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Thresholds Flashcards

1
Q

What is exempt from competitive bidding, re: Muni Pub Works?

A

180 [MUNI PUB WRKS]

  1. Construct $25k or less
  2. Materials $10k or less.
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2
Q

What are 3 trades & tradesmen are under 255.20?

A

Construction. Licensed contractor $300k
Electrical. Electrician. $75k
Roads. Contractor $250k

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3
Q

What is dollar threshold for at which must competitively award for Construction?

A

Over $300k*
* Includes labor, equip + materials + overhead @ 20%

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4
Q

What is dollar threshold for at which must competitively award for Electrical?

A

Over $75k

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5
Q

What type of project must LG be doing to be able to prequalify a contractor?

A

Roads over $250k

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6
Q

What are the 3 ways a public works may be awarded?

A

By price, lowest qualified bidder.
By proposal or qualif, per LG ordinance.
Subject to competitive negotiation, per CCNA, i.e. to most qualified firm for pro services @ fair, competitive & reasonable price.
———–
Constr. over $300k* *Includes labor, equip + mats
Roads. over $250k
Elect. over $75k.

CCNA
Constr. over $325k
Study/Plan over $35k
— so if its $300 but calls for design of construction wd you use CCNA? No way.

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7
Q

How much overhead is included in calculating the threshold for mandatory construction bidding?

A

$300k incl:
1) Overhead @ 20%
2) Labor
3) Materials.

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8
Q

When does statute authorize LG to disqualify a pre-qualified bidder?

A

If 10% behind on jobs.

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9
Q

What is the dollar threshold to allow prequalif for roads?

A

$250k

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10
Q

When are preferences prohibited under 255.20?

A

50% State funding prohibits:
1) Local preference in construction
2) Wages, benes, source or amt of staffing pref in utility const.

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11
Q

Why might LG want every aspect of its project to not be ‘substantial’?

A

Because must competitively award if estimated cost exceeds:
(1) $300k (construction) + $75k (elec) &
(2) Exceeds 20% of the estimated full total cost of the project.

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12
Q

How do you know if you have to do CCNA?

A

LG ballparks project price & services price. If either exceed $325/$35.
ALSO
If doing a pub works/road under 255.20, & you want to negotiate, & then you must comply w/ CCNA.

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13
Q

What’s the focus of 255.20?

A
  1. 20 is the lynchpin of 287.055.
  2. 20 requires LG competitively award to an appropriately licensed Ktor on each project construction exceeding $300k & electrical $75k.

By sealed bids, or proposals submitted in response to RFP or RFQs & submitted for competitive negotiation.

Includes construction management services, design/build contracts, continuation contracts based on unit prices, and any other K per LG ordinance.

If done by negotiation, must comply w/ CCNA. You’d be doing an RFQ anyway (where price cd be a non-predominant factor), now it requires the formality of minimum of 3, etc.

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14
Q

When is road contractor not eligible to be qualified?

A

If behind by 10% ON A GOVT JOB at the time of advertising LG’s project.
———–
Similar to County roads in 336

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15
Q

How do 336 & 255.20 differ?

A 
336 [County roads] / 255.20 [public roads]
-----------
336:
Bid only, no award.
County qualifies Ktor.
10% behind on job for County.
No timeline for Circuit review.
-----------
255.20:
Award
FDOT (if already preq) & County prequalify.
10% on any govt job.
30 day review by Circuit.
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16
Q

State how 336 & 255.20 are the same, re:

  • – COMP BID (1 way)
  • ———– HIRE (2 ways)
  • ——————–PROCEDURE (3 ways)
A

HIRE:
1) Optional qualification. Focus on method of hiring.
2) 10% behind = ineligible.
———–
PROCEDURE:
1) Procedure + criteria require public hearing.
2) Mandatory appeal.
3) 336 + 255.20 + 287.55 = All short list

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17
Q

Re: construction
Threshold amt requiring LG to announce for pro services?

A

Exceeds $325k.

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18
Q

Re: planning or study activity
Threshold amt requiring LG to announce for pro services?

A

Exceeds $35k.

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19
Q

Factors, Re: Design-Bid-Build

A

CCNA

1) Most common, slow.
2) 287.055 if constr, exceeds $325k/ planning/study, exceeds $35k.
3) Contract. 2 contracts. Owner-Arch then Owner-GC.
4) Costs. Fixed at award.
5) Design. GC has no input. Completed prior to construction.
6) Con. Takes longer b/c performed sequentially.
7) Risk. Owner liable to GC for defective design.

