Request for Proposal | Legal #2645

Notice is hereby given that the Santa Rosa County Board of County Commissioners is calling for and requesting proposals from qualified consultants to provide investment advisory services for its 457 plans.

All proposals must be in writing and delivered by hand, Fed Ex, or mail to the Santa Rosa County Procurement Department, 6495 Caroline Street Suite G, Milton, Florida 32570; and must be received by 10:00 a.m., September 23, 2014. The submittals will be publicly opened at this time. Only submittals received by the aforestated time and date will be considered. Submittals received after the time set for the opening will be rejected and returned unopened to the submitter. All submittals shall be sealed and clearly labeled, “RFP – Fiduciary Services”. Please provide one original, eleven (11) copies of the proposal, and one (1) CD with all of the above information included (each document must be in an individual PDF format file).

Specifications may be secured from the Santa Rosa County Website ( or at the Santa Rosa County Procurement Department at the address provided above.

Questions concerning this request should be directed to DeVann Cook, at

The Board of County Commissioners reserves the right to accept or reject any and all proposals in whole or in part, and to waive all informalities.

Santa Rosa County Board of County Commissioners encourages all segments of the business community to participate in its procurement opportunities, including small businesses, minority/women owned businesses, and disadvantaged business enterprises. The Board does not discriminate on the basis of race, color, religion, national origin, disability, sex, or age in the administration of contracts.

By order of the Board of County Commissioners of Santa Rosa County, Florida

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