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

2. 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

3. ROAD MAP TO EXCELLENCE IN CONTRACTING Executive Summary – June 2003  This audit was comprised of almost 500 audit findings about contracting in the State over a three-year period.

4. ROAD MAP TO EXCELLENCE IN CONTRACTING Executive 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.

5. ROAD MAP TO EXCELLENCE IN CONTRACTING Executive Summary – June 2003  Auditors repeatedly found inconsistent guidelines and practices in an environment that failed to encourage improvement.

6. ROAD MAP TO EXCELLENCE IN CONTRACTING Findings – 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.

7. ROAD MAP TO EXCELLENCE IN CONTRACTING Findings – 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.

8. THE 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

9. PART 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.

10. PART TWO, CERTIFICATION  Second, certification to encourage and recognize the professional development and service provided by Florida purchasing professionals who complete these programs

11. WHO 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.

12. COURSE SCHEDULE & FEES  Course schedules and fees are published on the Division of State Purchasing’ website: http://dms.myflorida.com/dms/purchas ing/florida_s_public_purchasing_traini ng_and_certification http://dms.myflorida.com/dms/purchas ing/florida_s_public_purchasing_traini ng_and_certification

13. COURSE SCHEDULE 1.Sourcing in the Public Sector 2.Planning, Scheduling and Requirement Analysis 3.Developing and Managing RFP’s 4.Legal Aspects 5.Public Purchasing in Florida 6.Contract Administration 7.Contract Administration in Florida 8.Best Practices in Grant & Contract Management 9.Negotiation Strategies and Techniques 10.Negotiation in Florida 11.Project Management Professional (PMP)

14. CERTIFICATIONS OFFERED  Project Management Institute (PMI)  Project Management Professional (PMP)

15. CERTIFICATIONS OFFERED  Universal Public Purchasing Certification Council (UPPCC which consists of NIGP & NASPO)  Certified Professional Public Buyer (CPPB)  Certified Public Purchasing Officer (CPPO)

16. CERTIFICATIONS OFFERED  FLORIDA CERTIFICATIONS  Florida Certified Purchasing Agent – FCPA  Florida Certified Purchasing Manager - FCPM  Florida Certified Contract Manager – FCCM  Florida Certified Contract Negotiator - FCCN

17. FLORIDA CERTIFICATE

18. CPPB/CPPO LEAP COURSE OFFERINGS  Sourcing in the Public Sector  Planning, Scheduling & Requirement Analysis  Developing and Managing RFP’s  Legal Aspects  Contract Administration

19. 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

20. 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.

21. 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.

22. 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)

23. 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.

24. 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.

25. 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

26. 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

27. AT YOUR SERVICE  Cyndee Sams, Training, Vendor & Customer Service Manager (850) 921-0266 cyndee.sams@dms.myflorida.com cyndee.sams@dms.myflorida.com  Charles Covington, Director of State Purchasing, CPPB, FCPM, FCPA, FCCN, FCCM (850) 487-3964 charles.covington@dms.myflorida.com charles.covington@dms.myflorida.com