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by Michael G. Martin, Peter S. Cole
How to Write a Statement of Work, 6th Edition
Cover
Title Page
Copyright
About the Authors
Dedication
Table of Contents
Preface
CHAPTER 1. OVERVIEW
What Is a Statement of Work?
Importance of the SOW
Need for a Clear and Concise SOW
Before Award
After Award
To Establish Performance Standards and a Contractual Baseline
To Provide Prospective Contractors with a Basis of Estimate
To Communicate Effectively
Relationship of the SOW to the Solicitation and Contract
Format and Content of the Solicitation and Contract
Relationship of the SOW to RFP Sections L and M
Use of the Proposal Preparation Instructions
To Ensure Appropriate Coverage
To Standardize Proposal Format
To Require Specific Information
Formatting the Proposal Preparation Instructions
Need to Check Your Work Carefully
CHAPTER 2. PLANNING AND PREPARATION
Acquisition Planning
What Is the Real Requirement, and When Is It Needed?
How Will Success Be Measured or Determined?
What Is It Likely to Cost, and What Funds Are Available?
Market Research
Thinking the Project Through
Using a Work Breakdown Structure
Choosing the Contract Type
Fixed-Price Contracts
Cost-Reimbursement Contracts
Time-and-Materials and Labor-Hour Contracts
Indefinite-Delivery Contracts
Choosing the SOW Type
Functional Descriptions
Performance Descriptions
Differences between Functional and Performance Descriptions
Design Descriptions
Incorporating a Contractor’s Proposal by Reference
Distinguishing Between Level-of-Effort (LOE) and Completion SOWs
Level-of-Effort SOWs
Completion SOWs
Distinguishing between the LOE and Completion Forms
Providing a Basis of Estimate for LOE and Completion Requirements
Personal Versus Nonpersonal Services
Sole-Source SOWs
Follow-on Efforts and Options
CHAPTER 3. WRITING A PERFORMANCE WORK STATEMENT FOR PERFORMANCE-BASED SERVICE CONTRACTING
What is Performance-Based Service Contracting?
Performance Work Statement
Quality Assurance Plan
Incentive Plan
When Is It Appropriate to Use PBSC?
Developing a Job Analysis
Organizational Analysis
Data Gathering
Directives Analysis
Market Research
Work Analysis
Performance Analysis
Cost Analysis
For Defense Department (DoD) Readers
Developing a Quality Assurance Plan
Types of Surveillance Methods
Selecting Surveillance Methods
QAP Example
Offering Incentives
Formula Incentives
Award Incentives
Award Term Incentives
Should Incentives Be Used in PBSC Contracts?
Deductibles
Summary
CHAPTER 4. USING A STATEMENT OF OBJECTIVES (SOO) AND RELATED ISSUES
What Is an SOO?
SOO Format
Section L
Section M
Incorporation by Reference
Using an SOO
Competing the SOO
Five-Step Approach
Releasing Funding Information
Summary
CHAPTER 5. THE SOW FORMAT
SOW Part I: General Information
Section A: Introduction
Section B: Background
Section C: Scope
Section D: Applicable Documents
SOW Part II: Work Requirements
Section A: Technical Requirements
Section B: Deliverables
SOW Part III: Supporting Information
Section A: Security
Section B: Place of Performance
Section C: Period of Performance
Section D: Government-Furnished Property
Section E: Qualifications of Key Personnel
SOWs for Sealed Bidding
How the Differences between Sealed Bidding and Negotiation Affect the SOW
Techniques to Support the SOW
Summary
CHAPTER 6. COMMON PROBLEMS IN WRITING SOWS
General Writing Guidelines
Common Ambiguities in SOWS
Inconsistency of Requirements
Calling a Requirement by Different Names
Conflicting or Unreasonable Schedules
Incomplete Description of Requirement
Vagueness and Generalized Language
Use of Abstractions
Unnecessary Comments
Poor Sentence Construction
Typos or Missing Text
Overly Complicated Vocabulary
Excessively Long Sentences
Conflicts Between the SOW and Contract Clauses
Obtaining Contractor Comments
Draft Solicitations
Preproposal Conference
Proposal Preparation Instructions
Guidelines Related to the Use of Words
Guidelines Related to the Use of Phrases and Terms
CHAPTER 7. MANAGING CHANGES TO THE SOW
Legal Precedents Backing Change Management
Identifying Changes
Managing Project Changes
Factors Affecting Change Mismanagement
Tools for Managing Changes
Change Order Form
SOW Change Order Tracker
APPENDIX A. SOW REVIEW
INDEX
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