Podcast
Questions and Answers
What is the primary purpose of client surveys?
What is the primary purpose of client surveys?
Which of the following is considered an excusable delay?
Which of the following is considered an excusable delay?
What is the maximum time a Contract Manager has to inspect and approve goods and services?
What is the maximum time a Contract Manager has to inspect and approve goods and services?
Which factors are included in the risk assessment?
Which factors are included in the risk assessment?
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Which of these statements about the Vendor Complaint List is true?
Which of these statements about the Vendor Complaint List is true?
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What is the minimum number of members required on the evaluation team for Category 4 or higher solicitations?
What is the minimum number of members required on the evaluation team for Category 4 or higher solicitations?
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Which of the following is NOT a method to respond to vendor questions?
Which of the following is NOT a method to respond to vendor questions?
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What components are required parts of a contract?
What components are required parts of a contract?
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What is legally required for agreements awarded on a non-competitive basis?
What is legally required for agreements awarded on a non-competitive basis?
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When must the formal written intent to protest be submitted?
When must the formal written intent to protest be submitted?
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Who is responsible for completing the Cost Analysis?
Who is responsible for completing the Cost Analysis?
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Which of the following characteristics must deliverables possess?
Which of the following characteristics must deliverables possess?
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What is a key characteristic of contract language?
What is a key characteristic of contract language?
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What is the time frame in which a state employee cannot hold employment where they had a contractual relationship after retirement?
What is the time frame in which a state employee cannot hold employment where they had a contractual relationship after retirement?
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Which of the following options must be completed by state employees by July 1?
Which of the following options must be completed by state employees by July 1?
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If a state employee or their immediate family has more than what percentage of interest in a business, it constitutes a conflict of interest?
If a state employee or their immediate family has more than what percentage of interest in a business, it constitutes a conflict of interest?
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What characterizes an 'Emergency Purchase' in terms of competition?
What characterizes an 'Emergency Purchase' in terms of competition?
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Which competitive solicitation method focuses primarily on price?
Which competitive solicitation method focuses primarily on price?
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Which of the following is NOT included in the functions of a Solicitation Team?
Which of the following is NOT included in the functions of a Solicitation Team?
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What is one of the payment methods under a contract where reimbursement occurs after services are delivered?
What is one of the payment methods under a contract where reimbursement occurs after services are delivered?
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Which document is required to be posted on the Vendor Information Portal (VIP)?
Which document is required to be posted on the Vendor Information Portal (VIP)?
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Study Notes
FCCM Study Guide - December 2024
- State employees cannot work for a provider they had a contractual relationship with within 2 years of retirement/termination (unless they were in a decision-making role).
- Limited Financial Disclosure forms (Form 1) must be filled by state employees by July 1.
- State employees (or spouse/children) cannot procure contracts where they (or spouse/child) hold more than a 5% interest in the business. (e.g., 7% = conflict; 3% = no conflict).
- Emergency purchases for the State are non-competitive.
- Exceptional purchases (RESPECT, PRIDE, state contracts, single source, statutory mandates, etc) are non-competitive.
- Competitive Solicitations are for goods or services above $35,000 threshold.
- Solicitation teams estimate potential costs, conduct market analyses, and define the scope of work.
- Payment methods for contracts include fixed rate (hourly), fixed price (bi-monthly, monthly, quarterly, or annually), cost reimbursement, and combinations of these.
- Competitive solicitations for goods/service $195,000 or higher must have a minimum of 3 evaluation team members.
- Competitive solicitations are posted on the Vendor Information Portal (VIP).
- Public meetings are posted on the Florida Administrative Register (FAR).
- Ways to respond to vendor questions include pre-response conferences, written Q&A periods, or contacting the Procurement Officer.
- Response openings occur at public meetings.
- A cost analysis is legally required for Non-Competitive contracts.
- Intent to protest must be submitted within 72 hours; formal protests within 10 days.
- Required contract parts are scope of work, deliverables, and financial consequences.
- Program, Legal, and Financial must review contracts above $65,000.
- Cost analysis criteria for items include allowable, necessary, reasonable, and allocable.
- Scope of work clearly defines all tasks for the provider and is tied to deliverables.
- Deliverables must be measurable, quantifiable, and verifiable.
- Performance expectations match payment schedules.
- Contract administrators maintain financial information and monitor/evaluate provider performance.
- Contracts use clear language, avoid ambiguity, and define industry terms.
- Contracts must be uploaded to FACTS within 30 days.
- Onboarding meetings cannot add new requirements or change the contract.
- Client surveys measure service quality.
- The two monitoring types are program and fiscal.
- Risk assessment factors may be considered.
- Delays may be excusable (e.g., Acts of God) or inexcusable (lack of materials, etc.).
- Providers generate Corrective Action plans for delays.
- The Vendor Complaint List (DMS) remains on record for 3 years.
- Contract managers have 5 business days to inspect and approve goods/services (unless otherwise specified).
- DFS documents require complete, accurate invoices.
- Procurement officers should not serve on evaluation teams but are not prohibited.
- Progress reports show work completed.
- Financial consequences are for non-compliance and non-performance.
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Description
This quiz focuses on key concepts and regulations related to state employee procurement and financial disclosures. It covers important guidelines on contract relationships, emergency purchases, and competitive solicitations. Test your understanding of state procurement policies and procedures.