1 | A bill to be entitled |
2 | An act relating to procurement; amending s. 287.012, F.S.; |
3 | revising, eliminating, and providing definitions; amending |
4 | s. 287.017, F.S.; revising the threshold amounts for state |
5 | purchasing categories; eliminating a requirement that the |
6 | Department of Management Services adopt rules to adjust |
7 | the threshold amounts; repealing s. 287.045, F.S., |
8 | relating to procurement of products and materials with |
9 | recycled content; amending s. 287.057, F.S.; revising and |
10 | organizing provisions relating to the procurement of |
11 | commodities and contractual services by the state; |
12 | specifying authorized uses for competitive solicitation |
13 | processes; providing procedures and requirements with |
14 | respect to competitive solicitation; specifying types of |
15 | procurements for which invitations to bid, requests for |
16 | proposals, and invitations to negotiate are to be utilized |
17 | and providing procedures and requirements with respect |
18 | thereto; revising contractual services and commodities |
19 | that are not subject to competitive-solicitation |
20 | requirements; prohibiting an agency from dividing the |
21 | solicitation of commodities or contractual services in |
22 | order to avoid specified requirements; authorizing a |
23 | renewal of contracts for community-based care lead agency |
24 | services for a specified term under certain conditions; |
25 | providing a requirement that an agency must avoid, |
26 | neutralize, or mitigate significant potential |
27 | organizational conflicts of interests before a contract is |
28 | awarded; providing procedures and requirements with |
29 | respect to mitigation of such conflicts of interest; |
30 | authorizing an agency to proceed with a contract award |
31 | when such conflict cannot be avoided or mitigated under |
32 | specified circumstances and providing a restriction on |
33 | such award; specifying conditions that constitute an |
34 | unfair competitive advantage for a vendor; eliminating |
35 | provisions with respect to eligibility of persons who |
36 | receive specified contracts that were not subject to |
37 | competitive procurement to contract with an agency for any |
38 | other contracts dealing with the specific subject matter |
39 | of the original contract; amending s. 287.0571, F.S.; |
40 | revising applicability of ss. 287.0571-287.0574, F.S.; |
41 | specifying procurements and contracts to which s. |
42 | 287.0571, F.S., relating to agency business cases for |
43 | outsourcing of specified projects, does not apply; |
44 | requiring an agency to complete a business case for any |
45 | outsourcing project with an expected cost in excess of a |
46 | specified amount within a single fiscal year; providing |
47 | for the submission of the business case in accordance with |
48 | provisions governing the submission of agency legislative |
49 | budget requests; providing that a business case is not |
50 | subject to challenge; providing required components of a |
51 | business case; specifying required provisions for a |
52 | contract for a proposed outsourcing; repealing s. |
53 | 287.05721, F.S.; eliminating definitions; creating s. |
54 | 287.0575, F.S.; establishing duties and responsibilities |
55 | of the Department of Children and Family Services, the |
56 | Agency for Persons with Disabilities, the Department of |
57 | Health, the Department of Elderly Affairs, and the Florida |
58 | Department of Veterans Affairs, and service providers |
59 | under contract to those agencies, with respect to |
60 | coordination of contracted services; requiring state |
61 | agencies contracting for health and human services to |
62 | notify their contract service providers of certain |
63 | requirements by a specified date or upon entering into any |
64 | new contract for health and human services; requiring |
65 | service providers that have more than one contract with |
66 | one or more state agencies to provide health and human |
67 | services to provide each of their contract managers with a |
68 | comprehensive list of their health and human services |
69 | contracts by a specified date; specifying information to |
70 | be contained in the list; providing for assignment, by a |
71 | specified date, of a single lead administrative |
72 | coordinator for each service provider from among agencies |
73 | having multiple health and human services contracts; |
74 | requiring the lead administrative coordinator to provide |
75 | notice of his or her designation to the service provider |
76 | and to the agency contract managers for each affected |
77 | contract; providing the method of selection of lead |
78 | administrative coordinator; providing responsibilities of |
79 | the designated lead administrative coordinator; providing |
80 | duties of contract managers for agency contracts; |
81 | providing nonapplicability; requiring annual performance |
82 | evaluations of designated lead administrative coordinators |
83 | by each agency contracting for health and human services; |
84 | providing for a report; repealing s. 287.0573, F.S., which |
85 | establishes the Council on Efficient Government and |
86 | provides membership and duties thereof; repealing s. |
87 | 287.0574, F.S.; eliminating provisions relating to |
88 | business cases to outsource, review and analysis conducted |
89 | thereunder, and requirements thereof that are relocated in |
90 | other sections of Florida Statutes set forth in this act; |
91 | amending ss. 283.32 and 403.7065, F.S.; conforming |
92 | provisions to the repeal of s. 287.045, F.S.; relating to |
93 | procurement of products and materials with recycled |
94 | content; amending ss. 14.204, 43.16, 61.1826, 112.3215, |
95 | 255.25, 286.0113, 287.022, 287.058, 287.059, 295.187, |
96 | 394.457, 394.47865, 402.40, 402.7305, 408.045, 427.0135, |
97 | 445.024, 481.205, 570.07, 627.311, 627.351, 765.5155, |
98 | 893.055, and 1013.38, F.S., s. 21, ch. 2009-55, Laws of |
99 | Florida, and s. 31, ch. 2009-223, Laws of Florida; |
100 | conforming cross-references; providing an effective date. |
101 |
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102 | Be It Enacted by the Legislature of the State of Florida: |
103 |
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104 | Section 1. Section 287.012, Florida Statutes, is amended |
105 | to read: |
106 | 287.012 Definitions.-As used in this part, the term: |
107 | (1) "Agency" means any of the various state officers, |
108 | departments, boards, commissions, divisions, bureaus, and |
109 | councils and any other unit of organization, however designated, |
110 | of the executive branch of state government. "Agency" does not |
111 | include the university and college boards of trustees or the |
112 | state universities and colleges. |
113 | (2) "Agency head" means, with respect to an agency headed |
114 | by a collegial body, the executive director or chief |
115 | administrative officer of the agency. |
116 | (3) "Artistic services" "Artist" means the rendering by a |
117 | contractor of its time and effort to create or perform an |
118 | artistic work in the fields an individual or group of |
119 | individuals who profess and practice a demonstrated creative |
120 | talent and skill in the area of music, dance, drama, folk art, |
121 | creative writing, painting, sculpture, photography, graphic |
122 | arts, craft arts, industrial design, costume design, fashion |
123 | design, motion pictures, television, radio, or tape and sound |
124 | recording or in any other related field. |
125 | (4) "Best value" means the highest overall value to the |
126 | state based on objective factors that include, but are not |
127 | limited to, price, quality, design, and workmanship. |
128 | (5) "Commodity" means any of the various supplies, |
129 | materials, goods, merchandise, food, equipment, information |
130 | technology, and other personal property, including a mobile |
131 | home, trailer, or other portable structure with floor space of |
132 | less than 5,000 square feet, purchased, leased, or otherwise |
133 | contracted for by the state and its agencies. "Commodity" also |
134 | includes interest on deferred-payment commodity contracts |
135 | approved pursuant to s. 287.063 entered into by an agency for |
136 | the purchase of other commodities. However, commodities |
137 | purchased for resale are excluded from this definition. Further, |
138 | a prescribed drug, medical supply, or device required by a |
139 | licensed health care provider as a part of providing health |
140 | services involving examination, diagnosis, treatment, |
141 | prevention, medical consultation, or administration for clients |
142 | at the time the service is provided is not considered to be a |
143 | "commodity." Printing of publications shall be considered a |
144 | commodity when let upon contract pursuant to s. 283.33, whether |
145 | purchased for resale or not. |
146 | (6) "Competitive solicitation sealed bids," "competitive |
147 | sealed proposals," or "competitive sealed replies" means the |
148 | process of requesting and receiving two or more sealed bids, |
149 | proposals, or replies submitted by responsive vendors in |
150 | accordance with the terms of a competitive process, regardless |
151 | of the method of procurement and includes bids, proposals, or |
152 | replies transmitted by electronic means in lieu of or in |
153 | addition to written bids, proposals, or replies. |
154 | (7) "Competitive solicitation" or "solicitation" means an |
155 | invitation to bid, a request for proposals, or an invitation to |
156 | negotiate. |
157 | (7)(8) "Contractor" means a person who contracts to sell |
158 | commodities or contractual services to an agency. |
159 | (8)(9) "Contractual service" means the rendering by a |
160 | contractor of its time and effort rather than the furnishing of |
161 | specific commodities. The term applies only to those services |
162 | rendered by individuals and firms who are independent |
163 | contractors, and such services may include, but are not limited |
164 | to, evaluations; consultations; maintenance; accounting; |
165 | security; management systems; management consulting; educational |
166 | training programs; research and development studies or reports |
167 | on the findings of consultants engaged thereunder; and |
168 | professional, technical, and social services. "Contractual |
169 | service" does not include any contract for the furnishing of |
170 | labor or materials for the construction, renovation, repair, |
171 | modification, or demolition of any facility, building, portion |
172 | of building, utility, park, parking lot, or structure or other |
173 | improvement to real property entered into pursuant to chapter |
174 | 255 and rules adopted thereunder. |
175 | (9)(10) "Department" means the Department of Management |
176 | Services. |
177 | (10)(11) "Electronic posting" or "electronically post" |
178 | means the noticing posting of solicitations, agency decisions or |
179 | intended decisions, or other matters relating to procurement on |
180 | a centralized Internet website designated by the department for |
181 | this purpose. |
182 | (11)(12) "Eligible user" means any person or entity |
183 | authorized by the department pursuant to rule to purchase from |
184 | state term contracts or to use the online procurement system. |
185 | (12)(13) "Exceptional purchase" means any purchase of |
186 | commodities or contractual services excepted by law or rule from |
187 | the requirements for competitive solicitation, including, but |
188 | not limited to, purchases from a single source; purchases upon |
189 | receipt of less than two responsive bids, proposals, or replies; |
190 | purchases made by an agency, after receiving approval from the |
191 | department, from a contract procured, pursuant to s. 287.057(1), |
192 | (2), or (3), or by another agency; and purchases made without |
193 | advertisement in the manner required by s. 287.042(3)(b). |
194 | (13)(14) "Extension" means an increase in the time allowed |
195 | for the contract period due to circumstances which, without |
196 | fault of either party, make performance impracticable or |
197 | impossible, or which prevent a new contract from being executed, |
198 | with or without a proportional increase in the total dollar |
199 | amount, with any increase to be based on the method and rate |
200 | previously established in the contract. |
201 | (14)(15) "Information technology" has the meaning ascribed |
202 | in s. 282.0041. |
203 | (15)(16) "Invitation to bid" means a written or |
204 | electronically posted solicitation for competitive sealed bids. |
205 | The invitation to bid is used when the agency is capable of |
206 | specifically defining the scope of work for which a contractual |
207 | service is required or when the agency is capable of |
208 | establishing precise specifications defining the actual |
209 | commodity or group of commodities required. A written |
210 | solicitation includes a solicitation that is electronically |
211 | posted. |
212 | (16)(17) "Invitation to negotiate" means a written or |
213 | electronically posted solicitation for competitive sealed |
214 | replies to select one or more vendors with which to commence |
215 | negotiations for the procurement of commodities or contractual |
216 | services. The invitation to negotiate is used when the agency |
217 | determines that negotiations may be necessary for the state to |
218 | receive the best value. A written solicitation includes a |
219 | solicitation that is electronically posted. |
220 | (17)(18) "Minority business enterprise" has the meaning |
221 | ascribed in s. 288.703. |
222 | (18)(19) "Office" means the Office of Supplier Diversity |
223 | of the Department of Management Services. |
224 | (19) "Outsource" means the process of contracting with a |
225 | vendor to provide a service as defined in s. 216.011(1)(f), in |
226 | whole or in part, or an activity as defined in s. |
227 | 216.011(1)(rr), while a state agency retains the responsibility |
228 | and accountability for the service or activity and there is a |
229 | transfer of management responsibility for the delivery of |
230 | resources and the performance of those resources. |
231 | (20) "Renewal" means contracting with the same contractor |
232 | for an additional contract period after the initial contract |
233 | period, only if pursuant to contract terms specifically |
234 | providing for such renewal. |
235 | (21) "Request for information" means a written or |
236 | electronically posted request made by an agency to vendors for |
237 | information concerning commodities or contractual services. |
238 | Responses to these requests are not offers and may not be |
239 | accepted by the agency to form a binding contract. |
240 | (22) "Request for proposals" means a written or |
241 | electronically posted solicitation for competitive sealed |
242 | proposals. The request for proposals is used when it is not |
243 | practicable for the agency to specifically define the scope of |
244 | work for which the commodity, group of commodities, or |
245 | contractual service is required and when the agency is |
246 | requesting that a responsible vendor propose a commodity, group |
247 | of commodities, or contractual service to meet the |
248 | specifications of the solicitation document. A written |
249 | solicitation includes a solicitation that is electronically |
250 | posted. |
251 | (23) "Request for a quote" means an oral or written |
252 | request for written pricing or services information from a state |
253 | term contract vendor for commodities or contractual services |
254 | available on a state term contract from that vendor. |
255 | (24) "Responsible vendor" means a vendor who has the |
256 | capability in all respects to fully perform the contract |
257 | requirements and the integrity and reliability that will assure |
258 | good faith performance. |
259 | (25) "Responsive bid," "responsive proposal," or |
260 | "responsive reply" means a bid, or proposal, or reply submitted |
261 | by a responsive and responsible vendor that conforms in all |
262 | material respects to the solicitation. |
263 | (26) "Responsive vendor" means a vendor that has submitted |
264 | a bid, proposal, or reply that conforms in all material respects |
