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Fall Workshop October 23, 2009. Agenda. Charles Covington Opening Remarks and Introduction Sunset Review American Recovery and Reinvestment Act of 2009 Legislative Session Training Ellen Potts Florida Climate-Friendly Preferred Products List Bureau of Commodity Sourcing Stu Potlock

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slide1

Fall Workshop

October 23, 2009

agenda
Agenda
  • Charles Covington
    • Opening Remarks and Introduction
    • Sunset Review
    • American Recovery and Reinvestment Act of 2009
    • Legislative Session
    • Training
  • Ellen Potts
    • Florida Climate-Friendly Preferred Products List
    • Bureau of Commodity Sourcing
  • Stu Potlock
    • Bureau of Technology & Special Programs Sourcing
  • Contact Information
  • Questions and Answers
organizational overview sunset review presentation october 23 2009

Organizational OverviewSunset ReviewPresentation October 23, 2009

Charles W. Covington

Director of State Purchasing

state purchasing
State Purchasing
  • Presenter:
    • Charles W. Covington, Director

CPPO, CPPB, FCPM, FCPA, FCCN, FCCM

  • Mission:
    • To provide smarter, better, faster purchasing services to deliver innovative, resource saving solutions
state purchasing1
State Purchasing
  • Program Activities:
    • Develop State Term Contracts, State Purchasing Agreements and evaluate Alternate Contract Sources
    • Provide an eProcurement tool-MyFloridaMarketPlace
    • Develop and administer a purchasing professional training and certification program
    • Provide guidance on development, interpretation and use of Florida Statutes and Florida Administrative Codes for purchasing and contracting of commodities and services
state purchasing2
State Purchasing
  • Program Activity:
    • Develop State Term Contracts, State Purchasing Agreements and evaluate Alternate Contract Sources
  • Description:
    • Develop contracts in partnership with agencies, political subdivisions and vendors to provide state and local governments with reduced prices for commodities and services
  • Why the state needs to do it:
    • To save money, improve quality and service and increase efficiencies
state purchasing3
State Purchasing
  • Program Activity:
    • Provide an eProcurement tool (MFMP)
  • Description:
    • MFMP is a user-friendly Internet portal that connects state agencies buyers with more than 100,000 vendors
  • Why the state needs to do it:
    • MyFloridaMarketPlace generates process efficiencies
    • Provides visibility into what the state buys so we can negotiate better pricing based on aggregation of spend
    • Provide the state with electronic internet-based transactions
    • Create a consistent, more efficient way of doing business with the state
    • Less paperwork and fewer manual steps
    • Improved compliance with purchasing policies
state purchasing4
State Purchasing
  • Program Activity:
    • Provide a Training and Certification Program in Procurement, Contract Negotiation and Project Management
  • Description:
    • Develop, train and certify purchasing professionals, contract negotiators and project managers
  • Why the state needs to do it:
    • This program was created as a result of the Inspector General of the Executive Office of the Governor Audit Report No. 2003-3 and 2006 Senate Bill 2518 signed into Florida Statute 287.057 (17)(b) and 287.076 on June 15, 2006
    • The application of the knowledge and skills offered by these programs will increase purchasing and contracting effectiveness
state purchasing5
State Purchasing
  • Program Activity:
    • Provide guidance on interpretation and use of Florida Statutes and Florida Administrative Codes for purchasing and contracting
  • Description:
    • Executive agencies and other eligible users, as defined in s. 287.012, F.S., rely on State Purchasing to provide interpretations of Chapter 287, Florida Statutes, and of Chapter 60A-1, Florida Administrative Code, the statutes and rules applicable to purchasing and contracting
  • Why the state needs to do it:
    • To promote fair and open competition. Reducing the appearance and opportunity for favoritism and inspire public confidence in the purchasing and contracting processes within the State
state purchasing6
State Purchasing
  • Customers we serve:
    • Buyers for
      • State agencies-13,800 users
      • Cities and municipalities
      • Counties
      • Other eligible users
    • Vendors
      • Over 100,000 registered vendors in MyFloridaMarketPlace
sunset review oppaga suggested validation procedures questions
Sunset Review - OPPAGA Suggested Validation Procedures Questions
  • Is the data part of the agency’s performance measurement system?
  • Do agency managers use the data to monitor staff or contractor performance?
  • How confident are program staff and other stakeholders in the reliability or accuracy of the data?
  • Is the data required for federal reporting purposes? If so, does the federal government test the data?
  • Can program staff or contractors manipulate the data?
  • How strong are the internal controls over the data?
sunset review agency report submission
Sunset Review Agency Report Submission

The inspector general should ensure that the agency report answers all the questions set forth in the Legislature’s report instructions and has been signed by the agency head and the inspector general.

the american recovery and reinvestment act of 2009

The American Recovery and Reinvestment Act of 2009

Energizing Florida’s Economy

Seminar on Florida Stimulus Package

University of South Florida

September 12, 2009

Tampa, Florida

www.flarecovery.com

the american recovery and reinvestment act of 2009 purposes
The American Recovery and Reinvestment Act of 2009Purposes

(1) To preserve and create jobs and promote economic recovery.

