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STATE OF FLORIDA Department of Management Services State Purchasing Training and Certification Program September 26, 2007

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STATE OF FLORIDA. Department of Management Services State Purchasing Training and Certification Program September 26, 2007. TOPICS. BACKGROUND: ROAD MAP TO EXCELLENCE IN CONTRACTING PURPOSE OF THE TRAINING & CERTIFICATION PROGRAM WHO CAN PARTICIPATE COURSE SCHEDULES & FEES - PowerPoint PPT Presentation

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Page 1: STATE OF FLORIDA

STATE OF FLORIDA

Department of Management Services

State Purchasing Training and Certification Program

September 26, 2007

Page 2: STATE OF FLORIDA

TOPICS

BACKGROUND: ROAD MAP TO EXCELLENCE IN CONTRACTING

PURPOSE OF THE TRAINING & CERTIFICATION PROGRAM

WHO CAN PARTICIPATE COURSE SCHEDULES & FEES CERTIFICATIONS OFFERED REQUIREMENTS FOR

CERTIFICATION

Page 3: STATE OF FLORIDA

ROAD MAP TO EXCELLENCE IN CONTRACTINGExecutive Summary – June 2003

This audit was comprised of almost 500 audit findings about contracting in the State over a three-year period.

Page 4: STATE OF FLORIDA

ROAD MAP TO EXCELLENCE IN CONTRACTINGExecutive Summary – June 2003

The existing patchwork of statutes and rules, which evolved over many years, has failed to provide effective and consistent guidance in the contracting process to state agencies.

Page 5: STATE OF FLORIDA

ROAD MAP TO EXCELLENCE IN CONTRACTINGExecutive Summary – June 2003

Auditors repeatedly found inconsistent guidelines and practices in an environment that failed to encourage improvement.

Page 6: STATE OF FLORIDA

ROAD MAP TO EXCELLENCE IN CONTRACTINGFindings – Inspector General Derry Harper

ROAD MAP TO EXCELLENCE IN CONTRACTINGFindings – Inspector General Derry Harper

The State’s future vision for the procurement function should be defined and planned on an enterprise level while integrating appropriate business rules, user requirements, and up-to-date technology.

                                                                                                                                                                                                          

Page 7: STATE OF FLORIDA

ROAD MAP TO EXCELLENCE IN CONTRACTINGFindings – Inspector General Derry Harper

ROAD MAP TO EXCELLENCE IN CONTRACTINGFindings – Inspector General Derry Harper Undertake a statewide training

initiative, and include incentives to encourage professionalism and certification.

Include training in contract negotiation and contract management.

Page 8: STATE OF FLORIDA

THE TRAINING & CERTIFICATION PROGRAMTHE TRAINING & CERTIFICATION PROGRAM

This is the State of Florida’s first training and certification program for Florida public purchasing professionals.

There are two parts to the program: Training Certification

Page 9: STATE OF FLORIDA

PART ONE, TRAININGPART ONE, TRAINING

Two aspects to the training:1. First, training in general public

purchasing principles and processes, applicable to most state and local government purchasing programs, and,

2. Training in the specific statutes, rules and policies that govern public purchasing in the State of Florida.

Page 10: STATE OF FLORIDA

PART TWO, CERTIFICATIONPART TWO, CERTIFICATION

Second, certification to encourage and recognize the professional development and service provided by Florida purchasing professionals who complete these programs

Page 11: STATE OF FLORIDA

WHO CAN PARTICIPATE:TRAINEESWHO CAN PARTICIPATE:TRAINEES

State Purchasing Professionals Other State personnel including, but

not limited to, contract managers, contract administrators, and attorneys.

Training is optional for political subdivision personnel, who are responsible for compliance with local ordinances, rules and policies which may differ from state requirements.

Page 12: STATE OF FLORIDA

COURSE SCHEDULE & FEESCOURSE SCHEDULE & FEES

Course schedules and fees are published on the Division of State Purchasing’ website: http://dms.myflorida.com/dms/purchasing/florida_s_public_purchasing_training_and_certification

Page 13: STATE OF FLORIDA

COURSE SCHEDULECOURSE SCHEDULE

1. Sourcing in the Public Sector2. Planning, Scheduling and Requirement Analysis3. Developing and Managing RFP’s4. Legal Aspects5. Public Purchasing in Florida6. Contract Administration7. Contract Administration in Florida8. Best Practices in Grant & Contract Management9. Negotiation Strategies and Techniques10. Negotiation in Florida11. Project Management Professional (PMP)

