My Florida Marketplace #ITN 26-0006

Financial Advisory Services for Retirement Plans Sought by Citizens Property Insurance Corporation

Citizens Property Insurance Corporation is seeking registered investment advisor firms to provide financial advisory services for its retirement plans. - Government Buyer: - Citizens Property Insurance Corporation (Florida governmental entity) - Vendors & OEMs: - No specific OEMs or vendors mentioned; open to qualified registered investment advisor firms - Products/Services Requested: - Financial advisory services for retirement plans - Scope includes investment advice, asset management, and retirement fund advisory (per Section 1.1 of ITN) - No guaranteed volume of work or minimum compensation - Unique/Notable Requirements: - Firms must be familiar with retirement plan advisory - Compliance with all solicitation terms required - Proposals must be submitted via the procurement portal

Description

Citizens Property Insurance Corporation, a Florida governmental entity, has issued an Invitation to Negotiate (ITN) seeking registered investment advisor firms to provide financial advisory services related to retirement plans. The solicitation outlines that there is no guaranteed volume of work or minimum compensation. Interested vendors must submit their proposals by October 27, 2026, and should review all solicitation requirements on Citizens' website. Questions can be directed to the Procurement Officer, Leslie Williams.

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