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  5. ›DMS-2526-039 Investment Consulting and Monitoring Services

Florida Department of Management Services (DMS)·Florida

DMS-2526-039 Investment Consulting and Monitoring Services

Closes 5/20/2026$10k – $20kInvitation for Bid
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Description

The Department of Management Services is seeking investment consulting and monitoring services for the State University System Optional Retirement Program (SUSORP) and the Senior Management Service Optional Annuity Program (SMSOAP). The selected contractor will provide services including investment consulting, monitoring, and reporting. The contract will be for an initial term with the option for renewal. • The contractor will be responsible for providing investment consulting and monitoring services to the Department. • The contractor will be required to submit regular reports to the Department. • The contractor will be expected to have experience in providing investment consulting and monitoring services to similar clients. • The contractor will be required to comply with all applicable laws and regulations. • The contractor will be expected to maintain the confidentiality of all information provided by the Department.

Attached files

Contact

Araceli Serna(Procurement Officer)

[email protected]

Key dates

Opened
4/17/2026
Questions due
5/1/2026
Closes
5/20/2026
Projected award
6/1/2026
Duration
The initial term of the Contract(s) will be in accordance with section 2.1, Initial Term, of Attachment B - Draft Contract, but the exact duration is not specified.

Last updated

Details

Type
Invitation for Bid
Industry
Financial Services
NAICS
523920
Solicitation №
DMS-25/26-039

Budget estimate

$10,000 – $20,000

Based on the historical annual spend of $12,000, the budget for this contract is likely to be in the range of $10,000 to $20,000 per year, depending on the scope of work and the contractor's fees. The actual budget may vary depending on the specific services provided and the terms of the contract.

AI estimate from the solicitation

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