| 1 | Representative Benson offered the following: |
| 2 |
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| 3 | Amendment (with title amendment) |
| 4 | Remove everything after the enacting clause and insert: |
| 5 | Section 1. Subsection (13) of section 287.012, Florida |
| 6 | Statutes, is amended, to read: |
| 7 | 287.012 Definitions.--As used in this part, the term: |
| 8 | (13) "Exceptional purchase" means any purchase of |
| 9 | commodities or contractual services excepted by law or rule from |
| 10 | the requirements for competitive solicitation, including, but |
| 11 | not limited to, purchases from a single source; purchases upon |
| 12 | receipt of less than two responsive bids, proposals, or replies; |
| 13 | purchases made by an agency, after receiving approval from the |
| 14 | department, from a contract procured, pursuant to s. 287.057(1), |
| 15 | (2), or (3), by another agency; and purchases made without |
| 16 | advertisement in the manner required by s. 287.042(3)(b). The |
| 17 | term "exceptional purchase" does not include purchases made |
| 18 | pursuant to s. 287.057(5)(e) and (f). |
| 19 | Section 2. Paragraphs (b) and (h) of subsection (1) and |
| 20 | paragraph (a) of subsection (16) of section 287.042, Florida |
| 21 | Statutes, are amended, to read: |
| 22 | 287.042 Powers, duties, and functions.--The department |
| 23 | shall have the following powers, duties, and functions: |
| 24 | (1) |
| 25 | (b) To The department may remove from its vendor list any |
| 26 | source of supply which fails to fulfill any of its duties |
| 27 | specified in a contract with the state. It may reinstate any |
| 28 | such source of supply when it is satisfied that further |
| 29 | instances of default will not occur. |
| 30 | (h) The department may collect fees for the use of its |
| 31 | electronic information services. The fees may be imposed on an |
| 32 | individual transaction basis or as a fixed subscription for a |
| 33 | designated period of time. At a minimum, the fees shall be |
| 34 | determined in an amount sufficient to cover the department's |
| 35 | projected costs of such services, including overhead in |
| 36 | accordance with the policies of the Department of Management |
| 37 | Services for computing its administrative assessment. All fees |
| 38 | collected pursuant to this paragraph shall be deposited in the |
| 39 | Grants and Donations Trust Fund for disbursement as provided by |
| 40 | law. |
| 41 | (16)(a) To evaluate contracts that are competitively |
| 42 | procured let by the Federal Government, another state, or a |
| 43 | political subdivision of any state for the provision of |
| 44 | commodities and contractual contract services, and, when it is |
| 45 | determined in writing to be cost-effective and in the best |
| 46 | interest of the state, to enter into a written agreement |
| 47 | authorizing an agency to make purchases under the a contract |
| 48 | approved by the department and let by the Federal Government, |
| 49 | another state, or a political subdivision. |
| 50 | Section 3. Subsection (11) of section 287.045, Florida |
| 51 | Statutes, is repealed. |
| 52 | 287.045 Procurement of products and materials with |
| 53 | recycled content.-- |
| 54 | (11) Each agency shall report annually to the department |
| 55 | its total expenditures on, and use of, products with recycled |
| 56 | content and the percentage of its budget that represents |
| 57 | purchases of similar products made from virgin materials. The |
| 58 | department shall design a uniform reporting mechanism and |
| 59 | prepare annual summaries of statewide purchases delineating |
| 60 | those with recycled content to be submitted to the Governor, the |
| 61 | President of the Senate, and the Speaker of the House of |
| 62 | Representatives. |
| 63 | Section 4. Section 287.056, Florida Statutes, is amended |
| 64 | to read: |
| 65 | 287.056 Purchases from purchasing agreements and state |
| 66 | term contracts.-- |
| 67 | (1) Agencies shall, and eligible users may, purchase |
| 68 | commodities and contractual services from purchasing agreements |
| 69 | established and state term contracts procured, under pursuant to |
| 70 | s. 287.057, by the department. The department may adopt rules |
| 71 | which exempt agencies from this subsection when commodities and |
| 72 | contractual services available from such purchasing agreements |
| 73 | and state term contracts cannot meet agency needs. |
| 74 | (2) Agencies may have the option to purchase commodities |
| 75 | or contractual services from state term contracts procured, |
| 76 | pursuant to s. 287.057, by the department which contain a user |
