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Get Results: SOWS and Evaluation Models Presented by Kevin Greene (SAO) and Scott Smith (DES)
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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
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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
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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
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What is the work?
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How is it managed?
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What are the benefits?
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Are there special requirements?
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What are we supplying?
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When is the project completed?
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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
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Introduction/Background
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Scope of Work
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Period of Performance
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Place of Performance
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Work Requirements
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Schedule/Milestones
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Acceptance Criteria
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What happens if any elements are missing? Lessons Learned MIA Discussion
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What are your questions?
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Evaluating Proposals
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Getting Started
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Evaluation Team
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Required Reading
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Notes
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Review Your Scores
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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
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The Process
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Evaluation
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Technical Evaluation
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Competence
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Price Proposal
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Oral Interviews & Demos
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Final Selection
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Insights
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Questions
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Kevin Greene –State Auditor’s Office –360-725-5574 –Kevin.greene@sao.wa.govKevin.greene@sao.wa.gov Scott Smith –Department of Enterprise Services –360-407-8722 –Scott.Smith@des.wa.govScott.Smith@des.wa.gov Contacts
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