Overview of Chapter 287, F.S., 60A-1, F.A.C., and Other Materials Related to Florida Purchasing Summer, 2008

Goal: - Familiarity - Foundation

Why? -Statutory -Accountability -Good Business Practice

High Level

High Level Part III – Code of Ethics Public Records APA Financial Matters STO Public Printing Public Meetings Public Purchasing RESPECT UCC Theft, Robbery and Related Crimes Computer Related Crimes Bribery; Misuse of Public Office Offences by Public Officers and Employees PRIDE

High Level Public Records Public Meetings Public Purchasing

Ch. 287, F.S. High Level Legislative intent Definitions Purchasing categories Purpose of department Powers, duties, and functions.

CCNA STC Procurement of Commodities or Contractual services thru FEGA Contract document Contracts which require annual appropriation; contingency statement Prohibited actions by contractor personnel Materially interested contractor; prohibition on certain activities Project Management Professionals training for personnel involved in managing outsourcings; funding

Commodities manufactured, grown, or produced in state given preference Preference to Florida businesses Preference to businesses with drug-free workplace programs Preference to certain foreign manufacturers MBE and OSD PRIDE Legislative intent with respect to integrity of public contracting and purchasing process Public entity crime Discrimination; denial or revocation of the right to transact business with public entities Surcharge on users of state term contracts; deposit of proceeds collected

Focus Legislative intent Powers, duties, and functions STC Procurement of Commodities or Contractual services Contract document

fair and open competition reduce the appearance and opportunity for favoritism inspires public confidence that contracts are awarded equitably and economically curbing any improprieties establish public confidence adherence to ethical considerations

Suspended vendor list RESPECT and PRIDE Rulemaking authority Delegation of Purchasing Authority Alternate Source Contracts

ITB, RFP and ITN Exceptions Negotiate if less than one responsive bid No dividing procurements Extension provision Renewal Certified contract negotiators and PMPs

State Term Contract Utilization –Who? –How?

Contract Document

Except as provided, contracts for services that have a value of greater than $25,000 shall be written, have all contractual conditions contained therein, which shall include the following: (a) A provision that bills for fees or other compensation for services or expenses be submitted in detail sufficient for a proper preaudit and postaudit; (b) A provision that bills for any travel expenses be submitted in accordance with s ; ; (c) A provision allowing unilateral cancellation by the agency for refusal by the contractor to allow public access to public records made or received that relate to the contract; (d) Divide and identify all contract deliverables that must be received before payment; (e) A provision specifying the criteria and the final date by which such criteria must be met for completion of the contract; and (f) Renewal provision (contract may be renewed for a period that may not exceed 3 years or the term of the original contract, whichever period is longer) specifying the renewal price for the contractual service as set forth in the bid.

Is this it?

60A-1 Division of Purchasing General Regulations

60A-1 60A Definitions. 60A Purchase of Commodities or Contractual Services. 60A Eligible Users. 60A Vendors and Contractors. 60A Standards and Specifications. 60A Identical Evaluations of Responses. 60A Purchasing Categories and Adjustments Thereto. 60A Insurance. 60A Contract and Purchase Order Requirements. 60A Acquisition of Commodities through Construction Contracts or Contracts Which Include Services.

continued 60A Electronic Posting of Decisions and Intended Decisions. 60A State Purchasing Agreements. 60A Interagency Planning and Cooperation. 60A MyFloridaMarketPlace Vendor Registration. 60A MyFloridaMarketPlace Transaction Fee. 60A MyFloridaMarketPlace Transaction Fee Exceptions. 60A Solicitation Requirements. 60A Request for Information.

concluded 60A Request for Quotes. 60A State Term Contracts; Usage and Exclusivity; Exceptions. 60A Single Source Purchases of Commodities or Contractual Services. 60A Emergency Purchases of Commodities or Contractual Services. 60A Alternate Contract Sources of Commodities and Services. 60A Renewal and Extension. 60A Present Value Methodology.

PUR Forms PUR 1000 PUR 1001

Questions?