265 | to the solicitation. |
266 | (27) "State term contract" means a term contract that is |
267 | competitively procured by the department pursuant to s. 287.057 |
268 | and that is used by agencies and eligible users pursuant to s. |
269 | 287.056. |
270 | (28) "Term contract" means an indefinite quantity contract |
271 | to furnish commodities or contractual services during a defined |
272 | period. |
273 | Section 2. Section 287.017, Florida Statutes, is amended |
274 | to read: |
275 | 287.017 Purchasing categories, threshold amounts; |
276 | procedures for automatic adjustment by department.- |
277 | (1) The following purchasing categories are hereby |
278 | created: |
279 | (1)(a) CATEGORY ONE: $20,000 $15,000. |
280 | (2)(b) CATEGORY TWO: $35,000 $25,000. |
281 | (3)(c) CATEGORY THREE: $65,000 $50,000. |
282 | (4)(d) CATEGORY FOUR: $195,000 $150,000. |
283 | (5)(e) CATEGORY FIVE: $325,000 $250,000. |
284 | (2) The department shall adopt rules to adjust the amounts |
285 | provided in subsection (1) based upon the rate of change of a |
286 | nationally recognized price index. Such rules shall include, but |
287 | not be limited to, the following: |
288 | (a) Designation of the nationally recognized price index |
289 | or component thereof used to calculate the proper adjustment |
290 | authorized in this section. |
291 | (b) The procedure for rounding results. |
292 | (c) The effective date of each adjustment based upon the |
293 | previous calendar year data. |
294 | Section 3. Section 287.045, Florida Statutes, is repealed. |
295 | Section 4. Section 287.057, Florida Statutes, is amended |
296 | to read: |
297 | 287.057 Procurement of commodities or contractual |
298 | services.- |
299 | (1) PROCUREMENT PROCESSES.-The competitive solicitation |
300 | processes authorized in this section shall be used for |
301 | procurement of commodities or contractual services in excess of |
302 | the threshold amount provided for CATEGORY TWO in s. 287.017. |
303 | Any competitive solicitation shall be made available |
304 | simultaneously to all vendors, must include the time and date |
305 | for the receipt of bids, proposals, or replies and of the public |
306 | opening, and must include all contractual terms and conditions |
307 | applicable to the procurement, including the criteria to be used |
308 | in determining acceptability and relative merit of the bid, |
309 | proposal, or reply. |
310 | (a) Invitation to bid.-The invitation to bid shall be used |
311 | when the agency is capable of specifically defining the scope of |
312 | work for which a contractual service is required or when the |
313 | agency is capable of establishing precise specifications |
314 | defining the actual commodity or group of commodities required. |
315 | 1. All invitations to bid must include: |
316 | a. A detailed description of the commodities or |
317 | contractual services sought; and |
318 | b. If the agency contemplates renewal of the contract, a |
319 | statement to that effect. |
320 | 2. Bids submitted in response to an invitation to bid in |
321 | which the agency contemplates renewal of the contract must |
322 | include the price for each year for which the contract may be |
323 | renewed. |
324 | 3. Evaluation of bids shall include consideration of the |
325 | total cost for each year of the contract, including renewal |
326 | years, as submitted by the vendor. |
327 | (b) Request for proposals.-An agency shall use a request |
328 | for proposals when the purposes and uses for which the |
329 | commodity, group of commodities, or contractual service being |
330 | sought can be specifically defined and the agency is capable of |
331 | identifying necessary deliverables. Various combinations or |
332 | versions of commodities or contractual services may be proposed |
333 | by a responsive vendor to meet the specifications of the |
334 | solicitation document. |
335 | 1. Before issuing a request for proposals, the agency must |
336 | determine and specify in writing the reasons that procurement by |
337 | invitation to bid is not practicable. |
338 | 2. All requests for proposals must include: |
339 | a. A statement describing the commodities or contractual |
340 | services sought; |
341 | b. The relative importance of price and other evaluation |
342 | criteria; and |
343 | c. If the agency contemplates renewal of the contract, a |
344 | statement to that effect. |
345 | 3. Criteria that will be used for evaluation of proposals |
346 | shall include, but are not limited to: |
347 | a. Price, which must be specified in the proposal; |
348 | b. If the agency contemplates renewal of the contract, the |
349 | price for each year for which the contract may be renewed; and |
350 | c. Consideration of the total cost for each year of the |
351 | contract, including renewal years, as submitted by the vendor. |
352 | 4. The contract shall be awarded by written notice to the |
353 | responsible and responsive vendor whose proposal is determined |
354 | in writing to be the most advantageous to the state, taking into |
355 | consideration the price and other criteria set forth in the |
356 | request for proposals. The contract file shall contain |
357 | documentation supporting the basis on which the award is made. |
358 | (c) Invitation to negotiate.-The invitation to negotiate |
359 | is a solicitation used by an agency intended to determine the |
360 | best method for achieving a specific goal or solving a |
361 | particular problem and that identifies one or more responsive |
362 | vendors with which the agency may negotiate in order to receive |
363 | the best value. |
364 | 1. Before issuing an invitation to negotiate, the head of |
365 | an agency must determine and specify in writing the reasons that |
366 | procurement by either an invitation to bid or a request for |
367 | proposal is not practicable. |
368 | 2. The invitation to negotiate must describe the questions |
369 | being explored, the facts being sought, and the specific goals |
370 | or problems that are the subject of the solicitation. |
371 | 3. The criteria that will be used for determining the |
372 | acceptability of the reply and guiding the selection of the |
373 | vendors with which the agency will negotiate must be specified. |
374 | 4. The agency shall evaluate replies against all |
375 | evaluation criteria set forth in the invitation to negotiate, in |
376 | order to establish a competitive range of replies reasonably |
377 | susceptible of award. The agency may select one or more vendors |
378 | within the competitive range with which to commence |
379 | negotiations. After negotiations are conducted, the agency shall |
380 | award the contract to the responsible and responsive vendor that |
381 | the agency determines will provide the best value to the state, |
382 | based on the selection criteria. |
383 | 5. The contract file for a vendor selected through an |
384 | invitation to negotiate must contain a short plain statement |
385 | that explains the basis for the selection of the vendor and that |
386 | sets forth the vendor's deliverables and price, pursuant to the |
387 | contract, with an explanation of how these deliverables and |
388 | price provide the best value to the state. |
389 | (1)(a) Unless otherwise authorized by law, all contracts |
390 | for the purchase of commodities or contractual services in |
391 | excess of the threshold amount provided in s. 287.017 for |
392 | CATEGORY TWO shall be awarded by competitive sealed bidding. An |
393 | invitation to bid shall be made available simultaneously to all |
394 | vendors and must include a detailed description of the |
395 | commodities or contractual services sought; the time and date |
396 | for the receipt of bids and of the public opening; and all |
397 | contractual terms and conditions applicable to the procurement, |
398 | including the criteria to be used in determining acceptability |
399 | of the bid. If the agency contemplates renewal of the contract, |
400 | that fact must be stated in the invitation to bid. The bid shall |
401 | include the price for each year for which the contract may be |
402 | renewed. Evaluation of bids shall include consideration of the |
403 | total cost for each year as submitted by the vendor. Criteria |
404 | that were not set forth in the invitation to bid may not be used |
405 | in determining acceptability of the bid. |
406 | (b) The contract shall be awarded with reasonable |
407 | promptness by written notice to the responsible and responsive |
408 | vendor that submits the lowest responsive bid. This bid must be |
409 | determined in writing to meet the requirements and criteria set |
410 | forth in the invitation to bid. |
411 | (2)(a) If an agency determines in writing that the use of |
412 | an invitation to bid is not practicable, commodities or |
413 | contractual services shall be procured by competitive sealed |
414 | proposals. A request for proposals shall be made available |
415 | simultaneously to all vendors, and must include a statement of |
416 | the commodities or contractual services sought; the time and |
417 | date for the receipt of proposals and of the public opening; and |
418 | all contractual terms and conditions applicable to the |
419 | procurement, including the criteria, which shall include, but |
420 | need not be limited to, price, to be used in determining |
421 | acceptability of the proposal. The relative importance of price |
422 | and other evaluation criteria shall be indicated. If the agency |
423 | contemplates renewal of the commodities or contractual services |
424 | contract, that fact must be stated in the request for proposals. |
425 | The proposal shall include the price for each year for which the |
426 | contract may be renewed. Evaluation of proposals shall include |
427 | consideration of the total cost for each year as submitted by |
428 | the vendor. |
429 | (b) The contract shall be awarded to the responsible and |
430 | responsive vendor whose proposal is determined in writing to be |
431 | the most advantageous to the state, taking into consideration |
432 | the price and the other criteria set forth in the request for |
433 | proposals. The contract file shall contain documentation |
434 | supporting the basis on which the award is made. |
435 | (3)(a) If the agency determines in writing that the use of |
436 | an invitation to bid or a request for proposals will not result |
437 | in the best value to the state, the agency may procure |
438 | commodities and contractual services by competitive sealed |
439 | replies. The agency's written determination must specify reasons |
440 | that explain why negotiation may be necessary in order for the |
441 | state to achieve the best value and must be approved in writing |
442 | by the agency head or his or her designee prior to the |
443 | advertisement of an invitation to negotiate. An invitation to |
444 | negotiate shall be made available to all vendors simultaneously |
445 | and must include a statement of the commodities or contractual |
446 | services sought; the time and date for the receipt of replies |
447 | and of the public opening; and all terms and conditions |
448 | applicable to the procurement, including the criteria to be used |
449 | in determining the acceptability of the reply. If the agency |
450 | contemplates renewal of the contract, that fact must be stated |
451 | in the invitation to negotiate. The reply shall include the |
452 | price for each year for which the contract may be renewed. |
453 | (b) The agency shall evaluate and rank responsive replies |
454 | against all evaluation criteria set forth in the invitation to |
455 | negotiate and shall select, based on the ranking, one or more |
456 | vendors with which to commence negotiations. After negotiations |
457 | are conducted, the agency shall award the contract to the |
458 | responsible and responsive vendor that the agency determines |
459 | will provide the best value to the state. The contract file must |
460 | contain a short plain statement that explains the basis for |
461 | vendor selection and that sets forth the vendor's deliverables |
462 | and price, pursuant to the contract, with an explanation of how |
463 | these deliverables and price provide the best value to the |
464 | state. |
465 | (2)(4) Prior to the time for receipt of bids, proposals, |
466 | or replies, an agency may conduct a conference or written |
467 | question and answer period for purposes of assuring the vendor's |
468 | full understanding of the solicitation requirements. The vendors |
469 | shall be accorded fair and equal treatment. |
470 | (3)(5) When the purchase price of commodities or |
471 | contractual services exceeds the threshold amount provided in s. |
472 | 287.017 for CATEGORY TWO, no purchase of commodities or |
473 | contractual services may be made without receiving competitive |
474 | sealed bids, competitive sealed proposals, or competitive sealed |
475 | replies unless: |
476 | (a) The agency head determines in writing that an |
477 | immediate danger to the public health, safety, or welfare or |
478 | other substantial loss to the state requires emergency action. |
479 | After the agency head makes such a written determination, the |
480 | agency may proceed with the procurement of commodities or |
481 | contractual services necessitated by the immediate danger, |
482 | without receiving competitive sealed bids, competitive sealed |
483 | proposals, or competitive sealed replies. However, such |
484 | emergency procurement shall be made by obtaining pricing |
485 | information from at least two prospective vendors, which must be |
486 | retained in the contract file, unless the agency determines in |
487 | writing that the time required to obtain pricing information |
488 | will increase the immediate danger to the public health, safety, |
489 | or welfare or other substantial loss to the state. The agency |
490 | shall furnish copies of all written determinations certified |
491 | under oath and any other documents relating to the emergency |
492 | action to the department. A copy of the statement shall be |
493 | furnished to the Chief Financial Officer with the voucher |
494 | authorizing payment. The individual purchase of personal |
495 | clothing, shelter, or supplies which are needed on an emergency |
496 | basis to avoid institutionalization or placement in a more |
497 | restrictive setting is an emergency for the purposes of this |
498 | paragraph, and the filing with the department of such statement |
499 | is not required in such circumstances. In the case of the |
500 | emergency purchase of insurance, the period of coverage of such |
501 | insurance shall not exceed a period of 30 days, and all such |
502 | emergency purchases shall be reported to the department. |
503 | (b) The purchase is made by an agency from a state term |
504 | contract procured, pursuant to this section, by the department |
505 | or by an agency, after receiving approval from the department, |
506 | from a contract procured, pursuant to subsection (1), subsection |
507 | (2), or subsection (3), by another agency. |
508 | (c) Commodities or contractual services available only |
509 | from a single source may be excepted from the competitive- |
510 | solicitation requirements. When an agency believes that |
511 | commodities or contractual services are available only from a |
512 | single source, the agency shall electronically post a |
513 | description of the commodities or contractual services sought |
514 | for a period of at least 7 business days. The description must |
515 | include a request that prospective vendors provide information |
516 | regarding their ability to supply the commodities or contractual |
517 | services described. If it is determined in writing by the |
518 | agency, after reviewing any information received from |
519 | prospective vendors, that the commodities or contractual |
520 | services are available only from a single source, the agency |
521 | shall: |
522 | 1. Provide notice of its intended decision to enter a |
523 | single-source purchase contract in the manner specified in s. |
524 | 120.57(3), if the amount of the contract does not exceed the |
525 | threshold amount provided in s. 287.017 for CATEGORY FOUR. |
526 | 2. Request approval from the department for the single- |