(2) To assist those most impacted by the recession.

(3) To provide investments needed to increase economic efficiency by spurring technological advances in science and health.

(4) To invest in transportation, environmental protection, and other infrastructure that will provide long-term economic benefits.

(5) To stabilize State and local government budgets, in order to minimize and avoid reductions in essential services and counterproductive State and local tax increases.

14

slide15

OrganizingThe Task

  • Chief Inspector General
  • Agency Inspectors
  • General
  • Director of Open
  • Government
  • Chief Financial Officer
  • Auditor General
  • Attorney General
  • Office of Program
  • Policy Analysis &
  • Government
  • Accountability

The People

The Governor

Working Group

Core Team

Fiscal Integrity Transparency & Accountability

Implementation

Team

  • State Agencies
  • Office of Policy and
  • Budget
  • Florida’s Washington
  • Office
  • Local Government
  • Other Stakeholders

15

slide16

Overview of the Act

Division A Appropriation Provisions

Division B Tax, Unemployment, Health, State Fiscal Relief, and Other Provisions

House Ways and Means Committee

House and Senate Appropriations Committees

House Energy and Commerce Committee

Senate Finance Committee

16

slide17

Division A Appropriation Provisions

  • TITLE XII—TRANSPORTATION, HOUSING AND URBAN
  • DEVELOPMENT, AND RELATED AGENCIES
  • TITLE XIII—HEALTH INFORMATION TECHNOLOGY
  • TITLE XIV—STATE FISCAL STABILIZATION FUND
  • TITLE XV—ACCOUNTABILITY AND TRANSPARENCY
  • TITLE XVI—GENERAL PROVISIONS—THIS ACT
  • TITLE I—AGRICULTURE, RURAL DEVELOPMENT, FOOD AND DRUG ADMINISTRATION, AND RELATED AGENCIES
  • TITLE II—COMMERCE, JUSTICE, SCIENCE, AND RELATED AGENCIES
  • TITLE III—DEPARTMENT OF DEFENSE
  • TITLE IV—ENERGY AND WATER DEVELOPMENT
  • TITLE V—FINANCIAL SERVICES AND GENERAL GOVERNMENT
  • TITLE VI—DEPARTMENT OF HOMELAND SECURITY
  • TITLE VII—INTERIOR, ENVIRONMENT, AND RELATED AGENCIES
  • TITLE VIII—DEPARTMENTS OF LABOR, HEALTH AND HUMAN SERVICES, AND EDUCATION, AND RELATED AGENCIES
  • TITLE IX—LEGISLATIVE BRANCH
  • TITLE X—MILITARY CONSTRUCTION AND VETERANS AFFAIRS AND RELATED AGENCIES
  • TITLE XI—STATE, FOREIGN OPERATIONS, AND RELATED PROGRAMS

Division B Tax, Unemployment, Health, State Fiscal Relief, and Other Provisions

  • TITLE I—TAX PROVISIONS
  • TITLE II—ASSISTANCE FOR UNEMPLOYED WORKERS AND STRUGGLING FAMILIES
  • TITLE III—PREMIUM ASSISTANCE FOR COBRA BENEFITS
  • TITLE IV—MEDICARE AND MEDICAID HEALTH INFORMATION TECHNOLOGY; MISCELLANEOUS MEDICARE PROVISIONS
  • TITLE V—STATE FISCAL RELIEF
  • TITLE VI—BROADBAND TECHNOLOGY OPPORTUNITIES PROGRAM
  • TITLE VII—LIMITS ON EXECUTIVE COMPENSATION

