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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: AA064

Long Title: Life Health Study Manual

Vendor Name: FLORIDA ASSOCIATION OF INSURANC

Total Contract Amount: $0.00

Total Budgetary Amount: $0.00

Total Payment To Date: NA

Date of Execution: 12/20/2012

General Description: This is a new contract for the Life, Health, & Variable Annuity & Industrial Fire & Burglary licensing examination study manuals. The price for each manual sold is $28.00 per manual of which $5.00 per manual goes to the Department. No cost or expenses shall be billed to the Department. The revenue for the Contract has been approximately $164,356.00 (FY 09-10) and $75,260.00 (FY 10-11). Revenue for FY 11-12 was approximately $80,165.00.

Main Information

Agency Contract ID: AA064

FLAIR Contract ID: D0704

Short Title: Manuals

Long Title: Life Health Study Manual

Contract Type: Revenue Agreement

Contract Status: Closed or Expired

Date of Execution: 12/20/2012

Date of Beginning: 12/20/2012

Original End Date: 12/19/2015

New Ending Date: 06/19/2019

Agency Service Area: AA

Statutory Authority: F.S. 626

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:

Agency Reference Number: DFS AA RFP 12/13-02

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: 1/19/2018

Recurring Budgetary Amount Account Code Fiscal Year Effective Date FY Cost Accumulator Agency Amendment Reference
$0.00 43-10-2-393001-43500200-00-100777-00 07/01/2016 2016-2017 A3


Non-Recurring Budgetary Amount Account Code Fiscal Year Effective Date FY Cost Accumulator Agency Amendment Reference
$0.00 07/01/2016 2016-2017 A2
$0.00 12/20/2015 2015-2016 R1
$0.00 12/20/2015 2015-2016 A1
$0.00 12/26/2012 2012-2013

Contract Change

Change Type Amendment Amount Agency Amendment Reference Change Description Amendment Effective Date Amendment Execution Date New Ending Date
Extension $0.00 A4 Extension 12/20/2018 09/11/2018 06/19/2019
Amendment $0.00 A3 remove the Industrial Fire & Burglary Insurance study manual 01/11/2018 01/11/2018
Amendment $0.00 A2 Amendment for electronic Spanish version. 08/31/2016 08/31/2016
Renewal $0.00 R1 One (1) three (3) year renewal 12/01/2015 10/14/2015 12/19/2018
Amendment $0.00 A1 Contractor name correction to NAIFA-Florida, Inc. 12/20/2015 10/14/2015 12/19/2018

Vendor

Name Line 1Name Line 2City State ZipMinority Vendor Designation
FLORIDA ASSOCIATION OF INSURANCNATL ASSN OF INSURANCE AND FINA TALLAHASSEE FL 323087706 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
     
Reference books The Contractor will provide a project status report on the sale of the manuals attesting to the leve... Revenue Generating
     
Reference books Deliverable to be completed within the scope outlined in the RFP. Performance monitored will substan... Revenue Generating
     
Reference books Deliverable to be completed within the scope outlined in the RFP. Performance monitored will substan... Revenue Generating
     
Reference books Deliverable to be completed within the scope outlined in the RFP. Performance monitored will substan... Revenue Generating
     
Reference books Deliverable to be completed within the scope outlined in the RFP. Performance monitored will substan... Revenue Generating
     
Reference books Deliverable to be completed within the scope outlined in the RFP. Performance monitored will substan... Revenue Generating
     
Reference books Deliverable to be completed within the scope outlined in the RFP. Performance monitored will substan... Revenue Generating
     
Reference books The Contractor will provide a project status report on the sale of the manuals attesting to the leve... Revenue Generating
     
Reference books Deliverable to be completed within the scope outlined in the RFP. Performance monitored will substan... Revenue Generating
     
Reference books Deliverable to be completed within the scope outlined in the RFP. Performance monitored will substan... Revenue Generating
     
Reference books Deliverable to be completed within the scope outlined in the RFP. Performance monitored will substan... Revenue Generating
     
Reference books Deliverable to be completed within the scope outlined in the RFP. Performance monitored will substan... Revenue Generating
     
Reference books Deliverable to be completed within the scope outlined in the RFP. Performance monitored will substan... Revenue Generating
     
Reference books Deliverable to be completed within the scope outlined in the RFP. Performance monitored will substan... Revenue Generating
     
Reference books The Contractor will provide a project status report on the sale of the manuals attesting to the leve... Revenue Generating
     
Reference books Deliverable to be completed within the scope outlined in the RFP. Performance monitored will substan... Revenue Generating
     
Reference books Deliverable to be completed within the scope outlined in the RFP. Performance monitored will substan... Revenue Generating
     
Reference books Deliverable to be completed within the scope outlined in the RFP. Performance monitored will substan... Revenue Generating
     
Reference books Deliverable to be completed within the scope outlined in the RFP. Performance monitored will substan... Revenue Generating
     
Reference books Deliverable to be completed within the scope outlined in the RFP. Performance monitored will substan... Revenue Generating
     
Reference books Deliverable to be completed within the scope outlined in the RFP. Performance monitored will substan... Revenue Generating
 Displaying 1 to 21 of 21    


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 - D0704 12/20/2012 12/31/2012 12:40:00 PM
Procurement Original Contract - D0704 6/17/2014 2:20:40 PM
Amendment A1 10/14/2015 11/9/2015 2:28:30 PM
Amendment A2 08/31/2016 9/23/2016 12:23:27 PM
Amendment A3 01/11/2018 1/19/2018 4:12:16 PM
Extension A4 09/11/2018 9/17/2018 10:06:31 AM
Renewal R1 10/14/2015 11/9/2015 1:49:50 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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