| 77 | surcharge pursuant to s. 287.1345 as determined by the |
| 78 | department. |
| 79 | (2)(3) Agencies and eligible users may use a request for |
| 80 | quote to obtain written pricing or services information from a |
| 81 | state term contract vendor for commodities or contractual |
| 82 | services available on state term contract from that vendor. The |
| 83 | purpose of a request for quote is to determine whether a price, |
| 84 | term, or condition more favorable to the agency or eligible user |
| 85 | than that provided in the state term contract is available. Use |
| 86 | of a request for quote does not constitute a decision or |
| 87 | intended decision that is subject to protest under s. 120.57(3). |
| 88 | Section 5. Section 287.0565, Florida Statutes, is created |
| 89 | to read: |
| 90 | 287.0565 Procurement of commodities or contractual |
| 91 | services.-- |
| 92 | (1) In order to obtain the best value for the state, the |
| 93 | department shall adopt rules pursuant to ss. 120.536(1) and |
| 94 | 120.54, which prescribe methods for the procurement of |
| 95 | commodities and contractual services that do not cost in excess |
| 96 | of the threshold amount provided in s. 287.017 for CATEGORY TWO. |
| 97 | Section 6. Subsections (2), (3), (5), (6), (17), (18), and |
| 98 | (23) of section 287.057, Florida Statutes, are amended to read: |
| 99 | 287.057 Procurement of commodities or contractual |
| 100 | services.-- |
| 101 | (2)(a) If an agency determines in writing that the use of |
| 102 | an invitation to bid is not practicable, commodities or |
| 103 | contractual services shall be procured by competitive sealed |
| 104 | proposals. A request for proposals shall be made available |
| 105 | simultaneously to all vendors, and must include a statement of |
| 106 | the commodities or contractual services sought; the time and |
| 107 | date for the receipt of proposals and of the public opening; and |
| 108 | all contractual terms and conditions applicable to the |
| 109 | procurement, including the criteria, which shall include, but |
| 110 | need not be limited to, price, to be used in determining |
| 111 | acceptability of the proposal. The relative importance of price |
| 112 | and other evaluation criteria shall be indicated. If the agency |
| 113 | contemplates renewal of the commodities or contractual services |
| 114 | contract, that fact must be stated in the request for proposals. |
| 115 | The proposal shall include the price for each year for which the |
| 116 | contract may be renewed. Evaluation of proposals shall include |
| 117 | consideration of the total cost for each year as submitted by |
| 118 | the vendor. |
| 119 | (b) The contract shall be awarded to the responsible and |
| 120 | responsive vendor whose proposal is determined in writing to |
| 121 | result in the best value be the most advantageous to the state, |
| 122 | taking into consideration the price and the other criteria set |
| 123 | forth in the request for proposals. The contract file shall |
| 124 | contain documentation supporting the basis on which the award is |
| 125 | made. |
| 126 | (3)(a) If the agency determines in writing that the use of |
| 127 | an invitation to bid or a request for proposals is will not |
| 128 | likely to result in the best value to the state, the agency may |
| 129 | procure commodities and contractual services by competitive |
| 130 | sealed replies. The agency's written determination must specify |
| 131 | reasons that explain why negotiation may be necessary in order |
| 132 | for the state to achieve the best value and must be approved in |
| 133 | writing by the agency head or his or her designee prior to the |
| 134 | advertisement of an invitation to negotiate. An invitation to |
| 135 | negotiate shall be made available to all vendors simultaneously |
| 136 | and must include a statement of the commodities or contractual |
| 137 | services sought; the time and date for the receipt of replies |
| 138 | and of the public opening; and all terms and conditions |
| 139 | applicable to the procurement, including the criteria to be used |
| 140 | in determining the acceptability of the reply. If the agency |
| 141 | contemplates renewal of the contract, that fact must be stated |
| 142 | in the invitation to negotiate. The reply shall include the |
| 143 | price for each year for which the contract may be renewed. |
| 144 | (b) The agency shall evaluate and rank responsive replies |
| 145 | against all evaluation criteria set forth in the invitation to |
| 146 | negotiate and shall select, based on the ranking, one or more |
