Statement of Work

Statement of Work For [Project Name] ©

Document Control Document Information  © 

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Information [Document Management System #] 

 

[Owner Name] [Date] [Date]

[Name] 

Document History Version [1.0]

Issue Date [Date]

Changes [Section, Page(s) and Text Reised]  

Document Approvals Role Project Sponsor 

Name

Signature

 © 

Date

Project Review Group

Project Manager  ©

ualit! Manager  (i! a""ica$e) Procurement Manager  (i! a""ica$e) "ommunications Manager  (i! a""ica$e) Project O##ice Manager  (i! a""ica$e)

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a!le of Contents TEMPLATE GUIDE....................................................................................1 1

IT!"DUCTI".................................................................................#

#

!E$UI!EMET%................................................................................#

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2.1

COMPANY .............................................................................................................................. 2

2.2

PRODUCT..............................................................................................................................3

2.3

TRAINING..............................................................................................................................3

2.4

DOCUMENTATION ....................................................................................................................4

2.5

SUPPORT............................................................................................................................... 4

MATE!IAL% AD E$UIPMET................................................................' 3.1

(

'

DELI)E!A*LE%.................................................................................' 4.1

SCHEDULE.............................................................................................................................5

4.2

ACCEPTANCE..........................................................................................................................6

PA+MET%......................................................................................, 5.1

,

USAGE.................................................................................................................................. 5

INVOICING.............................................................................................................................6

C"-IDETIALIT+ .............................................................................., 6.1

NON-DISCLOSURE...................................................................................................................6

6.2

SENSITIVE  INFORMATION..........................................................................................................6

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Template Guie What is a Statement of Work? 

 % Statement o! &o' (S&) is a document *+ic+ de!ines t+e "'ocu'ement 'eui'ements o!  t+e "'o-ect in su!!icient detai to ena$e "otentia su""ie's to dete'mine i! t+ey a'e a$e to meet t+ose 'eui'ements. T+e !oo*ing ist "'oides exam"es o! ty"es o! 'eui'ements a  "'o-ect may +ae !o' "otentia su""ie's and t+ei' "'oducts • • • • •

/om"any (sie, indust'y) P'oduct (ty"e, num$e' o! yea's aaia$e) T'aining (ee 'eui'ed) Documentation ("'oided *it+ "'oduct) Su""o't (aaia$e !o' "'oduct).  ©

T+e S& aso outines t+e ex"ectations o! t+e su""ie' in te'ms o! t+e • • • •

Mate'ias and ui"ment (to $e "'oided) Deie'a$es Sc+edue (and "'ocess !o' acce"tance) Payments (o! inoices) /on!identiaity (o! sensitie in!o'mation).

When to use a Statement of Work 

 %n S& s+oud $e used *+enee' a !o'ma Tende' Management P'ocess is unde'taen (i.e. *+enee' a "'oduct is 'eui'ed !'om outside t+e "'o-ect and a "'e!e''ed su""ie' +as not  yet $een c+osen). 2t is c'itica to t+e tende' "'ocess to cea'y outine, in sim"e te'ms, t+e  "'ocu'ement 'eui'ements *it+in t+e S&. 2! t+is is not ac+ieed, it is ess iey t+at t+e actua "'ocu'ement 'eui'ements o! t+e "'o-ect *i $e !uy satis!ied, t+e'e$y "acing t+e  "'o-ect at 'is. T+e S& is t+e !i'st document c'eated as "a't o! t+e Tende' Management P'ocess. 2t !o'ms t+e $asis u"on *+ic+ t+e tende' documents (R32, R3P) a'e !o'med and is t+e co'e document against *+ic+ su""ie' 'es"onses a'e eauated. T+e S& is, ty"icay, *'itten $y  t+e P'ocu'ement Manage' and a""'oed $y t+e P'o-ect Manage'. 2t is 'eeased to su""ie's aong *it+ t+e tende' documentation and u"dated t+'oug+out t+e Tende' Management  P'ocess.  ©

How to use this template

T+is document "'oides a guide on t+e to"ics usuay incuded in a Statement o! &o'. Sections may $e added, 'emoed o' 'ede!ined at you' eisu'e to meet you' "a'ticua'  $usiness ci'cumstance. xam"e ta$es, diag'ams and c+a'ts +ae $een added (*+e'e suita$e) to "'oide !u't+e' guidance on +o* to com"ete eac+ 'eeant section.

