DFS Header

Florida Department of Financial Services: F.A.C.T.S

Tweet

Contract Information

 

Summary

Agency Name: DEPARTMENT OF FINANCIAL SERVICES

Agency Contract ID: AC043

Long Title: Securities Property Management for Unclaimed Property

Vendor Name: XEROX STATE & LOCAL SOLUTIONS I

Total Contract Amount: $0.00

Total Budgetary Amount: $0.00

Total Payment To Date: NA

Date of Execution: 09/01/2009

General Description: Security Management Services

Main Information

Agency Contract ID: AC043

FLAIR Contract ID: D0054

Short Title: Securities

Long Title: Securities Property Management for Unclaimed Property

Contract Type: Standard Two Party Agreement by Statute

Contract Status: Closed or Expired

Date of Execution: 09/01/2009

Date of Beginning: 09/01/2009

Original End Date: 08/31/2012

New Ending Date: 11/30/2015

Agency Service Area: AC

Statutory Authority: 717.122(2) Florida Statutes

Contract Involves State or Federal Financial Assistance: No

Recipient Type:

Provide for Administrative Cost: No

Provide for Periodic Increase: No

Procurement Information

Authorized Advanced Payment: No

Method of Procurement: Agency Request For Proposals [s. 287.057(1)(b), F.S.]

State Term Contract ID:

Contract’s Exemption Justification: n/a

Agency Reference Number: DFS (AC) RFP 08/09-15

Business Case Study Done: No

Legal Challenges to Procurement: No

Outsourcing / Capital Improvements

Was the Contracted Function Previously Performed by the State: No

Was the Contracted Function Considered for Insourcing back to the State: No

Did the Vendor Make Capital Improvements on State Property: No

Budget Information

Original Contract Amount: $0.00

Total Contract Amount: $0.00

Total Recurring Budgetary Amount: $0.00

Total Non-Recurring Budgetary Amount: $0.00

Total Budgetary Amount: $0.00

Total Unfunded Amount: $0.00

As of Date: 3/6/2012

Recurring Budgetary Amount Account Code Fiscal Year Effective Date FY Cost Accumulator Agency Amendment Reference
$0.00


No Non-Recurring Budgetary records found for this contract.

Contract Change

Change Type Amendment Amount Agency Amendment Reference Change Description Amendment Effective Date Amendment Execution Date New Ending Date
Extension $0.00 E1 Extension 09/01/2015 07/28/2015 11/30/2015
Renewal $0.00 R1 1st Renewal 09/01/2012 08/14/2012 08/31/2015

Vendor

Name Line 1Name Line 2City State ZipMinority Vendor Designation
XEROX STATE & LOCAL SOLUTIONS I QUINCY MA 021710000 Non-Minority

CFDA

No CFDA Codes found for the contract.

CSFA

No CSFA Codes found for the contract.
More Deliverable Number      Commodity/Service Type Major Deliverable Method of Payment
     
Securities and commodities markets services The Contractor, to the extent directed by the Department, shall modify the data file formats to acco... Fixed Fee / Unit Rate
     
Securities and commodities markets services Contractor shall maintain, as the official point of contact, a bona fide office location within the ... Fixed Fee / Unit Rate
     
Securities and commodities markets services Contractor shall remit to the Department the interest, dividends or any other receipts occurring on ... Fixed Fee / Unit Rate
     
Securities and commodities markets services Contractor shall submit documentation in each monthly statement identifying all amounts deducted fro... Fixed Fee / Unit Rate
     
Securities and commodities markets services Contractor shall, within three (3) business days, credit the Department's account for the value of t... Fixed Fee / Unit Rate
     
Securities and commodities markets services The Contractor shall provide access to its computer system to the Department's staff or its designat... Fixed Fee / Unit Rate
     
Securities and commodities markets services The Contractor shall provide a year-end statement as of December 31st of the account?s activities to... Fixed Fee / Unit Rate
     
Securities and commodities markets services The Contractor shall establish an interest bearing account, in the name of the Department, for use s... Fixed Fee / Unit Rate
     
Securities and commodities markets services The Contractor shall provide a monthly statement of the account?s activities to the Department withi... Fixed Fee / Unit Rate
     
Securities and commodities markets services The Contractor shall, within 30 calendar days of the effective date of the contract with the awarded... Fixed Fee / Unit Rate
     
Securities and commodities markets services The Contractor shall provide for the redemption of bonds at maturity including coupons. The Contract... Fixed Fee / Unit Rate
     
Securities and commodities markets services The Contractor shall assist the Department in transferring the Department?s securities from the curr... Fixed Fee / Unit Rate
     
Securities and commodities markets services The Contractor shall establish a brokerage account in the name of the Department within 30 calendar ... Fixed Fee / Unit Rate
 Displaying 1 to 13 of 13    


Payments are also referred to as expenditures (creating or incurring a legal obligation to disburse money) or disbursements (the payment of expenditures). Payments include disbursements and accounting adjustments made on a contract. Payments are always positive amounts while accounting adjustments may be positive or negative depending on the type of adjustment.
  

If a payment or adjustment to a contract was made before July 1, 2012, the information may not be posted in this system.

Contract Documents


Click on the pdf icon or Agency Document Link to view the document
Document Type Document Reference # Executed Date Document Add Date Agency Document Link View
Original Contract Original Contract - D0054 09/01/2009 3/1/2013 1:00:24 PM
Extension E1 07/28/2015 8/11/2015 11:08:48 AM
Renewal R1 08/14/2012 8/24/2012 12:56:38 PM


Audit results posted prior to June 30, 2012, appear in a summarized form. As of July 1, 2012, the audit reporting process was expanded to include additional questions and comments from the Bureau of Auditing. As audits are captured in electronic format, they will be posted to this system. If you are interested in seeing audit reports by Fiscal Year and Agency Action Plans, please click here to navigate to the Transparency Florida Contract Audit page.

  • No audits have been conducted on this contract at this time.
BACK TO TOP    



2011 © Florida Department of Financial Services