Statement of Work - Template
Statement of Work - Template
1.1.1
Issued to
Organization Name
Street Address
City, State, Zip
Attn: Name, title
email address
1.1.2
1.1.3 Issued By
Your Name, or
Business Name
Street Address
City, State, Zip
email address
phone number
CONTENTS
0
2
Introduction 2
Background Information 2
Current Environment 2
Goals and Objectives 2
Scope of Work 2
Deliverables 2
Milestones 2
Period of Performance 3
Place of Performance 3
Applicable Standards 3
Specific Requirements 3
Resource Requirements 3
Human Resources 3
Other Resources 4
Vendor Responsibilities 4
Client Responsibilities 4
Project Risks 4
Assumptions 4
Completion Criteria 5
Change Control Procedure 5
Contract Type and Invoice Procedures 5
Other Information and Supporting Documentation 5
Points of Contact 5
Acceptance 5
Insert Date
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Statement of Work Template
_________
Initials
3 INTRODUCTION
Provide a short description of what your organization is looking for without listing the specific
project requirements.
4 BACKGROUND INFORMATION
In this section, provide context for the project. Offer high-level background information that helps
the reader understand why the product or service is needed. How did the need arise? Is it
related to other projects? What will be gained by implementing the project?
List the goals and objectives for initiating the work. Don’t forget to reference:
Business and Solution Objectives-
Technical Objectives-
Service Objectives-
Security Objectives-
6 SCOPE OF WORK
From a high-level perspective, describe the project work and what it entails. Describe what is included. If
helpful, also describe what is not included in the project work? Explain what will be accomplished.
Describe the size of the effort. Are there any special areas of interest? Describe the methods of deliver.
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6.1 DELIVERABLES
List and briefly describe all project deliverables, whether product, service or result.
6.2 MILESTONES
List the major project milestones and their estimated delivery dates.
RFP Release
Completion
7 PERIOD OF PERFORMANCE
Describe the period of performance for the project. How long will the project last? On what date
or event will it begin and on what date or event will it be completed by?
8 PLACE OF PERFORMANCE
9 APPLICABLE STANDARDS
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10SPECIFIC REQUIREMENTS
List and describe the specific requirements. List specific products, tasks and services that are
required to be delivered or produced.
11RESOURCE REQUIREMENTS
Resource Description
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12VENDOR RESPONSIBILITIES
13CLIENT RESPONSIBILITIES
14PROJECT RISKS
From a high-level perspective, identify all risks associated with implementing the project and
explain whether they are known or perceived.
15ASSUMPTIONS
16COMPLETION CRITERIA
Describe the process that will be followed if a change to this Statement of Work is required.
Describe the contract type (e.g., firm fixed price, time and materials)
Describe the invoice procedures. How often should invoices be remitted? To whom should
invoices be remitted?
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19OTHER INFORMATION AND SUPPORTING DOCUMENTATION
List any other pertinent information and list and attach any supporting documentation.
20POINTS OF CONTACT
21ACCEPTANCE
Date:
_______________________________
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Initials