17

slide18

Education Funding

Division A Appropriation Provisions

  • TITLE XII—TRANSPORTATION, HOUSING AND URBAN
  • DEVELOPMENT, AND RELATED AGENCIES
  • TITLE XIII—HEALTH INFORMATION TECHNOLOGY
  • TITLE XIV—STATE FISCAL STABILIZATION FUND
  • TITLE XV—ACCOUNTABILITY AND TRANSPARENCY
  • TITLE XVI—GENERAL PROVISIONS—THIS ACT
  • TITLE I—AGRICULTURE, RURAL DEVELOPMENT, FOOD AND DRUG ADMINISTRATION, AND RELATED AGENCIES
  • TITLE II—COMMERCE, JUSTICE, SCIENCE, AND RELATED AGENCIES
  • TITLE III—DEPARTMENT OF DEFENSE
  • TITLE IV—ENERGY AND WATER DEVELOPMENT
  • TITLE V—FINANCIAL SERVICES AND GENERAL GOVERNMENT
  • TITLE VI—DEPARTMENT OF HOMELAND SECURITY
  • TITLE VII—INTERIOR, ENVIRONMENT, AND RELATED AGENCIES
  • TITLE VIII—DEPARTMENTS OF LABOR, HEALTH AND HUMAN SERVICES, AND EDUCATION, AND RELATED AGENCIES
  • TITLE IX—LEGISLATIVE BRANCH
  • TITLE X—MILITARY CONSTRUCTION AND VETERANS AFFAIRS AND RELATED AGENCIES
  • TITLE XI—STATE, FOREIGN OPERATIONS, AND RELATED PROGRAMS

$2.7 billion in

State Fiscal Stabilization Fund

Division B Tax, Unemployment, Health, State Fiscal Relief, and Other Provisions

$1.36 billion in

Education Funds

  • TITLE I—TAX PROVISIONS
  • TITLE II—ASSISTANCE FOR UNEMPLOYED WORKERS AND STRUGGLING FAMILIES
  • TITLE III—PREMIUM ASSISTANCE FOR COBRA BENEFITS
  • TITLE IV—MEDICARE AND MEDICAID HEALTH INFORMATION TECHNOLOGY; MISCELLANEOUS MEDICARE PROVISIONS
  • TITLE V—STATE FISCAL RELIEF
  • TITLE VI—BROADBAND TECHNOLOGY OPPORTUNITIES PROGRAM
  • TITLE VII—LIMITS ON EXECUTIVE COMPENSATION

18

slide19

Infrastructure Funding

Division A Appropriation Provisions

Over $470 million for Energy

  • TITLE XII—TRANSPORTATION, HOUSING AND URBAN
  • DEVELOPMENT, AND RELATED AGENCIES
  • TITLE XIII—HEALTH INFORMATION TECHNOLOGY
  • TITLE XIV—STATE FISCAL STABILIZATION FUND
  • TITLE XV—ACCOUNTABILITY AND TRANSPARENCY
  • TITLE XVI—GENERAL PROVISIONS—THIS ACT

$1.4 billion for transportation

  • TITLE I—AGRICULTURE, RURAL DEVELOPMENT, FOOD AND DRUG ADMINISTRATION, AND RELATED AGENCIES
  • TITLE II—COMMERCE, JUSTICE, SCIENCE, AND RELATED AGENCIES
  • TITLE III—DEPARTMENT OF DEFENSE
  • TITLE IV—ENERGY AND WATER DEVELOPMENT
  • TITLE V—FINANCIAL SERVICES AND GENERAL GOVERNMENT
  • TITLE VI—DEPARTMENT OF HOMELAND SECURITY
  • TITLE VII—INTERIOR, ENVIRONMENT, AND RELATED AGENCIES
  • TITLE VIII—DEPARTMENTS OF LABOR, HEALTH AND HUMAN SERVICES, AND EDUCATION, AND RELATED AGENCIES
  • TITLE IX—LEGISLATIVE BRANCH
  • TITLE X—MILITARY CONSTRUCTION AND VETERANS AFFAIRS AND RELATED AGENCIES
  • TITLE XI—STATE, FOREIGN OPERATIONS, AND RELATED PROGRAMS

Division B Tax, Unemployment, Health, State Fiscal Relief, and Other Provisions

  • TITLE I—TAX PROVISIONS
  • TITLE II—ASSISTANCE FOR UNEMPLOYED WORKERS AND STRUGGLING FAMILIES
  • TITLE III—PREMIUM ASSISTANCE FOR COBRA BENEFITS
  • TITLE IV—MEDICARE AND MEDICAID HEALTH INFORMATION TECHNOLOGY; MISCELLANEOUS MEDICARE PROVISIONS
  • TITLE V—STATE FISCAL RELIEF
  • TITLE VI—BROADBAND TECHNOLOGY OPPORTUNITIES PROGRAM
  • TITLE VII—LIMITS ON EXECUTIVE COMPENSATION

