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STATEMENT OF WORK TEMPLATE

1.0 INTRODUCTION

A Statement of Work (SOW) is used to describe the requirement of Identified Users for work to be performed

by qualified Standing Offer olders! "he SOW is to accompany the Ser#ices $equest %orm! "he requirement

must be e&plicit and detail specific tasks and responsibilities of the Supplier so that questions of interpretation

can be a#oided!

"his SOW template has been designed specifically for Standing Offer requirements and should be followed as

closely as possible! Note:Portions of the SOW template may not be as critical for each requirement, but some

wording should be under each of the headings, depending on the importance of that area of the SOW.

2.0 KEY ELEMENTS OF A SOW:

a. Title: In a few words' identify as clearly as possible what the requirement is about as with a book' the title

should get the picture across rapidly!

b. Ba!"#$%&': Outline the reasons for the all*up' what led to it describe the bigger picture of which the

call*up' e#en the pro+ect' is part! "his could include a short description of the organi,ation- its mission'

historical background' culture' structure' etc!

. S$(e:.escribe' in general terms' the range' e&tent and boundaries of the work and the duration of the

o#erall pro+ect!

'. A((liable D$%)e&t*+Te,&ial S(ei-iati$&*:Identify any documents that will be pro#ided to the

Supplier in support of the task! Applicable documents are not to include documents that are not a#ailable

to the Supplier at time of all*up and must relate specifically to the task!

e. Ta*!*: Identify all the tasks to be performed by the Supplier to reach the stated ob+ecti#e(s)! "his should

include a detailed description of what is to be accomplished' the methodology to be used' the sequence inwhich the work is to be done' the required schedule for completion of each task and' e#en sometimes the

milestones!

-. Delie#able*: Specify all the reports and other deli#erables that are required (by task or phase of the

work' as applicable)' and state the required deli#ery date for each one! /ote that deli#erables can only be

requested based on an established SOW task!

.escribe the format in which deli#erables are to be presented- in electronic format (specify what

software)' in hardcopy (specify number of copies required in each official language)' etc!

"he appro#al and acceptance requirements for all deli#erables must be clearly spelled out!

". T#ael: Where applicable' pro#ide as much information as possible regarding any necessary tra#el thatwill be required on the part of the selected Supplier in order to perform the work! All tra#el will require

prior appro#al of the "echnical Authority or the authori,ed representati#e and must comply with "reasury

0oard guidelines!

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,. L$ati$& $- W$#!- Identify where the resource is e&pected to do the work (i!e! Supplier2s or lient2s

facility)! Sample wording for the two choices are as follows-

Choice 1, Services to be provided at the Supplier facilities

"he ser#ices will be performed at the Supplier2s own place of business or offices and Suppliers mustpro#ide adequate workspace and office equipment to ensure the uninterrupted flow of contracted ser#ices atno additional cost to (lient)!

Choice 2: Services to be provided at Client facili ties

All ser#ices are to be pro#ided on*site at (lient) offices' (address)! (lient) will pro#ide sufficient office

space' general*purpose office furniture and 3.4 equipment5ser#ices (4U' keyboard' monitor and access

to the di#isional 6A/ sub+ect to normal security requirements)! All of the abo#e pro#isions will be sub+ect

to the a#ailability of suitable office facilities!

.ue to the uncertain future a#ailability of office facilities within (lient)' the Supplier must be prepared to

pro#ide' at no additional cost to (lient)' continuous flow of contracted ser#ice from their own offices or

place of business and adequate work space and office equipment if' for any reason' suitable (lient) officefacilities become una#ailable!

i. Meeti&"*: 4ro#ide details of the control procedures to be applied by the identified user during the

performance of the work' including progress meetings' acceptance meetings' demonstrations' etc! "heSOW must clearly indicate the e&pected frequency and the location of any meetings and' in the case of

acceptance meetings and demonstrations' specific target dates and locations for these e#ents should be

gi#en' where possible!

/. M$&t,l P#$"#e** Re($#t*- "he Supplier shall prepare monthly progress reports of the work performed in

a format acceptable to the "echnical Authority' to be attached to each 4rogress laim! As a minimum'

each monthly progress report should include but is not limited to the following information-

All significant acti#ities performed by category5sub*class during the period co#ered by the 4rogress

laim Status of all action5decision items as well as a list of outstanding acti#ities

A description of any problems encountered which are likely to require attention by the "echnical

Authority

Any recommendations relating to the conduct of the work

"otal number of days charged for each category5sub*class during the co#ered period

umulati#e number of days charged for each category5sub*class and

"ra#el costs incurred including all applicable receipts

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