Guidelines for Creating a Statement of Work
Statement of Work Defined
The Statement of Work (SOW) describes the specific requirements applicable to a particular item or service being purchased. The SOW details the services a Supplier shall perform, indicating the type, specification, level, and quality of goods and/or services, as well as the Supplier’s time schedule for performance.
Roles for Developing the SOW Document
Customer (End-User, Requestor)
The Customers focus should be on defining:
• What the SOW is expected to achieve?
• What constitutes an acceptable deliverable?
• When deliverables are due?
• How are deliverables expected to be produced and provided?
The Buyer’s primary role is to:
• Consult and advise the Customer on how to structure Deliverables, Acceptance Criteria, and Tasks in a manner most likely to result in an effective contractual ...view middle of the document...
• Organize tasks in chronological order.
• Define Supplier’s level of effort and all Supplier responsibilities.
4. Specify all required results and/or deliverables. Specify required milestones and due dates.
5. Identify the Period of Performance.
The Period of Performance defines the anticipated Start Date and End Date for Supplier’s performance.
6. Identify Acceptance Criteria. Methods include:
• Acceptance Testing
• Quality Review
• On-Time Delivery
• On-Site Installation
• Tying deliverable acceptance to objective metrics or Customer judgment are preferred approaches.
7. Identify how deliverables will be monitored. Methods include: Inspection upon Receipt; Sampling; Progress, Milestone Reviews, Contractor Reports.
✓ Be clear on stating how a deliverable will be deemed acceptable. Lack of clarity can lead to disputes with the Supplier and may result in additional costs to the Customer.
✓ Specifically state what is to be delivered, when it shall be delivered, and how deliverables shall be evaluated. Lack of specificity on these topics is a primary cause for failure of an SOW. (in what way?)
✓ In the process of writing the SOW, solicit the input and advice of End-Users who will receive and use the product and/or service.
✓ Prepare the SOW in terms of the results that are desired and the performance that is expected. (what does this mean?)
✓ Explain how results or performance will be measured and how acceptance of the product or service will be defined and accomplished.
✓ Determine the full range of the requirement. The SOW should be comprehensive. (not sure what this means?)
✓ Determine the minimum (what?) is required. How little can be performed or delivered and still fulfill the requirement?
✓ Review the SOW even if the product or service has been previously purchased. Past requirements may have been modified and new technological solutions to the problem may exist. Additionally, the marketplace may have changed and what was once a specialty product or service may now be commercially available.