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How to Develop an Effective Statement of Work:
A Best Practices Training CD by Terry Davenport

A complete and thorough Statement of Work (SOW) is the foundation for every successful public solicitation. The SOW development requires collaboration, an often complex interaction, between the program personnel who are the users of products and services and the buyer who is responsible for the conduct of a public solicitation. This unique course is designed to improve this collaboration by providing useful guidance, instruction and information for both groups.

This one hour course includes a CD containing a 55-page resource manual (filled with useful information, guidance and examples) a voice-over PowerPoint presentation and example worksheets for SOW development.

A Best Practices Training CD by Terry DavenportTraining Module Agenda

 Workshop Objectives
 Important Definitions
 Market Research
 Do’s and Don’ts
 Purpose/Objectives
 Scope of Solicitation
 Invitation for Bid Specifications
 RFP Specifications
 Contract Scope of Work
 Contract Protections
 Examples
 Questions to Guide SOW Development
 How to Use Example Directives

Students (buyers and program personnel) taking this course will gain an understanding of the components of the SOW for various types of solicitations as well as useful guidance and writing tips for each. The course may be replayed at any time and the resource guide is a handy reference tool. The example worksheets are designed to foster communication between buyers and program personnel by forming the foundation for effective collaboration thereby producing high quality, successful and timely public solicitations.

This course will take the mystery and misery out of the statement of work development process. It has been designed for use by both buyers and program/user personnel.

The Viewer Will Learn:

 The components of an effective statement of work.
 Why the components are necessary.
 Preparation and writing tips for each component.
 How to write for clarity and completeness with examples.
 The how and why of contractual protections.
 How to improve the quality and timeliness of statement of work preparation.
 How to improve collaboration between the buyer and the program personnel who will use the desired product or services.

Statement of Work Resource Guide

Table of Contents

CHAPTER ONE - GENERAL CONSIDERATIONS

 Introduction
 Purpose
 Definitions
 Guiding Principles
         Clarity
         Competition
         Industry Participation
         Do' and Don'ts

CHAPTER TWO - GETTING STARTED

 Market Research
 Introduction/Background
 Objectives
 Scope of the Solicitation
         Purpose
         Writing Tips

CHAPTER THREE - INVITATION FOR BIDS

 Purpose
 Types
 Available Documents
 Brand Names or Unique Features
 Performance vs. Fixed Requirements
 Political Directives
 Quality
 Standard/Commercial Items
 Special Requirements
 Writing Tips

CHAPTER FOUR - REQUEST FOR PROPOSALS

 Purpose
 Mandatory and Desirable
 Link to the Contract
 Project Plan
 Writing Tips

CHAPTER FIVE - CONTRACT SCOPE OF WORK

 Purpose
 Duties and Responsibilities
 Tasks
 Time Frame
 Deliverables
 Writing Tips
 Checkpoints

 

CHAPTER SIX - CONTRACT PROTECTIONS

 Purpose
 Agreement Administration
 Acceptance
 Acceptance Testing
 Arbitration
 Change Orders
 Copyright
 Intellectual Property
 Licensing
 Liquated Damages
 Patent, Copyright and Trade Secret Indemnification
 Performance Based Payments
 Performance Bond
 Performance Measures
 Quality Control/Quality Assurance
 Retainage
 Software Escrow
 Warranties

APPENDIX

Appendix A - List of Questions for Developing the Statement of Work
Appendix B - Example Contractual Provisions
Agreement Administration
Acceptance
Acceptance Testing
Arbitration
Change Orders
Copyright
Intellectual Property
Licensing
Liquidated Damages
Patent, Copyright and Trade Secret Indamnification
Performance Bond
Quality Control/Quality Assurance
Reainage
Software Escrow
Warranties
Appendix C - Agency Worksheets
Appendix D - Examples

 

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