| 147 | vendors with which to commence negotiations. After negotiations |
| 148 | are conducted, the agency shall award the contract to the |
| 149 | responsible and responsive vendor that the agency determines |
| 150 | will provide the best value to the state. The contract file must |
| 151 | contain a short plain statement that explains the basis for |
| 152 | vendor selection and that sets forth the vendor's deliverables |
| 153 | and price, pursuant to the contract, with an explanation of how |
| 154 | these deliverables and price provide the best value to the |
| 155 | state. |
| 156 | (5) When the purchase price of commodities or contractual |
| 157 | services exceeds the threshold amount provided in s. 287.017 for |
| 158 | CATEGORY TWO, no purchase of commodities or contractual services |
| 159 | may be made without receiving competitive sealed bids, |
| 160 | competitive sealed proposals, or competitive sealed replies |
| 161 | unless: |
| 162 | (a) The agency head determines in writing that an |
| 163 | immediate danger to the public health, safety, or welfare or |
| 164 | other substantial loss to the state requires emergency action. |
| 165 | After the agency head makes such a written determination, the |
| 166 | agency may proceed with the procurement of commodities or |
| 167 | contractual services necessitated by the immediate danger, |
| 168 | without receiving competitive sealed bids, competitive sealed |
| 169 | proposals, or competitive sealed replies. However, such |
| 170 | emergency procurement shall be made by obtaining pricing |
| 171 | information from at least two prospective vendors, which must be |
| 172 | retained in the contract file, unless the agency determines in |
| 173 | writing that the time required to obtain pricing information |
| 174 | will increase the immediate danger to the public health, safety, |
| 175 | or welfare or other substantial loss to the state. The agency |
| 176 | shall furnish copies of all written determinations certified |
| 177 | under oath and any other documents relating to the emergency |
| 178 | action to the department. A copy of the statement shall be |
| 179 | furnished to the Chief Financial Officer with the voucher |
| 180 | authorizing payment. The individual purchase of personal |
| 181 | clothing, shelter, or supplies which are needed on an emergency |
| 182 | basis to avoid institutionalization or placement in a more |
| 183 | restrictive setting is an emergency for the purposes of this |
| 184 | paragraph, and the filing with the department of such statement |
| 185 | is not required in such circumstances. In the case of the |
| 186 | emergency purchase of insurance, the period of coverage of such |
| 187 | insurance shall not exceed a period of 30 days, and all such |
| 188 | emergency purchases shall be reported to the department. |
| 189 | (b) The purchase is made by an agency from a state term |
| 190 | contract procured, pursuant to this section, by the department |
| 191 | or by an agency, after receiving approval from the department, |
| 192 | from a contract procured, pursuant to subsection (1), subsection |
| 193 | (2), or subsection (3), by another agency. |
| 194 | (c) The commodities or contractual services are available |
| 195 | only from a single source may be excepted from the competitive- |
| 196 | solicitation requirements. When an agency believes that |
| 197 | commodities or contractual services are available only from a |
| 198 | single source, the agency shall electronically post a |
| 199 | description in a form prescribed by the department of the |
| 200 | commodities or contractual services sought for a period of at |
| 201 | least 7 business days. The description must include a request |
| 202 | that prospective vendors provide information regarding their |
| 203 | ability to supply the commodities or contractual services |
| 204 | described. If it is determined in writing by the agency, after |
| 205 | reviewing any information received from prospective vendors, |
| 206 | that the commodities or contractual services are available only |
| 207 | from a single source, the agency shall: |
| 208 | 1. Provide notice in a form prescribed by the department |
| 209 | of its intended decision to enter a single-source purchase |
| 210 | contract in the manner specified in s. 120.57(3), if the amount |
| 211 | of the contract does not exceed the threshold amount provided in |
| 212 | s. 287.017 for CATEGORY FOUR. |
| 213 | 2. Request approval from the department for the single- |
| 214 | source purchase, if the amount of the contract exceeds the |
| 215 | threshold amount provided in s. 287.017 for CATEGORY FOUR. The |
