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Developing Performance Based Work Statements (Compatibility Mode)

This document discusses performance-based contracting and outlines the key steps for developing an effective Statement of Work (SOW). Performance-based contracting focuses on desired outcomes rather than prescribing how the work should be done. An SOW is a formal description of minimum work requirements and is important for clearly defining the scope of work, establishing evaluation criteria, and monitoring contractor performance. The document provides a 9-step process for writing an SOW, including establishing objectives, listing tasks, organizing tasks, identifying inputs/outputs, setting performance standards, and determining oversight methods.

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RMANO123
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© Attribution Non-Commercial (BY-NC)
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Download as PDF, TXT or read online on Scribd
52 views

Developing Performance Based Work Statements (Compatibility Mode)

This document discusses performance-based contracting and outlines the key steps for developing an effective Statement of Work (SOW). Performance-based contracting focuses on desired outcomes rather than prescribing how the work should be done. An SOW is a formal description of minimum work requirements and is important for clearly defining the scope of work, establishing evaluation criteria, and monitoring contractor performance. The document provides a 9-step process for writing an SOW, including establishing objectives, listing tasks, organizing tasks, identifying inputs/outputs, setting performance standards, and determining oversight methods.

Uploaded by

RMANO123
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as PDF, TXT or read online on Scribd
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STATEMENT OF WORK

(SOW)

PERFORMANCE BASED
CONTRACTING

25 Sep 2005 M Keeney 1


Statement of Work
Performance-Based Contracting

Performance-based contracting g
involves structuring all aspects of
an acquisition around the purpose
of the work to be performed as
opposed to either the manner by
which the work is to be performed
or a broad and imprecise statement
of work
work.
25 Sep 2005 M Keeney 2
Statement of Work
What vs. How
• Lower costs
• Flexibility to achieve a solution
• Solution is the responsibility on the
contractor

25 Sep 2005 M Keeney 3


What Is An SOW?

¾ A formal written description of your


minimum requirements to be performed
b a contractor
by t t

¾ The
Th “heart
“h t off your procurement”
t”

25 Sep 2005 M Keeney 4


Why is a Clear and Concise
SOW Important ?

¾ Provides a clear understanding of the requirements

¾ Establishes a baseline for proposal evaluation

¾ Reduces evaluation and negotiation time

¾ Minimizes need for future changes

¾ Baselines contractor performance measures


25 Sep 2005 M Keeney 5
Many Documents Are Based
On The SOW

SOW

NAFI QA REPORTING
COST ESTIMATE SURVEILLANCE REQUIREMENTS
PLAN

EVALUATION CRITERIA INSTRUCTION FOR


SECTION (M) PROPOSAL PREPARATION
SECTION (L)

25 Sep 2005 M Keeney 6


STATEMENT OF WORK
PROCESS OVERVIEW
The following is a summary of the recommended process steps for
preparing a Statement of Work SOW :
1
1. Establish a preliminary scope statement ( ii.e.,
e the purpose or
objective of your procurement)
2. List the tasks to be performed ( i.e., All performance requirements
you intend the contractor to satisfy, all requirements that the
contractor must comply with during contract performance )
3. Group similar and related tasks.
4. Organize the tasks in logical sequence
5. Identify the input ( Required resources to perform the tasks)
6. Identify the output ( Required results or deliverables )
7. Identify the timeline or frequency of the deliverables (output)
8. Develop the parameters for acceptable quality and performance
9. Determine how you will monitor the deliverables

25 Sep 2005 M Keeney 7


Statement of Work
Step 1
• ESTABLISH A PRELIMINARY SCOPE
STATEMENT THAT:

– Identifies the objective or purpose of the procurement


– Description of work to be performed
– Define the magnitude of work to be performed
– Defines the boundaries of performance and
responsibilities

25 Sep 2005 M Keeney 8


Statement of Work
Step 2
• List task to be performed that will:

– Accomplish the objective of the SOW

– Focus of “what” not “how” the contractor will perform


p

25 Sep 2005 M Keeney 9


Statement of Work
Step 3
• Group similar and related task
• Categorize tasks as either major or
sub-tasks
• Add any additional tasks as you work
through this

25 Sep 2005 M Keeney 10


Statement of Work
Step 4
• Organized task in logical sequence
– Chronological order
– Time-phase
Time phase
– Discipline
• Ensure task required
q meet the minimum
requirements
• Delete unnecessary or repetitive tasks

25 Sep 2005 M Keeney 11


Statement of Work
Step 5
• Identify the required resources for each
task (input)
( p )
– May be labor, equipment and material
– May be NAFI or government provided
• Identify any operating restrictions or
procedures

25 Sep 2005 M Keeney 12


Statement of Work
Step 6
• Identify required results and or
deliverables (output)
– Meetings
– Reports
• Provides information to develop
oversight plan
• Contractor responsible for the work
(input to output)
25 Sep 2005 M Keeney 13
Statement of Work
Step 7
• Identify the frequency and timeline of
deliverables
• Assists in
– Refining SOW
– Method of surveillance
– Surveillance plan
– Cost estimate

25 Sep 2005 M Keeney 14


Statement of Work
Step 8
• Develop performance standard or acceptance
criteria expressed in
– Quality
y
– Quantity
– Time
– Appearance
• Sh
Should
ld include
i l d elements
l t such h as “What,
“Wh t when,
h
where, how many times
• Should be appropriate for the contract and
– Necessary
– Realistic
– Objective and measurable

25 Sep 2005 M Keeney 15


Statement of Work
Step 9
• Determine how you will monitor the deliverables
• Must be appropriate for the contract
• Cost effective
• Methods include:
– 100% inspection
– Random sampling
– Periodic inspection
– Customer copleaints
– Review of progress milestons
– Reports by contractor

25 Sep 2005 M Keeney 16


Statement of Work
Conclusion
Lastly, the key factor in the success of
th Performance
the P f Based
B d Contract
C t t iis the
th
ability of you, the customer, to write
goodd requirements.
i t

25 Sep 2005 M Keeney 17

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