Investment Consulting and Monitoring Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
BUDGET
VerifiedCONTRACT DURATION
TIMELINE
Solicitation posted on April 17th, 2026.
Deadline for questions on May 1st, 2026.
Anticipated Q&A addendum on May 8th, 2026.
Deadline for bid submission on May 20th, 2026.
Public opening on May 20th, 2026.
Anticipated notice of intent to award on June 1st, 2026.
Anticipated contract start date on August 8th, 2026.
QUESTION DEADLINE
Issuing Agency
Florida Department Of Management Services
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The government authority in Tallahassee, Florida, seeks a vendor to provide comprehensive investment consulting and monitoring services. The selected firm will assist with the Optional Annuity and Retirement Programs, offering expertise in investment consulting and oversight.
Key services include ad hoc consulting, investment performance reviews and reports, benchmarking of options compared to appropriate standards, and support with investment strategies for allocating assets among categories such as stocks, bonds, and cash. The contractor will also be responsible for evaluating investment options against peer groups to ensure competitiveness and alignment with program objectives.
Questions regarding the scope of work must be submitted by May 1, 2026.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.