| 216 | agency shall initiate its request for approval in a form |
| 217 | prescribed by the department, which request may be |
| 218 | electronically transmitted. The failure of the department to |
| 219 | approve or disapprove the agency's request for approval within |
| 220 | 21 days after receiving such request shall constitute prior |
| 221 | approval of the department. If the department approves the |
| 222 | agency's request, the agency shall provide notice of its |
| 223 | intended decision to enter a single-source contract in the |
| 224 | manner specified in s. 120.57(3). |
| 225 | (d) When it is in the best interest of the state, the |
| 226 | secretary of the department or his or her designee may authorize |
| 227 | the Support Program to purchase insurance by negotiation, but |
| 228 | such purchase shall be made only under conditions most favorable |
| 229 | to the public interest. |
| 230 | (e) Prescriptive assistive devices for the purpose of |
| 231 | medical, developmental, or vocational rehabilitation of clients |
| 232 | are excepted from competitive-solicitation requirements and |
| 233 | shall be procured pursuant to an established fee schedule or by |
| 234 | any other method which ensures the best price for the state, |
| 235 | taking into consideration the needs of the client. Prescriptive |
| 236 | assistive devices include, but are not limited to, prosthetics, |
| 237 | orthotics, and wheelchairs. For purchases made pursuant to this |
| 238 | paragraph, state agencies shall annually file with the |
| 239 | department a description of the purchases and methods of |
| 240 | procurement. |
| 241 | (f) The following contractual services and commodities are |
| 242 | not subject to the competitive-solicitation requirements of this |
| 243 | section: |
| 244 | 1. Artistic services. |
| 245 | 2. Academic program reviews. |
| 246 | 3. Lectures by individuals. |
| 247 | 4. Auditing services. |
| 248 | 5. Legal services, including attorney, paralegal, expert |
| 249 | witness, appraisal, or mediator services. |
| 250 | 6. Health services involving examination, diagnosis, |
| 251 | treatment, prevention, medical consultation, or administration. |
| 252 | 7. Services provided to persons with mental or physical |
| 253 | disabilities by not-for-profit corporations which have obtained |
| 254 | exemptions under the provisions of s. 501(c)(3) of the United |
| 255 | States Internal Revenue Code or when such services are governed |
| 256 | by the provisions of Office of Management and Budget Circular A- |
| 257 | 122. However, in acquiring such services, the agency shall |
| 258 | consider the ability of the vendor, past performance, |
| 259 | willingness to meet time requirements, and price. |
| 260 | 8. Medicaid services delivered to an eligible Medicaid |
| 261 | recipient by a health care provider who has not previously |
| 262 | applied for and received a Medicaid provider number from the |
| 263 | Agency for Health Care Administration. However, this exception |
| 264 | shall be valid for a period not to exceed 90 days after the date |
| 265 | of delivery to the Medicaid recipient and shall not be renewed |
| 266 | by the agency. |
| 267 | 9. Family placement services. |
| 268 | 10. Prevention services related to mental health, |
| 269 | including drug abuse prevention programs, child abuse prevention |
| 270 | programs, and shelters for runaways, operated by not-for-profit |
| 271 | corporations. However, in acquiring such services, the agency |
| 272 | shall consider the ability of the vendor, past performance, |
| 273 | willingness to meet time requirements, and price. |
| 274 | 11. Training and education services provided to injured |
| 275 | employees pursuant to s. 440.49(1). |
| 276 | 12. Contracts entered into pursuant to s. 337.11. |
| 277 | 13. Contractual services or commodities provided directly |
| 278 | by governmental agencies; political subdivisions of the state; |
| 279 | state universities and colleges; the Federal Government or any |
| 280 | department, commission, agency, or other instrumentality |
| 281 | thereof; and any state or agency thereof. This subparagraph does |
| 282 | not apply to contractual services or commodities provided by |
| 283 | these entities pursuant to a contract between the entity and a |
| 284 | private vendor. |
| 285 | (g) Continuing education events or programs that are |
| 286 | offered to the general public and for which fees have been |
| 287 | collected that pay all expenses associated with the event or |
| 288 | program are exempt from requirements for competitive |
| 289 | solicitation. |
| 290 | (6) If less than two responsive bids, proposals, or |