Over $290 million for the environment

19

slide20

Fiscal Relief

Division A Appropriation Provisions

  • TITLE XII—TRANSPORTATION, HOUSING AND URBAN
  • DEVELOPMENT, AND RELATED AGENCIES
  • TITLE XIII—HEALTH INFORMATION TECHNOLOGY
  • TITLE XIV—STATE FISCAL STABILIZATION FUND
  • TITLE XV—ACCOUNTABILITY AND TRANSPARENCY
  • TITLE XVI—GENERAL PROVISIONS—THIS ACT
  • TITLE I—AGRICULTURE, RURAL DEVELOPMENT, FOOD AND DRUG ADMINISTRATION, AND RELATED AGENCIES
  • TITLE II—COMMERCE, JUSTICE, SCIENCE, AND RELATED AGENCIES
  • TITLE III—DEPARTMENT OF DEFENSE
  • TITLE IV—ENERGY AND WATER DEVELOPMENT
  • TITLE V—FINANCIAL SERVICES AND GENERAL GOVERNMENT
  • TITLE VI—DEPARTMENT OF HOMELAND SECURITY
  • TITLE VII—INTERIOR, ENVIRONMENT, AND RELATED AGENCIES
  • TITLE VIII—DEPARTMENTS OF LABOR, HEALTH AND HUMAN SERVICES, AND EDUCATION, AND RELATED AGENCIES
  • TITLE IX—LEGISLATIVE BRANCH
  • TITLE X—MILITARY CONSTRUCTION AND VETERANS AFFAIRS AND RELATED AGENCIES
  • TITLE XI—STATE, FOREIGN OPERATIONS, AND RELATED PROGRAMS

Over $4 billion from enhanced

Medicaid matching funds

Division B Tax, Unemployment, Health, State Fiscal Relief, and Other Provisions

  • TITLE I—TAX PROVISIONS
  • TITLE II—ASSISTANCE FOR UNEMPLOYED WORKERS AND STRUGGLING FAMILIES
  • TITLE III—PREMIUM ASSISTANCE FOR COBRA BENEFITS
  • TITLE IV—MEDICARE AND MEDICAID HEALTH INFORMATION TECHNOLOGY; MISCELLANEOUS MEDICARE PROVISIONS
  • TITLE V—STATE FISCAL RELIEF
  • TITLE VI—BROADBAND TECHNOLOGY OPPORTUNITIES PROGRAM
  • TITLE VII—LIMITS ON EXECUTIVE COMPENSATION

20

how recovery act funds flow
How Recovery Act Funds Flow

Federal Agencies

Local Government

State Legislature

Community Agencies & Businesses

Floridians

State Agencies

21

slide23
Funding from Recovery ActOver $14.1 BillionDoes not include most competitive grants or funds directly to local government

$3. 6 B

$491.45 M

$392.5 M

$4.37 B

$205.1 M

$1.88 B

$33 M

$86 M

$3.1 B

* FMAP is the Federal Medicaid Assistance Percentage (the percentage of federal matching funds)

23

Note: fiscal year amounts may change during appropriations process

competitive grants
Competitive Grants

Download the “Funding Guide” document from FlaRecovery.com for more tips.

  • The Recovery Act contains approximately $85 billion in funds that will be awarded competitively by Federal agencies.
  • To find competitive grants
    • Check the “Documents” link on FlaRecovery.com.
    • Register with grants.gov and check that site often.
    • Register with FBO.gov(Federal Business Opportunities) and check that site often
  • For State competitive opportunities, register and check the vendor link at MyFloridaMarketplace.com

24

examples competitive opportunities in progress
ExamplesCompetitive Opportunities in Progress
  • Broadband Technologies Opportunity Program
    • $7.2 billion (NTIA $4.7 B, RUS $2.5 B)
    • Broadband Policy Strategy Group (DMS)
    • Phase I applications – August 21, 2009.
  • High-Speed Rail
    • Pre-application submitted July 10, 2009
    • Full application due October 2, 2009

NTIA - National Telecommunications and Information Administration (Commerce)

RUS - Rural Utilities Service (Agriculture)

slide26

FlaRecovery.com

Documents include copies of the law, detailed lists of projects, helpful guides on applying for funds, official certifications, information on federal competitive grant announcements, and many other resources.

26

small business administration recovery act provisions
Small Business AdministrationRecovery Act Provisions

More information at http://training.sba.gov:8000/recoverybill

Temporary elimination of loan fees

Higher loan guarantees

Secondary market liquidity for Section 7(a) loans

New small business loan program (ARC Stabilization Loans)

Increase availability of micro-loans

Surety bond program expansion

Secondary market for first mortgages associated with Section 504 CDC loans

Expanded refinancing project for Section 504 loans

Increase the availability of equity capital (SBIC program expansion)

27

tax provisions
Tax Provisions

Comprehensive list of tax provisions available at:

http://flarecovery.com/_resources/provisions/prb021209.pdf

Tax relief for Individuals and Families

Tax incentives for Business

Manufacturing Recovery Provisions

Economic Recovery Tools

Infrastructure Financing Tools

Reinvestment in Renewable Energy

29

slide30

Tax Provisions

19 page summary of tax provisions compiled by the U.S. Congress, House Ways & Means Committee and the Senate Finance Committee

