CN-370000-SL012-CMC1.pdf.crdownload

From: Contracts_Adm To: Joseph, Resila J Cc: Jones, Casey R Subject: FW: New Contract SL012 Date: Wednesday, October 12, 2022 11:15:22 AM Attachments: FACTS Workbook SL012 TTG2223.xlsx image001.png SL012 Executed Contract.pdf SL012_TTG_Pocurement_File.pdf

Please handle.

Thank you, Contracts Team Florida Department of Environmental Protection Division of Administrative Services - Bureau of General Services Email: Contracts_ADM@FloridaDEP.gov Office: 850-245-2361

From: Jones, Casey R <Casey.R.Jones@FloridaDEP.gov> Sent: Wednesday, October 12, 2022 10:58 AM To: Contracts_Adm <Contracts_Adm@dep.state.fl.us> Subject: New Contract SL012

Good Morning, I have attached the new Contract SL012 that will start on 10/30/22, the procurement file and the FACTS workbook.

Please note that we have updated the contract manager to Susan Branch.

Thanks, Casey Jones Government Operations Consultant II Florida Department of Environmental Protection Bureau of Real Estate Services Division of State Lands 3800 Commonwealth Blvd., MS 115 Tallahassee, FL 32399 Office: (850)245-2642 Email: Casey.R.Jones@FloridaDEP.gov mailto:Contracts_Adm@dep.state.fl.us mailto:Resila.Joseph@FloridaDEP.gov mailto:Casey.R.Jones@FloridaDEP.gov https://floridadep.gov/ mailto:Contracts_ADM@FloridaDEP.gov https://floridadep.gov/contact-us mailto:Casey.R.Jones@FloridaDEP.gov

Instructions

FACTS WORKBOOK INSTRUCTIONS 2017

TAB A - Main Information - SECTION 1: Division/District/Office Information A. Enter Division/District/Office B. Enter Bureau/Office

TAB A - Main Information - SECTION 2: Main Information A. FLAIR Contract ID (5 character max) – Some programs will have to drop a character (i.e.: ADM to AD) B. Enter Short Title (10 character max) - If you are entering a grant please enter GRANT- and the abbreviation for the program office (i.e.: GRANT-ADM) C. Enter Long Title - This is the project title (60 character max) D. Enter Agency Assigned Contract ID (Contract Number) – Enter the actual contract number. If you had to drop a character from the FLAIR Contract Identifier the Agency Assigned and FLAIR Contract Identifier will not be the same.

E. Enter Original Contract Amount (include renewal terms of the original agreement, if applicable) F. Select Contract Type from drop down box G. Select Contract Status from drop down box H. Enter Date of Execution I. Enter Date of Beginning J. Enter Original End Date K. Enter Statutory Authority L. Select (Y/N) if Contract Involve State or Federal Financial Assistance M. Enter Recipient Type, if applicable N. Agency Service Area from drop down bown O. Select (Y/N) Provide for Administrative Cost P. Select (Y/N) Provide for Periodic Increase Q. Enter Periodic Increase Percentage (if applicable) R. Enter General Description of the Contract

TAB A - Main Information - SECTION 3: Contract Procurement Information A. Select (Y/N) Authorized Advanced Payment B. Select Method of Procurement from drop down box C. Enter State Term Contract ID (if applicable) D. Enter Contract Exemption Explanation (i.e.: Service only available from one source; Contract with a city / county / Water Mgmt. District / state agency / federal agency / State university; Contract for specialized legal services) E. Enter Agency Reference Number (if applicable) F. Select (Y/N) Business Case Study Done G. Enter Business Case Date (if applicable) H. Select (Y/N) Legal Challenges to Procurement I. Enter Legal Challenge Description (if applicable)

TAB A - Main Information - SECTION 4: Manager Information A. Enter Agency Manager Name B. Enter Agency Manager Telephone Number C. Enter Agency Manager’s email address (as it appears in Outlook)

TAB A - Main Information - SECTION 5: Outsourcing Information (if applicable) A. Was the Contracted Function Preciously Performed by the State (Field defaults to No) B. Was the Contracted Function Considered for Insourcing back to the state (Field defaults to No) C. Did the Vendor Make Capital Improvements on State Property (Field defaults to No) D. Capital Improvement Description E. Value of Capital Improvements F. Value of Unamortized Capital Improvements

TAB A - Main Information - SECTION 6: Catalog of Federal Domestic Assistance (CFDA) Number and Catalog of State Financial Assistance (CSFA) Number A. Enter CFDA Number B. Enter CSFA Number

TAB B: Budget Information A. Enter the budget amount for each funding source, if applicable B. Select the Amount Type (Fixed Capital Outlay (FCO) funds (Category 08 or 14) are non-recurring; everything else is recurring) C. Enter the 29 digit FLAIR account code D. Enter the fiscal year effective date E. Enter Org. Code F. Enter EO Code G. Enter Object Code H. Enter Grant Number I. Enter OCA/Module Number J. Project No. (11 characters max)

TAB C: Vendor/Grantee Information A. Enter Contract Vendor ID (starts with F, N, or S) B. Enter Vendor/Grantee Name C. Enter Vendor/Grantee Complete Address D. Journal Transfer Information (Required for State Agencies) E. Benefitting Object Code (B/F) Journal Transfer (JT) only F. Benefitting Category (B/F) Journal Transfer (JT) only

TAB D: Deliverable Information A. Enter major deliverable description. If Grant Agreements, Grant Amendments, Contracts, Contract Amendments, task assignments, change orders, or rate agreements are cost reimbursement or cost plus fixed, enter allowable costs with deliverables. Cost reimbursement is always $0 and amount is captured in the deliverable description.