| 291 | replies for commodity or contractual services purchases are |
| 292 | received, the department or other agency may negotiate on the |
| 293 | best terms and conditions. The department or other agency shall |
| 294 | document the reasons that such action is in the best interest of |
| 295 | the state in lieu of resoliciting competitive sealed bids, |
| 296 | proposals, or replies. Each agency shall report all such actions |
| 297 | to the department on a quarterly basis, in a manner and form |
| 298 | prescribed by the department. |
| 299 | (17) For a contract in excess of the threshold amount |
| 300 | provided in s. 287.017 for CATEGORY FOUR, the agency head shall |
| 301 | appoint: |
| 302 | (a) At least three persons to evaluate proposals and |
| 303 | replies who collectively have experience and knowledge in the |
| 304 | program areas and service requirements for which commodities or |
| 305 | contractual services are sought. |
| 306 | (b) At least three persons to conduct negotiations during |
| 307 | a competitive sealed reply procurement who collectively have |
| 308 | experience and knowledge in negotiating contracts, contract |
| 309 | procurement, and the program areas and service requirements for |
| 310 | which commodities or contractual services are sought. As of |
| 311 | January 1, 2005, when the contract is in excess of $1 million, |
| 312 | at least one of the persons conducting negotiations must be a |
| 313 | certified negotiator as established by the department. The |
| 314 | department shall, by rule, establish the experience, knowledge, |
| 315 | and training required to be a certified negotiator. If the |
| 316 | procuring agency does not have an employee who has the requisite |
| 317 | certification, the department shall contract with a certified |
| 318 | negotiator to participate in the procuring agency's |
| 319 | negotiations. |
| 320 | (18) A person who receives a contract that has not been |
| 321 | procured pursuant to subsections (1) through (5) to perform a |
| 322 | feasibility study of the potential implementation of a |
| 323 | subsequent contract, who participates in the drafting of a |
| 324 | solicitation or who develops a program for future |
| 325 | implementation, is not eligible to contract or subcontract, |
| 326 | directly or indirectly, with the agency for any other contracts |
| 327 | dealing with that specific subject matter, and any firm in which |
| 328 | such person has any interest is not eligible to receive such |
| 329 | contract or subcontract. However, this prohibition does not |
| 330 | prevent a vendor who responds to a request for information from |
| 331 | being eligible to contract with an agency. |
| 332 | (23)(a) The department, in consultation with the State |
| 333 | Technology Office and the Chief Financial Officer Comptroller, |
| 334 | shall develop a program for on-line procurement of commodities |
| 335 | and contractual services. To enable the state to promote open |
| 336 | competition and to leverage its buying power, agencies shall |
| 337 | participate in the on-line procurement program, and eligible |
| 338 | users may participate in the program. Only vendors prequalified |
| 339 | as meeting mandatory requirements and qualifications criteria |
| 340 | shall be permitted to participate in on-line procurement. The |
| 341 | department, in consultation with the State Technology Office, |
| 342 | may contract for equipment and services necessary to develop and |
| 343 | implement on-line procurement. |
| 344 | (b) The department, in consultation with the State |
| 345 | Technology Office, shall adopt rules, pursuant to ss. 120.536(1) |
| 346 | and 120.54, to administer the program for on-line procurement. |
| 347 | The rules shall include, but not be limited to: |
| 348 | 1. Determining the requirements and qualification criteria |
| 349 | for prequalifying vendors. |
| 350 | 2. Establishing the procedures for conducting on-line |
| 351 | procurement. |
| 352 | 3. Establishing the criteria for eligible commodities and |
| 353 | contractual services. |
| 354 | 3.4. Establishing the procedures for providing access to |
| 355 | on-line procurement. |
| 356 | 4.5. Determining the criteria warranting any exceptions to |
| 357 | participation in the on-line procurement program. |
| 358 | (c) The department may collect fees for the use of the on- |
| 359 | line procurement system systems. The fees may be imposed on an |
| 360 | individual transaction basis or as a fixed percentage of the |
| 361 | cost savings generated. At a minimum, the fees must be set in an |
| 362 | amount sufficient to cover the projected costs of such services, |