527 | source purchase, if the amount of the contract exceeds the |
528 | threshold amount provided in s. 287.017 for CATEGORY FOUR. The |
529 | agency shall initiate its request for approval in a form |
530 | prescribed by the department, which request may be |
531 | electronically transmitted. The failure of the department to |
532 | approve or disapprove the agency's request for approval within |
533 | 21 days after receiving such request shall constitute prior |
534 | approval of the department. If the department approves the |
535 | agency's request, the agency shall provide notice of its |
536 | intended decision to enter a single-source contract in the |
537 | manner specified in s. 120.57(3). |
538 | (d) When it is in the best interest of the state, the |
539 | secretary of the department or his or her designee may authorize |
540 | the Support Program to purchase insurance by negotiation, but |
541 | such purchase shall be made only under conditions most favorable |
542 | to the public interest. |
543 | (e) Prescriptive assistive devices for the purpose of |
544 | medical, developmental, or vocational rehabilitation of clients |
545 | are excepted from competitive-solicitation requirements and |
546 | shall be procured pursuant to an established fee schedule or by |
547 | any other method which ensures the best price for the state, |
548 | taking into consideration the needs of the client. Prescriptive |
549 | assistive devices include, but are not limited to, prosthetics, |
550 | orthotics, and wheelchairs. For purchases made pursuant to this |
551 | paragraph, state agencies shall annually file with the |
552 | department a description of the purchases and methods of |
553 | procurement. |
554 | (f) The following contractual services and commodities are |
555 | not subject to the competitive-solicitation requirements of this |
556 | section: |
557 | 1. Artistic services. For the purposes of this subsection, |
558 | the term "artistic services" does not include advertising or |
559 | typesetting. As used in this subparagraph, the term |
560 | "advertising" means the making of a representation in any form |
561 | in connection with a trade, business, craft, or profession in |
562 | order to promote the supply of commodities or services by the |
563 | person promoting the commodities or contractual services. |
564 | 2. Academic program reviews. |
565 | 3. Lectures by individuals. |
566 | 4. Auditing services. |
567 | 5. Legal services, including attorney, paralegal, expert |
568 | witness, appraisal, or mediator services. |
569 | 6. Health services involving examination, diagnosis, |
570 | treatment, prevention, or medical consultation, when such |
571 | services are offered to eligible individuals participating in a |
572 | specific program that qualifies multiple providers and utilizes |
573 | a standard payment methodology or administration. |
574 | 7. Services provided to persons with mental or physical |
575 | disabilities by not-for-profit corporations which have obtained |
576 | exemptions under the provisions of s. 501(c)(3) of the United |
577 | States Internal Revenue Code or when such services are governed |
578 | by the provisions of Office of Management and Budget Circular A- |
579 | 122. However, in acquiring such services, the agency shall |
580 | consider the ability of the vendor, past performance, |
581 | willingness to meet time requirements, and price. |
582 | 7.8. Medicaid services delivered to an eligible Medicaid |
583 | recipient unless the agency is directed otherwise in law by a |
584 | health care provider who has not previously applied for and |
585 | received a Medicaid provider number from the Agency for Health |
586 | Care Administration. However, this exception shall be valid for |
587 | a period not to exceed 90 days after the date of delivery to the |
588 | Medicaid recipient and shall not be renewed by the agency. |
589 | 8.9. Family placement services. |
590 | 10. Prevention services related to mental health, |
591 | including drug abuse prevention programs, child abuse prevention |
592 | programs, and shelters for runaways, operated by not-for-profit |
593 | corporations. However, in acquiring such services, the agency |
594 | shall consider the ability of the vendor, past performance, |
595 | willingness to meet time requirements, and price. |
596 | 9.11. Training and education services provided to injured |
597 | employees pursuant to s. 440.491(6). |
598 | 10.12. Contracts entered into pursuant to s. 337.11. |
599 | 11.13. Services or commodities provided by governmental |
600 | agencies. |
601 | (g) Continuing education events or programs that are |
602 | offered to the general public and for which fees have been |
603 | collected that pay all expenses associated with the event or |
604 | program are exempt from requirements for competitive |
605 | solicitation. |
606 | (4)(6) If less than two responsive bids, proposals, or |
607 | replies for commodity or contractual services purchases are |
608 | received, the department or other agency may negotiate on the |
609 | best terms and conditions. The department or other agency shall |
610 | document the reasons that such action is in the best interest of |
611 | the state in lieu of resoliciting competitive sealed bids, |
612 | proposals, or replies. Each agency shall report all such actions |
613 | to the department on a quarterly basis, in a manner and form |
614 | prescribed by the department. |
615 | (5)(7) Upon issuance of any solicitation, an agency shall, |
616 | upon request by the department, forward to the department one |
617 | copy of each solicitation for all commodity and contractual |
618 | services purchases in excess of the threshold amount provided in |
619 | s. 287.017 for CATEGORY TWO. An agency shall also, upon request, |
620 | furnish a copy of all competitive-solicitation tabulations. The |
621 | Office of Supplier Diversity may also request from the agencies |
622 | any information submitted to the department pursuant to this |
623 | subsection. |
624 | (6)(8)(a) In order to strive to meet the minority business |
625 | enterprise procurement goals set forth in s. 287.09451, an |
626 | agency may reserve any contract for competitive solicitation |
627 | only among certified minority business enterprises. Agencies |
628 | shall review all their contracts each fiscal year and shall |
629 | determine which contracts may be reserved for solicitation only |
630 | among certified minority business enterprises. This reservation |
631 | may only be used when it is determined, by reasonable and |
632 | objective means, before the solicitation that there are capable, |
633 | qualified certified minority business enterprises available to |
634 | submit a bid, proposal, or reply on a contract to provide for |
635 | effective competition. The Office of Supplier Diversity shall |
636 | consult with any agency in reaching such determination when |
637 | deemed appropriate. |
638 | (b) Before a contract may be reserved for solicitation |
639 | only among certified minority business enterprises, the agency |
640 | head must find that such a reservation is in the best interests |
641 | of the state. All determinations shall be subject to s. |
642 | 287.09451(5). Once a decision has been made to reserve a |
643 | contract, but before sealed bids, proposals, or replies are |
644 | requested, the agency shall estimate what it expects the amount |
645 | of the contract to be, based on the nature of the services or |
646 | commodities involved and their value under prevailing market |
647 | conditions. If all the sealed bids, proposals, or replies |
648 | received are over this estimate, the agency may reject the bids, |
649 | proposals, or replies and request new ones from certified |
650 | minority business enterprises, or the agency may reject the |
651 | bids, proposals, or replies and reopen the bidding to all |
652 | eligible vendors. |
653 | (c) All agencies shall consider the use of price |
654 | preferences of up to 10 percent, weighted preference formulas, |
655 | or other preferences for vendors as determined appropriate |
656 | pursuant to guidelines established in accordance with s. |
657 | 287.09451(4) to increase the participation of minority business |
658 | enterprises. |
659 | (d) All agencies shall avoid any undue concentration of |
660 | contracts or purchases in categories of commodities or |
661 | contractual services in order to meet the minority business |
662 | enterprise purchasing goals in s. 287.09451. |
663 | (7)(9) An agency may reserve any contract for competitive |
664 | solicitation only among vendors who agree to use certified |
665 | minority business enterprises as subcontractors or subvendors. |
666 | The percentage of funds, in terms of gross contract amount and |
667 | revenues, which must be expended with the certified minority |
668 | business enterprise subcontractors and subvendors shall be |
669 | determined by the agency before such contracts may be reserved. |
670 | In order to bid on a contract so reserved, the vendor shall |
671 | identify those certified minority business enterprises which |
672 | will be utilized as subcontractors or subvendors by sworn |
673 | statement. At the time of performance or project completion, the |
674 | contractor shall report by sworn statement the payments and |
675 | completion of work for all certified minority business |
676 | enterprises used in the contract. |
677 | (8)(10) An agency shall not divide the solicitation |
678 | procurement of commodities or contractual services so as to |
679 | avoid the requirements of subsections (1)-(3) (1) through (5). |
680 | (9)(11) A contract for commodities or contractual services |
681 | may be awarded without competition if state or federal law |
682 | prescribes with whom the agency must contract or if the rate of |
683 | payment is established during the appropriations process. |
684 | (10)(12) If two equal responses to a solicitation or a |
685 | request for quote are received and one response is from a |
686 | certified minority business enterprise, the agency shall enter |
687 | into a contract with the certified minority business enterprise. |
688 | (11)(13) Extension of a contract for contractual services |
689 | shall be in writing for a period not to exceed 6 months and |
690 | shall be subject to the same terms and conditions set forth in |
691 | the initial contract. There shall be only one extension of a |
692 | contract unless the failure to meet the criteria set forth in |
693 | the contract for completion of the contract is due to events |
694 | beyond the control of the contractor. |
695 | (12)(14)(a) Contracts for commodities or contractual |
696 | services may be renewed for a period that may not exceed 3 years |
697 | or the term of the original contract, whichever period is |
698 | longer. Renewal of a contract for commodities or contractual |
699 | services shall be in writing and shall be subject to the same |
700 | terms and conditions set forth in the initial contract. If the |
701 | commodity or contractual service is purchased as a result of the |
702 | solicitation of bids, proposals, or replies, the price of the |
703 | commodity or contractual service to be renewed shall be |
704 | specified in the bid, proposal, or reply. A renewal contract may |
705 | not include any compensation for costs associated with the |
706 | renewal. Renewals shall be contingent upon satisfactory |
707 | performance evaluations by the agency and subject to the |
708 | availability of funds. Exceptional purchase contracts pursuant |
709 | to paragraphs (3)(5)(a) and (c) may not be renewed. With the |
710 | exception of subsection (11)(13), if a contract amendment |
711 | results in a longer contract term or increased payments, a state |
712 | agency may not renew or amend a contract for the outsourcing of |
713 | a service or activity that has an original term value exceeding |
714 | the sum of $10 million before submitting a written report |
715 | concerning contract performance to the Governor, the President |
716 | of the Senate, and the Speaker of the House of Representatives |
717 | at least 90 days before execution of the renewal or amendment. |
718 | (b) The Department of Health shall enter into an |
719 | agreement, not to exceed 20 years, with a private contractor to |
720 | finance, design, and construct a hospital, of no more than 50 |
721 | beds, for the treatment of patients with active tuberculosis and |
722 | to operate all aspects of daily operations within the facility. |
723 | The contractor may sponsor the issuance of tax-exempt |
724 | certificates of participation or other securities to finance the |
725 | project, and the state may enter into a lease-purchase agreement |
726 | for the facility. The department shall begin the implementation |
727 | of this initiative by July 1, 2008. This paragraph expires July |
728 | 1, 2009. |
729 | (c) In addition to any renewal authorized under paragraph |
730 | (a), contracts for community-based care lead agency services in |
731 | accordance with s. 409.1671(1)(e) may be renewed once for a term |
732 | not to exceed 5 years, provided that the lead agency currently |
733 | under contract is in compliance with the performance, fiscal, |
734 | and administrative standards established by the Department of |
735 | Children and Family Services and the agency head determines that |
736 | renewal of the contract without a competitive solicitation is in |
737 | the best interests of the children and families served. |
738 | (13)(15) For each contractual services contract, the |
739 | agency shall designate an employee to function as contract |
740 | manager who shall be responsible for enforcing performance of |
741 | the contract terms and conditions and serve as a liaison with |
742 | the contractor. The agency shall establish procedures to ensure |
743 | that contractual services have been rendered in accordance with |
744 | the contract terms prior to processing the invoice for payment. |
745 | (14)(16) Each agency shall designate at least one employee |
746 | who shall serve as a contract administrator responsible for |
747 | maintaining a contract file and financial information on all |
748 | contractual services contracts and who shall serve as a liaison |
749 | with the contract managers and the department. |
750 | (15)(17) For a contract in excess of the threshold amount |
751 | provided in s. 287.017 for CATEGORY FOUR, the agency head shall |
752 | appoint: |
753 | (a) At least three persons to evaluate proposals and |
754 | replies who collectively have experience and knowledge in the |
755 | program areas and service requirements for which commodities or |
756 | contractual services are sought. |
757 | (b) At least three persons to conduct negotiations during |
758 | a competitive sealed reply procurement who collectively have |
759 | experience and knowledge in negotiating contracts, contract |
760 | procurement, and the program areas and service requirements for |
761 | which commodities or contractual services are sought. When the |
762 | value of a contract is in excess of $1 million in any fiscal |
763 | year, at least one of the persons conducting negotiations must |
764 | be certified as a contract negotiator based upon rules adopted |
765 | by the Department of Management Services in order to ensure that |
766 | certified contract negotiators are knowledgeable about effective |
767 | negotiation strategies, capable of successfully implementing |
768 | those strategies, and involved appropriately in the procurement |
769 | process. At a minimum, the rules must address the qualifications |
770 | required for certification, the method of certification, and the |
771 | procedure for involving the certified negotiator. If the value |
772 | of a contract is in excess of $10 million in any fiscal year, at |
773 | least one of the persons conducting negotiations must be a |
774 | Project Management Professional, as certified by the Project |
775 | Management Institute. |
776 | (16)(a)1. Each agency must avoid, neutralize, or mitigate |
777 | significant potential organizational conflicts of interest |
778 | before a contract is awarded. If the agency elects to mitigate |
779 | the significant potential organizational conflict or conflicts |
780 | of interest, an adequate mitigation plan including |
