Statement of Work

Statement of Work For [Project Name] ©

Document Control Document Information ©

Document Id Document Owner Issue Date Last Saved Date File Name

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)

©$%%& Met'od($& Ltd) *ll rig'ts reserved)

i

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

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

#

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

&

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


ii

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.


(

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)

©


$

#.# 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'

©

• • • • •

"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(

;

*ll end
Num$e'

©

.wo users must +e a+le to operate t'e deplo!ed so#tware to an adanced level to ena+le t'em to pro+lem solve and train ot'er new users on an on< going +asis once t'e project is completed) "S(

N

n7a


n7a

&

#.( Documentation Itemi5e an! documentation to +e provided wit' t'e product, as #ollows2 Pro#uct ID

Docn( Re"uire#'

Documentation Descri$tion

"8(

;

.'e #ollowing documentation is re-uired2 Operating Manual /'ow to con#igure t'e Operating S!stem1 6ser Manual /'ow to use t'e so#tware suite1 .ec'nical Manual /'ow to solve +asic pro+lems1 Support procedures /w'at to do i# t'e user 'as a -uer! 7 pro+lem1

©

• • • •

"S(

N

.'e #ollowing documentation is re-uired2 ualit! *ssurance *udit report /#or eac' audit underta4en1 Project O##ice procedures /standards, guidelines and policies1 Mont'l! =alance S'eet, Pro#it and Loss Statement and "as'< Flow reports)

• • •

#.' %upport Descri+e t'e level o# support re-uired #or eac' product, as #ollows2 Pro#uct ID

Su$$ort Re"uire#'

"8(

;

Su$$ort Descri$tion

©

.'e #ollowing level o# support is re-uired2 $> 'our call center support to respond to end 'our tec'nical support to respond to end
•

st

•

•

"S(

N

•

N7*


>

& 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!

©

• • •

"S(

• •

• • •

• •

•

( 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

&

@nd
$)&

007!!755

.raining Manager

>

@nd
$)&

007!!755

.raining Manager

©


3

(.# Acceptance Descri+e t'e procedures #or granting acceptance o# t'e delivera+les to t'e project, t'ere+! aut'ori5ing supplier pa!ment) For e0ample2 •

• • •

*ll delivera+les produced +! t'e supplier must +e reviewed and approved +! t'e delegated *pprover /see section >)(1 @ac' delivera+le must meet t'e re-uirements outlined wit'in t'is document @ac' delivera+le must 'ave +een completed on or prior to t'e Due Date * satis#actor! reason must +e given i# t'is was not ac'ieved) ©

' Payments Identi#! t'e conditions under w'ic' pa!ment will +e made #or products supplied and delivera+les produced +! a supplier)

'.1 Invoicin0 •

•

•

Supplier invoices s'ould +e generated onl! #or products alread! supplied and delivera+les alread! produced and accepted +! t'e project Invoices s'ould +e su+mitted +! t'e supplier mont'l! and pa!ment s'ould +e e0pected +! t'e $%t' o# t'e mont' #ollowing t'e date o# invoice Invoices s'ould +e dated on t'e last da! o# t'e mont' #or w'ic' t'e product was supplied and t'e delivera+les produced)

, Con3entiality List t'e conditions under w'ic' sensitive in#ormation must +e 'andled #or t'e project)

,.1 on4Disclosure Identi#! w'et'er or not a Non
,.# %ensitive Information Identi#! 'ow sensitive project in#ormation relating to t'is tender s'ould +e 'andled +! e0ternal suppliers) For instance2 •

•

• •

During t'e course o# t'is tender process, !ou ma! ac-uire con#idential in#ormation relating to our +usiness, project and7or customers) ;ou agree to 4eep t'is in#ormation strictl! con#idential at all times /even a#ter t'e project 'as +een completed1) ;ou will not use it #or !our personal gain or t'e gain o# an! ot'er person ;ou ma! disclose con#idential in#ormation onl! to t'e e0tent t'at suc' disclosure is necessar! #or t'e su+mission o# a #ormal supplier proposal


A

•

.'is does not appl! to in#ormation w'ic' must legall! +e disclosed, or +ecomes availa+le to and 4nown +! t'e pu+lic) ©


B

Statement of Work

Recommend Documents