| 363 | including administrative and project service costs in accordance |
| 364 | with the policies of the department; however, the fee may not |
| 365 | exceed 1 percent of each transaction. For the purposes of |
| 366 | compensating the provider, the department may authorize the |
| 367 | provider to collect and retain a portion of the fees. The |
| 368 | providers may withhold the portion retained from the amount of |
| 369 | fees to be remitted to the department. The department may |
| 370 | negotiate the retainage as a percentage of such fees charged to |
| 371 | users, as a flat amount, or as any other method the department |
| 372 | deems feasible. All fees and surcharges collected under this |
| 373 | paragraph shall be collected by the department and deposited in |
| 374 | the Grants and Donation Trust Fund as provided by law. |
| 375 | Section 7. Subsection (6) is added to 287.058, Florida |
| 376 | Statutes, to read: |
| 377 | (6) The contract documents for procurements subject to the |
| 378 | provisions of s. 287.05857 shall include the following: |
| 379 | (a) Clear and specific terms and conditions, including a |
| 380 | detailed scope of work and descriptions of related deliverables, |
| 381 | activities, or events that are quantifiable, measurable, and |
| 382 | verifiable. |
| 383 | (b) Service-level agreements describing all performance |
| 384 | requirements and agency and contractor responsibilities. |
| 385 | (c) Associated costs and savings, payment terms, including |
| 386 | incentive and penalty provisions, and criteria governing |
| 387 | payment. |
| 388 | (d) An implementation schedule for transition to and |
| 389 | operation by the contractor of the contracted function or |
| 390 | responsibility. |
| 391 | (e) Identification of all performance measures and levels, |
| 392 | including, but not limited to, detailed measurable acceptance |
| 393 | criteria for each deliverable and service to be provided and the |
| 394 | penalties that shall be assessed for contractor nonperformance. |
| 395 | (f) Organizational change management plan. |
| 396 | (g) Requirements that the contractor maintain adequate |
| 397 | accounting records and authorize access to and audit of all |
| 398 | records related to the contract for state audit purposes. |
| 399 | (h) Description of required reports. |
| 400 | (i) Requirements for contractor compliance with public |
| 401 | records law. |
| 402 | Section 8. Section 287.05857, Florida Statutes, is created |
| 403 | to read: |
| 404 | 287.05857 Procurement of contractual services.-- |
| 405 | (1) A procurement of contractual services which: |
| 406 | (a) Is valued in excess of $10 million; |
| 407 | (b) Creates a contractual relationship between an agency |
| 408 | and another entity for the provision in whole or in part of a |
| 409 | public function or responsibility whereby the agency is |
| 410 | accountable for the provision of the function or responsibility |
| 411 | and the entity performs the function or responsibility; and |
| 412 | (c) Transfers or shifts work currently performed by state |
| 413 | employees to another entity, resulting in those state employees |
| 414 | no longer performing the work; involves work which had |
| 415 | previously been performed by state employees but has been |
| 416 | transferred or shifted to another entity; or involves a function |
| 417 | or responsibility that is not currently being performed by the |
| 418 | state through a contractor or by state employees, |
| 419 |
|
| 420 | shall comply with this section unless the agency first executed |
| 421 | a contract prior to July 1, 1994, to procure contractual |
| 422 | services substantially similar in nature and purpose to those to |
| 423 | be procured in the proposed contract. |
| 424 | (2) For the purposes of this section: |
| 425 | (a) "Cost" means the reasonable, relevant, and verifiable |
| 426 | cost. The appropriate elements shall depend on the nature of the |
| 427 | function or responsibility to be contracted out and the proposed |
| 428 | contractual arrangement. |
| 429 | (b) "Savings" means the difference between the recurring |
| 430 | operating appropriations or actual expenditures, whichever is |
| 431 | less, in the full fiscal year immediately prior to the signing |
| 432 | of the contract compared to the cost for the contracted |
| 433 | functions or responsibilities in any succeeding state fiscal |
| 434 | year during the term of the contract. |
| 435 | (3) No agency may procure contractual services to contract |
| 436 | out a function or repsonsibility subject to this section without |
