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Presentations and Evaluation Meeting for 25-0318-RFP Deferred Compensation Plan Consultant
August 6, 2025, 9:00 am - 4:00 pm
These onsite in-person presentations will be held on 8/6/2025 on the 5th floor, located at 400 S. Fort Harrison. Please arrive early.
The schedule is as follows:
| 1 hour presentation / 45 minutes for questions | ||||
| All evaluators need to arrive by 8:55 am, please, bring your laptops. | ||||
| 8:50 to 9 am | Set Up | Patricia will escort the company to the meeting room | ||
| 9:00 to 10:00 | One-Hour Presentation By Innovest Portfolio Solutions LLC | |||
| 10:00 to 10:45 | Questions (45 minutes) | |||
| 10:45 to 10:55 | Break / Set UP | Bryant will escort the company to the meeting room | ||
| 10:55 to 11:55 | One-Hour Presentation By NFP | |||
| 11:55 to 12:40 pm | Questions (45 minutes) | |||
| 12:40 to 1:40 PM | Lunch | |||
| 1:30 – 1:40 | Set Up | Patricia will escort the company to the meeting room | ||
| 1:40 to 2:40 pm | One-Hour Presentation By SageView Advisory Group LLC | |||
| 2:40 to 3:25 | Questions (45 minutes) | |||
| 3:25 to 3:30 PM | Break | Patricia | ||
| 3:30 to 4:30 | Evaluation Meeting | All Committee Members | ||
Patricia Cortez – Procurement Analyst Lead
727 464 3766
Pinellas County complies with the Americans with Disabilities Act. To obtain accessible formats of this document or for any accommodation, please call (727) 464-4062 (V/TDD). If you are a person with a disability who needs any accommodation in order to participate in a meeting or event, you are entitled, at no cost to you, to the provision of certain assistance. At least seven days prior to the event, contact the Office of Human Rights, 400 S. Fort Harrison Ave., Suite 500, Clearwater, FL 33756.