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State Contract Reporting System

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

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Contract Information

 

Summary

Agency Name: DEPARTMENT OF FINANCIAL SERVICES

Agency Contract ID: TR169

Long Title: Investment Reviewer for the Deferred Comp Program

Vendor Name: STATE BOARD OF ADMINISTRATION

Total Contract Amount: $1,200.00

Total Budgetary Amount: $27,400.00

Total Payment To Date: $750.00

Date of Execution: 07/01/2004

General Description: The contract amount relfects the contract amount to date. State Board of Administration (SBA)charges $250.00 to review each of the investment products in the plan. As the products are replaced the SBA reviews the new product .

Main Information

Agency Contract ID: TR169

FLAIR Contract ID: D0090

Short Title: Invest Rev

Long Title: Investment Reviewer for the Deferred Comp Program

Contract Type: Standard Two Party Agreement by Statute

Contract Status: Closed or Expired

Date of Execution: 07/01/2004

Date of Beginning: 07/01/2004

Original End Date:

New Ending Date: 07/01/2018

Agency Service Area: TR

Statutory Authority: FS 112.215

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: Informally quoted purchase not exceeding Category Two [Rule 60A-1.002(3), F.A.C. & s. 287.017(2)]

State Term Contract ID:

Contract’s Exemption Justification:

Agency Reference Number:

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: $1,200.00

Total Recurring Budgetary Amount: $27,400.00

Total Non-Recurring Budgetary Amount: $0.00

Total Budgetary Amount: $27,400.00

Total Unfunded Amount: ($26,200.00)

As of Date: 6/15/2015

Recurring Budgetary Amount Account Code Fiscal Year Effective Date FY Cost Accumulator Agency Amendment Reference
$1,200.00 43-20-2-725001-43100400-00-100868-00 07/01/2015 2015-2016
$1,200.00 43-20-2-725001-43100400-00-100868-00 06/12/2015 2014-2015
$2,500.00 43-20-2-725001-43100400-00-100868-00 07/01/2012 2012-2013
$2,500.00 43-20-2-725001-43100400-00-100868-00 07/01/2011 2011-2012
$20,000.00 43-20-2-725001-43100400-00-100868-00 07/01/2004 2004-2005


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
Amendment $0.00 A1 Section II.A.1 amended 07/01/2005 01/10/2006
Amendment $1,200.00 A2 Amendment and restate service level agreement 11/01/2015 10/27/2015 07/01/2018

Vendor

Name Line 1Name Line 2City State ZipMinority Vendor Designation
STATE BOARD OF ADMINISTRATION TALLAHASSEE FL 323173300 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
     
 01 Investment advice Review of investment product additions and deletions Fixed Fee / Unit Rate
 Displaying 1 to 1 of 1    


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.

Payment Details

"Date" in the listing below indicates the date the payment voucher was recorded in the system, not the date the payment was issued.
More Fiscal Year Total Amount
     
 2014-2015 $750.00

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 - D0090 07/01/2004 8/17/2015 11:14:52 AM
Amendment A1 01/10/2006 8/17/2015 11:15:05 AM
Amendment A2 10/27/2015 11/5/2015 1:45:14 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.
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