FCCM Study Guide - December 2024
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Questions and Answers

What is the primary purpose of client surveys?

  • To assess provider's financial stability
  • To negotiate contract terms
  • To measure the quality of services delivered (correct)
  • To update service requirements
  • Which of the following is considered an excusable delay?

  • Financial problems
  • Lack of materials
  • Force majeure events (correct)
  • Lack of knowledge
  • What is the maximum time a Contract Manager has to inspect and approve goods and services?

  • 7 working days
  • 3 working days
  • 5 working days (correct)
  • 10 working days
  • Which factors are included in the risk assessment?

    <p>Total contract amount and provider's past performance (D)</p> Signup and view all the answers

    Which of these statements about the Vendor Complaint List is true?

    <p>Vendors stay on the list for three years. (D)</p> Signup and view all the answers

    What is the minimum number of members required on the evaluation team for Category 4 or higher solicitations?

    <p>3 members (A)</p> Signup and view all the answers

    Which of the following is NOT a method to respond to vendor questions?

    <p>Email the Vendor (D)</p> Signup and view all the answers

    What components are required parts of a contract?

    <p>Scope of Work, Deliverables, and Financial Consequences (B)</p> Signup and view all the answers

    What is legally required for agreements awarded on a non-competitive basis?

    <p>Cost Analysis (D)</p> Signup and view all the answers

    When must the formal written intent to protest be submitted?

    <p>Within 72 hours of intent (B)</p> Signup and view all the answers

    Who is responsible for completing the Cost Analysis?

    <p>The Agency (C)</p> Signup and view all the answers

    Which of the following characteristics must deliverables possess?

    <p>Quantifiable, Measurable, and Verifiable (C)</p> Signup and view all the answers

    What is a key characteristic of contract language?

    <p>It must use clear and specific language (B)</p> Signup and view all the answers

    What is the time frame in which a state employee cannot hold employment where they had a contractual relationship after retirement?

    <p>2 years (D)</p> Signup and view all the answers

    Which of the following options must be completed by state employees by July 1?

    <p>FORM 1 - Limited Financial Disclosure (C)</p> Signup and view all the answers

    If a state employee or their immediate family has more than what percentage of interest in a business, it constitutes a conflict of interest?

    <p>5% (C)</p> Signup and view all the answers

    What characterizes an 'Emergency Purchase' in terms of competition?

    <p>It is Non-Competitive. (C)</p> Signup and view all the answers

    Which competitive solicitation method focuses primarily on price?

    <p>ITB (Invitation to Bid) (C)</p> Signup and view all the answers

    Which of the following is NOT included in the functions of a Solicitation Team?

    <p>Approve Price Quotes (D)</p> Signup and view all the answers

    What is one of the payment methods under a contract where reimbursement occurs after services are delivered?

    <p>Cost Reimbursement (A)</p> Signup and view all the answers

    Which document is required to be posted on the Vendor Information Portal (VIP)?

    <p>PUR 1000 - General Contract Conditions (D)</p> Signup and view all the answers

    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.

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