Page 14: STATE OF FLORIDA

CERTIFICATIONS OFFERED

Project Management Institute (PMI) Project Management Professional

(PMP)

Page 15: STATE OF FLORIDA

CERTIFICATIONS OFFERED

Universal Public Purchasing Certification Council (UPPCC which consists of NIGP & NASPO) Certified Professional Public Buyer

(CPPB) Certified Public Purchasing Officer

(CPPO)

Page 16: STATE OF FLORIDA

CERTIFICATIONS OFFERED

FLORIDA CERTIFICATIONS Florida Certified Purchasing Agent – FCPA Florida Certified Purchasing Manager -

FCPM Florida Certified Contract Manager – FCCM Florida Certified Contract Negotiator -

FCCN

Page 17: STATE OF FLORIDA

FLORIDA CERTIFICATEFLORIDA CERTIFICATE

Page 18: STATE OF FLORIDA

CPPB/CPPO LEAP COURSE OFFERINGSCPPB/CPPO LEAP COURSE OFFERINGS

Sourcing in the Public Sector Planning, Scheduling &

Requirement Analysis Developing and Managing

RFP’s Legal Aspects Contract Administration

Page 19: STATE OF FLORIDA

FLORIDA CERTIFIED PURCHASING AGENT - FCPA

FCPA certification requires: CPPB or CPPO certification Completion of the Public

Purchasing in Florida seminar And a minimum of twelve (12)

months experience in a full time purchasing position for the State of Florida or one of its political subdivisions

Page 20: STATE OF FLORIDA

FLORIDA CERTIFIED PURCHASING MANAGER - FCPM

FCPM certification requires CPPB or CPPO certification Completion of the Public Purchasing in

Florida seminar And a minimum of three years

experience in a full time purchasing position for the State of Florida or one of its political subdivisions, of which at least one year must be in a Florida public purchasing management position.

Page 21: STATE OF FLORIDA

FLORIDA CERTIFIED CONTRACT MANAGER - FCCM

FCCM certification requires Completion of the NIGP Contract

Administration seminar Completion of the Contract Management

in Florida and Best Practices in Grant & Contract Management in Florida seminar

And either twelve months experience in a full time purchasing position for the State of Florida or one of its political subdivisions, or twelve months cumulative experience managing one or more contracts for a Florida state agency or political subdivision.

Page 22: STATE OF FLORIDA

FLORIDA CERTIFIED CONTRACT NEGOTIATOR - FCCN

FCCN certification requires Completion of the NIGP General

Public Procurement or Sourcing in the Public Sector seminar

Completion of the Negotiation Strategies & Techniques seminar

Completion of the Negotiation in Florida seminar (continued)

Page 23: STATE OF FLORIDA

FLORIDA CERTIFIED NEGOTIATOR - FCCN

A minimum of twelve months experience in a full time purchasing position, contract manager or monitor, attorney or an employee whose job description lists at least 50% of their job is negotiating contracts for the State of Florida or one of its political subdivisions.

And leading a team through at least one procurement through negotiation or serving on three such teams.

Page 24: STATE OF FLORIDA

Negotiator Requirements (cf. SB 2518)

Section 1 amends 287.057: For any negotiated contract exceeding $1 million in any fiscal year, one of the negotiators must be a DMS certified contract negotiator.

For any negotiator contract exceeding $10 million in any FY, one of the negotiators must be certified by the Project Management Institute as a PMP.

These qualifications could reside in 1 person THIS APPLIES TO ALL ITNs, NOT JUST

OUTSOURCING.

Page 25: STATE OF FLORIDA

PMP Requirements – 1st Schedule

High School Diploma, Associate’s degree or global equivalent

Minimum 5 years/60 months unique non-overlapping professional project management experience during which at least 7500 hours are spent leading and directing project tasks

35 contact hours of formal educational

Page 26: STATE OF FLORIDA

PMP Requirements – 2nd Schedule

Bachelor’s degree or global equivalent Minimum 3 years/36 months unique

non-overlapping professional project management experience during which at least 4,500 hours are spent leading and directing project tasks

35 contact hours of formal education

Page 27: STATE OF FLORIDA

AT YOUR SERVICEAT YOUR SERVICE

Cyndee Sams, Training, Vendor & Customer Service Manager (850) 921-0266 [email protected]

Charles Covington, Director of State Purchasing, CPPB, FCPM, FCPA, FCCN, FCCM (850) 487-3964 [email protected]