781 | organizational, physical, and electronic barriers shall be |
782 | developed. |
783 | 2. If a conflict cannot be avoided or mitigated, an agency |
784 | is authorized to proceed with the contract award if the agency |
785 | head certifies that the award is in the best interests of the |
786 | state. The agency head must specify in writing the basis for the |
787 | certification. |
788 | (b)1. An agency head may not proceed with a contract award |
789 | under subparagraph (a)2. if a conflict of interest is based upon |
790 | the vendor gaining an unfair competitive advantage. |
791 | 2. An unfair competitive advantage exists where the vendor |
792 | competing for the award of a contract obtained: |
793 | a. Access to information that is not available to the |
794 | public and would assist the vendor in obtaining the contract; or |
795 | b. Source selection information that is relevant to the |
796 | contract but is not available to all competitors and that would |
797 | assist the vendor in obtaining the contract. |
798 | 3. An unfair competitive advantage does not exist as a |
799 | result of the vendor acquiring expertise and having access to |
800 | publicly available information as a result of performing the |
801 | incumbent contract or another similar contract. |
802 | (18) A person who receives a contract that has not been |
803 | procured pursuant to subsections (1) through (5) to perform a |
804 | feasibility study of the potential implementation of a |
805 | subsequent contract, who participates in the drafting of a |
806 | solicitation or who develops a program for future |
807 | implementation, is not eligible to contract with the agency for |
808 | any other contracts dealing with that specific subject matter, |
809 | and any firm in which such person has any interest is not |
810 | eligible to receive such contract. However, this prohibition |
811 | does not prevent a vendor who responds to a request for |
812 | information from being eligible to contract with an agency. |
813 | (17)(19) Each agency shall establish a review and approval |
814 | process for all contractual services contracts costing more than |
815 | the threshold amount provided for in s. 287.017 for CATEGORY |
816 | THREE which shall include, but not be limited to, program, |
817 | financial, and legal review and approval. Such reviews and |
818 | approvals shall be obtained before the contract is executed. |
819 | (18)(20) In any procurement that costs more than the |
820 | threshold amount provided for in s. 287.017 for CATEGORY TWO and |
821 | is accomplished without competition, the individuals taking part |
822 | in the development or selection of criteria for evaluation, the |
823 | evaluation process, and the award process shall attest in |
824 | writing that they are independent of, and have no conflict of |
825 | interest in, the entities evaluated and selected. |
826 | (19)(21) Nothing in this section shall affect the validity |
827 | or effect of any contract in existence on October 1, 1990. |
828 | (20)(22) An agency may contract for services with any |
829 | independent, nonprofit college or university which is located |
830 | within the state and is accredited by the Southern Association |
831 | of Colleges and Schools, on the same basis as it may contract |
832 | with any state university and college. |
833 | (21)(23) The department, in consultation with the Agency |
834 | for Enterprise Information Technology and the Comptroller, shall |
835 | develop a program for online procurement of commodities and |
836 | contractual services. To enable the state to promote open |
837 | competition and to leverage its buying power, agencies shall |
838 | participate in the online procurement program, and eligible |
839 | users may participate in the program. Only vendors prequalified |
840 | as meeting mandatory requirements and qualifications criteria |
841 | may participate in online procurement. |
842 | (a) The department, in consultation with the agency, may |
843 | contract for equipment and services necessary to develop and |
844 | implement online procurement. |
845 | (b) The department, in consultation with the agency, shall |
846 | adopt rules, pursuant to ss. 120.536(1) and 120.54, to |
847 | administer the program for online procurement. The rules shall |
848 | include, but not be limited to: |
849 | 1. Determining the requirements and qualification criteria |
850 | for prequalifying vendors. |
851 | 2. Establishing the procedures for conducting online |
852 | procurement. |
853 | 3. Establishing the criteria for eligible commodities and |
854 | contractual services. |
855 | 4. Establishing the procedures for providing access to |
856 | online procurement. |
857 | 5. Determining the criteria warranting any exceptions to |
858 | participation in the online procurement program. |
859 | (c) The department may impose and shall collect all fees |
860 | for the use of the online procurement systems. |
861 | 1. The fees may be imposed on an individual transaction |
862 | basis or as a fixed percentage of the cost savings generated. At |
863 | a minimum, the fees must be set in an amount sufficient to cover |
864 | the projected costs of the services, including administrative |
865 | and project service costs in accordance with the policies of the |
866 | department. |
867 | 2. If the department contracts with a provider for online |
868 | procurement, the department, pursuant to appropriation, shall |
869 | compensate the provider from the fees after the department has |
870 | satisfied all ongoing costs. The provider shall report |
871 | transaction data to the department each month so that the |
872 | department may determine the amount due and payable to the |
873 | department from each vendor. |
874 | 3. All fees that are due and payable to the state on a |
875 | transactional basis or as a fixed percentage of the cost savings |
876 | generated are subject to s. 215.31 and must be remitted within |
877 | 40 days after receipt of payment for which the fees are due. For |
878 | fees that are not remitted within 40 days, the vendor shall pay |
879 | interest at the rate established under s. 55.03(1) on the unpaid |
880 | balance from the expiration of the 40-day period until the fees |
881 | are remitted. |
882 | 4. All fees and surcharges collected under this paragraph |
883 | shall be deposited in the Operating Trust Fund as provided by |
884 | law. |
885 | (22)(24) Each solicitation for the procurement of |
886 | commodities or contractual services shall include the following |
887 | provision: "Respondents to this solicitation or persons acting |
888 | on their behalf may not contact, between the release of the |
889 | solicitation and the end of the 72-hour period following the |
890 | agency posting the notice of intended award, excluding |
891 | Saturdays, Sundays, and state holidays, any employee or officer |
892 | of the executive or legislative branch concerning any aspect of |
893 | this solicitation, except in writing to the procurement officer |
894 | or as provided in the solicitation documents. Violation of this |
895 | provision may be grounds for rejecting a response." |
896 | Section 5. Section 287.0571, Florida Statutes, is amended |
897 | to read: |
898 | 287.0571 Business case to outsource; applicability of ss. |
899 | 287.0571-287.0574.- |
900 | (1) Sections 287.0571-287.0574 may be cited as the |
901 | "Florida Efficient Government Act." |
902 | (1)(2) It is the intent of the Legislature that each state |
903 | agency focus on its core mission and deliver services |
904 | effectively and efficiently by leveraging resources and |
905 | contracting with private sector vendors whenever vendors can |
906 | more effectively and efficiently provide services and reduce the |
907 | cost of government. |
908 | (2)(3) It is further the intent of the Legislature that |
909 | business cases to outsource be evaluated for feasibility, cost- |
910 | effectiveness, and efficiency before a state agency proceeds |
911 | with any outsourcing of services. |
912 | (3)(4) This section does Sections 287.0571-287.0574 do not |
913 | apply to: |
914 | (a) A procurement of commodities and contractual services |
915 | listed in s. 287.057(3)(5)(e), (f), and (g) and (20)(22). |
916 | (b) A procurement of contractual services subject to s. |
917 | 287.055. |
918 | (c) A contract in support of the planning, development, |
919 | implementation, operation, or maintenance of the road, bridge, |
920 | and public transportation construction program of the Department |
921 | of Transportation. |
922 | (d) A procurement of commodities or contractual services |
923 | which does not constitute an outsourcing of services or |
924 | activities. |
925 | (4) An agency shall complete a business case for any |
926 | outsourcing project with an expected cost in excess of $10 |
927 | million within a single fiscal year. The business case shall be |
928 | submitted pursuant to s. 216.023. The business case shall be |
929 | available as part of the solicitation but is not subject to |
930 | challenge and shall include the following: |
931 | (a) A detailed description of the service or activity for |
932 | which the outsourcing is proposed. |
933 | (b) A description and analysis of the state agency's |
934 | current performance, based on existing performance metrics if |
935 | the state agency is currently performing the service or |
936 | activity. |
937 | (c) The goals desired to be achieved through the proposed |
938 | outsourcing and the rationale for such goals. |
939 | (d) A citation to the existing or proposed legal authority |
940 | for outsourcing the service or activity. |
941 | (e) A description of available options for achieving the |
942 | goals. If state employees are currently performing the service |
943 | or activity, at least one option involving maintaining state |
944 | provision of the service or activity shall be included. |
945 | (f) An analysis of the advantages and disadvantages of |
946 | each option, including, at a minimum, potential performance |
947 | improvements and risks. |
948 | (g) A description of the current market for the |
949 | contractual services that are under consideration for |
950 | outsourcing. |
951 | (h) A cost-benefit analysis documenting the direct and |
952 | indirect specific baseline costs, savings, and qualitative and |
953 | quantitative benefits involved in or resulting from the |
954 | implementation of the recommended option or options. Such |
955 | analysis must specify the schedule that, at a minimum, must be |
956 | adhered to in order to achieve the estimated savings. All |
957 | elements of cost must be clearly identified in the cost-benefit |
958 | analysis, described in the business case, and supported by |
959 | applicable records and reports. The state agency head shall |
960 | attest that, based on the data and information underlying the |
961 | business case, to the best of his or her knowledge, all |
962 | projected costs, savings, and benefits are valid and achievable. |
963 | As used in this section, the term "cost" means the reasonable, |
964 | relevant, and verifiable cost, which may include, but is not |
965 | limited to, elements such as personnel, materials and supplies, |
966 | services, equipment, capital depreciation, rent, maintenance and |
967 | repairs, utilities, insurance, personnel travel, overhead, and |
968 | interim and final payments. The appropriate elements shall |
969 | depend on the nature of the specific initiative. As used in this |
970 | section, the term "savings" means the difference between the |
971 | direct and indirect actual annual baseline costs compared to the |
972 | projected annual cost for the contracted functions or |
973 | responsibilities in any succeeding state fiscal year during the |
974 | term of the contract. |
975 | (i) A description of differences among current state |
976 | agency policies and processes and, as appropriate, a discussion |
977 | of options for or a plan to standardize, consolidate, or revise |
978 | current policies and processes, if any, to reduce the |
979 | customization of any proposed solution that would otherwise be |
980 | required. |
981 | (j) A description of the specific performance standards |
982 | that must, at a minimum, be met to ensure adequate performance. |
983 | (k) The projected timeframe for key events from the |
984 | beginning of the procurement process through the expiration of a |
985 | contract. |
986 | (l) A plan to ensure compliance with the public records |
987 | law. |
988 | (m) A specific and feasible contingency plan addressing |
989 | contractor nonperformance and a description of the tasks |
990 | involved in and costs required for its implementation. |
991 | (n) A state agency's transition plan for addressing |
992 | changes in the number of agency personnel, affected business |
993 | processes, employee transition issues, and communication with |
994 | affected stakeholders, such as agency clients and the public. |
995 | The transition plan must contain a reemployment and retraining |
996 | assistance plan for employees who are not retained by the state |
997 | agency or employed by the contractor. |
998 | (o) A plan for ensuring access by persons with |
999 | disabilities in compliance with applicable state and federal |
1000 | law. |
1001 | (5) In addition to the contract requirements provided in |
1002 | s. 287.058, each contract for a proposed outsourcing, pursuant |
1003 | to this section, must include, but need not be limited to, the |
1004 | following contractual provisions: |
1005 | (a) A scope-of-work provision that clearly specifies each |
1006 | service or deliverable to be provided, including a description |
1007 | of each deliverable or activity that is quantifiable, |
1008 | measurable, and verifiable. This provision must include a clause |
1009 | that states if a particular service or deliverable is |
1010 | inadvertently omitted or not clearly specified but determined to |
1011 | be operationally necessary and verified to have been performed |
1012 | by the agency within the 12 months before the execution of the |
1013 | contract, such service or deliverable will be provided by the |
1014 | contractor through the identified contract-amendment process. |
1015 | (b) A service-level-agreement provision describing all |
1016 | services to be provided under the terms of the agreement, the |
1017 | state agency's service requirements and performance objectives, |
1018 | specific responsibilities of the state agency and the |
1019 | contractor, and the process for amending any portion of the |
1020 | service-level agreement. Each service-level agreement must |
1021 | contain an exclusivity clause that allows the state agency to |
1022 | retain the right to perform the service or activity, directly or |
1023 | with another contractor, if service levels are not being |
1024 | achieved. |
1025 | (c) A provision that identifies all associated costs, |
1026 | specific payment terms, and payment schedules, including |
1027 | provisions governing incentives and financial disincentives and |
1028 | criteria governing payment. |
1029 | (d) A provision that identifies a clear and specific |
1030 | transition plan that will be implemented in order to complete |
1031 | all required activities needed to transfer the service or |
1032 | activity from the state agency to the contractor and operate the |
1033 | service or activity successfully. |
1034 | (e) A performance-standards provision that identifies all |
1035 | required performance standards, which must include, at a |
1036 | minimum: |
1037 | 1. Detailed and measurable acceptance criteria for each |
1038 | deliverable and service to be provided to the state agency under |
1039 | the terms of the contract which document the required |
1040 | performance level. |
1041 | 2. A method for monitoring and reporting progress in |
1042 | achieving specified performance standards and levels. |
1043 | 3. The sanctions or disincentives that shall be imposed |
1044 | for nonperformance by the contractor or state agency. |
1045 | (f) A provision that requires the contractor and its |
1046 | subcontractors to maintain adequate accounting records that |
1047 | comply with all applicable federal and state laws and generally |
1048 | accepted accounting principles. |
1049 | (g) A provision that authorizes the state agency to have |
