craig j. nichols, secretary customer orientation meeting new state term contracts for management...
TRANSCRIPT
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
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Contract Overview – STC Webpage
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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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
How To Use The Contract
Q&A • Carr, Riggs & Ingram • KPMG
• Ernst & Young • McGladrey
• Grant Thornton • Thomas Howell Ferguson
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Contract Overview – STC Webpage
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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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
How To Use The Contract
Q&A
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Table of Contents Easier To Use
Management Consulting Services & Financial and Performance Audits
• One category of services per contract
• Simplified price sheet
• Manageable number of vendors
Contract Overview
What’s New
How To Use The Contract
Q&A
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Table of Contents Meaningful Competition
Management Consulting Services & Financial and Performance Audits
• 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
How To Use The Contract
Q&A
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Table of Contents Hourly Rate Pricing Option
Management Consulting Services & Financial and Performance Audits
• 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
How To Use The Contract
Q&A
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Table of Contents Project-Based Pricing Option
Management Consulting Services & Financial and Performance Audits
• 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
How To Use The Contract
Q&A
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Table of Contents How To Use This Contract
Management Consulting Services & Financial and Performance Audits
• 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
How To Use The Contract
Q&A
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Table of Contents Q & A
Management Consulting Services & Financial and Performance Audits
Any questions?
Contract Overview
What’s New
How To Use The Contract
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]
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Appendix
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Table of Contents Scope of Services
Management 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
How To Use The Contract
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
How To Use The Contract
Q&A
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Table of Contents Travel Expenses
Management Consulting Services & Financial and Performance Audits
• 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
How To Use The Contract
Q&A
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Table of ContentsStatement of Work
Management Consulting Services & Financial and Performance Audits
• 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
How To Use The Contract
Q&A