B. Enter 8 digit Commodity/Service Type C. Enter deliverable method of payment using drop-down box D. Enter major deliverable price if the Grant Agreements, Grant Amendments, Contracts, Contract Amendments, task assignments, change orders, or rate agreements are fixed-fee or fixed-price. If cost reimbursement of any type, put $0 for the deliverable amount.

E. Non-Price justification: If the agreement, task assignments or change order is a cost reimbursement or cost plus fixed, select "Price cannot be determined until the work has been completed" from the drop down box. If Rate Agreement, select "rate agreement" from the drop down box F. Source Document Page Reference - Enter page number, attachment or exhibit of the deliverable (i.e.: Attachment A, pg. 2), if applicable. For task assignment, include task assignment(s) number.

G. Enter deliverable number or task number, if applicable (each deliverable must include a deliverable number in sequential order. Verify last deliverable entry in FACTS to ensure the numbers are sequential). See naming convention for multiple tasks (i.e.: T1, T1.1, T1.1a, and T1a).

H. Performance Metrics - Enter the performance measure metrics one per deliverable, 2,000 characters max I. Financial Consequences - Enter the financial consequences one per deliverable, 2,000 characters max. (i.e.: No payment for unsatisfactory deliverable or services. In addition, contract can be terminated for failure to perform.)

TAB E: Change Information (PLEASE HIGHLIGHT THE CELL WHERE THE CHANGE IS BEING MADE IN ORANGE) A. Enter the Agency Amendment Reference, verify last entry in FACTS to ensure the numbers are sequential B. Enter Agency Assigned Contract Identifier (Contract Number) C. Enter Change Type (drop down) D. Enter Amendment Amount, this is the amount of the amendment and not the total contract amount E. Enter Amendment Effective Date F. Enter Amendment Execution Date G. Enter New End Date, if applicable H Enter Change Description (60 characters max) I. Select Contract Status, if applicable (if the change is a renewal or extension, drop down)

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TAB A-Main Information

Main Information There are six sections below, please ensure you fill out each section.

SECTION 1: Division/District/Office Information

DSL Bureau of Real Estate Services

SECTION 2: MAIN INFORMATION

(drop down)

(2000 characters max)

SL012 Title Svc Land Acquistion Title and Closing Services SL012 $0.00/Umbrella Contract based on task assignments Master Agreement Active 9/19/22 10/30/22 10/29/22 253.782 F.S. N N N To provide real estate title insurance services, including but not limited to, ownership and encumbrance reports, title search reports, title commitments, title searches, search updates, title policies, closings and other related acquisition services for land acquisition and land management projects for the State of Florida.

SECTION 3: PROCUREMENT INFORMATION

N I-Agency Request for Proposal [s. 287.057 (1) (b), FS] 2022002 N N

SECTION 4: MANAGER INFORMATION

(50 Characters Max)

Susan Branch 850-245-2706 susan.branch@floridadep.gov

SECTION 5: OUTSOURCING INFORMATION (Defaults to No, please change to Yes if applicable)

(If Y in C26)

N N N

SECTION 6: CFDA/CSFA NUMBERS (This will be completed at the end of FACTS data entry)

Catalog of Federal Domestic Assistance (CFDA) Number Catalog of State Financial Assistance (CSFA) Number

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TAB B-Budget

Budget

(11 characters max)

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TAB C-Vendor

Vendor/Grantee

Vendor/Grantee FEID (Must be valid FLAIR vendor ID, validated against FLAIR; starts with F, N, or S) Vendor/Grantee Name Vendor/Grantee Address (include city, state, zip)

59-1904715 Tallahassee Title Group, Inc. D/B/A Tallahassee Title Group, LLC 1407 Piedmont Drive East Tallahassee, Florida 32308

Journal Transfer (For State Agencies Only)

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TAB D-Deliverable

Deliverable

Major Deliverable See instructions for task assignments, change orders, and rate agreements

(Only if $0 entered for deliverable price)

(2000 characters max)

Provide real estate title insurance services, including but not limited to, ownership and encumbrance (O&E) reports, title search reports, title commitments, title searches, search updates, title policies, closings and other related acquisition services for land acquisition and land management projects. The Department will authorize payments to the Contractor on task assignment basis. 80131702 Fixed Fee/Unit Rate 0 Cannot determine until the work has been completed Page 2 Establish on a work assignment basis. DEP Contract Manager will review deliverable to ensure specifications were met. DEP will not pay for unsatisfactory deliverables. Contractor shall be given the right to remedy at no cost to DEP.