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20
Q

Factors, re: CM @ Risk

A

CCNA

1) 287.055 if constr, exceeds $325k/ planning/study, exceeds $35k.
2) Contract. 2 contracts @ same time. Owner-Arch & Owner-CM/GC.
3) Costs. GMP cap.
4) Design. GC can be hired for input.
5) Risk. CM/GC at risk for costs exceeding GMP. Owner liable for defective design.
6) Unique. CM/GC selection qualifications based.

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21
Q

Factors, re: Design-Build

A

CCNA

1) Turn-key package deal.
2) 287.055 if constr, exceeds $325k/ planning/study, exceeds $35k.
3) Contract. 1 contract. Owner-DB (GC).
4) Costs. Evolve, change orders.
5) Design. GC responsibility. Evolves.
6) Construction. Costs can evolve b/c on-going before design complete.
7) Con. Likely fewer bidders.
8) Risk. Risk of design & construction on GC.

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22
Q

How are continuing contracts defined?

A

Fixed or unlimited term K for pro services for projects w/:
(a) Estimated construction cost of each individual project does not exceed $4 million,
(b) Fee for each individual study activity does not exceed $500,000.

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23
Q

Can Counties build their own roads w/ their own Staff?

A

Yes UNLESS unless funded from the proceeds of County’s 80-percent portion of the surplus of the constitutional gas tax.

24
Q

DON’T GET CONFUSED ON:
What exemptions are provided?

A

336 [County roads]

  1. Emergs.
  2. Sidewalks.
  3. Small jobs. Const, repair, incl reseal of bridges + roads, not over 5% of gas tax surplus or $400k, whichever is greater.
25
Q

What is included in a Form 6 filer’s Net Worth?

A

All assets over $1k.

26
Q

In Form 6, what is aggregated in calculating Net Worth?

A

Household goods + personal effects.

27
Q

In Form 6, what household goods + personal effects must be called out?

A

If over $1k.

28
Q

What creditors must be listed on a Form 6?

A

Owed over $1k.

29
Q

What source of income must be listed on a Form 6?

A

Anything contributing over $1k.

30
Q

On Form 6, state the alternative to listing income.

A

Attach tax return.

31
Q

Summarize the incoming & outgoing thresholds for Form 6.

A 
FORM 6
----------
List
1)  Income over $1k.
2)  2nd Income = over $1k AND own 5%
3)  Assets over $1k.
4)  Creditors owed $1k.
5)  Net work [assets - creditor = new worth]
32
Q

What is meant by “secondary income” on BOTH Form 1 (regular folks) & Form 6 for (Constitutional Officers)?

A 
BOTH
----------
Not second job.  That income goes in Income.
2nd income is a business in which:
own 5% AND rec $1k.
33
Q