30

slide31

Grants.gov

Recovery Act Grant Opportunities

slide32

Grants.gov

Recovery Act Opportunities

florida s fair share
Florida’s Fair Share

Existing Allocation Formulas

Education

Medicaid

Energy

percentage point increase medicaid matching percentage under recovery act
Percentage Point IncreaseMedicaid Matching Percentage Under Recovery Act

Florida - 67.64% minus 55.40 equals 12.24%

energy efficiency conservation block grant allocation formula partial
Energy Efficiency & Conservation Block Grant Allocation Formula (partial)

Energy Grant Florida Share

EECBG 6.5%

State Energy Program 4.3%

Weatherization 3.8%

accountability and transparency
Accountability and Transparency
  • Transparency and Oversight Requirements
    • Certifications for infrastructure investments
    • Reporting requirements on all recipients of funds (other than individuals)
    • Review by CBO and GAO
    • Reviews by Federal Inspectors General
  • Recovery Accountability and Transparency Board
  • Recovery Independent Advisory Panel

41

additional accountability and transparency requirements
Additional Accountability and Transparency Requirements
  • SET-ASIDE FOR STATE AND LOCAL GOVERNMENT REPORTING AND RECORDKEEPING
  • PROTECTING STATE AND LOCAL GOVERNMENT AND CONTRACTOR WHISTLEBLOWERS.
  • SPECIAL CONTRACTING PROVISIONS.

To the maximum extent possible, contracts funded under this Act shall be awarded as fixed-price contracts through the use of competitive procedures. A summary of any contract awarded with such funds that is not fixed-price and not awarded using competitive procedures shall be posted in a special section of the website established in section 1526.

  • PREFERENCE FOR QUICK-START ACTIVITIES
  • PERIOD OF AVAILABILITY

All funds appropriated in this Act shall remain available for obligation until September 30, 2010, unless expressly provided otherwise in this Act.

  • LIMIT ON FUNDS

None of the funds appropriated or otherwise made available in this Act may be used by any State or local government, or any private entity, for any casino or other gambling establishment, aquarium, zoo, golf course, or swimming pool.

  • BUY AMERICAN - USE OF AMERICAN IRON, STEEL, AND MANUFACTURED GOODS.
  • WAGE RATE REQUIREMENTS

Laborers and mechanics shall be paid prevailing wages consistent with the Davis-Bacon Act.

reporting requirements
Reporting Requirements

RECIPIENT REPORTS.—Not later than 10 days after the end of each calendar quarter, each recipient that received recovery funds from a Federal agency shall submit a report to that agency that contains—

(1) the total amount of recovery funds received from that agency;

(2) the amount of recovery funds received that were expended or obligated to projects or activities; and

(3) a detailed list of all projects or activities for which recovery funds were expended or obligated, including—

(A) the name of the project or activity;

(B) a description of the project or activity;

(C) an evaluation of the completion status of the project or activity;

(D) an estimate of the number of jobs created and the number of jobs retained by the project or activity; and

(E) for infrastructure investments made by State and local governments, the purpose, total cost, and rationale of the agency for funding the infrastructure investment with funds made available under this Act, and name of the person to contact at the agency if there are concerns with the infrastructure investment.

(4) Detailed information on any subcontracts or subgrantsawarded by the recipient to include the data elements required to comply with the Federal Funding Accountability and Transparency Act of 2006 .

43

slide44

Federal Reporting Process

(As Described on Webinars Held July 20 – 23)

FederalReporting.gov

Recovery.gov

FlaRecovery.com

Recipient

Recipient

Recipient

Sub-recipient

Sub-recipient

Sub-recipient

slide45

Florida’s Planned Reporting Process

FederalReporting.gov

Recovery.gov

FlaRecovery.com

FlaReporting

Reviewer

Recipient

Recipient

Recipient

  • Office of Economic Recovery
  • OPB Reviewers
  • IG & Accountability Reviewers

Sub-recipient

Sub-recipient

Sub-recipient

45

gao oversight
GAO Oversight
  • The U.S. Government Accountability Office (GAO) has been given oversight responsibility by the Congress.
  • GAO has selected 16 States, including Florida, for special focus during implementation of the Recovery Act.

