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How to Write a Statement of Work, 6th Edition

Book Description

The standard on government statements of work just got better!
How to Write a Statement of Work has been a standard reference for government employees and contractors for many years. Now, with this sixth edition, it is even more relevant and useful. Based on the excellent foundation laid by the late Peter Cole, Michael Martin has updated and added material to guarantee this handbook's place in the list of “must haves” for working with government contracts. As in the earlier editions, the emphasis is on providing practical, detailed guidance on writing and preparing a description of government requirements, whether a statement of work (SOW), a performance work statement (PWS), or a statement of objectives (SOO).
Among the many additions to this sixth edition are updates to reflect the current definition of an SOO as well as references and guidance regarding the development and application of the SOO. There is a new chapter on why change management is so important on projects, legal precedents supporting change management, and how to identify when a change occurs using the SOW. This new chapter also includes information on the federal government's Standard Form 30 (SF30) to provide perspective on how change orders are used and applied in the federal government. If you are working in government contracting in any capacity, you should have this book on hand!

Table of Contents

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