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

Appendix II: Services Questionnaire -Actuarial Consulting 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 to provide therequired services. A proven track record is essential.6. The SBA supports and encourages diversity and participation of small and minoritybusiness enterprises in contracting. In order to identify minority, woman-owned, anddisabled veteran businesses or other organizations which actively pursue providingopportunities to women and minorities, provide the following information. Indicate ifyour organization is a minority-owned business or a woman-owned business and identifythe principal shareholders who qualify your organization. Provide a brief description ofyour organization’s minority hiring/affirmative action program.Appendix II 28