STATEMENT OF WORK (SOW)

COMPANY NAME
STREET ADDRESS
CITY/MUNICIPALITY, ZIP CODE

DATE
Thesis/Capstone Project Title Statement of Work

TABLE OF CONTENTS
INTRODUCTION/BACKGROUND.........................................................................................................2
SCOPE OF WORK..............................................................................................................................2
PERIOD OF PERFORMANCE...............................................................................................................2
PLACE OF PERFORMANCE.................................................................................................................3
WORK REQUIREMENTS.....................................................................................................................3
SCHEDULE/MILESTONES..................................................................................................................4
ACCEPTANCE CRITERIA....................................................................................................................5
OTHER REQUIREMENTS....................................................................................................................5

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Thesis/Capstone Project Title Statement of Work

INTRODUCTION/BACKGROUND
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. 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. This section should provide a general description of the
project as well as highlight the project’s background and what is to be gained by the project. The
SOW introduction and background is necessary for bidding vendors to familiarize their
organizations with the project.

Smith Consulting Group (SCG) has recently approved the Website Redesign Project in
support of its strategic plan to enhance marketing and customer service. In order to provide
more timely feedback to prospective clients and improved customer interaction, the Website
Redesign Project will focus on building a content rich website which provides a simplified and
more user-friendly approach for existing and potential clients. It is imperative that SGC utilizes
its web site as a platform for communicating new developments, client testimonials, recent news,
and other industry specific information. SGC also realizes the importance of working with
clients to develop tailored consulting solutions which the new web site will allow the ability to
do. In order to accomplish this, SGC seeks to outsource the design, testing, implementation, and
training for the new website. SGC anticipates that its new website will move the company
forward in its multi-tiered approach to winning new clients and capturing additional market
share.

SCOPE OF WORK
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 will 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.

The scope of work for the Website Redesign Project includes all planning, execution,
implementation, and training for a new public-facing internet site for SCG. The selected vendor
will be responsible for the design of the new website based on feedback to be provided by SCG.
Each stage of the project will require approval from SCG management before moving on to the
next stage. The selected vendor must ensure it has adequate resources for designing, building,
testing, and implementing the new web site and is staffed for the training of SGC personnel as
well. Specific deliverables and milestones will be listed in the Work Requirements and
Schedules and Milestones sections of this SOW.

Not included in the scope of work for this project is any work on SCG’s internal intranet site.

PERIOD OF PERFORMANCE
This section should define the time period over which the project will occur. The
timeframe for the project can be pre-determined or based on a completion date to coincide with
some external requirement (i.e. new Government regulation). It is important to define the period
of performance since this is usually a variable in the project’s cost. Additionally, if there are

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Thesis/Capstone Project Title Statement of Work

delays in a project and it will not be completed within the defined period of performance, a
contract modification may be required and the costs of the project will increase as well.

The period of performance for the Website Redesign Project is one year (365 days)
beginning on 2 March 20xx through 3 March 20xx. All work must be scheduled to complete
within this timeframe. Any modifications or extensions will be requested through SCG and
vendor contracting officers for review and discussion.

PLACE OF PERFORMANCE
This section should describe where the work will be performed by the vendor. In some
cases the vendor may perform all or some of its work on site at the customer’s location. This is
usually dependent on the type of industry or work being performed. It is important to define this
in case the customer requires the vendor to work at the customer’s site and to clarify any
equipment and/or work space that will be provided.

The selected vendor for the Website Redesign project will perform a majority of the work
at its own facility. The vendor will be required to meet at SCG’s facility once per week (day and
time TBD) for a weekly status meeting. Additionally, all project gate reviews will be held at
SCG’s facility and attended by the vendor. SCG will provide and arrange for meeting spaces
within its facility for all required vendor meetings. Once the project reaches the training phase,
all training will be conducted at SCG’s facility.

WORK REQUIREMENTS
This section should include a description of the actual tasks which the project will
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.

