Writing an Effective Statement of Work (SOW)
Skip Bartek, Aiko Neill and Shannon KelleyContract Managers
Enterprise Contract Management, Technology Sourcing Office
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Agenda
SOW Standard Requirements
SOWs for Managed Services for Telecommunications
SOWs for Deliverables Based IT Services (DBITS)
SOWs for Cloud Services
Questions and Answers
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SOW Standard Requirements
Scope of Project
Roles and Responsibilities
Deliverables
Schedule
Service Levels for Services
Acceptance Criteria
Pricing and Payment Schedules/Milestones
Assumptions
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SOWs for Managed Services for Telecommunications
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Payment Schedule Examples
Based on Schedule Milestones (Telecom Router Install Project)• Milestone 1 – Receive, configure, and test router
• Milestone 2 – Install router into network, test and turn up
• Milestone 3 – Train staff on router configuration, maintenance, and service
Payment Breakdown• Milestone 1 – 10% of total price
• Milestone 2 – 25% of total price
• Milestone 3 – 65%
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Payment Schedule Examples, continued
Deliverables Based Payments (Network Assessment and Recommendations Project)• Deliverable 1 – Project Plan
• Deliverable 2 – Assessment Reports
• Deliverable 3 – Final Recommendation Report
NOTE: Acceptance Criteria is critical for these types of payment deliverables
Payment Breakdown• Deliverable 1 – 25%, or lower of total price
• Deliverable 2 – 25% or lower, not to exceed 50% of total price
• Deliverable 3 – 50% or higher depending on first two deliverables
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SOWs for Deliverables Based IT Services (DBITS)
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Features of DBITS Contracts
Benefits
The value of any one SOW may not exceed $10 million including all extensions, renewals and change orders
DBITS Technology Categories• To view definitions of DBITS Technology Categories visit:
http://www.dir.texas.gov/ict/contracts/dbits/Pages/dbitsservices.aspx (Click on the title of each category to view a list of vendors contracted for that service)
DBITS SOW Template – Appendix C
DBITS SOW Considerations
Roles and Responsibilities
Deliverables Submission/Format
Reports and Meetings
Period of Performance
Customer Furnished Equipment and Workspace
Additional Terms and Conditions
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Deliverables – Defining and Describing
Phase 1 – Project Initiation Project plan (including GANTT chart, all steps/tasks, review and revision timeframes)
One (1) project kick-off meeting on customer site Monthly project reports
Phase 2 – Business Process Analysis Business requirements document Technology assessment report
Phase 3 – Design and Development System Design Document (SDD) for the data flow
PDF entry forms for data input Data flow implementation guide Test plan
Phase 4 – Migration and Data Flow Production setup plan and schedule Migration task list for installs Production system installed, tested and
validated
Phase 5 – Conduct End-User Training End user training documents Training plan
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SOWs for Cloud Services
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SOWs for Cloud Services Contracts
Overview of Cloud Contracts• Cloud Categories
• Current Contracts
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SOWs for Cloud Services Contracts
SOW Templates• Cloud Assessment Services
• Cloud Services IaaS PaaS Cloud Broker
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Cloud Services Issues/Considerations
Service Level Agreements (SLAs)• Many DIR Contracts include approved vendor service
agreements with agreed upon minimum SLAs
• Some providers are flexible / higher cost
• Some providers are less flexible / lower cost Determine acceptable level of downtime, match that to the
appropriate service provider
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Cloud Services Issues/Considerations
Acceptance Criteria• Diverse depending on Cloud Service
• For some Cloud Services, provisioning = acceptance/billing commencement
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Questions?
Skip Bartek, TEX-AN Contract Manager
[email protected] (512) 936-9876
Aiko Neill, DBITS Contract Manager
[email protected] (512) 475-0515
Shannon Kelley, Cloud Services Contract Manager
[email protected] (512) 463-7666
www2.dir.state.tx.us
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