June 30, 2010
CHIEF FINANCIAL OFFICER MEMORANDUM NO. 06 (09-10)
SUBJECT: CONTRACT DOCUMENT REQUIREMENTS
Section 25 of Chapter 2010-151, Laws of Florida, amended Section 287.058, Florida Statutes (F.S.),
by establishing new provisions related to scope of work and deliverables in order to improve
accountability for contractual service agreements entered into by state agencies. Contractual service
agreements executed July 1, 2010, or after must be in compliance with the new requirements of
Section 287.058, F.S.
Contractual service agreements must include the following:
¾ A scope of work that clearly establishes all of the specific tasks the contractor is required to
perform.
¾ Documentation required to be maintained by the contractor to evidence the completion of the
tasks.
¾ Specific deliverables that must be provided and accepted prior to payment. Deliverables must be
quantifiable, measurable and verifiable. Each deliverable must be directly related to a task
specified in the scope of work and must identify the minimum level of service to be performed.
Agencies should not confuse reports with deliverables. Reports usually are not deliverables.
Rather, a report is the means to attest to the tasks performed during a given period of time.
¾ Specified criteria that will be used to determine the contractor’s successful performance.
¾ Financial consequences that the agency must apply if the contractor fails to perform in accordance
with contract. A state agency must apply financial consequences if the contractor fails to meet the
minimum level of service identified in the agreement or other contract terms.
The Bureau of Auditing will continue to review agency contracts with a contract amount of $1 million
or more and agreements procured from state term contracts with a contract amount of $500,000 or
more as detailed in Chief Financial Officer Memorandum No. 1 (07-08). Payments may be delayed on
contracts that do not meet the scope of work, deliverables and/or financial consequences requirements.
Please contact Glenn Elmer at 850-413-5683, Glenn.Elmer@myfloridacfo.com or Cheri Greene at
850-413-5593, Cheri.Greene@myfloridacfo.com if you have questions regarding this memorandum.