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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: ICA004

Long Title: ICA Actuary Services

Vendor Name: LEWIS & ELLIS, INC.

Total Contract Amount: $112,500.00

Total Budgetary Amount: $225,000.00

Total Payment To Date: $32,259.20

Date of Execution: 04/01/2020

General Description: Upon a Letter of Authorization being submitted to the vendor, the vendor will participate in specific designated services, that may include, but are not limited to, participating in regulatory proceedings regarding all insurance activities conducted under the jurisdiction of the Department and the Office; examining rate and form fillings to assure rate changes are justified and fairly apportioned and ensuring policies clearly and accurately reflect the coverage provided; assisting the ICA in representing the public in a wide range of forums; and assisting the ICA in any additional special projects. These services may also include on-site representation.

Main Information

Agency Contract ID: ICA004

FLAIR Contract ID: D1487

Short Title: CA-Actuary

Long Title: ICA Actuary Services

Contract Type: Standard Two Party Agreement by Statute

Contract Status: Closed or Expired

Date of Execution: 04/01/2020

Date of Beginning: 04/01/2020

Original End Date: 03/31/2021

New Ending Date: 09/30/2024

Agency Service Area: ICA

Statutory Authority: Section 627.0613, F.S.

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: 1920-02 RFP ICA

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: $112,500.00

Total Contract Amount: $112,500.00

Total Recurring Budgetary Amount: $0.00

Total Non-Recurring Budgetary Amount: $225,000.00

Total Budgetary Amount: $225,000.00

Total Unfunded Amount: ($112,500.00)

As of Date: 1/13/2025

No Recurring Budgetary records found for this contract.

Non-Recurring Budgetary Amount Account Code Fiscal Year Effective Date FY Cost Accumulator Agency Amendment Reference
$112,500.00 43-10-2-393001-43010400-00-040000-00 07/01/2024 2024-2025
$112,500.00 43-10-2-393001-43010400-00-100777-00 07/01/2024 2024-2025

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 04/01/2024 02/07/2024 09/30/2024
Renewal $0.00 R3A3 Renewal 03/07/2023 03/07/2023 03/31/2024
Amendment $0.00 R2A2 Renewal 04/01/2022 03/08/2022 03/31/2023
Renewal $0.00 A1R1 Renewal 1 04/01/2021 03/08/2021 03/31/2022

Vendor

Name Line 1Name Line 2City State ZipMinority Vendor Designation
LEWIS & ELLIS, INC. LEWIS & ELLIS, LLC OVERLAND PARK KS 662110000 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
     
 Travel and Food and Lodging and Entertainment Services Travel (i.e. hotel, airfare, per diem, meals, etc.) Cost Reimbursement
     
 Actuarial consulting services Market Trend Analysis, as described in the Statement of Work. Fixed Hourly Rate: $250.00 for the in... Fixed Fee / Unit Rate
     
 Actuarial consulting services Special Projects, as described in the Statement of Work. Fixed Hourly Rate: $250.00 for the initial... Fixed Fee / Unit Rate
     
 Actuarial consulting services Special Projects, as described in the Statement of Work. Fixed Hourly rate: 255.00 for the each of t... Fixed Fee / Unit Rate
     
 Actuarial consulting services Industry and Consumer Services Analysis as described in the Statement of Work. Fixed Hourly Rate: $2... Fixed Fee / Unit Rate
     
 Actuarial consulting services Industry and Consumer Services Analysis as described in the Statement of work. Fixed Hourly rate for... Fixed Fee / Unit Rate
     
 1 Actuarial consulting services Regulatory Proceeding Representation (may include on-site representation), as described in the State... Fixed Fee / Unit Rate
     
 1 Actuarial consulting services Regulatory Proceeding Representation (may include on-site representation), as described in the State... Fixed Fee / Unit Rate
     
 2 Actuarial consulting services Market Trend Analysis, as described in the Statement of Work. Fixed Hourly Rate: $255.00 for the 3 r... Fixed Fee / Unit Rate
 Displaying 1 to 9 of 9    


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
     
 2024-2025 $7,940.45
     
 2021-2022 $12,693.75
     
 2020-2021 $11,625.00

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 - D1487 04/01/2020 3/7/2023 9:00:29 AM
Procurement Original Contract - D1487 4/2/2020 12:06:25 PM
Renewal A1R1 03/08/2021 3/8/2021 4:15:25 PM
Extension E1 02/07/2024 2/8/2024 8:46:54 AM
Amendment R2A2 03/08/2022 3/8/2022 11:20:25 AM
Renewal R3A3 03/07/2023 3/7/2023 11:57:07 AM


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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