Contract Information

Summary

Agency Name: DEPARTMENT OF FINANCIAL SERVICES	Agency Contract ID: FM295
Long Title: Evaluation and analysis	Vendor Name: MICHAEL DOUGLAS CATO
Total Contract Amount: $5,000.00	Total Budgetary Amount: $5,000.00
Total Payment To Date: NA	Date of Execution: 01/17/2012
General Description: This is a sole source contract to retain an independent expert, to provide investigative fact collection, analysis, and report drafting services for a written complaint filed with the State Fire Marshal.

Details
Deliverables
Payments
Documents
Audits

Main Information

Agency Contract ID: FM295

FLAIR Contract ID: D0569

Short Title: Expert

Long Title: Evaluation and analysis

Contract Type: Standard Two Party Agreement by Statute

Contract Status: Closed or Expired

Date of Execution: 01/17/2012

Date of Beginning: 01/17/2012

Original End Date: 01/16/2013

New Ending Date:

Agency Service Area: FM

Statutory Authority: 633

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: Single source $2,500 or greater, not to exceed Category Two [Rule 60A-1.002(3), F.A.C.]

State Term Contract ID:

Contract’s Exemption Justification: There is no state term contract for these types of services.

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: $5,000.00

Total Contract Amount: $5,000.00

Total Recurring Budgetary Amount: $5,000.00

Total Non-Recurring Budgetary Amount: $0.00

Total Budgetary Amount: $5,000.00

Total Unfunded Amount: $0.00

As of Date: 4/5/2012

Download Budget Information

Recurring Budgetary Amount	Account Code	Fiscal Year Effective Date	FY	Cost Accumulator	Agency Amendment Reference
$5,000.00	43-10-2-393001-43300500-00-100777-00	01/17/2012	2011-2012

No Non-Recurring Budgetary records found for this contract.

Contract Change

No Contract Changes found for the contract.

Vendor

Download Vendor

Name Line 1	Name Line 2	City State Zip	Minority Vendor Designation
MICHAEL DOUGLAS CATO		FORT MYERS FL 339120000	Non-Minority

CFDA

No CFDA Codes found for the contract.

CSFA

No CSFA Codes found for the contract.

Expand All Deliverables Download Deliverables

Deliverable Number

Commodity/Service Type

Major Deliverable

Method of Payment

EXPERT WITNESS SERVICES

Pre-implementation teleconference due three (3) business days after execution of the Agreement.

Fixed Fee / Unit Rate

EXPERT WITNESS SERVICES

Status reports: The initial status report is due 14 calendar days after execution of the Agreement....

Fixed Fee / Unit Rate

Major Deliverable: Status reports: The initial status report is due 14 calendar days after execution of the Agreement. Thereafter, a status report is due every 14 calendar days after the date of the initial status report until the final The initial status report is due 14 calendar days after execution of the Agreement. Thereafter, a status report is due every 14 calendar days after the date of the initial status report until the final written report is received by the Division.

Deliverable Price: $50.00

Non Price Justification:

Performance Metrics: Each status report must: address all actions taken to date in performance of the Agreement; attest to the completion of one or more actions and indicate the hours spent on each action; identify upcoming actions; and be provided via teleconference with Division staff, unless a written status report is requested by Division staff in which case such written report shall be submitted to the Division within three (3) business days after the date of the request. Each status report must be completed on or before each due date and itemized in an invoice.

Financial Consequences: Satisfactorily comply with the acceptance criteria identified for each deliverable in this SOW or specified as additional acceptance criteria by the Division’s Contract Manager during the Agreement term will result in automatic rejection of the deliverable and the deliverable may not be invoiced or paid until correction is made; or satisfactorily complete each deliverable specified in this SOW may result in rejection of an invoice.

Source Documentation Page Reference: Page 16

Deliverable Number:

EXPERT WITNESS SERVICES

Testify as a witness in any administrative or court proceeding related to the complaint, as required...

Fixed Fee / Unit Rate

Major Deliverable: Testify as a witness in any administrative or court proceeding related to the complaint, as required, to be specified by Division staff at the time of a request.

Deliverable Price: $50.00

Non Price Justification:

Performance Metrics: Provider, if required by Division staff, must prepare for and serve as a witness. Testimony must be provided on the due date and itemized in an invoice. $25 per hour for time spent commuting to perform services/ $50.00 per hour for performance of services.

Source Documentation Page Reference: Page 19

Deliverable Number:

EXPERT WITNESS SERVICES

Follow-up action after the Division’s receipt of the final written report to be specified by Divisio...

Fixed Fee / Unit Rate

Major Deliverable: Follow-up action after the Division’s receipt of the final written report to be specified by Division staff at the time of a request.

Deliverable Price: $50.00

Non Price Justification:

Performance Metrics: Follow-up action, when requested by Division staff, must: completely address the requirements specified by staff; be completed on or before the due date; and be itemized in an invoice $25 per hour for time spent commuting to perform services/$50.00 per hour for performance of services.

