U.S. Department of Commerce

Attachment 3

Example - Functional Based Statement of Work (SOW)

procedures || steps

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  1. BACKGROUND

    Provide the mission statement of the U.S. Census Bureau or other applicable agency.

    Describe the services provided by branch, division, etc., and the reasons why the services are being requested. An example follows:

    As part of its efforts to improve the quality of provided services, the (Insert Name of Branch, Division, Agency, etc.) is conducting a comprehensive program of evaluations designed to measure how well its programs, operations, and procedures performed. Because of the large volume of information received, processed, and disseminated, it is critical that the (Insert Name of Branch, Division, Agency, etc.) has an effective management structure. One of these evaluations will focus on the management structure, its systems and processes. The purpose of this statement of work is to conduct an evaluation of the (Insert Name of Branch, Division, Agency, etc.)ís management structure.

  2. SCOPE OF WORK

    The Contractor shall evaluate the management structure, and provide the following services:

    • Prepare Project Plan: The Contractor shall prepare a revised project plan with a detailed schedule for conducting the evaluation. The plan shall include: questions, methodology, and resource allocation. The Contractor and the (Insert Name of Branch, Division, Agency, etc.) team will discuss/review the plan for completeness and accuracy of the information presented and that the methodology is sound and appropriate and that the project plan is designed to answer its intended category of questions. Within 2 weeks after presentation, the (Insert Name of Branch, Division, Agency, etc) will provide comments to the Contractor. Contractor shall incorporate (Insert Name of Branch, Division, Agency, etc.)ís comments and deliver a final project plan.

    • Conduct Research: The Contractor shall review relevant documentation as well as internal census reports and studies that are relevant to the management of the (Insert Name of Branch, Division, Agency, etc.). The Contractor shall interview a variety of (Insert Name of Branch, Division, Agency, etc.) staff designated by the project manager using the survey instrument tailored for specific groups. Results from these interviews shall be analyzed and incorporated into the draft report by the Contractor.

    • The Contractor shall make a presentation of the draft findings to the (Insert Name of Branch, Division, Agency, etc.) team, who will provide written comments within 2 weeks after the presentation. The Contractor shall incorporate comments into a final report.

    • Prepare, Present, and Submit Final Report. The report shall contain the results of the survey, recommendations for future management structures, and an executive summary. The Contractor shall make a presentation of the final report to the (Insert Name of Branch, Division, Agency, etc.). The (Insert Name of Branch, Division, Agency, etc.) will review and provide comments (if any) within 2 weeks of receipt of the report. The Contractor shall then prepare the final report with appropriate documentation in a WordPerfect file. The Contractor shall meet the overall guidelines and requirements established by the (Insert Name of Branch, Division, Agency, etc.)ís quality assurance policy for report development, review, and writing.

    • Develop status report schedule: The Contractor shall provide monthly cost and progress reports on the status of the evaluation.

    • (Add this bullet if the deliverables will be used in information products released by the Census Bureau.) The Contractor shall comply with all relevant Census Bureau statistical quality standards for all activities under this SOW. Specifically, (list relevant standards and provide URL to the standards here).

    • The Contractor shall provide overall program management and technical support for all activities under this SOW.

  3. DELIVERABLES AND MILESTONE SCHEDULE

      Start Finish
    Conduct post award meeting   XXXXX
    Receive revised work plan   XXXXX
     
    Phase 1
    Contractor delivers draft survey instrument   XXXXX
    Contractor delivers final survey instrument   XXXXX
    Contractor conducts interviews - Phase 1   XXXXX
    Phase 1 Interim report due   XXXXX
     
    Phase 2
    Contractor delivers draft survey instrument - Phase 2   XXXXX
    Contractor delivers final survey instrument   XXXXX
    Contractor conducts interviews - Phase 2   XXXXX
    Phase 2 interim report due   XXXXX

    XXX hard copy and XXX soft copy of each of the above deliverables shall be delivered to the Government on the indicated dates. The deliverables will be forwarded to (Insert Name of Branch, Division, Agency, etc.).

  4. Travel Requirements

    The Contractorís travel to the (Insert Destination) for meetings/research is authorized. Travel outside the agency requires prior approval before authorization. Travel shall be conducted in accordance with government travel regulations.

  5. Relevant Experience Required

    Insert the limited qualifications required for each person offered by the Offeror (Project manager, senior lead, etc).

    The Offeror and staff shall have Special Sworn status. This involves a standard security check, including finger printing, conducted by the (Insert the name of the office who will conduct the security check), clearance of personnel by the (Insert the name of the office that will conducting these procedures) Office of Security and swearing in. (Optional)

  6. Performance Measures Will Include

    • Meeting agreed upon schedule dates
    • Submission of all deliverables as specified
    • Adherence to agreed upon budget
    • Ability to produce quality assurance documentation
    • Preparation of comprehensive reports/presentations

    The (Insert Name of Branch, Division, Agency, etc.) will assess product delivery time and content through product review and Contractorís incorporation of comments and recommendations.

  7. Government Provided Resources

    The (Insert Name of Branch, Division, Agency, etc.) will provide an overview of the project and provide briefings on decennial operations and management structure.

    The (Insert Name of Branch, Division, Agency, etc.) will provide access to facilities and personnel that are necessary to complete the requirements of this task. XXXXX will provide temporary office space, and telephones for work performed on site(s).

    In addition the (Insert Name of Branch, Division, Agency, etc.) will provide the following:

    • XXXXXXXXXXXXXXX
    • XXXXXXXXXXXX
    • XXXXXXXXXX


    Source: U.S. Census Bureau
    Acquisition Division

    Last Revised: October 15, 2012