Contract # 26PSX0040

Attachment 1 to Exhibit A Statement of Work Template

STATEMENT OF WORK (CONTRACT # 26PSX0040)

MORE DETAILED PROJECT INFORMATION

Issued to Organization Name Street Address City, State, Zip

Issued By [Client Agency Name]

Street Address City, State, Zip

Contents

Introduction

• Goals and Objectives

Scope of Work

Period of Performance

• Milestones…………………………………………………………………………………………………..…4

Place of Performance

Specific Standards/Requirements

Resource Requirements

• Contractor Resources

• Client Agency Resources

Contractor Responsibilities

Client Responsibilities

Acceptance Criteria

SOW Amendments

Price

Other Information and Supporting Documentation

Points of Contact

Signatures

Insert Date

INTRODUCTION

This Statement of Work (“SOW”) is subject to Contract # 26PSX0040 between __________ and ______________ (the “Contract”) and cannot include additional terms or change or modify any of the terms of the Contract. In case of a conflict between the SOW and the Contract, the terms of the Contract, including any attachments, schedules, or exhibits to the State’s Contract prevail unless the conflicting terms in this SOW are required by federal law. All capitalized terms when used herein shall have the same meaning as is given such terms in the Contract.

Goals and Objectives:

Provide a short description of what the Client Agency is looking for without listing the specific project requirements.

List the current environment and goals and objectives for initiating the work, including:

• The current state including users/stakeholders, current technology and any constraints.

• Business and solution specific objectives

• Technical objectives

• Service objectives

• Security objectives

• Timeline requirements

SCOPE OF WORK AND PRICING

From a high-level perspective, describe the project work and what it entails (e.g., goods to be purchased or services required). Describe the form of project work to be provided. Describe what is included. If helpful, also describe what is not included in the project work. Explain what will be accomplished. Describe the size of the effort. Describe the method/s of delivery.

Provide pricing for project work.

Price is set forth in Exhibit B, Price Schedule and price adjustments, if any, are set forth in the Contract.

The price schedule for purposes of this SOW only is set forth in this Scope of Work and Pricing section.

PERIOD OF PERFORMANCE

Describe the period of Performance for the project. How long will the project last? On what date or event will it begin and on what date or event will it be completed by?

Hart, Jennifer INSERT: Date

Hart, Jennifer INSERT: Contract # and parties and retain paragraph.

Hart, Jennifer NOTE: Delete all guidance in BOLD at the beginning of each section located in the body of the document once you have inserted needed information.

Hart, Jennifer NOTE: Goals/Objectives: Specific, Measurable, Attainable, Relevant and Timebound.

Hart, Jennifer OPTION: Include a sentence in this section stating the form of project work -e.g., milestone/ deliverable or time and material based. If the project work is time and material based and a cap has been agreed to, describe the cap.

Hart, Jennifer OPTION: Insert project work pricing if ceiling pricing in Exhibit B, Price Schedule is decreased for the project work in this SOW. Do not insert pricing for project work if no price decreases were agreed to between Client Agency and Contractor. 4.

Hart, Jennifer OPTION: If the Client Agency and Contractor agree to decrease the ceiling pricing in Exhibit B, ADD the second sentence in this Price Section.

If parties have not agreed to decrease the ceiling pricing in Exhibit B, DELETE the second sentence in this Price Section and retain the first sentence.

Milestones:

List the major project milestones and their estimated delivery dates.

Project Milestones Estimated Delivery Date

Completion

PLACE OF PERFORMANCE

Where will the project work be Performed?

All project work will be performed in person by the Contractor at Client Agency’s __________________ Site/s.

All project work will be performed remotely by the Contractor at ________________________ Site/s.

Project work will be performed by the Contractor in person at Client Agency’s ____________ Site/s and remotely by the Contractor at _____________________ Site/s

SPECIFIC STANDARDS/REQUIREMENTS

List and describe the transaction specific standards/requirements. List specific products, tasks and services that Contractor must deliver or produce.

RESOURCE REQUIREMENTS

List all known resource requirements below.

Contractor Resources:

Project Title Required Knowledge/Skills

OPTION: If Milestones are not relevant to the project work, delete MILESTONES section.

Hart, Jennifer OPTION: Choose site of performance of project work amongst three options - in person at Client Agency, remotely or both. Delete options not chosen.6.

Hart, Jennifer NOTE: Requirements are results to be achieved by Contractor. Contractor's performance is measured against these requirements.

NOTE: Standards include by way of example, industry standards that should be adhered to.

NOTE: The Deliverables Document, Exhibit A will provide the Deliverables that Contractor is obligated to offer. Client Agency can list SOW transaction specific requirements here. Example: Deliverables Document includes a list of Contractor products and Client Agency wants to purchase a single product.

Client Agency Resources:

Resource Description:

CONTRACTOR RESPONSIBILITIES

List and describe the responsibilities of the Contractor.

CLIENT AGENCY RESPONSIBILITIES

List and describe the responsibilities of the Client Agency.

The Contractor agrees that the Client Agency’s responsibilities as set forth above are a complete list. All other work, resources, data, software, hardware, etc. required for the Contractor to meet Client Agency’s requirements specified herein are the sole and exclusive responsibility of the Contractor.

ACCEPTANCE CRITERIA

List the criteria that are required for the Client Agency to Accept the Deliverables.

SOW AMENDMENTS

Describe the process that will be followed if an amendment to this SOW is required. For example, mutually agreed to in writing by the parties.

OTHER INFORMATION AND SUPPORTING DOCUMENTATION

List any other pertinent information and list and attach any supporting documentation.

POINTS OF CONTACT

Pursuant to the Contract, the parties to this SOW are as follows:

a. Client Agency:

Address Point of contact

b. Contractor:

NOTE: Client Agency to be aware of resource commitment and ongoing obligation to provide resources, as outlined in the SOW, during the transaction.

Hart, Jennifer NOTE: Contractor responsibilities to meet Client Agency’s transaction specific objectives as included in this SOW. By way of example:

Contractor responsibilities may include by way of example: (i) furnishing supplies, equipment and services required to perform the project, (ii) knowledge transfer, (iii) end user training and (iv) documentation.

Hart, Jennifer NOTE: Avoid shared responsibilities. Avoid using words like 'coordinate' and 'reasonable.' Be specific.

Hart, Jennifer NOTE: Retain language.

NOTE: What criteria will the Client Agency require before accepting Deliverables. Ex. Will the product have to be delivered at a certain time and/or place prior to Acceptance?, will the Client Agency have to review and test a solution to ensure proper User access? Acceptance Criteria will be driven by the transaction.

Address Point of contact

SIGNATURES

The parties are executing this SOW on the date below their respective signatures.

[CONTRACTOR NAME]

By: ________________________________________________

Printed Name:

Title:

Duly Authorized

Date:

STATE OF CONNECTICUT

[INSERT CLIENT AGENCY NAME]

By: _______________________________________

Printed Name:

Title:

Duly Authorized

Date:

Note: Retain language and fill in.