1050 | access to and to audit all records related to the contract and |
1051 | subcontracts, or any responsibilities or functions under the |
1052 | contract and subcontracts, for purposes of legislative |
1053 | oversight, and a requirement for audits by a service |
1054 | organization in accordance with professional auditing standards, |
1055 | if appropriate. |
1056 | (h) A provision that requires the contractor to interview |
1057 | and consider for employment with the contractor each displaced |
1058 | state employee who is interested in such employment. |
1059 | (i) A contingency-plan provision that describes the |
1060 | mechanism for continuing the operation of the service or |
1061 | activity, including transferring the service or activity back to |
1062 | the state agency or successor contractor if the contractor fails |
1063 | to perform and comply with the performance standards and levels |
1064 | of the contract and the contract is terminated. |
1065 | (j) A provision that requires the contractor and its |
1066 | subcontractors to comply with public records laws, specifically |
1067 | to: |
1068 | 1. Keep and maintain the public records that ordinarily |
1069 | and necessarily would be required by the state agency in order |
1070 | to perform the service or activity. |
1071 | 2. Provide the public with access to such public records |
1072 | on the same terms and conditions that the state agency would |
1073 | provide the records and at a cost that does not exceed that |
1074 | provided in chapter 119 or as otherwise provided by law. |
1075 | 3. Ensure that records that are exempt or records that are |
1076 | confidential and exempt are not disclosed except as authorized |
1077 | by law. |
1078 | 4. Meet all requirements for retaining records and |
1079 | transfer to the state agency, at no cost, all public records in |
1080 | possession of the contractor upon termination of the contract |
1081 | and destroy any duplicate public records that are exempt or |
1082 | confidential and exempt. All records stored electronically must |
1083 | be provided to the state agency in a format that is compatible |
1084 | with the information technology systems of the state agency. |
1085 | (k)1. A provision that provides that any copyrightable or |
1086 | patentable intellectual property produced as a result of work or |
1087 | services performed under the contract, or in any way connected |
1088 | with the contract, shall be the property of the state, with only |
1089 | such exceptions as are clearly expressed and reasonably valued |
1090 | in the contract. |
1091 | 2. A provision that provides that, if the primary purpose |
1092 | of the contract is the creation of intellectual property, the |
1093 | state shall retain an unencumbered right to use such property. |
1094 | (l) If applicable, a provision that allows the agency to |
1095 | purchase from the contractor, at its depreciated value, assets |
1096 | used by the contractor in the performance of the contract. If |
1097 | assets have not depreciated, the agency shall retain the right |
1098 | to negotiate to purchase at an agreed-upon cost. |
1099 | Section 6. Section 287.05721, Florida Statutes, is |
1100 | repealed. |
1101 | Section 7. Section 287.0575, Florida Statutes, is created |
1102 | to read: |
1103 | 287.0575 Coordination of contracted services.-The |
1104 | following duties and responsibilities of the Department of |
1105 | Children and Family Services, the Agency for Persons with |
1106 | Disabilities, the Department of Health, the Department of |
1107 | Elderly Affairs, and the Florida Department of Veterans Affairs, |
1108 | and service providers under contract to those agencies, are |
1109 | established: |
1110 | (1) No later than August 1, 2010, or upon entering into |
1111 | any new contract for health and human services, state agencies |
1112 | contracting for health and human services must notify their |
1113 | contract service providers of the requirements of this section. |
1114 | (2) No later than October 1, 2010, contract service |
1115 | providers that have more than one contract with one or more |
1116 | state agencies to provide health and human services must provide |
1117 | to each of their contract managers a comprehensive list of their |
1118 | health and human services contracts. The list must include the |
1119 | following information: |
1120 | (a) The name of each contracting state agency and the |
1121 | applicable office or program issuing the contract. |
1122 | (b) The identifying name and number of each contract. |
1123 | (c) The starting and ending date of each contract. |
1124 | (d) The amount of each contract. |
1125 | (e) A brief description of the purpose of the contract and |
1126 | the types of services provided under each contract. |
1127 | (f) The name and contact information of the contract |
1128 | manager. |
1129 | (3) With respect to contracts entered into after August 1, |
1130 | 2010, effective November 1, 2010, or 30 days after receiving the |
1131 | list provided under subsection (2), a single lead administrative |
1132 | coordinator for each contract service provider shall be |
1133 | designated as provided in this subsection from among the |
1134 | agencies having multiple contracts as provided in subsection |
1135 | (2). On or before the date such responsibilities are assumed, |
1136 | the designated lead administrative coordinator shall provide |
1137 | notice of his or her designation to the contract service |
1138 | provider and to the agency contract managers for each affected |
1139 | contract. Unless another lead administrative coordinator is |
1140 | selected by agreement of all affected contract managers, the |
1141 | designated lead administrative coordinator shall be the agency |
1142 | contract manager of the contract with the highest dollar value |
1143 | over the term of the contract, provided the term of the contract |
1144 | remaining at the time of designation exceeds 24 months. If the |
1145 | remaining terms of all contracts are 24 months or less, the |
1146 | designated lead administrative coordinator shall be the contract |
1147 | manager of the contract with the latest end date. A designated |
1148 | lead administrative coordinator, or his or her successor as |
1149 | contract manager, shall continue as lead administrative |
1150 | coordinator until another lead administrative coordinator is |
1151 | selected by agreement of all affected contract managers or until |
1152 | the end date of the contract for which the designated lead |
1153 | administrative coordinator serves as contract manager, at which |
1154 | time a new lead administrative coordinator shall be designated |
1155 | pursuant to this subsection if applicable. |
1156 | (4) The designated lead administrative coordinator shall |
1157 | be responsible for: |
1158 | (a) Establishing a coordinated schedule for administrative |
1159 | and fiscal monitoring; |
1160 | (b) Consulting with other case managers to establish a |
1161 | single unified set of required administrative and fiscal |
1162 | documentation; |
1163 | (c) Consulting with other case managers to establish a |
1164 | single unified schedule for periodic updates of administrative |
1165 | and fiscal information; and |
1166 | (d) Maintaining an accessible electronic file of up-to- |
1167 | date administrative and fiscal documents, including, but not |
1168 | limited to, corporate documents, membership records, audits, and |
1169 | monitoring reports. |
1170 | (5) Contract managers for agency contracts other than the |
1171 | designated lead administrative coordinator must conduct |
1172 | administrative and fiscal monitoring activities in accordance |
1173 | with the coordinated schedule and must obtain any necessary |
1174 | administrative and fiscal documents from the designated lead |
1175 | administrative coordinator's electronic file. |
1176 | (6) This section does not apply to routine program |
1177 | performance monitoring or prohibit a contracting agency from |
1178 | directly and immediately contacting the service provider when |
1179 | the health or safety of clients is at risk. |
1180 | (7) Annually, each agency contracting for health and human |
1181 | services shall evaluate the performance of its designated lead |
1182 | administrative coordinator in establishing coordinated systems, |
1183 | improving efficiency, and reducing redundant monitoring |
1184 | activities for state agencies and their service providers. The |
1185 | report shall be submitted to the Governor, the President of the |
1186 | Senate and the Speaker of the House of Representatives. |
1187 | Section 8. Section 287.0573, Florida Statutes, is |
1188 | repealed. |
1189 | Section 9. Section 287.0574, Florida Statutes, is |
1190 | repealed. |
1191 | Section 10. Subsections (2) and (3) of section 283.32, |
1192 | Florida Statutes, are amended to read: |
1193 | 283.32 Recycled paper to be used by each agency; printing |
1194 | bids certifying use of recycled paper; percentage preference in |
1195 | awarding contracts.- |
1196 | (2) Each agency shall require a vendor that submits a bid |
1197 | for a contract for printing and that wishes to be considered for |
1198 | the price preference described in s. 287.045 to certify in |
1199 | writing the percentage of recycled content of the material used |
1200 | for such printing. Such vendor may certify that the material |
1201 | contains no recycled content. |
1202 | (3) Upon evaluation of bids for each printing contract, |
1203 | the agency shall identify the lowest responsive bid and any |
1204 | other responsive bids in which it has been certified that the |
1205 | materials used in printing contain at least the minimum |
1206 | percentage of recycled content that is set forth by the |
1207 | department. In awarding a contract for printing, the agency may |
1208 | allow up to a 10-percent price preference, as provided in s. |
1209 | 287.045, to a responsible and responsive vendor that has |
1210 | certified that the materials used in printing contain at least |
1211 | the minimum percentage of recycled content established by the |
1212 | department. If no vendors offer materials for printing that |
1213 | contain the minimum prescribed recycled content, the contract |
1214 | shall be awarded to the responsible vendor that submits the |
1215 | lowest responsive bid. |
1216 | Section 11. Subsection (1) of section 403.7065, Florida |
1217 | Statutes, is amended to read: |
1218 | 403.7065 Procurement of products or materials with |
1219 | recycled content.- |
1220 | (1) Except as provided in s. 287.045, Any state agency or |
1221 | agency of a political subdivision of the state which is using |
1222 | state funds, or any person contracting with any such agency with |
1223 | respect to work performed under contract, is required to procure |
1224 | products or materials with recycled content when the Department |
1225 | of Management Services determines that those products or |
1226 | materials are available. A decision not to procure such items |
1227 | must be based on the Department of Management Services' |
1228 | determination that such procurement is not reasonably available |
1229 | within an acceptable period of time, fails to meet the |
1230 | performance standards set forth in the applicable |
1231 | specifications, or fails to meet the performance standards of |
1232 | the agency. When the requirements of s. 287.045 are met, |
1233 | agencies shall be subject to the procurement requirements of |
1234 | that section for procuring products or materials with recycled |
1235 | content. |
1236 | Section 12. Paragraph (d) of subsection (4) of section |
1237 | 14.204, Florida Statutes, is amended to read: |
1238 | 14.204 Agency for Enterprise Information Technology.-The |
1239 | Agency for Enterprise Information Technology is created within |
1240 | the Executive Office of the Governor. |
1241 | (4) The agency shall have the following duties and |
1242 | responsibilities: |
1243 | (d) Plan and establish policies for managing proposed |
1244 | statutorily authorized enterprise information technology |
1245 | services, which includes: |
1246 | 1. Developing business cases that, when applicable, |
1247 | include the components identified in s. 287.0571 287.0574; |
1248 | 2. Establishing and coordinating project-management teams; |
1249 | 3. Establishing formal risk-assessment and mitigation |
1250 | processes; and |
1251 | 4. Providing for independent monitoring of projects for |
1252 | recommended corrective actions. |
1253 | Section 13. Subsection (1) of section 43.16, Florida |
1254 | Statutes, is amended to read: |
1255 | 43.16 Justice Administrative Commission; membership, |
1256 | powers and duties.- |
1257 | (1) There is hereby created a Justice Administrative |
1258 | Commission, with headquarters located in the state capital. The |
1259 | necessary office space for use of the commission shall be |
1260 | furnished by the proper state agency in charge of state |
1261 | buildings. For purposes of the fees imposed on agencies pursuant |
1262 | to s. 287.057(21)(23), the Justice Administrative Commission |
1263 | shall be exempt from such fees. |
1264 | Section 14. Paragraph (e) of subsection (1) of section |
1265 | 61.1826, Florida Statutes, is amended to read: |
1266 | 61.1826 Procurement of services for State Disbursement |
1267 | Unit and the non-Title IV-D component of the State Case |
1268 | Registry; contracts and cooperative agreements; penalties; |
1269 | withholding payment.- |
1270 | (1) LEGISLATIVE FINDINGS.-The Legislature finds that the |
1271 | clerks of court play a vital role, as essential participants in |
1272 | the establishment, modification, collection, and enforcement of |
1273 | child support, in securing the health, safety, and welfare of |
1274 | the children of this state. The Legislature further finds and |
1275 | declares that: |
1276 | (e) The potential loss of substantial federal funds poses |
1277 | a direct and immediate threat to the health, safety, and welfare |
1278 | of the children and citizens of the state and constitutes an |
1279 | emergency for purposes of s. 287.057(3)(5)(a). |
1280 |
|
1281 | For these reasons, the Legislature hereby directs the Department |
1282 | of Revenue, subject to the provisions of subsection (5), to |
1283 | contract with the Florida Association of Court Clerks and each |
1284 | depository to perform duties with respect to the operation and |
1285 | maintenance of a State Disbursement Unit and the non-Title IV-D |
1286 | component of the State Case Registry as further provided by this |
1287 | section. |
1288 | Section 15. Paragraph (h) of subsection (1) of section |
1289 | 112.3215, Florida Statutes, is amended to read: |
1290 | 112.3215 Lobbying before the executive branch or the |
1291 | Constitution Revision Commission; registration and reporting; |
1292 | investigation by commission.- |
1293 | (1) For the purposes of this section: |
1294 | (h) "Lobbyist" means a person who is employed and receives |
1295 | payment, or who contracts for economic consideration, for the |
1296 | purpose of lobbying, or a person who is principally employed for |
1297 | governmental affairs by another person or governmental entity to |
1298 | lobby on behalf of that other person or governmental entity. |
1299 | "Lobbyist" does not include a person who is: |
1300 | 1. An attorney, or any person, who represents a client in |
1301 | a judicial proceeding or in a formal administrative proceeding |
1302 | conducted pursuant to chapter 120 or any other formal hearing |
1303 | before an agency, board, commission, or authority of this state. |
1304 | 2. An employee of an agency or of a legislative or |
1305 | judicial branch entity acting in the normal course of his or her |
1306 | duties. |
1307 | 3. A confidential informant who is providing, or wishes to |
1308 | provide, confidential information to be used for law enforcement |
1309 | purposes. |
1310 | 4. A person who lobbies to procure a contract pursuant to |
1311 | chapter 287 which contract is less than the threshold for |
1312 | CATEGORY ONE as provided in s. 287.017(1)(a). |
1313 | Section 16. Paragraph (h) of subsection (3) of section |
1314 | 255.25, Florida Statutes, is amended to read: |
1315 | 255.25 Approval required prior to construction or lease of |
1316 | buildings.- |
1317 | (3) |