46

legislative session sb 712 chapter 2009 217 laws of fl
Legislative SessionSB 712 (Chapter 2009-217, Laws of FL)
  • This bill creates Section 189.4221, F.S. The new language will allow municipalities, counties, and special districts to purchase commodities or contractual services by utilizing purchasing agreements from other municipalities, counties and special districts. The purchasing agreements must be competitively procured utilizing competitive bid, requests for proposals, requests for qualifications, competitive solicitation, or competitive negotiations, and must also be in compliance with general laws. The purchasing agreement must also meet the procurement requirements of the municipality, county, or special district attempting to utilize it.
legislative session sb 712 chapter 2009 217 laws of fl1
Legislative SessionSB 712 (Chapter 2009-217, Laws of FL)
  • This bill allows municipalities, counties, and special districts not previously authorized, to “piggyback” on other municipalities, counties, and special district contracts, provided certain criteria are met.
  • This was signed by the Governor with an effective date of July 1, 2009.
legislative session sb 2694
Legislative SessionSB 2694
  • This bill prohibits an agency or branch of state government from contracting to pay, without legislative authority, liquidated damages or any other moneys resulting from the breach or early termination of a contract, from contracting to pay interest because of insufficient budget authority to pay an obligation in the current year, or from obligating the state to make future-year payments to cover current-year payments because of an insufficiency of current-year appropriations. 
legislative session sb 2694 cont
Legislative SessionSB 2694 (cont.)
  • Also, the bill requires public officers provide at least 30 days notice to the Governor, President of the Senate and Speaker of the House, before entering into contracts or series of contracts between the same parties that: 1) require payments by the state in excess of $5 million a year; 2) require minimal or no payments by the state or authorize the other party to make expenditures in anticipation of revenues; or 3) require initial expenditures by the other party and provides that the other party will not receive payment from the state within 180 days after the expenditure. 
legislative session sb 2694 cont1
Legislative SessionSB 2694 (cont.)
  • Further, the bill requires that contracts identify the specific appropriation (absent approval by the legislature), that contracts contain language that allow for termination by the state upon 30 days’ written notice of a budget deficit event as identified in the bill, that contracts in excess of $25,000 be signed by the agency head, and that for contracts which exceed 12 months be certified in writing by the agency head that the chapter 216 requirements are satisfied. 
legislative session sb 2694 cont2
Legislative SessionSB 2694 (cont.)
  • Lastly, the bill states that willful violation of these provisions are criminal and the resulting contract is null and void.
  • This bill was passed by the Legislature, but was vetoed by the Governor.
legislative session ch 2009 15 laws of florida cs sb 44 a
Legislative SessionCh. 2009-15, Laws of Florida (CS/SB 44-A)
  • Requires agencies to review existing and proposed contracts with private and public-private providers in order to reduce contract payments without decreasing the level or quality of services. Agencies are authorized to renegotiate contracts in order to achieve better savings.
  • However, the bill also states that these mandates are “notwithstanding any provision of law to the contrary,” so agencies must work within the parameters of statute and rule.
  • This mandate expired July 1, 2009.
legislative session ch 2009 15 laws of florida cont
Legislative SessionCh. 2009-15, Laws of Florida (cont.)
  • Travel for each state agency is limited, until July 1, 2009, to travel supporting activities that are critical to the state agency’s mission.
  • State funds are not to be used for state employee travel to conferences, other states, training, or other administrative functions unless the agency head deems the travel critical to the agency’s mission.
  • These limitations are still in place for most state agencies even though the mandate expired July 1, 2009.
rulemaking update
Rulemaking Update
  • Rule revision for Rule 60A-1.044, F.A.C.
  • Removed the exceptions for state term contract use.
  • Revised version was posted in F.A.W. effective October 1, 2009.
possible upcoming legislative initiatives
Possible Upcoming Legislative Initiatives
  • Revise language to make negotiation team planning and strategy sessions exempt from the public meeting laws.
  • Provide specific legislative authority to provide DMS with the rulemaking authority to establish exceptions to the use of state term contracts.
  • Adjust the threshold amounts for the purchasing categories.
  • Define purchasing agreement, as used in Section 287.056, F.S.
possible upcoming legislative initiatives1
Possible Upcoming Legislative Initiatives
  • Specifically allow DMS to designate an alternate contract source (ACS) as mandatory or optional.
  • Amend posting requirements to exempt procurements related to Chapter 287, F.S. from the FAW requirement and limit postings to the VBS.
  • Provide specific legislative authority to enter into or lead cooperative purchasing with other states.
training certification
Training & Certification
  • Purchasing Certifications were five years old on August 19, 2009.
  • State Purchasing is in the process of creating on-line training for the required recertification seminars.
  • All Purchasing Certifications between August 19, 2009, and August 18, 2010, will be renewed for a one year period.
training certification1
Training & Certification
  • Requirements
    • Currently employed with the state or a political subdivision
    • Current CPPB/CPPO where previously required
    • Led one or participated in three or more federal, state or local government negotiated procurements during the preceding five (5) year certification period
    • Training will not be required for this one year period
    • An renewal application will be sent to all expiring certifications for this one year period
agenda1
Agenda
  • Charles Covington
    • Opening Remarks and Introduction
    • Sunset Review
    • American Recovery and Reinvestment Act of 2009
    • Legislative Session
    • Training
  • Ellen Potts
    • Florida Climate-Friendly Preferred Products List
    • Bureau of Commodity Sourcing
  • Stu Potlock
    • Bureau of Technology & Special Programs Sourcing
  • Contact Information
  • Questions and Answers
florida climate friendly preferred products list
Florida Climate-Friendly Preferred Products List
  • More than 15,000 state term contract products from 48 vendors including furniture, carpet, paper, IT, audio visual equipment and MRO items.
  • You can view the entire list at:

