SOW

Project Title

Organization or Business Unit or Department

Product/Process

Date

Consultant or Vendor

The Principles of Project Management

MSPM1-GC1000

Edward Kleinert

1.1. Organization

1.1.1. Identification and Address

Enter the full name and mailing address for your organization

1.1.2. Organizations Mission

Enter a brief description of the mission of your organization

2. Scope of the Project

Enter a brief description of the projects scope; the ‘goal’ of the project; the ‘solution’ (product(s) or service(s)) that the project has been approved to deliver; the overarching goal(s) of the project

3. Background of the Work

The business reason for the project; the problem, opportunity, or directive that has resulted in the initiation and approval of the project

4. Services Required

4.1. Task Description

Describe the ‘consulting’ services that will be required to support this project; what is needed to augment the organization, project, and team

4.2. Scope of Work – ‘Statement of Work’

4.2.1. Description

Fully describe the work required of the contractor or consultant. Describe the specific requirements the contractor must meet in performance of the contract. Include a statement of the required services in terms of output and a measurable performance standard for the output.

The work statement should provide answers to five basic questions: what, when, where, how many or how much, and how well. It is important for the statement of work to accurately answer these questions in order to allow the offer or the opportunity to accurately assess resources required and risks involved.

4.2.2. Estimated Effort and Cost

The process for developing a workplan includes estimating the duration of a task(s,) estimating the effort required (hours of work,) and the cost of the resource (rate per hour.) MS Project is an excellent tool for use in documenting these estimates.

The estimates may be based on prior experience, expert resources, or parametric estimates (specific known costs by units of use/hours of use.) For the 'Cost Estimate Table' it can be a combination of all three. For a ‘working resource,’ think in terms of the number of ‘Units’ (workers) required, hours of work needed, by the rate of pay, and if it is a material or cost resource, think in terms of the units of material or cost by the rate (cost) per unit.

4.2.3. Deliverables

4.2.3.1. Itemized list and due dates

List any deliverables and the delivery dates. Specify who or what organization is the recipient of the deliverable

4.2.3.2. Acceptance Criteria Format

The standards by which the customer will determine whether the work meets the agreed upon expectations. Include specific media, format and number of copies of all deliverables

4.2.3.3. Delivery Instructions

Specify any special instructions for delivery: File type, encryption, media, on-line, off-line, messenger or secure transmission for example

4.2.2.4 Timeline and Period of Performance

The period of performance for this project will start on [start date] and the work tasks are estimated to continue through [end date.]

5. Customer Furnished Resources

5.1. Facilities, Supplies and Services

Identify the items (resources) that will be provided to the contractor/consultant/vendor to enable them to accomplish the work specified

5.2. Information Sources

Identify all furnished information that will be needed for the contractor/consultant/vendor to accomplish the work specified

5.3. Documentation

Identify any documents that the contractor/consultant/vendor will be required to use to accomplish the work specified

6. Contractor Furnished Resources

6.1. Facilities, Supplies and Services

Identify all of the items that a contractor/consultant will be required to provide/produce to satisfy the requirements of the project

7. Administrative Considerations

7.1. Place of Performance/Work Location

Physical location that the work is to be done at: on-site or off-site considerations

7.2. Hours of Work

The Required and Expected Working hours

7.3. Period of Performance

The Required Schedule: Days/weeks/months of work

7.4. Other Direct Costs

7.4.1. Incidental Supplies, Equipment and Materials

Hardware, software, special equipment, and office supplies

7.4.2. Travel Requirements

Defined and accepted limits; as established by the organizational policy or the commitment of the project owner. This will include acceptable transportation allowances

7.4.3. Travel and Per Diem

Defined and accepted limits; as established by the organizational policy or the commitment of the project owner. This will include room rate limits and acceptable food and local transportation allowances

7.4.4. Other Unique Costs

All other

7.5. Security and Privacy

Non-Disclosure Agreement(s) or Invention Agreements. Policies and procedures established by the organization and its responsible authorities, such as Information Security, or Privacy, or Legal Counsel

7.6. Personnel Services

The use of Contract Workers (CW) or contingents, or temporary personnel on the project. This includes the purpose for which they are needed, the process for retaining them, the methods of supervision, and the accounting for the services rendered

7.7. Audit and Review

Policies, procedures, rules, regulations, standards and or considerations that must be met to satisfy the requirements of the Internal Audit Department, the Compliance or Privacy Office, the External Auditors, or a third party governing body/ organization with some oversight responsibility (if applicable)

7.8. Reports

Written, presentations, and exhibits that are to be produced and delivered

8. Special Instructions

8.1. Unique Reporting Requirements

What, to whom, when, where, and/or how. If there are format requirements, or special distribution lists, number of copies (sets,) hardcopy, softcopy, or on-line considerations, these should be elaborated on here. This includes the channels of distribution

8.2. Standards and References

Quality Standards that must be met. These may include compliance with generally accepted practices or standards issuing organizations, such as Capability Maturity Model Integration (CMMI,) or International Organization for Standardization (ISO,) or American National Standards Institute (ANSI,) or Generally Accepted Accounting Principles (GAAP,) or the Project Management Institute (PMI) (as examples)

8.3. Evaluation Criteria

Any special requirements that must be met that will be used as a basis on which to evaluate the product(s) of work performed and the services (products) delivered.

8.4. General and Miscellaneous

All other pertinent information that may be required and is not covered in one of the above sections

Prepared by __________________________________

Project Manager

Approved by__________________________________

Consultant/Vendor Manager/Representative

___________________________________

Project Executive Sponsor

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