150042 - Addendum 2 .pdf

The document is an addendum to a Request for Proposal (RFP) titled "Financial Investment Advisor Services." It includes changes to specific terms and conditions related to required licenses, certifications, and qualifications for financial investment advisors interested in bidding on the RFP. The addendum emphasizes the need for registration with the Securities and Exchange Commission or the State of Florida Securities Division, a minimum of five years of experience, and adherence to professional and ethical standards outlined by the CFA Institute. Vendors are reminded to acknowledge receipt of all addenda in their proposal responses to avoid disqualification.