| 437 | having or seeking authority except as authorized by general law, |
| 438 | or in an appropriations act, and the agency shall: |
| 439 | (a) Develop a business case which shall include, but not |
| 440 | be limited to, the following information: |
| 441 | 1. A detailed description of the function or |
| 442 | responsibility to be contracted out, a description and analysis |
| 443 | of the agency's current performance, a rationale for the |
| 444 | proposed contracting, and a citation of the existing or proposed |
| 445 | legal authority for the proposed contracting. |
| 446 | 2. A cost-benefit analysis describing the estimated |
| 447 | specific costs, savings, performance improvements, risks, and |
| 448 | benefits. Both quantitative and qualitative aspects shall be |
| 449 | addressed. Quantitative aspects which are not readily measured |
| 450 | shall be estimated. All elements of cost shall be clearly |
| 451 | identified in the cost-benefit analysis and described in the |
| 452 | business case. The agency shall certify that all costs, savings, |
| 453 | and benefits are valid and achievable |
| 454 | 3. A statement of the potential impact on state revenues |
| 455 | and expenditures. |
| 456 | 4. A plan regarding compliance with public records law. |
| 457 | 5. An agency transition plan. |
| 458 | 6. A plan for contract management, including the process |
| 459 | for monitoring contractor performance, and specific contingency |
| 460 | plans for continuing operation of the function or responsibility |
| 461 | if the contractor fails to perform. |
| 462 | 7. A listing of assets proposed for transfer to or use by |
| 463 | a contractor and the rationale for such transfer or use. |
| 464 | 8. A plan for ensuring compliance with the Americans with |
| 465 | Disabilities Act. |
| 466 |
|
| 467 | If the contractual services would impact other state information |
| 468 | technology systems, the agency shall submit the feasibility |
| 469 | study documentation as required by the legislative budget |
| 470 | request instructions established pursuant to s. 216.023. |
| 471 | (b) Furnish the following reports and information to the |
| 472 | President of the Senate and the Speaker of the House of |
| 473 | Representatives for procurements of contractual services subject |
| 474 | to this section: |
| 475 | 1. The business case, at least 60 days prior to the first |
| 476 | day of the regular legislative session, when an agency seeks |
| 477 | authority by law to procure such contractual services. |
| 478 | 2. The business case, at least 30 days prior to the |
| 479 | issuance of a solicitation to contract for that function or |
| 480 | responsibility, when an agency has authority provided by law or |
| 481 | is required by legislative action to procure such contractual |
| 482 | services and no business case was furnished under paragraph (a). |
| 483 | 3. The solicitation documents, a current and updated |
| 484 | business case, and a detailed listing of the changes to the |
| 485 | updated business case at the time the solicitation is posted or |
| 486 | advertised. |
| 487 | 4. An executed contract, a current and updated business |
| 488 | case, and a detailed listing of the changes to the updated |
| 489 | business case, no later than 15 days after execution of the |
| 490 | contract. |
| 491 | 5. A notice of a proposed renewal of a contract, at least |
| 492 | 15 days prior to the execution of the contract for renewal, |
| 493 | including a copy of the proposed renewal contract and an updated |
| 494 | business case. |
| 495 | (4) The intent of this section is to provide legislative |
| 496 | policy and budgetary oversight over the executive branch. |
| 497 | Accordingly, an action or omission of any agency pursuant to |
| 498 | this section shall not constitute grounds for a protest under s. |
| 499 | 120.57(3) and shall not create a civil cause of action. |
| 500 | Section 9. Subsection (4) of section 945.025, Florida |
| 501 | Statutes, is amended to read: |
| 502 | 945.025 Jurisdiction of department.-- |
| 503 | (4)(a) Nothing contained in chapter 287 shall be construed |
| 504 | as requiring competitive bids for health services involving |
| 505 | examination, diagnosis, or treatment. |
| 506 | (b) Notwithstanding the provisions of s. 287.017, a |
| 507 | contract in which the department, in exchange for revenue, |
| 508 | authorizes a vendor to use governmental authority or property |
| 509 | for the purpose of selling goods or services to a person shall |
| 510 | be considered a procurement of a contractual service in excess |
| 511 | of the threshold amount for CATEGORY FIVE and shall be awarded |