1318 | (h) The Department of Management Services may, pursuant to |
1319 | s. 287.042(2)(a), procure a term contract for real estate |
1320 | consulting and brokerage services. A state agency may not |
1321 | purchase services from the contract unless the contract has been |
1322 | procured under s. 287.057(1), (2), or (3) after March 1, 2007, |
1323 | and contains the following provisions or requirements: |
1324 | 1. Awarded brokers must maintain an office or presence in |
1325 | the market served. In awarding the contract, preference must be |
1326 | given to brokers that are licensed in this state under chapter |
1327 | 475 and that have 3 or more years of experience in the market |
1328 | served. The contract may be made with up to three tenant brokers |
1329 | in order to serve the marketplace in the north, central, and |
1330 | south areas of the state. |
1331 | 2. Each contracted tenant broker shall work under the |
1332 | direction, supervision, and authority of the state agency, |
1333 | subject to the rules governing lease procurements. |
1334 | 3. The department shall provide training for the awarded |
1335 | tenant brokers concerning the rules governing the procurement of |
1336 | leases. |
1337 | 4. Tenant brokers must comply with all applicable |
1338 | provisions of s. 475.278. |
1339 | 5. Real estate consultants and tenant brokers shall be |
1340 | compensated by the state agency, subject to the provisions of |
1341 | the term contract, and such compensation is subject to |
1342 | appropriation by the Legislature. A real estate consultant or |
1343 | tenant broker may not receive compensation directly from a |
1344 | lessor for services that are rendered under the term contract. |
1345 | Moneys paid to a real estate consultant or tenant broker are |
1346 | exempt from any charge imposed under s. 287.1345. Moneys paid by |
1347 | a lessor to the state agency under a facility leasing |
1348 | arrangement are not subject to the charges imposed under s. |
1349 | 215.20. All terms relating to the compensation of the real |
1350 | estate consultant or tenant broker shall be specified in the |
1351 | term contract and may not be supplemented or modified by the |
1352 | state agency using the contract. |
1353 | 6. The department shall conduct periodic customer- |
1354 | satisfaction surveys. |
1355 | 7. Each state agency shall report the following |
1356 | information to the department: |
1357 | a. The number of leases that adhere to the goal of the |
1358 | workspace-management initiative of 180 square feet per FTE. |
1359 | b. The quality of space leased and the adequacy of tenant- |
1360 | improvement funds. |
1361 | c. The timeliness of lease procurement, measured from the |
1362 | date of the agency's request to the finalization of the lease. |
1363 | d. Whether cost-benefit analyses were performed before |
1364 | execution of the lease in order to ensure that the lease is in |
1365 | the best interest of the state. |
1366 | e. The lease costs compared to market rates for similar |
1367 | types and classifications of space according to the official |
1368 | classifications of the Building Owners and Managers Association. |
1369 | Section 17. Paragraph (a) of subsection (2) of section |
1370 | 286.0113, Florida Statutes, is amended to read: |
1371 | 286.0113 General exemptions from public meetings.- |
1372 | (2)(a) A meeting at which a negotiation with a vendor is |
1373 | conducted pursuant to s. 287.057(1)(3) is exempt from s. 286.011 |
1374 | and s. 24(b), Art. I of the State Constitution. |
1375 | Section 18. Subsection (1) of section 287.022, Florida |
1376 | Statutes, is amended to read: |
1377 | 287.022 Purchase of insurance.- |
1378 | (1) Insurance, while not a commodity, nevertheless shall |
1379 | be purchased for all agencies by the department, except that |
1380 | agencies may purchase title insurance for land acquisition and |
1381 | may make emergency purchases of insurance pursuant to s. |
1382 | 287.057(3)(5)(a). The procedures for purchasing insurance, |
1383 | whether the purchase is made by the department or by the |
1384 | agencies, shall be the same as those set forth herein for the |
1385 | purchase of commodities. |
1386 | Section 19. Paragraph (f) of subsection (1) and subsection |
1387 | (5) of section 287.058, Florida Statutes, are amended to read: |
1388 | 287.058 Contract document.- |
1389 | (1) Every procurement of contractual services in excess of |
1390 | the threshold amount provided in s. 287.017 for CATEGORY TWO, |
1391 | except for the providing of health and mental health services or |
1392 | drugs in the examination, diagnosis, or treatment of sick or |
1393 | injured state employees or the providing of other benefits as |
1394 | required by the provisions of chapter 440, shall be evidenced by |
1395 | a written agreement embodying all provisions and conditions of |
1396 | the procurement of such services, which provisions and |
1397 | conditions shall, where applicable, include, but shall not be |
1398 | limited to: |
1399 | (f) A provision specifying that the contract may be |
1400 | renewed for a period that may not exceed 3 years or the term of |
1401 | the original contract, whichever period is longer, specifying |
1402 | the renewal price for the contractual service as set forth in |
1403 | the bid, proposal, or reply, specifying that costs for the |
1404 | renewal may not be charged, and specifying that renewals shall |
1405 | be contingent upon satisfactory performance evaluations by the |
1406 | agency and subject to the availability of funds. Exceptional |
1407 | purchase contracts pursuant to s. 287.057(3)(5)(a) and (c) may |
1408 | not be renewed. |
1409 |
|
1410 | In lieu of a written agreement, the department may authorize the |
1411 | use of a purchase order for classes of contractual services, if |
1412 | the provisions of paragraphs (a)-(f) are included in the |
1413 | purchase order or solicitation. The purchase order must include, |
1414 | but need not be limited to, an adequate description of the |
1415 | services, the contract period, and the method of payment. In |
1416 | lieu of printing the provisions of paragraphs (a)-(f) in the |
1417 | contract document or purchase order, agencies may incorporate |
1418 | the requirements of paragraphs (a)-(f) by reference. |
1419 | (5) Unless otherwise provided in the General |
1420 | Appropriations Act or the substantive bill implementing the |
1421 | General Appropriations Act, the Chief Financial Officer may |
1422 | waive the requirements of this section for services which are |
1423 | included in s. 287.057(3)(5)(f). |
1424 | Section 20. Subsection (14) of section 287.059, Florida |
1425 | Statutes, is amended to read: |
1426 | 287.059 Private attorney services.- |
1427 | (14) The office of the Attorney General is authorized to |
1428 | competitively bid and contract with one or more court reporting |
1429 | services, on a circuitwide basis, on behalf of all state |
1430 | agencies in accordance with s. 287.057(2). The office of the |
1431 | Attorney General shall develop requests for proposal for court |
1432 | reporter services in consultation with the Florida Court |
1433 | Reporters Association. All agencies shall utilize the contracts |
1434 | for court reporting services entered into by the office of the |
1435 | Attorney General where in force, unless otherwise ordered by a |
1436 | court or unless an agency has a contract for court reporting |
1437 | services executed prior to May 5, 1993. |
1438 | Section 21. Paragraph (b) of subsection (4) of section |
1439 | 295.187, Florida Statutes, is amended to read: |
1440 | 295.187 Florida Service-Disabled Veteran Business |
1441 | Enterprise Opportunity Act.- |
1442 | (4) VENDOR PREFERENCE.- |
1443 | (b) Notwithstanding s. 287.057(10)(12), if a service- |
1444 | disabled veteran business enterprise entitled to the vendor |
1445 | preference under this section and one or more businesses |
1446 | entitled to this preference or another vendor preference |
1447 | provided by law submit bids, proposals, or replies for |
1448 | procurement of commodities or contractual services that are |
1449 | equal with respect to all relevant considerations, including |
1450 | price, quality, and service, then the state agency shall award |
1451 | the procurement or contract to the business having the smallest |
1452 | net worth. |
1453 | Section 22. Subsection (3) of section 394.457, Florida |
1454 | Statutes, is amended to read: |
1455 | 394.457 Operation and administration.- |
1456 | (3) POWER TO CONTRACT.-The department may contract to |
1457 | provide, and be provided with, services and facilities in order |
1458 | to carry out its responsibilities under this part with the |
1459 | following agencies: public and private hospitals; receiving and |
1460 | treatment facilities; clinics; laboratories; departments, |
1461 | divisions, and other units of state government; the state |
1462 | colleges and universities; the community colleges; private |
1463 | colleges and universities; counties, municipalities, and any |
1464 | other governmental unit, including facilities of the United |
1465 | States Government; and any other public or private entity which |
1466 | provides or needs facilities or services. Baker Act funds for |
1467 | community inpatient, crisis stabilization, short-term |
1468 | residential treatment, and screening services must be allocated |
1469 | to each county pursuant to the department's funding allocation |
1470 | methodology. Notwithstanding the provisions of s. |
1471 | 287.057(3)(5)(f), contracts for community-based Baker Act |
1472 | services for inpatient, crisis stabilization, short-term |
1473 | residential treatment, and screening provided under this part, |
1474 | other than those with other units of government, to be provided |
1475 | for the department must be awarded using competitive sealed bids |
1476 | when the county commission of the county receiving the services |
1477 | makes a request to the department's district office by January |
1478 | 15 of the contracting year. The district shall not enter into a |
1479 | competitively bid contract under this provision if such action |
1480 | will result in increases of state or local expenditures for |
1481 | Baker Act services within the district. Contracts for these |
1482 | Baker Act services using competitive sealed bids will be |
1483 | effective for 3 years. The department shall adopt rules |
1484 | establishing minimum standards for such contracted services and |
1485 | facilities and shall make periodic audits and inspections to |
1486 | assure that the contracted services are provided and meet the |
1487 | standards of the department. |
1488 | Section 23. Paragraph (a) of subsection (1) of section |
1489 | 394.47865, Florida Statutes, is amended to read: |
1490 | 394.47865 South Florida State Hospital; privatization.- |
1491 | (1) The Department of Children and Family Services shall, |
1492 | through a request for proposals, privatize South Florida State |
1493 | Hospital. The department shall plan to begin implementation of |
1494 | this privatization initiative by July 1, 1998. |
1495 | (a) Notwithstanding s. 287.057(12)(14), the department may |
1496 | enter into agreements, not to exceed 20 years, with a private |
1497 | provider, a coalition of providers, or another agency to |
1498 | finance, design, and construct a treatment facility having up to |
1499 | 350 beds and to operate all aspects of daily operations within |
1500 | the facility. The department may subcontract any or all |
1501 | components of this procurement to a statutorily established |
1502 | state governmental entity that has successfully contracted with |
1503 | private companies for designing, financing, acquiring, leasing, |
1504 | constructing, and operating major privatized state facilities. |
1505 | Section 24. Paragraph (c) of subsection (5) and subsection |
1506 | (8) of section 402.40, Florida Statutes, are amended to read: |
1507 | 402.40 Child welfare training.- |
1508 | (5) CORE COMPETENCIES.- |
1509 | (c) Notwithstanding s. 287.057(3)(5) and (20)(22), the |
1510 | department shall competitively solicit and contract for the |
1511 | development, validation, and periodic evaluation of the training |
1512 | curricula for the established single integrated curriculum. No |
1513 | more than one training curriculum may be developed for each |
1514 | specific subset of the core competencies. |
1515 | (8) ESTABLISHMENT OF TRAINING ACADEMIES.-The department |
1516 | shall establish child welfare training academies as part of a |
1517 | comprehensive system of child welfare training. In establishing |
1518 | a program of training, the department may contract for the |
1519 | operation of one or more training academies to perform one or |
1520 | more of the following: to offer one or more of the training |
1521 | curricula developed under subsection (5); to administer the |
1522 | certification process; to develop, validate, and periodically |
1523 | evaluate additional training curricula determined to be |
1524 | necessary, including advanced training that is specific to a |
1525 | region or contractor, or that meets a particular training need; |
1526 | or to offer the additional training curricula. The number, |
1527 | location, and timeframe for establishment of training academies |
1528 | shall be approved by the Secretary of Children and Family |
1529 | Services who shall ensure that the goals for the core |
1530 | competencies and the single integrated curriculum, the |
1531 | certification process, the trainer qualifications, and the |
1532 | additional training needs are addressed. Notwithstanding s. |
1533 | 287.057(3)(5) and (20)(22), the department shall competitively |
1534 | solicit all training academy contracts. |
1535 | Section 25. Paragraphs (a) and (b) of subsection (2) and |
1536 | subsection (3) of section 402.7305, Florida Statutes, are |
1537 | amended to read: |
1538 | 402.7305 Department of Children and Family Services; |
1539 | procurement of contractual services; contract management.- |
1540 | (2) PROCUREMENT OF COMMODITIES AND CONTRACTUAL SERVICES.- |
1541 | (a) Notwithstanding s. 287.057(3)(f)11. s. |
1542 | 287.057(5)(f)13., whenever the department intends to contract |
1543 | with a public postsecondary institution to provide a service, |
1544 | the department must allow all public postsecondary institutions |
1545 | in this state that are accredited by the Southern Association of |
1546 | Colleges and Schools to bid on the contract. Thereafter, |
1547 | notwithstanding any other provision to the contrary, if a public |
1548 | postsecondary institution intends to subcontract for any service |
1549 | awarded in the contract, the subcontracted service must be |
1550 | procured by competitive procedures. |
1551 | (b) When it is in the best interest of a defined segment |
1552 | of its consumer population, the department may competitively |
1553 | procure and contract for systems of treatment or service that |
1554 | involve multiple providers, rather than procuring and |
1555 | contracting for treatment or services separately from each |
1556 | participating provider. The department must ensure that all |
1557 | providers that participate in the treatment or service system |
1558 | meet all applicable statutory, regulatory, service quality, and |
1559 | cost control requirements. If other governmental entities or |
1560 | units of special purpose government contribute matching funds to |
1561 | the support of a given system of treatment or service, the |
1562 | department shall formally request information from those funding |
1563 | entities in the procurement process and may take the information |
1564 | received into account in the selection process. If a local |
1565 | government contributes matching funds to support the system of |
1566 | treatment or contracted service and if the match constitutes at |
1567 | least 25 percent of the value of the contract, the department |
1568 | shall afford the governmental match contributor an opportunity |
1569 | to name an employee as one of the persons required by s. |
1570 | 287.057(15)(17) to evaluate or negotiate certain contracts, |
1571 | unless the department sets forth in writing the reason why the |
1572 | inclusion would be contrary to the best interest of the state. |
1573 | Any employee so named by the governmental match contributor |
