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

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

4. Contract Overview Management Consulting Services Contractors
Contract Number:
Contract Term: Three years / three optional one-year renewals
Expiration Date: 1/14/2017
Commodity Code:
Contractors
Contract Overview
Contract Objectives
Contractor Responsibilities
Q&A

5. Contract Overview – STC Webpage

6. Contract Overview Financial and Performance Audits Contractors
Contract Number:
Contract Term: Three years / three optional one-year renewals
Expiration Date: 1/14/2017
Commodity Code:
Contractors
Contract Overview
Contract Objectives
Contractor Responsibilities
Q&A
Carr, Riggs & Ingram
KPMG
Ernst & Young
McGladrey
Grant Thornton
Thomas Howell Ferguson

7. Contract Overview – STC Webpage

8. Management Consulting Services & Financial and Performance Audits
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. Management Consulting Services & Financial and Performance Audits
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 all projects
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. Management Consulting Services & Financial and Performance Audits
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. Management Consulting Services & Financial and Performance Audits
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 , 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. Management Consulting Services & Financial and Performance Audits
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
Contract Overview
Contract Objectives
Contractor Responsibilities
Q&A

18. Management Consulting Services & Financial and Performance Audits
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) ;
MyFloridaMarketPlace - Vendor Information Portal
MyFloridaMarketPlace Customer Service Desk (866) ;

20. Helpful Links
MyFloridaMarketPlace - Vendor Information Portal
MFMP Transaction Fee & Reporting
Vendor Toolkit

21. Appendix

22. Management Consulting Services
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. Financial and Performance Audits
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. Management Consulting Services & Financial and Performance Audits
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