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1 Introuction Provide a +rie# summar! o# t'e project +! descri+ing t'e o+jectives, scope, delivera+les and milestones) List t'e generic t!pes o# product to +e sourced #rom outside t'e project and t'e reasons w'!)

# !e/uirements Provide t'e supplier wit' a detailed listing o# t'e procurement re-uirements o# t'e project) .'is includes a description o# t'e re-uirements o# t'e supplier compan!, product, training o##ered, documentation issued and support provided)

#.1 Company List t'e re-uirements o# t'e supplier compan! and t'e reasons w'! t'ese re-uirements are important to t'e project +! completing t'e #ollowing ta+le /includes e0amples12

Re"uirement

Reason

Supplier must 'ave a minimum o# 3 !ears trading in t'e relevant mar4et segment)

It is important t'at t'e supplier organi5ation is well esta+lis'ed in t'e mar4et place and is not li4el! to cease trading during t'e li#e o# t'is project)

Supplier must operate in t'e computer sales mar4et wit'in t'e 6S*)

.'e supplier must currentl! +e delivering product wit'in a relevant local mar4et segment to provide con#idence t'at s7'e can deliver t'e re-uired product)

Supplier must 'ave provided similar product to at least & similar customers w'o are a+le to act as re#erence sites wit'in t'e last $ !ears)

Proven deliver! to ot'er similar customers is critical to ensuring t'at t'e supplier 'as a valid suppl! c'ain)

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#.# Prouct Provide a detailed description o# t'e speci#ic products to +e supplied +! t'e e0ternal organi5ation +! completing t'e #ollowing ta+le2 Pro#uct ID

Pro#uct

Descri$tion

%uantit&

"8(

"omputer 8ardware

Latest speci#ication computer Intel P", including t'e #ollowing components2 Screen /(9 inc' monitor1 "omputer unit /latest Intel processor1  *ccessories /4e!+oard, mouse1 Latest :indows Operating S!stem MS O##ice so#tware suite)

Num$e' 

General consultanc! services to assist wit' t'e management o# t'e project, including2 ualit! assurance and auditing Project o##ice management  *ccounting services)

Num$e' 

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• • • • •

"S(

"onsultanc! Services

• • •

It ma! also +e +ene#icial to descri+e t'e usage o# eac' product and t'e re-uired capa+ilities)

#.& Trainin0 List t'e training re-uirements #or eac' product +! completing t'e #ollowing ta+le2 Pro#uct ID

raining Re"uire#'

raining Descri$tion

No( rainees

"8(

;

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& Materials an E/uipment .'is section lists t'e e-uipment and materials to +e provided +! t'e supplier to ena+le 'im7'er to deliver t'e products /as per section $)$ a+ove1)

&.1 Usa0e List t'e e-uipment and materials to +e provided +! t'e supplier, wit'in t'e #ollowing ta+le2 Pro#uct ID

)"ui$ment

*aterials

"8(

.'e #ollowing e-uipment is re-uired2 Deplo!ment 'ardware .raining #acilities Support #acilities

.'e #ollowing materials are re-uired2 Deplo!ment procedures .raining course notes Support procedures

.'e #ollowing e-uipment is re-uired2 P" 'ardware and so#tware Project O##ice #acilities  *ccounting s!stem

.'e #ollowing materials are re-uired2 ualit! *ssurance audit procedures O##ice Stationer!

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• • •

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• •

• • •

• •

•

( Deliverales Provide a detailed listing o# t'e delivera+les to +e produced +! t'e supplier)

(.1 %c2eule "omplete t'e #ollowing ta+le, listing eac' delivera+le item, t'e relevant SO: section /as a cross re#erence #or more detail1, t'e #inal deliver! date and t'e part! responsi+le #or  approving its completion) No(

Item

S+W

Due Date

,$$ro-er 

(

"omputer 'ardware

$)$

007!!755

Project Manager 

$

"onsultanc! services

$)$

007!!755

Project Manager 

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