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State Contract Reporting System

Florida Department of Financial Services: F.A.C.T.S

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Contract Information

 

Summary

Agency Name: DEPARTMENT OF FINANCIAL SERVICES

Agency Contract ID: TR254

Long Title: DFSRefinitive

Vendor Name: REFINITIV US LLC

Total Contract Amount: $32,203.00

Total Budgetary Amount: $33,078.00

Total Payment To Date: $33,203.00

Date of Execution: 07/03/2024

General Description: Two year subscription for direct licenses. This product is used to monitor the performance of the investments in the Deferred Compensation Plan. Investment analysis firm is an entity contracted by the CFO to provide investment analysis, fund ratings, and other professional and investment services for the DCP that provides IAF metrics. This investment product data and analysis published by the IAF that identifies various quantitative performance measures in comparison to its investment product peer group. Investment Policy for Product Selection and Retention DFS-J3-1541

Main Information

Agency Contract ID: TR254

FLAIR Contract ID: D2359

Short Title: Refinitiv

Long Title: DFSRefinitive

Contract Type: Standard Two Party Agreement by Statute

Contract Status: Active

Date of Execution: 07/03/2024

Date of Beginning: 07/01/2024

Original End Date: 06/30/2026

New Ending Date:

Agency Service Area: TR

Statutory Authority: 112.215

Contract Involves State or Federal Financial Assistance: No

Recipient Type: FOR PROFIT ORGANIZATION INCLUDES SOLE PROPRIETOR

Provide for Administrative Cost: No

Provide for Periodic Increase: No

Procurement Information

Authorized Advanced Payment: No

Method of Procurement: DFS Exemption, Investment Related Services [Section 17.57(2). F.S.]

State Term Contract ID:

Contract’s Exemption Justification: Investment related services

Agency Reference Number: TR254

Business Case Study Done: No

Legal Challenges to Procurement: No

Outsourcing / Capital Improvements

Was the Contracted Function Previously Performed by the State: No

Was the Contracted Function Considered for Insourcing back to the State: No

Did the Vendor Make Capital Improvements on State Property: No

Budget Information

Original Contract Amount: $30,000.00

Total Contract Amount: $32,203.00

Total Recurring Budgetary Amount: $0.00

Total Non-Recurring Budgetary Amount: $33,078.00

Total Budgetary Amount: $33,078.00

Total Unfunded Amount: ($875.00)

As of Date: 2/19/2026

No Recurring Budgetary records found for this contract.

Non-Recurring Budgetary Amount Account Code Fiscal Year Effective Date FY Cost Accumulator Agency Amendment Reference
$828.00 43-20-2-725001-43100400-00-100868-00 07/01/2025 2025-2026 A2
$2,250.00 43-20-2-725001-43100400-00-100868-00 07/01/2024 2024-2025 A1
$30,000.00 43-20-2-725001-43100400-00-100868-00 07/01/2024 2024-2025

Contract Change

Change Type Amendment Amount Agency Amendment Reference Change Description Amendment Effective Date Amendment Execution Date New Ending Date
Amendment $828.00 A2 Amendment 01/01/2026 02/19/2026
Amendment $1,375.00 A1 Amendment 1 01/01/2025 05/15/2025

Vendor

Name Line 1Name Line 2City State ZipMinority Vendor Designation
REFINITIV US LLC BOSTON MA 022415983 Non-Minority

CFDA

No CFDA Codes found for the contract.

CSFA

No CSFA Codes found for the contract.
More Deliverable Number      Commodity/Service Type Major Deliverable Method of Payment
     
 Business function specific software Provide licenses per the terms of the agreement. Fixed Fee / Unit Rate
 Displaying 1 to 1 of 1    


Payments are also referred to as expenditures (creating or incurring a legal obligation to disburse money) or disbursements (the payment of expenditures). Payments include disbursements and accounting adjustments made on a contract. Payments are always positive amounts while accounting adjustments may be positive or negative depending on the type of adjustment.

Payment Details

"Date" in the listing below indicates the date the payment voucher was recorded in the system, not the date the payment was issued.
More Fiscal Year Total Amount
     
 2025-2026 $18,703.00
     
 2024-2025 $14,500.00

If a payment or adjustment to a contract was made before July 1, 2012, the information may not be posted in this system.

Contract Documents


Click on the pdf icon or Agency Document Link to view the document
Document Type Document Reference # Executed Date Document Add Date Agency Document Link View
Original Contract Original Contract - D2359 07/03/2024 7/9/2024 10:12:40 AM
Amendment A1 05/15/2025 5/22/2025 9:55:56 AM
Amendment A2 02/19/2026 2/19/2026 12:23:48 PM


Audit results posted prior to June 30, 2012, appear in a summarized form. As of July 1, 2012, the audit reporting process was expanded to include additional questions and comments from the Bureau of Auditing. As audits are captured in electronic format, they will be posted to this system. If you are interested in seeing audit reports by Fiscal Year and Agency Action Plans, please click here to navigate to the Transparency Florida Contract Audit page.

  • No audits have been conducted on this contract at this time.
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