Retirement plan financial advisory services
Open State & local contract opportunity Posted
- Solicitation number
- ITN-16991
- State
- Florida
- Responses due
Opportunity facts
- Jurisdiction
- NIGP codes
- UNSPSC codes
- Point of contact
-
- Leslie Williams leslie.williams@citizensfla.com (904) 438-7605
Opportunity details come from vendor.myfloridamarketplace.com. Updated .
About this opportunity
Citizens Property Insurance Corporation, a Florida governmental entity, is soliciting replies through an Invitation to Negotiate (ITN) for registered investment advisor firms to provide financial advisory services to its retirement plans, with proposals due October 27, 2026.
The scope covers financial advisory services tied to the retirement plans specified in Section 1.1 of the ITN. Vendors must be registered investment advisors. Citizens does not guarantee vendors any volume of work assignments or minimum compensation, establishing an indefinite-quantity framework with no floor commitment.
Questions should be directed to Leslie Williams, Procurement Officer, at citizens.purchasing@citizensfla.com. The complete ITN and all deadlines are posted on Citizens' website at https://www.citizensfla.com/solicitations. Vendors are expected to review all solicitation requirements before submitting a proposal.
Opportunity text
Citizens Property Insurance Corporation, a Florida governmental entity, has issued an Invitation to Negotiate (ITN) seeking replies from registered investment advisor firms capable of providing financial advisory services to Citizens in connection with the retirement plans outlined in Section 1.1 of the ITN.
Citizens does not guarantee Vendors any volume of work assignments or minimum compensation.
The ITN, including the deadline for responding, is posted on Citizens' website at https://www.citizensfla.com/solicitations. Questions regarding this solicitation should be sent to Leslie Williams, Procurement Officer at citizens.purchasing@citizensfla.com.
All Vendors should familiarize themselves with all requirements of this solicitation before submitting a Proposal and for additional information and important dates.
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