Developing Performance Based Work Statements

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STATEMENT OF WORK(SOW)

PERFORMANCE BASED CONTRACTING

Statement of WorkPerformance-Based Contracting

Performance-based contracting 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.

Statement of WorkWhat vs. How

• Lower costs

• Flexibility to achieve a solution

• Solution is the responsibility on the contractor

A formal written description of your minimum requirements to be performed by a contractor

The “heart of your procurement”

What Is An SOW?

Why is a Clear and Concise SOW Important ?

Provides a clear understanding of the requirements

Establishes a baseline for proposal evaluation

Reduces evaluation and negotiation time

Minimizes need for future changes

Baselines contractor performance measures

Many Documents Are Based On The SOW

E V A L U A T IO N C R IT E R IAS E C T IO N (M )

N A F IC O S T E S T IM A TE

Q AS U R V E IL L A N C E

P L A N

IN S T R U C T IO N F O RP R O P O S A L P R E P A R A T IO N

S E C T IO N (L )

R E P O R T IN GR E Q U IR E M E N T S

The following is a summary of the recommended process steps for preparing a Statement of Work SOW :

1. Establish a preliminary scope statement ( i.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 sequence5. 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 performance9. Determine how you will monitor the deliverables

STATEMENT OF WORK PROCESS OVERVIEW

Statement of WorkStep 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

• List task to be performed that will:

– Accomplish the objective of the SOW

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

• Group similar and related task

• Categorize tasks as either major or sub-tasks

• Add any additional tasks as you work through this

• Organized task in logical sequence– Chronological order– Time-phase– Discipline

• Ensure task required meet the minimum requirements

• Delete unnecessary or repetitive tasks

• Identify the required resources for each task (input)– May be labor, equipment and material– May be NAFI or government provided

• Identify any operating restrictions or procedures

• Identify required results and or deliverables (output)– Meetings– Reports

• Provides information to develop oversight plan

• Contractor responsible for the work (input to output)

• Identify the frequency and timeline of deliverables

• Assists in– Refining SOW– Method of surveillance– Surveillance plan – Cost estimate

• Develop performance standard or acceptance criteria expressed in

– Quality– Quantity– Time– Appearance

• Should include elements such as “What, when, where, how many times

• Should be appropriate for the contract and– Necessary– Realistic– Objective and measurable

• 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

Statement of WorkConclusion

Lastly, the key factor in the success of the Performance Based Contract is the ability of you, the customer, to write good requirements.

Developing Performance Based Work Statements

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