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Financial Advisory and Investment Consultant Serviaces

ID: ITN-11376 • State: Florida

Description

Citizens Property Insurance Corporation, a Florida governmental entity that writes property insurance throughout Florida, has issued an Invitation to Negotiate (ITN) and seeks replies from qualified firms (Vendors) to provide comprehensive financial advisory, investment consulting and other services in a fiduciary capacity to Citizens.

Citizens intends to award a contract to a single Vendor under this ITN.

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 or at (904) 438-7605

All Vendors should familiarize themselves with all requirements of this solicitation before submitting a Proposal and for additional information and important dates.

Background
Citizens Property Insurance Corporation is a Florida governmental entity responsible for writing property insurance throughout Florida. The agency has issued an Invitation to Negotiate (ITN) to seek qualified firms (Vendors) that can provide comprehensive financial advisory and investment consulting services in a fiduciary capacity. The goal of the contract is to engage a single Vendor who can fulfill these needs effectively.

Work Details
The selected Vendor will be required to provide comprehensive financial advisory services, investment consulting, and other related services in a fiduciary capacity to Citizens Property Insurance Corporation. Specific tasks may include but are not limited to:

- Advising on investment strategies
- Managing investment portfolios
- Conducting financial analysis
- Ensuring compliance with relevant regulations.

Period of Performance
The period of performance for the contract will be specified in the ITN document, which outlines the timeline for the delivery of services.

Place of Performance
The services will be performed in Florida, as Citizens Property Insurance Corporation operates throughout the state.
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Overview

Agency
Citizens Property Insurance Corporation Logo Citizens Property Insurance Corporation [FL]
Opportunity Type
Invitation to Negotiate
Opportunity ID
ITN-11376
Version
1
Response Start Date
Jan. 13, 2025
Response Deadline
Feb. 21, 2025 Past Due
Date Posted
Jan. 10, 2025
Last Updated
Jan. 10, 2025
Est. Value Range
Experimental
$500,000 - $2,000,000 (AI estimate)
Source
Open
On 1/10/25 Citizens Property Insurance Corporation in Florida issued Invitation to Negotiate Financial Advisory and Investment Consultant Serviaces with ID ITN-11376 due 2/21/25.

Contacts

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Documents

Posted documents for Financial Advisory and Investment Consultant Serviaces

Classifications

NAICS
541990 - All Other Professional, Scientific, and Technical Services
PSC
R499 - Support- Professional: Other
UNSPSC
84121701 - Investment advisers

Additional Details

Agency Advertisement Number
25-0006
Minority Encouraged
false

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