Contractor Orientation Meeting

1. Contractor Orientation Meeting New State Term Contracts for Management Consulting Services & Financial and Performance Audits January 23, 2014

2. Introductions Today’s Presenter Trey Collins, Division of State Purchasing Associate Category Manager Contract Manager Corina Chiorescu, Division of State Purchasing Contract Manager

3. Table of Contents • Contract Overview • Contract Objectives • Contractor Responsibilities • Q&A

4. Contract Overview Management Consulting Services Contract 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 Contract Objectives Contractor Responsibilities Q&A

5. 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

6. Contract Overview Financial and Performance Audits Contract 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 Contract Objectives Contractor Responsibilities Q&A

7. 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

8. Contract Objectives Management Consulting Services & Financial and Performance Audits • Easier to use for customers and contractors • Meaningful competition between contractors • Pricing options (hourly rate & project-based) Contract Overview Contract Objectives Contractor Responsibilities Q&A

9. Easier To Use Management Consulting Services & Financial and Performance Audits • One category of services per contract • Simplified price sheet • Smaller number of vendors Contract Overview Contract Objectives Contractor Responsibilities Q&A

10. Meaningful Competition Management Consulting Services & Financial and Performance Audits • Contract’s RFQ Requirement (Exhibit A, s. 18) • Customers must RFQ all contractors for all projects • Increases competition for price and services • Contractors are not required to compete on every RFQ • OK for customers to compete and negotiate lower rates • Hourly rates are “not-to-exceed” prices • Contractors should expect Customers will negotiate lower rates Contract Overview Contract Objectives Contractor Responsibilities Q&A

11. 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 • Customers must RFQ all contractors for all projects • Customers can negotiate lower hourly rates Contract Overview Contract Objectives Contractor Responsibilities Q&A

12. Project-Based Pricing Option Management Consulting Services & Financial and Performance Audits • May be used for projects with complex requirements • Customers must RFQ all contractors for allprojects • Customers can negotiate lower project price Contract Overview Contract Objectives Contractor Responsibilities Q&A

13. Contractor Responsibilities Management Consulting Services & Financial and Performance Audits • Reporting • Forms & Documentation • Review Meetings • Contract Marketing Contract Overview Contract Objectives Contractor Responsibilities Q&A

14. Reporting Management Consulting Services & Financial and Performance Audits • Quarterly Sales Reports • Must use Form 2: Contract Quarterly Report (MS Excel) • Due within 30 calendar days of the end of each quarter • Submit to Corina Chiorescu, Contract Manager • Transaction Fee Reporting • One percent fee on all sales under the contract • Submit to MyFloridaMarketPlace through Vendor Information Portal (VIP) Contract Overview Contract Objectives Contractor Responsibilities Q&A

15. Forms & Documentation Management Consulting Services & Financial and Performance Audits • Contact Information and Ordering Instructions (Form 3) • Subcontracting (Form 1) • Proof of Insurance • Preferred Pricing Affidavit • Required by Section 216.0113, F.S. • Must be submitted annually to Contract Manager Contract Overview Contract Objectives Contractor Responsibilities Q&A

16. Business Review Meetings Management Consulting Services & Financial and Performance Audits • Conducted periodically with each contractor • Topics that may be addressed: • Contractor performance • Sales reports • Customer service • Unresolved issues Contract Overview Contract Objectives Contractor Responsibilities Q&A

17. Contract Marketing Management Consulting Services & Financial and Performance Audits • Contract customers • State Agencies • Other Eligible Users • Contract-related marketing materials must be approved by State Purchasing (PUR 1000, s. 28) • Use of the Florida State Seal is regulated by Department of State http://www.flheritage.com/facts/symbols/seals.cfm Contract Overview Contract Objectives Contractor Responsibilities Q&A

18. Q & A Management Consulting Services & Financial and Performance Audits Any questions? Contract Overview Contract Objectives Contractor Responsibilities Q&A

19. Contact Information • Corina Chiorescu, Contract Manager, (850) 921-0030; corina.chiorescu@dms.myflorida.com • MyFloridaMarketPlace - Vendor Information Portalhttp://vendor.myfloridamarketplace.com • MyFloridaMarketPlace Customer Service Desk(866) 352-3776; vendorhelp@myfloridamarketplace.com

20. Helpful Links • MyFloridaMarketPlace - Vendor Information Portalhttp://vendor.myfloridamarketplace.com • MFMP Transaction Fee & Reporting • Vendor Toolkit

21. Appendix

22. 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

23. 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

24. Statement 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