As part of the Website Redesign Project the vendor will be responsible for performing
tasks throughout various stages of this project. The following is a list of these tasks which will
result in the successful completion of this project:

Kickoff:
- Vendor will create and present detailed project plan including schedule, WBS, testing
plan, implementation plan, training plan, and transition plan
- Vendor will present project plan to SCG for review and approval

Design Phase:
- Work with SCG to gather requirements and establish metrics
- Create site design based on collected requirements
- Develop site design proposal for SCG review and approval
- Present written status at weekly meeting

Build Phase:
- Vendor will complete all coding for approved site design
- Vendor will provide SCG with a detailed testing plan

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Thesis/Capstone Project Title Statement of Work

- Vendor will include all content provided by SCG on redesigned web site
- Vendor will conduct testing in both their iLab as well as in a limited beta release
- Vendor will resolve any coding and site issues identified in testing
- Vendor will compile a testing report to present to SCG for review/approval
- Present written status at weekly meeting

Implementation Phase:
- Vendor will implement the newly redesigned web site on SCG servers
- Vendor will begin providing 24x7 web site support at this point forward until the end of
the period of performance
- Present written status at weekly meeting

Training Phase:
- Vendor will provide training in accordance with approved training plan provided in the
kickoff
- Present written status at weekly meeting

Project Handoff/Closure:
- Vendor will provide SCG with all documentation in accordance with the approved
project plan
- Vendor will present project closure report to SCG for review and approval
- Vendor will complete the project requirements checklist showing that all project tasks
have been completed
- Vendor will conclude 24x7 web support at 11:59pm on the final day of the period of
performance
- Present written status at weekly meeting

SCHEDULE/MILESTONES
This section should define the schedule of deliverables and milestones for this project.
Since the SOW often accompanies the RFP for the project, it is imperative that all milestones,
tasks, and schedule information are as accurate as possible since vendors will need to consider
these items in their proposals.

The below list consists of the initial milestones identified for the Website Redesign Project:

RFP/SOW Release January 2, 20xx

Vendor Selection Review February 1-28, 20xx
Vendor Selection March 1, 20xx
Period of Performance Begins March 2, 20xx
Website Design Review August 31, 20xx
Website Implementation Review November 30, 20xx
Implementation Complete December 31, 20xx
Training Complete February 20, 20xx
Project Completion Review February 25, 20xx
Project Closure/Archives Complete March 3, 20xx

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Thesis/Capstone Project Title Statement of Work

ACCEPTANCE CRITERIA
This section defines how the customer will 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 will know when work is acceptable,
how it will be accepted, and who is authorized to accept the work.

For the Website Redesign Project the acceptance of all deliverables will reside with
SCG’s Vice President of Marketing. The VP of Marketing will maintain a small team of three
advisors in order to ensure the completeness of each stage of the project and that the scope of
work has been met. Once a project phase is completed and the vendor provides their
report/presentation for review and approval, the VP of Marketing will either sign off on the
approval for the next phase to begin, or reply to the vendor, in writing, advising what tasks must
still be accomplished.

Once all project tasks have been completed, the project will enter the handoff/closure
stage. During this stage of the project, the vendor will provide their project closure report and
project task checklist to SCG’s VP of Marketing. The acceptance of this documentation by
SCG’s VP of Marketing will acknowledge acceptance of all project deliverables and that the
vendor has met all assigned tasks.

Any discrepancies involving completion of project tasks or disagreement between SCG

and the chosen vendor will be referred to both organizations’ contracting offices for review and
discussion.

OTHER REQUIREMENTS
Any special requirements, such as security requirements (personnel with security
clearance and what level, badges, etc.) should be described in this section. There should also be
a description of any IT access restrictions/requirements or system downtime/maintenance if
required.

All vendor project team members will submit security forms to SCG for clearance and
access badges to the facility. All vendor programmers and quality control team members will be
granted access to SCG servers and all necessary IT functions. They will also be given temporary
SGC accounts which are to be used only for work pertaining to the Website Redesign Project.
Upon completion of the project these accounts will be closed.

All programming and testing will be done in the iLab. A network outage will be
scheduled for the implementation phase of this project. Prior to the network outage, all servers
will be backed up and a notification will be distributed to all users.

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Thesis/Capstone Project Title Statement of Work

ACCEPTANCE

Approved by:

___________________________________________ Date:____________________
<Approvers Name>
<Approvers Title>