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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: WC123

Long Title: Gerard A. McHale, Jr.,PA

Vendor Name: GERARD A. MCHALE, JR. P.A.

Total Contract Amount: $38,000.00

Total Budgetary Amount: $38,000.00

Total Payment To Date: $10,861.00

Date of Execution: 08/17/2015

General Description: Professional Services Agreement between the FL Department of Financial Services and Gerard A. McHale, Jr., P.A. (Expert Witness). Includes reviewing of Department files, the formulation of an opinion, and other professional services as may be deemed by the Department, such as services including testimony at trial; and all services and expenses that include travel.

Main Information

Agency Contract ID: WC123

FLAIR Contract ID: D0982

Short Title: McHale

Long Title: Gerard A. McHale, Jr.,PA

Contract Type: Standard Two Party Agreement by Statute

Contract Status: Closed or Expired

Date of Execution: 08/17/2015

Date of Beginning: 08/17/2015

Original End Date: 08/16/2016

New Ending Date: 08/16/2018

Agency Service Area: WC

Statutory Authority: 287.057(3)(F)4

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: Exempt legal services, including attorney, paralegal, expert witness, appraisal, mediator [s. 287.057(3)(e)4., F.S.]

State Term Contract ID: N/A

Contract’s Exemption Justification: Expert witness in ongoing legal case

Agency Reference Number: N/A

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: $7,500.00

Total Contract Amount: $38,000.00

Total Recurring Budgetary Amount: $38,000.00

Total Non-Recurring Budgetary Amount: $0.00

Total Budgetary Amount: $38,000.00

Total Unfunded Amount: $0.00

As of Date: 9/1/2017

Recurring Budgetary Amount Account Code Fiscal Year Effective Date FY Cost Accumulator Agency Amendment Reference
$0.00 43-20-2-795003-43600100-00-100777-00 07/01/2017 2017-2018 R2A3
$20,000.00 43-20-2-795003-43600100-00-100777-00 07/01/2016 2016-2017 A2
$7,500.00 43-20-2-795003-43600100-00-100777-00 08/17/2015 2015-2016
$10,500.00 43-20-2-795003-43600100-00-100777-00 07/01/2015 2015-2016 A1


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 $10,500.00 A1 Increased funds from $7,500 to $18,000. 06/07/2016 06/07/2016
Renewal $0.00 R2 Renewal 2 08/17/2017 08/14/2017 08/16/2018
Amendment $0.00 R2A3 Third amendment and second renewal 08/17/2017 08/14/2017 08/16/2018
Amendment $20,000.00 A2 Increased funds from $7500 to $18000 and now to $38000. 08/16/2016 08/16/2016 08/17/2017
Renewal $0.00 R1 Renewal 08/17/2016 08/16/2016 08/17/2017

Vendor

Name Line 1Name Line 2City State ZipMinority Vendor Designation
GERARD A. MCHALE, JR. P.A. FORT MYERS FL 339010000 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
     
 Expert witness service Provide timely consultation, analysis and expert witness testimony as assigned by DFS in the Letter ... Fixed Fee / Unit Rate
     
 Expert witness service All services, including testimony at trial shall be compensated at $200/hour; $150/hour for other CP... Fixed Fee / Unit Rate
     
 Expert witness service All services, expenses, including travel, as identified in the Scope shall not exceed $38,000. Bill... Fixed Fee / Unit Rate
 Displaying 1 to 3 of 3    


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
     
 2015-2016 $10,861.00

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 - D0982 08/17/2015 8/24/2015 3:36:40 PM
Amendment A1 06/07/2016 6/21/2016 9:43:07 AM
Amendment A2 08/16/2016 8/21/2017 4:12:30 PM
Renewal R1 08/16/2016 10/26/2016 9:20:51 AM
Amendment R2A3 08/14/2017 8/22/2017 1:06:31 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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