Customer Orientation Meeting

Craig J. Nichols, Secretary

Customer Orientation Meeting

New State Term Contracts for Management Consulting Services & Financial and Performance Audits

January 23, 2014

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Introductions

Today’s PresenterTrey Collins, Division of State PurchasingAssociate Category Manager

Contract ManagerCorina Chiorescu, Division of State PurchasingContract Manager

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Table of Contents

• Contract Overview

• What’s New

• How To Use The Contract

• Q&A

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Table of ContentsContract Overview

Management Consulting ServicesContract Number: 973-000-14-01

Contract Term: Three years / three optional one-year renewals

Expiration Date: 1/14/2017

Commodity Code: 973-500

Contractors

Contract Overview

What’s New

How To Use The Contract

Q&A

http://www.dms.myflorida.com/business_operations/state_purchasing/vendor_information/state_contracts_agreements_and_price_lists/state_term_contracts/management_consulting_services2

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Contract Overview – STC Webpage



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Table of ContentsContract Overview

Financial and Performance AuditsContract Number: 973-000-14-02

Contract Term: Three years / three optional one-year renewals

Expiration Date: 1/14/2017

Commodity Code: 991-010

Contractors

Contract Overview

What’s New


Q&A • Carr, Riggs & Ingram • KPMG

• Ernst & Young • McGladrey

• Grant Thornton • Thomas Howell Ferguson

http://www.dms.myflorida.com/business_operations/state_purchasing/vendor_information/state_contracts_agreements_and_price_lists/state_term_contracts/financial_and_performance_audits

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Contract Overview – STC Webpage



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Table of Contents What’s New

Management Consulting Services & Financial and Performance Audits

1. Easier to use

2. Meaningful competition

3. Pricing options

Contract Overview

What’s New


Q&A

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Table of Contents Easier To Use


• One category of services per contract

• Simplified price sheet

• Manageable number of vendors

Contract Overview

What’s New


Q&A

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Table of Contents Meaningful Competition


• Contract’s RFQ Requirement (Exhibit A, s. 18)– Must RFQ all contractors for all projects

– Increases competition for price and services

• OK to compete and negotiate lower rates– Hourly rates are “not-to-exceed” prices

– Customers can negotiate lower rates

Contract Overview

What’s New


Q&A

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Table of Contents Hourly Rate Pricing Option


• Price sheets list ceiling hourly rates for five positions– Principal– Senior Consultant– Consultant– Junior Consultant– Program & Administrative Support

• Must RFQ all contractors for all projects

• Customers can negotiate lower hourly rates

Contract Overview

What’s New


Q&A

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Table of Contents Project-Based Pricing Option


• May be used for projects with complex requirements

• Must RFQ all contractors for all projects

• Customers should require contractor to fully detail pricing

Contract Overview

What’s New


Q&A

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Table of Contents How To Use This Contract


• Review the scope of services

• Create a request for quote (RFQ) (Exhibit A, s. 18)

• Send RFQs to ALL vendors for ALL projects

• Negotiate price and service

• Select a contractor

• Document project details in a Statement of Work

Contract Overview

What’s New


Q&A

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Table of Contents Q & A


Any questions?

Contract Overview

What’s New


Q&A

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Contact Information

• Corina Chiorescu, Contract Manager, (850) 921-0030 [email protected]

• MyFloridaMarketPlacehttps://buyer.MyFloridaMarketPlace.com/Buyer/Main

• MyFloridaMarketPlace Customer Service Desk(866) 352-3776 [email protected]

mailto:[email protected]

https://buyer.myfloridamarketplace.com/Buyer/Main

mailto:[email protected]

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Appendix

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Table of Contents Scope of ServicesManagement Consulting Services

• Management or strategy consulting • Program planning and evaluations • Studies, analyses, scenarios, and reports relating to an

agency's business programs or initiatives• Executive/management coaching services• Customized business training as needed to successfully

perform/complete a consulting engagement • Policy and regulation development assistance• Process and productivity improvement • Expert witness services in support of litigation, claims, or

other formal cases • Advisory and assistance services • Systems alignment and consolidation

Contract Overview

What’s New

Pricing


Q&A

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Table of Contents Scope of Services

Financial and Performance Audits

• Financial Statement Audits • Segments of Financial Statements • Internal Controls • Compliance with Laws and Regulations• Economy and Efficiency Audits• Program Results and Program Fraud Audits

Contract Overview

What’s New

Pricing


Q&A

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Table of Contents Travel Expenses


• All bills for travel reimbursement must be approved in writing by the customer

• All bills for travel reimbursement must be submitted in accordance with s. 112.061, F.S.

Contract Overview

What’s New

Pricing


Q&A

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Table of ContentsStatement of Work


• Purpose: A Statement of Work establishes the specific deliverables, costs, payment schedules, start/ completion dates, etc. for specific projects

• Statement of Work may contain additional terms and conditions negotiated by the customer

– Additional terms may supplement those contained in the contract – Additional terms shall not conflict with the terms established by the

contract• The following items should be included in every Statement of Work:

– Contract Manager– Project Completion Dates– Termination for Cause Language– Change Request Process– Other Considerations (Inspection and Acceptance Terms, Liability

Insurance, Minority Participation, Performance Bond, Performance Management System)

Contract Overview

What’s New


Q&A

Customer Orientation Meeting

Documents

overview financial

contract term

contract qa carr

performance audits easier

category of services

table of contentsproject

table of contentseasier

table of contentshow