Source Documentation Page Reference: Page 19

Deliverable Number:

EXPERT WITNESS SERVICES

Presentation of final written report 10 calendar days after submission of the final written report o...

Fixed Fee / Unit Rate

Major Deliverable: Presentation of final written report 10 calendar days after submission of the final written report or after receipt by the Provider of the Division’s written statement indicating that the draft written report is accepted as the final written report.

Deliverable Price: $50.00

Non Price Justification:

Performance Metrics: The presentation must: be made to Division staff; be in person or via teleconference, as directed by Division staff; provide a detailed overview of report’s content; and allow time for Division staff to make inquiries. The presentation must be completed on or before the due date and must be itemized in an invoice. $25 per hour for time spent commuting to perform services/ $50.00 per hour for performance of services

Source Documentation Page Reference: Page 19

Deliverable Number:

EXPERT WITNESS SERVICES

Draft and final written reports: The draft written report is due 60 calendar days after execution o...

Fixed Fee / Unit Rate

Major Deliverable: Draft and final written reports: The draft written report is due 60 calendar days after execution of the agreement. If the Division’s written statement requires follow up or corrective action, the final written report is due 10 calendar days after receipt of the Division’s written statement by the Provider.

Deliverable Price: $50.00

Non Price Justification:

Performance Metrics: The draft and final written reports must completely address, using pinpoint citations, all content requirements specified in Section 3., and must be accompanied by all attachments required in this chart. The Division shall review the draft written report and submit to the Provider a written statement indicating any follow up or corrective action to be taken by the Provider prior to submission of the final written report or indicating that the draft written report is accepted as the final written report. The final written report must completely address any follow up or corrective action required by the Division. The draft and final written reports must be received by the Division on or before the due dates and must be itemized in an invoice. $25 per hour for time spent commuting to perform services/$50.00 per hour for performance of services.

Source Documentation Page Reference: Page 18

Deliverable Number:

EXPERT WITNESS SERVICES

On-site assessments 60 calendar days after execution of the agreement or within five (5) business da...

Fixed Fee / Unit Rate

Major Deliverable: On-site assessments 60 calendar days after execution of the agreement or within five (5) business days after the date of a Division request.

Deliverable Price: $50.00

Non Price Justification:

Performance Metrics: Each on-site assessment must be documented by: a written report identifying the site location and describing the necessity for the assessment, actions taken by the provider during the assessment, and the Provider’s conclusions regarding the assessment; and photographs or audio and visual recordings of the site, as warranted. The documentation for each on-site assessment must be submitted as an attachment to the draft and final written reports or, if requested earlier by Division staff, must be received by the Division within five (5) business days after the date of the Division’s request. Each on-site assessment must be itemized in an invoice. $25 per hour for time spent commuting to perform services/$50.00 per hour for performance of services

Source Documentation Page Reference: Page 18

Deliverable Number:

EXPERT WITNESS SERVICES

Document collection 60 calendar days after execution of the agreement or within five (5) business da...

Fixed Fee / Unit Rate

Major Deliverable: Document collection 60 calendar days after execution of the agreement or within five (5) business days after the date of a Division request.

Deliverable Price: $50.00

Non Price Justification:

Performance Metrics: Each document collected must be: relevant to the development of facts pertinent to the complaint; submitted as an attachment to the draft and final written reports or, if requested earlier by Division staff, must be received by the Division within five (5) business days after the date of the Division’s request; and itemized in an invoice. $50.00 per hour for performance of services

Source Documentation Page Reference: Page 17

Deliverable Number:

EXPERT WITNESS SERVICES

Interviews of complainant, alleged violator, witnesses, and other relevant third parties 60 calendar...

Fixed Fee / Unit Rate

Major Deliverable: Interviews of complainant, alleged violator, witnesses, and other relevant third parties 60 calendar days after execution of the agreement or within five (5) business days after the date of a Division request.

Deliverable Price: $50.00

Non Price Justification:

Performance Metrics: Each interview must consist of questions necessary to develop facts pertinent to the complaint and shall be documented by a written summary statement for each person interviewed. The documentation for each interview must be submitted as an attachment to the draft and final written reports or, if requested earlier by Division staff, must be received by the Division within five (5) business days after the date of the Division’s request. Each interview must be itemized in an invoice. $25 per hour for time spent commuting to perform services/$50.00 per hour for performance of services

Source Documentation Page Reference: Page 17

Deliverable Number:

EXPERT WITNESS SERVICES

Respond to written or verbal inquiries from Division staff due two (2) business days following the d...

Fixed Fee / Unit Rate

Displaying 1 to 10 of 10

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 - D0569	01/17/2012	6/11/2012 2:26:32 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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Florida Department of Financial Services: F.A.C.T.S

Contract Information

Summary

Main Information

Procurement Information

Outsourcing / Capital Improvements

Budget Information

Contract Change

Vendor

CFDA

CSFA

Contract Documents