1574 | shall qualify as one of the persons required by s. |
1575 | 287.057(15)(17). A governmental entity or unit of special |
1576 | purpose government may not name an employee as one of the |
1577 | persons required by s. 287.057(15)(17) if it, or any of its |
1578 | political subdivisions, executive agencies, or special |
1579 | districts, intends to compete for the contract to be awarded. |
1580 | The governmental funding entity or contributor of matching funds |
1581 | must comply with all procurement procedures set forth in s. |
1582 | 287.057 when appropriate and required. |
1583 | (3) CONTRACT MANAGEMENT REQUIREMENTS AND PROCESS.-The |
1584 | Department of Children and Family Services shall review the time |
1585 | period for which the department executes contracts and shall |
1586 | execute multiyear contracts to make the most efficient use of |
1587 | the resources devoted to contract processing and execution. |
1588 | Whenever the department chooses not to use a multiyear contract, |
1589 | a justification for that decision must be contained in the |
1590 | contract. Notwithstanding s. 287.057(13)(15), the department is |
1591 | responsible for establishing a contract management process that |
1592 | requires a member of the department's Senior Management or |
1593 | Selected Exempt Service to assign in writing the responsibility |
1594 | of a contract to a contract manager. The department shall |
1595 | maintain a set of procedures describing its contract management |
1596 | process which must minimally include the following requirements: |
1597 | (a) The contract manager shall maintain the official |
1598 | contract file throughout the duration of the contract and for a |
1599 | period not less than 6 years after the termination of the |
1600 | contract. |
1601 | (b) The contract manager shall review all invoices for |
1602 | compliance with the criteria and payment schedule provided for |
1603 | in the contract and shall approve payment of all invoices before |
1604 | their transmission to the Department of Financial Services for |
1605 | payment. |
1606 | (c) The contract manager shall maintain a schedule of |
1607 | payments and total amounts disbursed and shall periodically |
1608 | reconcile the records with the state's official accounting |
1609 | records. |
1610 | (d) For contracts involving the provision of direct client |
1611 | services, the contract manager shall periodically visit the |
1612 | physical location where the services are delivered and speak |
1613 | directly to clients receiving the services and the staff |
1614 | responsible for delivering the services. |
1615 | (e) The contract manager shall meet at least once a month |
1616 | directly with the contractor's representative and maintain |
1617 | records of such meetings. |
1618 | (f) The contract manager shall periodically document any |
1619 | differences between the required performance measures and the |
1620 | actual performance measures. If a contractor fails to meet and |
1621 | comply with the performance measures established in the |
1622 | contract, the department may allow a reasonable period for the |
1623 | contractor to correct performance deficiencies. If performance |
1624 | deficiencies are not resolved to the satisfaction of the |
1625 | department within the prescribed time, and if no extenuating |
1626 | circumstances can be documented by the contractor to the |
1627 | department's satisfaction, the department must terminate the |
1628 | contract. The department may not enter into a new contract with |
1629 | that same contractor for the services for which the contract was |
1630 | previously terminated for a period of at least 24 months after |
1631 | the date of termination. The contract manager shall obtain and |
1632 | enforce corrective action plans, if appropriate, and maintain |
1633 | records regarding the completion or failure to complete |
1634 | corrective action items. |
1635 | (g) The contract manager shall document any contract |
1636 | modifications, which shall include recording any contract |
1637 | amendments as provided for in this section. |
1638 | (h) The contract manager shall be properly trained before |
1639 | being assigned responsibility for any contract. |
1640 | Section 26. Subsection (2) of section 408.045, Florida |
1641 | Statutes, is amended to read: |
1642 | 408.045 Certificate of need; competitive sealed |
1643 | proposals.- |
1644 | (2) The agency shall make a decision regarding the |
1645 | issuance of the certificate of need in accordance with the |
1646 | provisions of s. 287.057(15)(17), rules adopted by the agency |
1647 | relating to intermediate care facilities for the developmentally |
1648 | disabled, and the criteria in s. 408.035, as further defined by |
1649 | rule. |
1650 | Section 27. Subsection (3) of section 427.0135, Florida |
1651 | Statutes, is amended to read: |
1652 | 427.0135 Purchasing agencies; duties and |
1653 | responsibilities.-Each purchasing agency, in carrying out the |
1654 | policies and procedures of the commission, shall: |
1655 | (3) Not procure transportation disadvantaged services |
1656 | without initially negotiating with the commission, as provided |
1657 | in s. 287.057(3)(f)11. s. 287.057(5)(f)13., or unless otherwise |
1658 | authorized by statute. If the purchasing agency, after |
1659 | consultation with the commission, determines that it cannot |
1660 | reach mutually acceptable contract terms with the commission, |
1661 | the purchasing agency may contract for the same transportation |
1662 | services provided in a more cost-effective manner and of |
1663 | comparable or higher quality and standards. The Medicaid agency |
1664 | shall implement this subsection in a manner consistent with s. |
1665 | 409.908(18) and as otherwise limited or directed by the General |
1666 | Appropriations Act. |
1667 | Section 28. Paragraph (c) of subsection (5) of section |
1668 | 445.024, Florida Statutes, is amended to read: |
1669 | 445.024 Work requirements.- |
1670 | (5) USE OF CONTRACTS.-Regional workforce boards shall |
1671 | provide work activities, training, and other services, as |
1672 | appropriate, through contracts. In contracting for work |
1673 | activities, training, or services, the following applies: |
1674 | (c) Notwithstanding the exemption from the competitive |
1675 | sealed bid requirements provided in s. 287.057(3)(5)(f) for |
1676 | certain contractual services, each contract awarded under this |
1677 | chapter must be awarded on the basis of a competitive sealed |
1678 | bid, except for a contract with a governmental entity as |
1679 | determined by the regional workforce board. |
1680 | Section 29. Paragraph (b) of subsection (3) of section |
1681 | 481.205, Florida Statutes, is amended to read: |
1682 | 481.205 Board of Architecture and Interior Design.- |
1683 | (3) |
1684 | (b) The board shall contract with a corporation or other |
1685 | business entity pursuant to s. 287.057(3) to provide |
1686 | investigative, legal, prosecutorial, and other services |
1687 | necessary to perform its duties. |
1688 | Section 30. Subsection (41) of section 570.07, Florida |
1689 | Statutes, is amended to read: |
1690 | 570.07 Department of Agriculture and Consumer Services; |
1691 | functions, powers, and duties.-The department shall have and |
1692 | exercise the following functions, powers, and duties: |
1693 | (41) Notwithstanding the provisions of s. 287.057(21)(23) |
1694 | that require all agencies to use the online procurement system |
1695 | developed by the Department of Management Services, the |
1696 | department may continue to use its own online system. However, |
1697 | vendors utilizing such system shall be prequalified as meeting |
1698 | mandatory requirements and qualifications and shall remit fees |
1699 | pursuant to s. 287.057(21)(23), and any rules implementing s. |
1700 | 287.057. |
1701 | Section 31. Paragraph (c) of subsection (5) of section |
1702 | 627.311, Florida Statutes, is amended to read: |
1703 | 627.311 Joint underwriters and joint reinsurers; public |
1704 | records and public meetings exemptions.- |
1705 | (5) |
1706 | (c) The operation of the plan shall be governed by a plan |
1707 | of operation that is prepared at the direction of the board of |
1708 | governors and approved by order of the office. The plan is |
1709 | subject to continuous review by the office. The office may, by |
1710 | order, withdraw approval of all or part of a plan if the office |
1711 | determines that conditions have changed since approval was |
1712 | granted and that the purposes of the plan require changes in the |
1713 | plan. The plan of operation shall: |
1714 | 1. Authorize the board to engage in the activities |
1715 | necessary to implement this subsection, including, but not |
1716 | limited to, borrowing money. |
1717 | 2. Develop criteria for eligibility for coverage by the |
1718 | plan, including, but not limited to, documented rejection by at |
1719 | least two insurers which reasonably assures that insureds |
1720 | covered under the plan are unable to acquire coverage in the |
1721 | voluntary market. |
1722 | 3. Require notice from the agent to the insured at the |
1723 | time of the application for coverage that the application is for |
1724 | coverage with the plan and that coverage may be available |
1725 | through an insurer, group self-insurers' fund, commercial self- |
1726 | insurance fund, or assessable mutual insurer through another |
1727 | agent at a lower cost. |
1728 | 4. Establish programs to encourage insurers to provide |
1729 | coverage to applicants of the plan in the voluntary market and |
1730 | to insureds of the plan, including, but not limited to: |
1731 | a. Establishing procedures for an insurer to use in |
1732 | notifying the plan of the insurer's desire to provide coverage |
1733 | to applicants to the plan or existing insureds of the plan and |
1734 | in describing the types of risks in which the insurer is |
1735 | interested. The description of the desired risks must be on a |
1736 | form developed by the plan. |
1737 | b. Developing forms and procedures that provide an insurer |
1738 | with the information necessary to determine whether the insurer |
1739 | wants to write particular applicants to the plan or insureds of |
1740 | the plan. |
1741 | c. Developing procedures for notice to the plan and the |
1742 | applicant to the plan or insured of the plan that an insurer |
1743 | will insure the applicant or the insured of the plan, and notice |
1744 | of the cost of the coverage offered; and developing procedures |
1745 | for the selection of an insuring entity by the applicant or |
1746 | insured of the plan. |
1747 | d. Provide for a market-assistance plan to assist in the |
1748 | placement of employers. All applications for coverage in the |
1749 | plan received 45 days before the effective date for coverage |
1750 | shall be processed through the market-assistance plan. A market- |
1751 | assistance plan specifically designed to serve the needs of |
1752 | small, good policyholders as defined by the board must be |
1753 | reviewed and updated periodically. |
1754 | 5. Provide for policy and claims services to the insureds |
1755 | of the plan of the nature and quality provided for insureds in |
1756 | the voluntary market. |
1757 | 6. Provide for the review of applications for coverage |
1758 | with the plan for reasonableness and accuracy, using any |
1759 | available historic information regarding the insured. |
1760 | 7. Provide for procedures for auditing insureds of the |
1761 | plan which are based on reasonable business judgment and are |
1762 | designed to maximize the likelihood that the plan will collect |
1763 | the appropriate premiums. |
1764 | 8. Authorize the plan to terminate the coverage of and |
1765 | refuse future coverage for any insured that submits a fraudulent |
1766 | application to the plan or provides fraudulent or grossly |
1767 | erroneous records to the plan or to any service provider of the |
1768 | plan in conjunction with the activities of the plan. |
1769 | 9. Establish service standards for agents who submit |
1770 | business to the plan. |
1771 | 10. Establish criteria and procedures to prohibit any |
1772 | agent who does not adhere to the established service standards |
1773 | from placing business with the plan or receiving, directly or |
1774 | indirectly, any commissions for business placed with the plan. |
1775 | 11. Provide for the establishment of reasonable safety |
1776 | programs for all insureds in the plan. All insureds of the plan |
1777 | must participate in the safety program. |
1778 | 12. Authorize the plan to terminate the coverage of and |
1779 | refuse future coverage to any insured who fails to pay premiums |
1780 | or surcharges when due; who, at the time of application, is |
1781 | delinquent in payments of workers' compensation or employer's |
1782 | liability insurance premiums or surcharges owed to an insurer, |
1783 | group self-insurers' fund, commercial self-insurance fund, or |
1784 | assessable mutual insurer licensed to write such coverage in |
1785 | this state; or who refuses to substantially comply with any |
1786 | safety programs recommended by the plan. |
1787 | 13. Authorize the board of governors to provide the goods |
1788 | and services required by the plan through staff employed by the |
1789 | plan, through reasonably compensated service providers who |
1790 | contract with the plan to provide services as specified by the |
1791 | board of governors, or through a combination of employees and |
1792 | service providers. |
1793 | a. Purchases that equal or exceed $2,500 but are less than |
1794 | or equal to $25,000, shall be made by receipt of written quotes, |
1795 | telephone quotes, or informal bids, whenever practical. The |
1796 | procurement of goods or services valued over $25,000 is subject |
1797 | to competitive solicitation, except in situations in which the |
1798 | goods or services are provided by a sole source or are deemed an |
1799 | emergency purchase, or the services are exempted from |
1800 | competitive-solicitation requirements under s. 287.057(3)(5)(f). |
1801 | Justification for the sole-sourcing or emergency procurement |
1802 | must be documented. Contracts for goods or services valued at or |
1803 | over $100,000 are subject to board approval. |
1804 | b. The board shall determine whether it is more cost- |
1805 | effective and in the best interests of the plan to use legal |
1806 | services provided by in-house attorneys employed by the plan |
1807 | rather than contracting with outside counsel. In making such |
1808 | determination, the board shall document its findings and shall |
1809 | consider the expertise needed; whether time commitments exceed |
1810 | in-house staff resources; whether local representation is |
1811 | needed; the travel, lodging, and other costs associated with in- |
1812 | house representation; and such other factors that the board |
1813 | determines are relevant. |
1814 | 14. Provide for service standards for service providers, |
1815 | methods of determining adherence to those service standards, |
1816 | incentives and disincentives for service, and procedures for |
1817 | terminating contracts for service providers that fail to adhere |
1818 | to service standards. |
1819 | 15. Provide procedures for selecting service providers and |
1820 | standards for qualification as a service provider that |
1821 | reasonably assure that any service provider selected will |
1822 | continue to operate as an ongoing concern and is capable of |
1823 | providing the specified services in the manner required. |
1824 | 16. Provide for reasonable accounting and data-reporting |
1825 | practices. |
1826 | 17. Provide for annual review of costs associated with the |
1827 | administration and servicing of the policies issued by the plan |
1828 | to determine alternatives by which costs can be reduced. |
1829 | 18. Authorize the acquisition of such excess insurance or |
1830 | reinsurance as is consistent with the purposes of the plan. |
1831 | 19. Provide for an annual report to the office on a date |
1832 | specified by the office and containing such information as the |
1833 | office reasonably requires. |
1834 | 20. Establish multiple rating plans for various |
1835 | classifications of risk which reflect risk of loss, hazard |
