Customer Orientation Meeting New State Term Contracts for

Customer Orientation Meeting New State Term Contracts for Management Consulting Services & Financial and Performance Audits January 23, 2014 Craig J. Nichols, Secretary

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

Table of Contents • Contract Overview • What’s New • How To Use The Contract • Q&A 3

Contract Overview Table of Contents Contract Overview What’s New How To Use The Contract Q&A 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 4

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_services 2 5

Contract Overview Table of Contents Contract Overview What’s New How To Use The Contract Q&A 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 • Carr, Riggs & Ingram • KPMG • Ernst & Young • Mc. Gladrey • Grant Thornton • Thomas Howell Ferguson 6

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 7

Table of Contents What’s New Contract Overview Management Consulting Services & Financial and Performance Audits What’s New 1. Easier to use How To Use The Contract 2. Meaningful competition 3. Pricing options Q&A 8

Table of Contents Easier To Use Contract Overview Management Consulting Services & Financial and Performance Audits What’s New • One category of services per contract How To Use The Contract • Simplified price sheet • Manageable number of vendors Q&A 9

Table of Contents Meaningful Competition Contract Overview Management Consulting Services & Financial and Performance Audits What’s New • Contract’s RFQ Requirement (Exhibit A, s. 18) How To Use The Contract Q&A – Must RFQ all contractors for all projects – Increases competition for price and services • OK to compete and negotiate lower rates – Hourly rates are “not-to-exceed” prices – Customers can negotiate lower rates 10

Hourly Rate Pricing Option Table of Contents Contract Overview What’s New How To Use The Contract Q&A Management Consulting Services & Financial and Performance Audits • Price sheets list ceiling hourly rates for five positions – – – Principal Senior Consultant Junior Consultant Program & Administrative Support • Must RFQ all contractors for all projects • Customers can negotiate lower hourly rates 11

Table of Contents Contract Overview Project-Based Pricing Option Management Consulting Services & Financial and Performance Audits What’s New • May be used for projects with complex requirements How To Use The Contract • Must RFQ all contractors for all projects Q&A • Customers should require contractor to fully detail pricing 12

Table of Contents How To Use This Contract Overview Management Consulting Services & Financial and Performance Audits What’s New • Review the scope of services How To Use The Contract • Create a request for quote (RFQ) (Exhibit A, s. 18) Q&A • Negotiate price and service • Send RFQs to ALL vendors for ALL projects • Select a contractor • Document project details in a Statement of Work 13

Table of Contents Contract Overview Q&A Management Consulting Services & Financial and Performance Audits What’s New How To Use The Contract Any questions? Q&A 14

Contact Information • Corina Chiorescu, Contract Manager, (850) 921 -0030 corina. chiorescu@dms. myflorida. com • My. Florida. Market. Place https: //buyer. My. Florida. Market. Place. com/Buyer/Mai n • My. Florida. Market. Place Customer Service Desk (866) 352 -3776 Buyer. Help@My. Florida. Market. Place. com 15

Appendix 16

Table of Contents Contract Overview What’s New Pricing How To Use The Contract Q&A 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 17

Scope of Services Table of Contents Contract Overview What’s New Pricing How To Use The Contract 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 Q&A 18

Table of Contents Contract Overview What’s New Pricing How To Use The Contract Travel Expenses Management Consulting Services & Financial and Performance Audits • All bills for travel reimbursement must be approved in writing by the customer • All bills for travel reimbursement must be submitted in accordance with s. 112. 061, F. S. Q&A 19

Statement of Work Table of Contents Management Consulting Services & Financial and Performance Audits Contract Overview • What’s New • How To Use The Contract Q&A • 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) 20