26PSX0074A Exhibit A Attach 1 SOW.docx
DOCX document 132 KB Posted
- Solicitation number
- 26PSX0074A
- Issued by
- Hartford County, Connecticut
About this file
Statement of Work Summary
This document is a Statement of Work (SOW) template for Contract #26PSX0074A between the State of Connecticut and a contractor to provide professional consulting services. The SOW template establishes the framework for energy, telecommunications, and broadband consulting services to support the Connecticut Department of Energy and Environmental Protection (DEEP) in coordination with the Department of Administrative Services (DAS). The scope of work encompasses advisory, analytical, and policy-based consulting on an as-needed basis to support DEEP's Bureau of Energy and Technology, regulatory proceedings participation, and strategic initiatives. The template requires specification of detailed goals and objectives, project milestones with delivery dates, period of performance with defined start and completion dates, and place of performance designations (in-person at Client Agency sites, remotely, or a combination thereof). The document explicitly excludes engineering or architectural design, construction, legal services, and implementation activities.
The SOW template requires identification of specific standards and requirements, resource requirements for both contractor and client agency, clearly delineated contractor and client agency responsibilities, and defined acceptance criteria for deliverables. Pricing is set forth in Exhibit B, Price Schedule, with provisions for price adjustments outlined in the underlying Contract. The template includes sections for contractor resources with required knowledge and skills, resource commitments from the Client Agency, and a process for SOW amendments requiring mutual written agreement by the parties. The document mandates points of contact for both the Client Agency and Contractor and requires execution by duly authorized representatives of both the State of Connecticut and the respective Client Agency. Federal requirements applicable to the project must be identified or noted as not applicable, and the SOW may not modify or conflict with terms of the underlying Contract, with Contract terms prevailing in any conflict unless conflicting SOW terms are required by federal law.
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Text version
Contract # 26PSX0074A Attachment 1 to Exhibit A Statement of Work Template
STATEMENT OF WORK (Contract # 26PSX0074A) 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 | 3 |
| Goals and Objectives | 3 |
| Scope of Work | 3 |
| Period of Performance | 3 |
Milestones…………………………………………………………………………………………………..…4
| Place of Performance | 4 |
| Specific Standards/Requirements | 4 |
| Resource Requirements | 4 |
| Contractor Resources | 4 |
| Client Agency Resources | 5 |
| Contractor Responsibilities | 5 |
| Client Responsibilities | 5 |
| Acceptance Criteria | 5 |
| SOW Amendments | 5 |
| Price | 5 |
| Other Information and Supporting Documentation | 5 |
| Points of Contact | 5 |
| Signatures | ..6 |
Insert Date Comment by Hart, Jennifer: INSERT: Date Introduction
| This Statement of Work (“SOW”) is subject to Contract # 26PSX0074A 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. | Comment by Hart, Jennifer: INSERT: Contract # and parties and retain paragraph. | Comment by 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. | |
| Goals and Objectives: | Comment by Hart, Jennifer: NOTE: Goals/Objectives: Specific, Measurable, Attainable, Relevant and Timebound. |
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. Comment by 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.
Provide pricing for project work. Comment by 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.
Price is set forth in Exhibit B, Price Schedule and price adjustments, if any, are set forth in the Contract. Comment by 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.
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?
Milestones: Comment by Hart, Jennifer: OPTION: If Milestones are not relevant to the project work, delete MILESTONES section.
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. Comment by 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.
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 Comment by 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.
List and describe the transaction specific standards/requirements. List specific products, tasks and services that Contractor must deliver or produce. Comment by Hart, Jennifer: 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.
Resource Requirements
List all known resource requirements below.
Contractor Resources:
| Project Title |
| Required Knowledge/Skills |
| Client Agency Resources: | Comment by Hart, Jennifer: NOTE: Client Agency to be aware of resource commitment and ongoing obligation to provide resources, as outlined in the SOW, during the transaction. |
| Resource Description: |
CONTRACTOR Responsibilities Comment by Hart, Jennifer: NOTE: Avoid shared responsibilities. Avoid using words like 'coordinate' and 'reasonable.' Be specific. Comment by 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.
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. Comment by Hart, Jennifer: NOTE: Retain language.
acceptance criteria
List the criteria that are required for the Client Agency to Accept the Deliverables. Comment by Hart, Jennifer: 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.
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.
federal ReQUIREMENTS applicable to this project (if na, notate as such)
Points of Contact
Pursuant to the Contract, the parties to this SOW are as follows: Comment by Hart, Jennifer: Note: Retain language and fill in.
a. Client Agency:
Address Point of contact
b. Contractor:
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:
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