizensfla.com/solicitations. Key dates for this procurement include a posting date of January 10, 2025, and a proposal submission deadline of February 21, 2025. Potential vendors are required to submit comprehensive proposals demonstrating their financial advisory capabilities, with all questions directed to Leslie Williams, Procurement Officer, via email at citizens.purchasing@citizensfla.com or by phone at (904) 438-7605.

The solicitation does not explicitly mention specific set-aside designations or restrictions on respondent types, nor does it provide detailed information about incumbent vendors or existing technological infrastructure. No specific budget range or precise award value was disclosed in the available documentation. The procurement appears to be open to qualified financial advisory and investment consulting firms that can demonstrate comprehensive service capabilities in a fiduciary role for a governmental insurance entity. The solicitation is geographically focused on Florida, with Leon County specifically identified as part of the jurisdictional scope. Interested firms should carefully review the complete ITN documentation on the Citizens Property Insurance Corporation website to fully understand the comprehensive requirements and expectations for this financial advisory services contract.