Form 1: Primary Income thresholds

A

1st Inc: $2.5k OR 5%
~~~~~~

1st Inc: $2.5 OR 5%
2d Inc: disclose bus + 10% gross BUS cust if:
own 5% + rec $5k OR
own 5% + rec $1.5k + 10% INDIV gross inc
-----------
RE: own 5%.
-----------
Intang: $10k value OR 10% of assets
Debts: $10k OR exceed net worthg 10%
34
Q

Form 1: RE threshold

A

RE ownership 5% or more of its value (except personal residence).

35
Q

Form 1: RE exemption

A

Personal residence.

36
Q

Form 1: Income exemption

A

Public income.

37
Q

Form 1: Income exemptions

A 
FORM 1 
-----------
Public salary (but must report income therefrom)
2d inc in which you own less than 5% or
Own 5% but earned less than:
A)  $5k or
B) $1.5 + 10% indiv gross.
1st Inc: $2.5 OR 5%
2d Inc: disclose bus + 10% gross BUS cust if:
own 5% + rec $5k OR
own 5% + rec $1.5k + 10% INDIV gross inc
-----------
RE: own 5%.
-----------
Intang: $10k value OR 10% of assets
Debts: $10k OR exceed net worth
38
Q

Form 1: Liabilities. Dollar Method.

39
Q

Form 1: Creditor report threshold

40
Q

Form 1: Secondary Income. Dollar Method.

A 
FORM 1
-----------
2d Inc: disclose bus + 10% gross BUS cust if:
own 5% + rec $5k 
-----------
OR
own 5% + rec $1.5k + 10% INDIV gross inc
41
Q

Form 1: Secondary Income. Comparative Method.

A

(1) Owned more than 5% of entity doing bus in Fla.
AND
(2) Rec’d more than 10% of your gross income from it.
AND
(3) Rec’d more than $1,500 in gross income from that
business entity.

42
Q

Clarify confusing procurement employee categorization.

A

Anyone w/ purchasing authority >$35k (regardless of title) is a Reporting Indiv.
Any Reporting Indiv is subject to Gifts law.
Ʃ Anyone w/ purch auth >$35k is subj to Gifts law.
Ignore the State Procurement Employee specifically called out in Gifts Law.

43
Q

Summarize the incoming & outgoing thresholds for Form 1.

A 
1st Inc: $2.5 OR 5%
2d Inc: disclose bus + 10% gross BUS cust if:
own 5% + rec $5k OR
own 5% + rec $1.5k + 10% INDIV gross inc
-----------
RE: own 5%.
-----------
Intang: $10k value OR 10% of assets
Debts: $10k OR exceed net worth
44
Q

What is meant by “secondary income” on BOTH Form 1 (regular folks) & Form 6 for (Constitutional Officers)?

A 
FORM 1:
2d Inc: disclose bus + 10% gross BUS cust if:
own 5% + rec $5k OR
own 5% + rec $1.5k + 10% INDIV gross inc
-----------
FORM 6:
Rec $1K
45
Q

Compare Form 6 & Form 1’s PRIMARY income.

A 
BOTH / INCOME
----------
Form 6:  Income over $1k
vs.
Form 1:
Income:  5% or $2,500.  
Don't specify public pay but include it in gross income.
46
Q

Compare Form 6 & Form 1’s 2nd income.

A 
BOTH / 2ND INCOME
-----------
Form 6: own 5% AND rec $1k 
vs.
Form 1: 
2d Inc: disclose bus + 10% gross BUS cust if:
A)  own 5% + rec $5k OR
B)   own 5% + rec $1.5k + 10% INDIV gross inc
47
Q

Compare Form 6 & Form 1’s Assets.

A

Form 6: All assets, inc. real estate valued @ $1k
vs.
Form 1:
Real estate - own 5%
Intangibles (cash, CD) = 10% of assets or $10k.

48
Q

Compare Form 6 & Form 1’s Creditors.

A 
BOTH / CREDITOR
-----------
Form 6:  Creditor owed $1k.
vs.
Form 1:  Creditor owed $10k or debt exceeding net worth.
49
Q

What’s the general numeric structure to remember for both Form 6 and Form 1.

A

Form 6: $1k
Form 1: 5% incoming, 10% outgoing.

50
Q

Memory hint for Form 1.

A

1st Inc: $2.5k OR 5%
~~~~~~

1st Inc: $2.5 OR 5%
2d Inc: disclose bus + 10% gross BUS cust if:
own 5% + rec $5k OR
own 5% + rec $1.5k + 10% INDIV gross inc
-----------
RE: own 5%.
-----------
Intang: $10k value OR 10% of assets
Debts: $10k OR exceed net worth
51
Q

Memory hint for Form 6.

A 
FORM 6
-----------
Constitutional Officer & Form 6 are tough jobs.  Only 1 person wants that job.  
-----------
$1k = income, assets, creditor
$1k + 5% = 2nd income.
52
Q

State Form 1’s Pattern.

A

1st Inc: $2.5k OR 5%
~~~~~~

1st Inc: $2.5 OR 5%
2d Inc: disclose bus + 10% gross BUS cust if:
own 5% + rec $5k OR
own 5% + rec $1.5k + 10% INDIV gross inc
-----------
RE: own 5%.
-----------
Intang: $10k value OR 10% of assets
Debts: $10k OR exceed net worth
53
Q

Form 1’s Pattern summarized.

A

1st Inc: $2.5k OR 5%
~~~~~~

1st Inc: $2.5 OR 5%
2d Inc: disclose bus + 10% gross BUS cust if:
own 5% + rec $5k OR
own 5% + rec $1.5k + 10% INDIV gross inc
-----------
RE: own 5%.
-----------
Intang: $10k value OR 10% of assets
Debts: $10k OR exceed net worth
54
Q

State Form 6’s Pattern.

A 
FORM 6
-----------
1 ---------- 1+5% ---------- 1 ---------- 1
1)  Income over $1k.
2)  2nd Income = over $1k AND own 5%
3)  Assets over $1k.
4)  Creditors owed $1k.
5)  Net work [assets - creditor = new worth]
55
Q

Form 6’s Pattern summarized.

A 
FORM 6
-----------
$1K = everything.
1st inc:  $1k
2d inc:  $1k + 5%
assets:  $1k
crdtrs:   $1k

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