Invitation to Negotiate (ITN) - Florida State Board of Administration

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SECTION VI – TIMELINEThe timeline of the search and evaluation process as currently planned (subject to change at thesole discretion of the SBA without liability) is as follows:October 22, 2012October 29, 2012 (1:00 pm ET)November 5, 2012November 20, 2012 (3:00 pm ET)December 3, 2012December 12-19, 2012 &January 7-11, 2013January 15, 2013April 1, 2013ITN IssuedRequests for Clarification DueResponses to Requests for Clarification PostedResponses to ITN DeadlineSelection of FinalistsInterviews at SBA & On-Site (if needed)Final Selection and Notification Contingent onSuccessful Contract NegotiationEffective Date of ContractNote: The SBA reserves the right to change the ITN Timeline. Changes will be posted on theFHCF website at www.sbafla.com/fhcf under “Announcements,” and may be provided directly tothe Respondents/Finalists.20
Appendix I: Services Questionnaire -Administrative Services______________________________________________Responses to each item should appear in the same order as listed in this ITN. The Respondentmust give clear, concise, quantifiable replies to all questions, restating each question in bold facetype and using no smaller than 10 point font, with its response directly below. The SBA requiresdirect answers to each item and does not require generalized marketing information. Tables andgraphs are exempt from the font requirement, but must be readable.A. Executive SummaryProvide a brief summary within which you summarize the key value and distinguishing featuresof your organization. Ensure that you identify how the organization, team assigned, and servicesoffered are designed to provide exceptional services to the FHCF.B. Organization’s Experience and Qualifications1. Describe briefly your organization’s background/history, ownership structure, primarylocation(s) and size (number of offices).2. List all insurance coverage your organization has for errors & omissions and anyprofessional liability insurance.3. Has the Respondent or key personnel previously had a contract with the SBA? If so, wasthat contract not renewed? Was the contract terminated?4. Describe any anticipated changes to your organization’s basic ownership structure or anyother significant changes anticipated in your organization, its management or keypersonnel.5. Demonstrate the financial and human resource capabilities available for a task of this sizeand complexity. A proven track record in managing a wide array of administrativeservices is essential.6. Describe the availability of key personnel during the SBA’s operational hours of 8:00AM – 5:00 PM, ET.7. Identify the internal and external entities that audit, regulate, and/or review yourorganization.8. The SBA supports and encourages diversity and participation of small and minoritybusiness enterprises in contracting. In order to identify minority, woman-owned, andAppendix I21
Page 3 and 4: SECTION I - INTRODUCTION AND PURPOS
Page 6 and 7: 4. Must have a minimum of five year
Page 8 and 9: SECTION III - REQUIRED INFORMATIONT
Page 10 and 11: of time (e.g., one year, two years,
Page 12 and 13: The SBA reserves the right to accep
Page 14 and 15: any contract with any Respondent, r
Page 16 and 17: 4. Joint proposals are not permitte
Page 18 and 19: SECTION V - EVALUATION CRITERIACrit
Page 22 and 23: disabled veteran businesses or othe
Page 24 and 25: e. Management Reporting Capability
Page 26 and 27: F. Approachl. Commutation of Losses
Page 28 and 29: Appendix II: Services Questionnaire
Page 30 and 31: 3. Evaluate and recommend potential
Page 32 and 33: Appendix III: Service Requirements

Invitation to Negotiate (ITN) - Florida State Board of Administration

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