1836 | grade, actual losses, size of premium, and compliance with loss |
1837 | control. At least one of such plans must be a preferred-rating |
1838 | plan to accommodate small-premium policyholders with good |
1839 | experience as defined in sub-subparagraph 22.a. |
1840 | 21. Establish agent commission schedules. |
1841 | 22. For employers otherwise eligible for coverage under |
1842 | the plan, establish three tiers of employers meeting the |
1843 | criteria and subject to the rate limitations specified in this |
1844 | subparagraph. |
1845 | a. Tier One.- |
1846 | (I) Criteria; rated employers.-An employer that has an |
1847 | experience modification rating shall be included in Tier One if |
1848 | the employer meets all of the following: |
1849 | (A) The experience modification is below 1.00. |
1850 | (B) The employer had no lost-time claims subsequent to the |
1851 | applicable experience modification rating period. |
1852 | (C) The total of the employer's medical-only claims |
1853 | subsequent to the applicable experience modification rating |
1854 | period did not exceed 20 percent of premium. |
1855 | (II) Criteria; non-rated employers.-An employer that does |
1856 | not have an experience modification rating shall be included in |
1857 | Tier One if the employer meets all of the following: |
1858 | (A) The employer had no lost-time claims for the 3-year |
1859 | period immediately preceding the inception date or renewal date |
1860 | of the employer's coverage under the plan. |
1861 | (B) The total of the employer's medical-only claims for |
1862 | the 3-year period immediately preceding the inception date or |
1863 | renewal date of the employer's coverage under the plan did not |
1864 | exceed 20 percent of premium. |
1865 | (C) The employer has secured workers' compensation |
1866 | coverage for the entire 3-year period immediately preceding the |
1867 | inception date or renewal date of the employer's coverage under |
1868 | the plan. |
1869 | (D) The employer is able to provide the plan with a loss |
1870 | history generated by the employer's prior workers' compensation |
1871 | insurer, except if the employer is not able to produce a loss |
1872 | history due to the insolvency of an insurer, the receiver shall |
1873 | provide to the plan, upon the request of the employer or the |
1874 | employer's agent, a copy of the employer's loss history from the |
1875 | records of the insolvent insurer if the loss history is |
1876 | contained in records of the insurer which are in the possession |
1877 | of the receiver. If the receiver is unable to produce the loss |
1878 | history, the employer may, in lieu of the loss history, submit |
1879 | an affidavit from the employer and the employer's insurance |
1880 | agent setting forth the loss history. |
1881 | (E) The employer is not a new business. |
1882 | (III) Premiums.-The premiums for Tier One insureds shall |
1883 | be set at a premium level 25 percent above the comparable |
1884 | voluntary market premiums until the plan has sufficient |
1885 | experience as determined by the board to establish an |
1886 | actuarially sound rate for Tier One, at which point the board |
1887 | shall, subject to paragraph (e), adjust the rates, if necessary, |
1888 | to produce actuarially sound rates, provided such rate |
1889 | adjustment shall not take effect prior to January 1, 2007. |
1890 | b. Tier Two.- |
1891 | (I) Criteria; rated employers.-An employer that has an |
1892 | experience modification rating shall be included in Tier Two if |
1893 | the employer meets all of the following: |
1894 | (A) The experience modification is equal to or greater |
1895 | than 1.00 but not greater than 1.10. |
1896 | (B) The employer had no lost-time claims subsequent to the |
1897 | applicable experience modification rating period. |
1898 | (C) The total of the employer's medical-only claims |
1899 | subsequent to the applicable experience modification rating |
1900 | period did not exceed 20 percent of premium. |
1901 | (II) Criteria; non-rated employers.-An employer that does |
1902 | not have any experience modification rating shall be included in |
1903 | Tier Two if the employer is a new business. An employer shall be |
1904 | included in Tier Two if the employer has less than 3 years of |
1905 | loss experience in the 3-year period immediately preceding the |
1906 | inception date or renewal date of the employer's coverage under |
1907 | the plan and the employer meets all of the following: |
1908 | (A) The employer had no lost-time claims for the 3-year |
1909 | period immediately preceding the inception date or renewal date |
1910 | of the employer's coverage under the plan. |
1911 | (B) The total of the employer's medical-only claims for |
1912 | the 3-year period immediately preceding the inception date or |
1913 | renewal date of the employer's coverage under the plan did not |
1914 | exceed 20 percent of premium. |
1915 | (C) The employer is able to provide the plan with a loss |
1916 | history generated by the workers' compensation insurer that |
1917 | provided coverage for the portion or portions of such period |
1918 | during which the employer had secured workers' compensation |
1919 | coverage, except if the employer is not able to produce a loss |
1920 | history due to the insolvency of an insurer, the receiver shall |
1921 | provide to the plan, upon the request of the employer or the |
1922 | employer's agent, a copy of the employer's loss history from the |
1923 | records of the insolvent insurer if the loss history is |
1924 | contained in records of the insurer which are in the possession |
1925 | of the receiver. If the receiver is unable to produce the loss |
1926 | history, the employer may, in lieu of the loss history, submit |
1927 | an affidavit from the employer and the employer's insurance |
1928 | agent setting forth the loss history. |
1929 | (III) Premiums.-The premiums for Tier Two insureds shall |
1930 | be set at a rate level 50 percent above the comparable voluntary |
1931 | market premiums until the plan has sufficient experience as |
1932 | determined by the board to establish an actuarially sound rate |
1933 | for Tier Two, at which point the board shall, subject to |
1934 | paragraph (e), adjust the rates, if necessary, to produce |
1935 | actuarially sound rates, provided such rate adjustment shall not |
1936 | take effect prior to January 1, 2007. |
1937 | c. Tier Three.- |
1938 | (I) Eligibility.-An employer shall be included in Tier |
1939 | Three if the employer does not meet the criteria for Tier One or |
1940 | Tier Two. |
1941 | (II) Rates.-The board shall establish, subject to |
1942 | paragraph (e), and the plan shall charge, actuarially sound |
1943 | rates for Tier Three insureds. |
1944 | 23. For Tier One or Tier Two employers which employ no |
1945 | nonexempt employees or which report payroll which is less than |
1946 | the minimum wage hourly rate for one full-time employee for 1 |
1947 | year at 40 hours per week, the plan shall establish actuarially |
1948 | sound premiums, provided, however, that the premiums may not |
1949 | exceed $2,500. These premiums shall be in addition to the fee |
1950 | specified in subparagraph 26. When the plan establishes |
1951 | actuarially sound rates for all employers in Tier One and Tier |
1952 | Two, the premiums for employers referred to in this paragraph |
1953 | are no longer subject to the $2,500 cap. |
1954 | 24. Provide for a depopulation program to reduce the |
1955 | number of insureds in the plan. If an employer insured through |
1956 | the plan is offered coverage from a voluntary market carrier: |
1957 | a. During the first 30 days of coverage under the plan; |
1958 | b. Before a policy is issued under the plan; |
1959 | c. By issuance of a policy upon expiration or cancellation |
1960 | of the policy under the plan; or |
1961 | d. By assumption of the plan's obligation with respect to |
1962 | an in-force policy, |
1963 |
|
1964 | that employer is no longer eligible for coverage through the |
1965 | plan. The premium for risks assumed by the voluntary market |
1966 | carrier must be no greater than the premium the insured would |
1967 | have paid under the plan, and shall be adjusted upon renewal to |
1968 | reflect changes in the plan rates and the tier for which the |
1969 | insured would qualify as of the time of renewal. The insured may |
1970 | be charged such premiums only for the first 3 years of coverage |
1971 | in the voluntary market. A premium under this subparagraph is |
1972 | deemed approved and is not an excess premium for purposes of s. |
1973 | 627.171. |
1974 | 25. Require that policies issued and applications must |
1975 | include a notice that the policy could be replaced by a policy |
1976 | issued from a voluntary market carrier and that, if an offer of |
1977 | coverage is obtained from a voluntary market carrier, the |
1978 | policyholder is no longer eligible for coverage through the |
1979 | plan. The notice must also specify that acceptance of coverage |
1980 | under the plan creates a conclusive presumption that the |
1981 | applicant or policyholder is aware of this potential. |
1982 | 26. Require that each application for coverage and each |
1983 | renewal premium be accompanied by a nonrefundable fee of $475 to |
1984 | cover costs of administration and fraud prevention. The board |
1985 | may, with the prior approval of the office, increase the amount |
1986 | of the fee pursuant to a rate filing to reflect increased costs |
1987 | of administration and fraud prevention. The fee is not subject |
1988 | to commission and is fully earned upon commencement of coverage. |
1989 | Section 32. Paragraph (e) of subsection (6) of section |
1990 | 627.351, Florida Statutes, is amended to read: |
1991 | 627.351 Insurance risk apportionment plans.- |
1992 | (6) CITIZENS PROPERTY INSURANCE CORPORATION.- |
1993 | (e) Purchases that equal or exceed $2,500, but are less |
1994 | than $25,000, shall be made by receipt of written quotes, |
1995 | written record of telephone quotes, or informal bids, whenever |
1996 | practical. The procurement of goods or services valued at or |
1997 | over $25,000 shall be subject to competitive solicitation, |
1998 | except in situations where the goods or services are provided by |
1999 | a sole source or are deemed an emergency purchase; the services |
2000 | are exempted from competitive solicitation requirements under s. |
2001 | 287.057(3)(5)(f); or the procurement of services is subject to |
2002 | s. 627.3513. Justification for the sole-sourcing or emergency |
2003 | procurement must be documented. Contracts for goods or services |
2004 | valued at or over $100,000 are subject to approval by the board. |
2005 | Section 33. Subsection (2) of section 765.5155, Florida |
2006 | Statutes, is amended to read: |
2007 | 765.5155 Donor registry; education program.- |
2008 | (2) The agency and the department shall jointly contract |
2009 | for the operation of a donor registry and education program. The |
2010 | contractor shall be procured by competitive solicitation |
2011 | pursuant to chapter 287, notwithstanding any exemption in s. |
2012 | 287.057(3)(5)(f). When awarding the contract, priority shall be |
2013 | given to existing nonprofit groups that are based within the |
2014 | state, have expertise working with procurement organizations, |
2015 | have expertise in conducting statewide organ and tissue donor |
2016 | public education campaigns, and represent the needs of the organ |
2017 | and tissue donation community in the state. |
2018 | Section 34. Subsection (10) of section 893.055, Florida |
2019 | Statutes, is amended to read: |
2020 | 893.055 Prescription drug monitoring program.- |
2021 | (10) All costs incurred by the department in administering |
2022 | the prescription drug monitoring program shall be funded through |
2023 | federal grants or private funding applied for or received by the |
2024 | state. The department may not commit funds for the monitoring |
2025 | program without ensuring funding is available. The prescription |
2026 | drug monitoring program and the implementation thereof are |
2027 | contingent upon receipt of the nonstate funding. The department |
2028 | and state government shall cooperate with the direct-support |
2029 | organization established pursuant to subsection (11) in seeking |
2030 | federal grant funds, other nonstate grant funds, gifts, |
2031 | donations, or other private moneys for the department so long as |
2032 | the costs of doing so are not considered material. Nonmaterial |
2033 | costs for this purpose include, but are not limited to, the |
2034 | costs of mailing and personnel assigned to research or apply for |
2035 | a grant. Notwithstanding the exemptions to competitive- |
2036 | solicitation requirements under s. 287.057(3)(5)(f), the |
2037 | department shall comply with the competitive-solicitation |
2038 | requirements under s. 287.057 for the procurement of any goods |
2039 | or services required by this section. |
2040 | Section 35. Subsection (3) of section 1013.38, Florida |
2041 | Statutes, is amended to read: |
2042 | 1013.38 Boards to ensure that facilities comply with |
2043 | building codes and life safety codes.- |
2044 | (3) The Department of Management Services may, upon |
2045 | request, provide facilities services for the Florida School for |
2046 | the Deaf and the Blind, the Division of Blind Services, and |
2047 | public broadcasting. As used in this section, the term |
2048 | "facilities services" means project management, code and design |
2049 | plan review, and code compliance inspection for projects as |
2050 | defined in s. 287.017(5)(1)(e). |
2051 | Section 36. Section 21 of chapter 2009-55, 2009 Laws of |
2052 | Florida, is amended to read: |
2053 | Section 21. The Agency for Health Care Administration |
2054 | shall develop and implement a home health agency monitoring |
2055 | pilot project in Miami-Dade County by January 1, 2010. The |
2056 | agency shall contract with a vendor to verify the utilization |
2057 | and the delivery of home health services and provide an |
2058 | electronic billing interface for such services. The contract |
2059 | must require the creation of a program to submit claims for the |
2060 | home health services electronically. The program must verify |
2061 | visits for the delivery of home health services telephonically |
2062 | using voice biometrics. The agency may seek amendments to the |
2063 | Medicaid state plan and waivers of federal law, as necessary, to |
2064 | implement the pilot project. Notwithstanding s. |
2065 | 287.057(3)(5)(f), Florida Statutes, the agency must award the |
2066 | contract through the competitive solicitation process. The |
2067 | agency shall submit a report to the Governor, the President of |
2068 | the Senate, and the Speaker of the House of Representatives |
2069 | evaluating the pilot project by February 1, 2011. |
2070 | Section 37. Section 31 of chapter 2009-223, Laws of |
2071 | Florida, is amended to read: |
2072 | Section 31. Pilot project to monitor home health |
2073 | services.-The Agency for Health Care Administration shall |
2074 | develop and implement a home health agency monitoring pilot |
2075 | project in Miami-Dade County by January 1, 2010. The agency |
2076 | shall contract with a vendor to verify the utilization and |
2077 | delivery of home health services and provide an electronic |
2078 | billing interface for home health services. The contract must |
2079 | require the creation of a program to submit claims |
2080 | electronically for the delivery of home health services. The |
2081 | program must verify telephonically visits for the delivery of |
2082 | home health services using voice biometrics. The agency may seek |
2083 | amendments to the Medicaid state plan and waivers of federal |
2084 | laws, as necessary, to implement the pilot project. |
2085 | Notwithstanding s. 287.057(3)(5)(f), Florida Statutes, the |
2086 | agency must award the contract through the competitive |
2087 | solicitation process. The agency shall submit a report to the |
2088 | Governor, the President of the Senate, and the Speaker of the |
2089 | House of Representatives evaluating the pilot project by |
2090 | February 1, 2011. |
2091 | Section 38. This act shall take effect January 1, 2011. |