| 512 | by competitive solicitation in accordance with the provisions of |
| 513 | part I of chapter 287. |
| 514 | Section 10. Section 215.3215, Florida Statutes, is created |
| 515 | to read: |
| 516 | 215.3215 Charges by agencies or contractors.--Specific |
| 517 | statutory authority shall be required for an agency, as defined |
| 518 | in s. 287.012(1), or a contractor with such agency, to levy or |
| 519 | impose upon a person who is not a party to the contract a fee, |
| 520 | tax, or other charge which funds the contract or provides |
| 521 | payment to the contractor, regardless of whether the levy or |
| 522 | imposition is direct or indirect or is mandatory or optional. |
| 523 | Section 11. Section 287.1345, Florida Statutes, is |
| 524 | repealed. |
| 525 | Section 12. This act shall take effect October 1, 2004. |
| 526 |
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| 527 |
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| 528 | ================= T I T L E A M E N D M E N T ================= |
| 529 | Remove the entire title and insert: |
| 530 | A bill to be entitled |
| 531 | An act relating to governmental procurement; amending s. |
| 532 | 287.012, F.S.; revising definitions; amending s. 287.042, |
| 533 | F.S.; revising the powers and duties of the Department of |
| 534 | Management Services relating to the purchase of |
| 535 | commodities and contractual services for the state; |
| 536 | authorizing the department to approve purchases from |
| 537 | contracts let by political subdivisions in any state; |
| 538 | amending s. 287.045, F.S.; deleting a requirement that |
| 539 | agencies report on expenditures and use of recycled |
| 540 | materials; amending s. 287.056, F.S.; authorizing the |
| 541 | department to adopt rules that exempt agencies from |
| 542 | purchasing agreements and state term contracts; deleting |
| 543 | authority for agencies to choose not to use state term |
| 544 | contracts that contain a surcharge, to conform; creating |
| 545 | s. 287.0565, F.S.; requiring the department to adopt rules |
| 546 | regarding small purchases; amending s. 287.057, F.S.; |
| 547 | revising request for proposal and invitation to negotiate |
| 548 | requirements; requiring single source purchases to be |
| 549 | posted in a form prescribed by the department; revising |
| 550 | exceptions to competitive solicitation requirements; |
| 551 | providing that services or commodities provided by certain |
| 552 | agencies are not subject to competitive solicitation |
| 553 | requirements; requiring certified negotiators for |
| 554 | specified procurements; deleting a requirement that an |
| 555 | agency report when it receives fewer than two bids, |
| 556 | proposals, or replies; requiring the department to adopt |
| 557 | rules for certification of negotiators; providing that |
| 558 | certain activities will render a person ineligible for |
| 559 | subcontracts; deleting a requirement that vendors be |
| 560 | prequalified to use the online procurement system; |
| 561 | deleting a requirement that the department adopt rules |
| 562 | establishing online procurement criteria for eligible |
| 563 | commodities and contractual services; revising fees that |
| 564 | may be charged for the online procurement system; revising |
| 565 | collection and deposit methods for online procurement |
| 566 | fees; amending s. 287.058, F.S.; specifying requirements |
| 567 | for contract documents for procurements for contractual |
| 568 | services; creating s. 287.05857, F.S.; requiring the |
| 569 | department to prescribe methods for the procurement of |
| 570 | certain commodities and contractual services; providing |
| 571 | for procurements of certain contractual services; |
| 572 | prohibiting agencies from procuring contractual services |
| 573 | except as provided by law; requiring agencies to develop a |
| 574 | business case for certain purposes; providing |
| 575 | requirements; providing definitions; requiring reports and |
| 576 | information to be provided to the Legislature for certain |
| 577 | procurements of contractual services; specifying that |
| 578 | agency actions are not grounds for an administrative |
| 579 | protest; amending s. 945.025, F.S.; requiring specified |
| 580 | contracts executed by the Department of Corrections to be |
| 581 | competitively solicited; creating s. 215.3215, F.S.; |
| 582 | authorizing agencies or contractors to require, levy, or |
| 583 | impose certain fees, taxes, or charges; repealing s. |
| 584 | 287.1345, F.S., relating to surcharges on users of state |
| 585 | term contracts; providing an effective date. |