Cannot determine until the work has been completed

Revenue Generating Agreement

Rate Agreement

Agreement without financial exchange or impact

&12BGS &12Printed: &D https://www.dms.myflorida.com/business_operations/state_purchasing/myfloridamarketplace/mfmp_projects/myfloridamarketplace_commodity_code_standardization_project

TAB E-Changes

Amendment/Renewal/Extension/Change Order

Agency Amendment Reference (Document Type)

(drop down; if the change is a Renewal or Extension)

Renewal

Extension

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Set-Up Control

Contract Types Contract Status State or Federal Fin Assist Service Area Advanced Payment Method of Procurement Payment Code

Grant Disbursement Agreement Active Y District School Boards ADMIN Y 44-Exempt Non-competitively awarded grants to governmental entities, non-profits or for-profit organizations. 100% Advanced

Master Agreement Closed/Expired N For Profit CD N 2-Exempt, Legal services, including Attorney, paralegal, expert witness, appraisal and mediator services [s.287.057 (3) (f) 4, FS] Advanced-Fixed Price Unit Cost

No Ceiling/Rate Agreement Terminated Cannot determine until the work has been completed Private Universities DRP RE-Recurring 32-Exempt DEP State Restoration Funding Assistance, 376.30711(7), F.S. Cost Reimbursement

Revenue Agreement Revenue Generating Agreement State Universities DSL NR-Nonrecurring 31-Exempt, Inland Protection Trust Fund Early Detection Incentive Program, 376.3071(9), F.S. Cost Reimbursement plus Fixed Fee(s)

Settlement Agreement Contract Change status Rate Agreement State Agency DWM 30-Exempt, Inland Protection Trust Fund Petroleum Cleanup Participation Program, 376.3071(13), F.S. Cost Reimbursement plus Percentage of Cost

Standard Two Party Agreement by Statute Amendment Agreement without financial exchange or impact Non Profit Organization DWRA 29-Exempt, Inland Protection Trust Fund Reimbursement-review Contracts, 376.3071(12)(j), F.S. Cost Reimbursement plus Incentive Fee

Three or More Party Agreement Extension DWRM 28-Exempt, Preapproved Advanced Cleanup 376.30713, F.S. Cost Reimbursement plus Award Fee

Renewal FCO 27-Exempt, Preapproved Site Rehabilitation Program 376.30711(2)(a), F.S. Fixed Fee/Unit Rate

Task Assignment FGS 25-Request for Application, method of competitively awarding State Federal grants to non-profits and other governmental entities Fixed Price/Lump Sum

Task Assignment Change Order NED 26-Exempt, DRP Concessions, permits, leases, privileges. 258.007(3), F.S Revenue Generating

NWD 43-Request for Application Method of competitively awarding State/Federal Grants to for-profit organizations No Cost

OER 21-Settlement Agreement [s. 17.03 (1), FS]

OGC 9A-Exempt, Federal or state law prescribes with whom the agency must contract [s. 287.057 (10), FS]

OOO 9B - Rate of payment is established during the appropriation process [S. 287.057 (10), FS]

OTIS A - State Term Contract Purchase without Request For Quotes from Qualified Vendors [ss. 287.042(2) & 287.056, FS and Rule 60A-11.044(2), FAC]

OWP B - State Term Contract Purchase with Request For Quotes from Qualified Vendors [ss. 287.042(2) & 287.056, FS and Rule 60A-1.043 & 60A-1.044(2), FAC]

SD C-Alternate contract source - Purchase made from contracts let by the Fed. Gov., another state, or a political subdivision for commodities and contract services if determined to be cost-effective and in the best interest of the state.

[s.287.042 (16), FS & Rules 60A-1.002 (4) (l), FAC]

SEC E-Purchase under $2,500 [Rule 60A-1.002(2), FAC]

SED F-Informal quoted purchase not exceeding Category Two - Request for Quotes [s 287.056(2), FS & Rule 60A-1.002(4)(m), FAC]

SWD G-Single source $2,500 or greater, not to exceed Category Two [Rule 60A-1.002 (3), FAC)]

H-Agency Invitation to Bid [s. 287.057 (1) (a), FS]

I-Agency Request for Proposal [s. 287.057 (1) (b), FS]

J-Agency Invitation to Negotiate [s. 287.057 (1) (c), FAC]

L-Exempt, Services or Commodities provided by Governmental Agencies, including contract with independent, non-profit college or university within the state [s. 287. 057 (3) (f) 12, & s.287.057 (22), FS]

Q-Consultants' Competitive Negotiation Act [s. 287.055, FS]

O-Emergency procurement [s.287.057 (3) (a), FS & Rule 60A-1.046, FAC]

P-Single source approval over Category Two [s. 287.057 (3) (c), FS & Rule 60A-1.045, FAC] image1.png

2022-09-19T14:28:51-0400

Callie DeHaven