Department of Economic
Opportunity
Welcome
To
Contract Review Form
Training
Introduction
As part of the on-going process to improve the
effectiveness and efficiency of the Contract Review
Process, the Contract Review Form has been
revised and is available at the following URL:
http://www.floridajobs.org/office-directory/divisionof-finance-and-administration/forms-directory
The form is a two-page document. The front side
provides sections that are to be completed by the
Originating Program Area, Purchasing, IT, Grant
Manager, Budget, General Counsel, and
applicable Division Directors. The 2nd page of this
document provides the instructions for completing
the contract review form.

First Things First
QUALITY ASSURANCE
A planned and systematic pattern of actions
necessary to provide adequate confidence
that products and services conform to
established technical requirements and
achieve satisfactory performance.
Quality Control
Ensure that Practices and Procedures are
followed to ensure appropriate quality and
performance of the goods and services
produced or received.
What is a Contract?

A contract is a legally binding promise,
enforceable by law. It is an agreement
between parties, with binding legal and
moral force, usually exchanging goods or
services for money or other consideration.
All types of agreements, regardless of what
they may be called, for the procurement or
disposal of supplies, services, or
construction qualify as a contract.
Why Have a Contract Review Sheet?
Helps to ensure that the agency is in
compliance with Florida Statute and Rule
requirements.
 Ensures compliance with agency guidelines.
 Ensures funding availability and
identification of source.

What Reviews are Required Prior to
Execution of Same?
Bureau Chief/Program Manager
 Purchasing Manager
 IT Manager, if applicable
 Grant Manager
 Budget Manager
 General Counsel
 Director(s), based on delegation of authority
 Chief Operating Officer (Interim Executive Director)

Brief Explanation of Section
Reviews

Bureau Chief/Program Manager Review
– Scope of services clearly identified and within scope of original
procurement document, performance measures, etc.

Purchasing Review
– Compliance with Florida Statutes and Rules, Scope of Services
review, creates the official contract document.

Information Technology (if applicable)
– Compliance with Agency IT standards and compatibility.

Grant Manager
– Identifies the grant funding.
Brief Explanation of Section
Reviews

Budget Review
– Verification of identified budget entities, funding and spending
authority.

Legal
– Indemnification, Conflicts of Interest, Arbitration/Mediation,
Intellectual Property Rights (Patent/Copyright), Termination
Clauses, Confidentiality, etc.

Appropriate Director Approval
– Based on the agency’s delegation of authority, this is the final
approval to proceed with obtaining the vendor’s signature on the
original contract prior to routing for the final signature of the
appropriate Director or Chief Operating Officer, thereby obtaining
final execution of the contract.
When Do I Use a Contract Review
Form?

Initiating any of the following documents?
–
–
–
–
–
–
Contract
Amendment, Renewal, Extension
Interagency Agreement
Memorandum of Understanding
Data Sharing Agreement
Lease Agreement
Then, a contract review form is required.
The Contract Review Form
Are you ready? Are you sitting down? O.K.
Take a Deeeeeeeeppppp Breath………..
Contract Review Form

Go to the following website URL:
http://www.floridajobs.org/office-directory/division-offinance-and-administration/forms-directory
Look under the heading Purchasing and
Contract Administration and open the most
recent version of the DEO Contract Review
Form.
 Review it in detail and read the instructions
for each line on page 2 of the review sheet.

Purchasing Staff
Contact Information

The most recent list of Purchasing Staff and
their contact information is available at the
following website:
http://www.floridajobs.org/office-directory/division-offinance-and-administration/our-offices/purchasing-andcontract-administration
under the CONTACTS heading.
Frequently Asked Questions
How long does the contract review process
take?
It should not take any longer than one week,
after Purchasing receives the scope of work.
It depends on the current workload of all
parties involved, and the complexity of the
scope of work, time of year submitted, and
responsiveness and cooperation of all
program areas.
Conclusion
and
Constructive Feedback
 Everyone has a role in the contract review
process.
 Teamwork is the KEY
 Constructive Feedback Activity
Activity Debrief

Feedback was expected and welcome. One
person could not make the goal in a timely
manner without hearing other perspectives
and suggestions. When the goal was
accomplished, everyone participated in
enjoying the success.
Questions are welcome
Your questions are very important as
well as your comments
Thank you