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

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

Table of Contents Contract Overview Management Consulting Services Contract Number: Contract Term: Three years / three optional one-year renewals Expiration Date: 1/14/2017 Commodity Code: Contractors Contract Overview What’s New How To Use The Contract Q&A 4

Contract Overview – STC Webpage 5

Table of Contents Contract Overview Financial and Performance Audits Contract Number: Contract Term: Three years / three optional one-year renewals Expiration Date: 1/14/2017 Commodity Code: Contractors Contract Overview What’s New How To Use The Contract Q&A Carr, Riggs & Ingram KPMG Ernst & Young McGladrey Grant Thornton Thomas Howell Ferguson 6

Contract Overview – STC Webpage 7

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

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

Table of Contents Meaningful Competition Management Consulting Services & Financial and Performance Audits Contract’s RFQ Requirement (Exhibit A, s. 18) – 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 Contract Overview What’s New How To Use The Contract Q&A 10

Table of Contents 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 Must RFQ all contractors for all projects Customers can negotiate lower hourly rates Contract Overview What’s New How To Use The Contract Q&A 11

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

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

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

Contact Information Corina Chiorescu, Contract Manager, (850) MyFloridaMarketPlace MyFloridaMarketPlace Customer Service Desk (866)

Appendix 16

Table of Contents 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 17

Table of Contents 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 18

Table of Contents 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 , F.S. Contract Overview What’s New Pricing How To Use The Contract Q&A 19

Table of Contents 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 20