Get Results: SOWS and Evaluation Models Presented by Kevin Greene (SAO) and Scott Smith (DES)

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Presentation transcript:

Get Results: SOWS and Evaluation Models Presented by Kevin Greene (SAO) and Scott Smith (DES)

Statement of Work –6 questions –8 elements –MIA –Q&A (5 minutes) Evaluation –Team –Process –Technique –Q&A (5 minutes) Wrap up and resources What we will cover

What is a Statement of Work (SOW)? A statement of work (SOW) is a formal document that captures and defines the work activities, deliverables, and timeline a vendor must execute in performance of specified work for a client. The SOW usually includes detailed requirements and pricing, with standard regulatory and governance terms and conditions. It thus overlaps in concept with a contract, and in fact SOWs are often legally equivalent to contracts.deliverables contract Wikipedia Definition

1.What is the work to be performed? 2. How is it managed? 3. What are the benefits? 4. Are there special requirements? 5. What are we supplying? 6. When is it finished? SOW should answer 6 questions

What is the work?

How is it managed?

What are the benefits?

Are there special requirements?

What are we supplying?

When is the project completed?

1.Introduction/Background 2.Scope of Work –Not to be confused with Statement of Work 3.Period of Performance 4.Place of Performance 5.Work Requirements 6.Schedule/Milestones 7.Acceptance Criteria 8.Other Requirements 8 SOW Elements

Introduction/Background

Scope of Work

Period of Performance

Place of Performance

Work Requirements

Schedule/Milestones

Acceptance Criteria

What happens if any elements are missing? Lessons Learned MIA Discussion

What are your questions?

Evaluating Proposals

Getting Started

Evaluation Team

Required Reading

Notes

Review Your Scores

Criteria Preliminary Score Weight assigned Requirements/Criteria Approach/Methodology/Availability40% Qualifications and Experience of Staff30% Qualifications/Experience/References of the Firm20% Price Proposal10% Oral Presentation/Interview (if used)Pass/Fail

The Process

Evaluation

Technical Evaluation

Competence

Price Proposal

Oral Interviews & Demos

Final Selection

Insights

Questions

Kevin Greene –State Auditor’s Office – Scott Smith –Department of Enterprise Services – Contacts