http://dms.myflorida.com/business_operations/state_purchasing/vendor_information/state_contracts_agreements_and_price_lists/florida_climate_friendly_preferred_products_list

  • Or you can now view applicable items on each state term contract home page.

For more information, contact Trey Collins at 850-488-7516.

bureau of commodity sourcing
Bureau of Commodity Sourcing

State Term Contracts for Motor Vehicles

  • Current contract is effective through October 31, 2009.
    • 91 Dodge and Jeep awards were impacted by Chrysler bankruptcy; 87 items were re-awarded.
  • New contract in development for November 1, 2009, effective date.
    • We anticipate posting intended awards on October 20.
    • New strategy for specification development.

Contact: Christopher Walker 850-488-7540

bureau of commodity sourcing1
Bureau of Commodity Sourcing

State Term Contract for Bulk Fuel: Gasoline & Diesel

  • Effective July 1, 2009, through June 30, 2014
  • Total of 268 awards (four awards per county)
  • Awarded transport deliveries only; no tank wagon awards.
  • Pricing reflected general market trends:
    • Pricing for E-10 improved significantly.
    • Pricing for ultra low sulfur and red dye diesel remained stable.
    • Pricing for bio-diesel is higher due to increasing demand and inconsistent supply.

Contact: David Bennett 850-921-4072

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Bureau of Commodity Sourcing

State Term Contract for Ammunition & Officers’ Equipment

  • Effective September 29, 2009, through September 28, 2010
  • Ammunition
    • Increased number of suppliers
    • Improved average discount from MSRP
  • Officers’ Equipment
    • Increased number of available brands
    • Improved average discount from MSRP
    • Includes Tasers

Contact: Mark Lovell 850-487-2304

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Bureau of Commodity Sourcing

Other New Contracts:

  • Medium & Heavy Trucks: effective 6/01/2009 through 9/30/2010
  • Tires: effective 7/1/2009 through 2/29/2012
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Bureau of Commodity Sourcing

Renewed Contracts:

  • Lawn Equipment: renewed through 2/16/2010
  • Body Armor: renewed through 2/02/2011
  • Carpet: renewed through 5/31/2010
  • Tools: renewed through 7/29/2010
  • Tissues & Towels: renewed through 7/31/2010
  • Water and Ice for Emergency Operations: renewed through 8/02/2010
  • Uniforms: renewed with VF Imagewear through 10/14/2014
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Bureau of Commodity Sourcing

Contracts and/or Categories in Analysis:

  • Electrical & Safety Equipment (expires 11/13/2009)
  • Can Liners (expires 12/31/2009)
  • Drug Screening Testing Devices (expires 1/31/2010)
  • Pest Control Services (expires 5/02/2010)
  • Fuel Card Services (expires 9/12/2010)
  • Drug Testing Services (new)
  • Universal and Hazardous Waste Disposal (new)
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Bureau of Commodity Sourcing

Active and Upcoming Solicitations:

  • Security Officer Services (active)
  • Construction, Industrial, Agricultural & Lawn Equipment
  • Tissues & Towels
  • Office Paper
  • Medical and Dental Supplies
  • Body Armor
agenda2
Agenda
  • Charles Covington
    • Opening Remarks and Introduction
    • Sunset Review
    • American Recovery and Reinvestment Act of 2009
    • Legislative Session
    • Training
  • Ellen Potts
    • Florida Climate-Friendly Preferred Products List
    • Bureau of Commodity Sourcing
  • Stu Potlock
    • Bureau of Technology & Special Programs Sourcing
  • Contact Information
  • Questions and Answers
bureau of technology special programs sourcing
Bureau of Technology & Special Programs Sourcing

State Term Contract for IT Consulting Services

  • Effective September 15, 2009, through August 31, 2012
  • Includes over 400 vendors
  • Includes 384 distinct IT consulting positions, an attachment for descriptions of all 384 positions under the four Project Areas of Analysis & Design, Development & Integration, Operational & Support and Staff Augmentation.
  • Historical spend under this contract has been approximately $300 million annually.

