Thresholds

Question 1

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

Answer 1

180 [MUNI PUB WRKS]

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

Question 2

What are 3 trades & tradesmen are under 255.20?

Answer 2

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

Question 3

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

Answer 3

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

Question 4

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

Answer 4

Over $75k

Question 5

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

Answer 5

Roads over $250k

Question 6

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

Answer 6

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.

Question 7

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

Answer 7

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

Question 8

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

Answer 8

If 10% behind on jobs.

Question 9

What is the dollar threshold to allow prequalif for roads?

Answer 9

$250k

Question 10

When are preferences prohibited under 255.20?

Answer 10

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

Question 11

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

Answer 11

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.

Question 12

How do you know if you have to do CCNA?

Answer 12

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.

Question 13

What’s the focus of 255.20?

Answer 13

255. 20 is the lynchpin of 287.055.
256. 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.

Question 14

When is road contractor not eligible to be qualified?

Answer 14

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

Question 15

How do 336 & 255.20 differ?

Answer 15

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.

Question 16

State how 336 & 255.20 are the same, re:

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

Answer 16

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

Question 17

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

Answer 17

Exceeds $325k.

Question 18

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

Answer 18

Exceeds $35k.

Question 19

Factors, Re: Design-Bid-Build

Answer 19

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.

Question 20

Factors, re: CM @ Risk

Answer 20

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.

Question 21

Factors, re: Design-Build

Answer 21

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.

Question 22

How are continuing contracts defined?

Answer 22

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.

Question 23

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

Answer 23

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

Question 24

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

Answer 24

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.

Question 25

FORM 6 ----------- What is included in a Form 6 filer's Net Worth?

Answer 25

FORM 6 ----------- All assets over $1k.

Question 26

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

Answer 26

FORM 6 ----------- Household goods + personal effects.

Question 27

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

Answer 27

FORM 6 ----------- If over $1k.

Question 28

FORM 6 ----------- What creditors must be listed on a Form 6?

Answer 28

FORM 6 ----------- Owed over $1k.

Question 29

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

Answer 29

FORM 6 ----------- Anything contributing over $1k.

Question 30

FORM 6 ----------- On Form 6, state the alternative to listing income.

Answer 30

FORM 6 ----------- Attach tax return.

Question 31

FORM 6 ---------- Summarize the incoming & outgoing thresholds for Form 6.

Answer 31

``` 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] ```

Question 32

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

Answer 32

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

Question 33

FORM 1 ----------- Form 1: Primary Income thresholds

Answer 33

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% ```

Question 34

FORM 1 ----------- Form 1: RE threshold

Answer 34

FORM 1 ----------- RE ownership 5% or more of its value (except personal residence).

Question 35

FORM 1 ----------- Form 1: RE exemption

Answer 35

FORM 1 ----------- Personal residence.

Question 36

FORM 1 ----------- Form 1: Income exemption

Answer 36

FORM 1 ----------- Public income.

Question 37

FORM 1 ----------- Form 1: Income exemptions

Answer 37

``` 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 ```

Question 38

FORM 1 ----------- Form 1: Liabilities. Dollar Method.

Answer 38

FORM 1 ----------- $10k

Question 39

FORM 1 ----------- Form 1: Creditor report threshold

Answer 39

FORM 1 ----------- $10k

Question 40

FORM 1 ----------- Form 1: Secondary Income. Dollar Method.

Answer 40

``` 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 ```

Question 41

FORM 1 ----------- Form 1: Secondary Income. Comparative Method.

Answer 41

FORM 1 ----------- (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.

Question 42

FORM 1 ----------- Clarify confusing procurement employee categorization.

Answer 42

FORM 1 ----------- 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.

Question 43

FORM 1 ---------- Summarize the incoming & outgoing thresholds for Form 1.

Answer 43

``` 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 ```

Question 44

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

Answer 44

``` 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 ```

Question 45

BOTH / INCOME ----------- Compare Form 6 & Form 1's PRIMARY income.

Answer 45

``` 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. ```

Question 46

BOTH / 2ND INCOME ----------- Compare Form 6 & Form 1's 2nd income.

Answer 46

``` 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 ```

Question 47

BOTH / ASSETS ----------- Compare Form 6 & Form 1's Assets.

Answer 47

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

Question 48

BOTH / CREDITOR ----------- Compare Form 6 & Form 1's Creditors.

Answer 48

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

Question 49

BOTH ----------- What's the general numeric structure to remember for both Form 6 and Form 1.

Answer 49

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

Question 50

FORM 1 ----------- Memory hint for Form 1.

Answer 50

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 ```

Question 51

FORM 6 ----------- Memory hint for Form 6.

Answer 51

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

Question 52

FORM 1 ----------- State Form 1's Pattern.

Answer 52

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 ```

Question 53

Form 1's $ Pattern summarized.

Answer 53

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

Question 54

FORM 6 ----------- State Form 6's Pattern.

Answer 54

``` 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] ```

Question 55

FORM 6 ----------- Form 6's Pattern summarized.

Answer 55

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

Question 56

THRESHOLDS ----------- State the 5 dollar thresholds in procurement Ks. HINT - I tend to forget 2.

Answer 56

THRESHOLDS - ---------- 1) Contin. K - $4M (const.), $500k (plan) - ---------- 2) 180 - $25k (const), $10k (mats) - ---------- 3) CCNA - $325k (const.), $35k (plan) - ---------- 4) 255.20 - $300k (const), $250k (rds), $75k (elec) - ---------- 5) 336 - $250k (rds)

Question 57

THRESHOLDS ----------- State the 5 purchasing thresholds found in FS 287.017.

Answer 57

``` THRESHOLDS ----------- how remember? each is almost double & all but $20k end in '5' ----------- (1) CATEGORY ONE: $20,000. (2) CATEGORY TWO: $35,000. *ccna pln (3) CATEGORY THREE: $65,000. (4) CATEGORY FOUR: $195,000. (5) CATEGORY FIVE: $325,000. *ccna const. ```