Exhibit A - Statement of Work Template.docx

Exhibit A

Statement of Work Comment by Hurt,Genette: The Statement of Work (SOW) is a document which describes the scope of work required to complete a specific project. It is a formal document and must be agreed upon by all parties involved and ultimately becomes a part of the executed agreement (Contract, PO, etc.). In order to be effective, the SOW must contain an appropriate level of detail so all parties clearly understand what work is required, the duration of the work involved, what the deliverables are, and what is acceptable.

[Vendor Legal Name including DBA if appropriate] [Enter Project and/or Program Name]

CDEC Program Contract Manager Comment by Hurt,Genette: [COMMENT: Please provide the name and email address of the designated CDEC Program Contract manager here. This is the individual responsible for the day to day management of the vendor]

Abbreviations

· SOW - Statement of Work

Glossary Comment by Hurt,Genette: [COMMENT: Please define any terms, abbreviations or acronyms that might not be universally understood.]

Introduction/Background Comment by Hurt,Genette: [COMMENT: Describe how the project came about and who is involved. Provide historical context and the authority under which the project is being performed.]

Scope of Work Comment by Hurt,Genette: [COMMENT: Clearly state what is included and not included in the project. Highlight the main objectives and boundaries.]

This section should provide a brief statement of what you expect to accomplish as a result of this scope of work. While specific deliverables and tasks shall be presented in the Work Requirements section, this section should highlight what is and is not included in the scope of the project in broader terms.

Period of Performance Comment by Hurt,Genette: [COMMENT: Define the project timeframe, including start and end dates. Explain how delays will be handled and the need for potential amendments.]

This section should define the time period over which the project shall occur. The timeframe for the project can be pre-determined or based on a completion date to coincide with some external requirement (i.e. fiscal year or legislative requirement). It is important to define the period of performance since this is usually a variable in the project’s cost. Additionally, if there are delays in a project and it shall not be completed within the defined period of performance, a contract modification/amendment may be required and the costs of the project shall increase as well.

Where Services Will Be Performed Comment by Hurt,Genette: [COMMENT: Describe the location where services will be performed (State/County/ Service Area).] Work Plan Comment by Hurt,Genette: [COMMENT: Detail the specific tasks needed for project completion. Use the provided template and ensure all categories are filled out with appropriate detail.]

This section should include a description of the actual tasks which the project shall require. This should include what tasks need to be completed in order for successful completion of this project/contract. As with all other portions of the SOW, every effort should be made to include as much detail as possible. (This part of the SOW should be completed using the provided work plan template and integrated as part of the SOW) [The instructions are in red – please remove the instructions from completed document.

General Instructions: Complete the Work Plan Template. All categories must contain content. Additional rows can be added as needed in any section. If awarded, CDEC staff shall review the contents of the proposed Work Plan table and shall contact the Offeror to discuss concerns, revisions, or to request clarification.] Work Plan

Outcomes, Benchmarks, and Milestones

Outcome Statement #1:

Enter Outcome and Benchmark Statement and Milestone Statement

A1-1: Comment by Hurt,Genette: Remove any un-needed rows and un-needed Key Activity Sections.

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Work Plan

Outcomes, Benchmarks, and Milestones

Outcome Statement #2:

Enter Outcome and Benchmark Statement and Milestone Statement

A2-1: Comment by Hurt,Genette: Remove any un-needed rows and un-needed Key Activity Sections.

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Work Plan

Outcomes, Benchmarks, and Milestones

Outcome Statement #3:

Enter Outcome and Benchmark Statement and Milestone Statement

A3-1: Comment by Hurt,Genette: Remove any un-needed rows and un-needed Key Activity Sections.

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Schedule/Milestones Comment by Hurt,Genette: [COMMENT: Define the schedule of deliverables and milestones. Ensure they are specific, measurable, and results-oriented.]

This section should define the schedule of deliverables and milestones for this project. Milestones, benchmarks and outcomes should be specific, measurable and based on more than simple processes. For example:

A process outcome statement would read like this:

“Agency A shall provide services to 150 families by June 30th, 2016.”

A results oriented specific outcome statement would read like this:

“Incidences of reported child abuse in Colorado County shall be reduced from 6% to 2% per 1,000 children by June 30, 2016.”

Payment Schedule Comment by Hurt,Genette: [COMMENT: Define the schedule of payments by month that are tied to deliverables.]

Payment schedules for fixed price agreements should be based on deliverables not cost reimbursable costs (personnel, travel, etc.).

No indirect can be charged. Fixed price rates should be bundled and include overhead.

Acceptance Criteria Comment by Hurt,Genette: [COMMENT: Define the standards for deliverable acceptance. Include the process for approval and who is responsible for acceptance.]

This section defines how the customer shall accept the deliverables resulting from this SOW. The acceptance of deliverables must be clearly defined and understood by all parties. This section should include a description of how both parties shall know when work is acceptable, how it shall be accepted, and who is authorized to accept the work.

The acceptance of all deliverables shall reside with the CDEC, (specific program). The designated program manager shall monitor all deliverables in order to ensure the completeness of each stage of the project and that the scope of work has been met. The CDEC program manager shall either sign off on the approval, or reply to the vendor, in writing, advising what tasks must still be accomplished.

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