Contact Holly Merrick 850-488-7804

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Bureau of Technology & Special Programs Sourcing

Alternate Contract Source (ACS) for Commercial Off-the-Shelf Software: SHI via the State of Arkansas State Contract

    • Limited to Adobe, Corel, McAfee, Oracle, Trend Micro and Symantec

Alternate Contract Source Agreements in place against Federal Acquisition Services, Blanket Purchase Agreements for Situational Awareness and Incident Response (SAIR) software and services as well as Data at Rest Encryption software.

  • Includes multiple vendors

Contact Lori Potts 850-487-4196

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Bureau of Technology & Special Programs Sourcing

State Term Contract for Microsoft Licensing (Large Account Reseller): SHI

  • Effective April 1, 2009, through March 31, 2012
  • The Invitation to Negotiate resulted in increased discounts in all licensing categories including Academic, Select and Enterprise Pricing
  • Under the new contract discounts, the state will save $6 Million annually over the previous contract
  • Status of MS Word litigation

Contact Lori Potts 850-487-4196

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Bureau of Technology & Special Programs Sourcing

State Term Contract for Audio Visual Equipment and Services

  • Effective February 19, 2009, through February 18, 2013
  • Expanded products available under the contract including video conferencing equipment.
  • Products will be updated during the life of the contract as the technology or products change. The last contract left product “voids” over time.
  • Value added services include installation, engineering, design and implementation.

Contact: Michelle MacVicar 850-414-6131

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Bureau of Technology & Special Programs Sourcing

State Term Contract for Rental Vehicles: Autos and Trucks

  • Effective September 30, 2009, through September 29, 2014
  • Auto rentals awarded to Avis Rent-A-Car
    • Slightly lower rates than the previous contract
  • Truck rentals awarded to Enterprise Leasing
    • Several classes of trucks available for rental

Contact Gary McGee 850-487-6592

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Bureau of Technology & Special Programs Sourcing
  • The State of Florida has amended the local government rebate structure on the Purchasing Card Services State Term Contract (973-120-97-1).  
  • Effective June 1, 2009, local government contract users will receive from Bank of America increased rebates on their net purchasing volume. 
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Bureau of Technology & Special Programs Sourcing

If you would like to participate under the State of Florida’s Purchasing Card Services State Term Contract or have questions regarding the changes, please contact David Bennett at:

David.Bennett@dms.MyFlorida.com

850-921-4072

Bank of America Representative:

Evan Tullos, Senior Vice President

evan.tullos@bankofamerica.com

239-433-6105

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Bureau of Technology & Special Programs Sourcing

Renewals:

  • Management Consulting Services (non-IT)
  • Benefit Consulting and Actuarial Services
    • Multi-Function Copiers (Negotiated price reductions for accessories ranging from 2% -10%)
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Bureau of Technology & Special Programs Sourcing

Upcoming Contract Solicitations

  • Completion of Mainframe Software (will include balance of line of software products with awarded companies) - “Rolling Awards”
  • Multi-Function Print Devices to include office workgroup copiers/printers and production printers, wide format printers and plotters as well as facsimiles.
  • Mail Room Services
  • Purchasing Card Services
    • Current solicitation with platform providers
    • Platform provider solicitation will lead to a solicitation for the bank/service provider
  • Mail Processing Equipment
  • Courier Services
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Bureau of Technology & Special Programs Sourcing

Contracts/Categories in Analysis:

  • IT Disaster Recovery Services
  • Travel
  • Printing and Quick Copy Services
  • Drug Test Kits via RESPECT
  • Strategic Sourcing Candidates
    • Two FTEs from Accenture & New State Purchasing Sourcing Team
    • Send us Ideas for Strategic Sourcing Categories
contact information
Contact Information

Charles Covington, Director of State Purchasing

(850) 487-3964 charles.covington@dms.myflorida.com

Ellen Potts, Bureau Chief, Commodity Sourcing

(850) 488-2773 ellen.potts@dms.myflorida.com

Stu Potlock, Bureau Chief, Technology & Special Programs

(850) 487-8778 stu.potlock@dms.myflorida.com

Kelley Scott, Governance Manager

(850) 488-3049 kelley.scott@dms.myflorida.com

Cyndee Sams, Training & Customer Service Manager

(850) 921-0266 cyndee.sams@dms.myflorida.com

David Bennett, Team Lead,Transportation & Energy

(850) 921-4072 david.bennett@dms.myflorida.com