writing an effective statement of work (sow) skip bartek, aiko neill and shannon kelley contract...
TRANSCRIPT
Writing an Effective Statement of Work (SOW)
Skip Bartek, Aiko Neill and Shannon KelleyContract Managers
Enterprise Contract Management, Technology Sourcing Office
2
Agenda
SOW Standard Requirements
SOWs for Managed Services for Telecommunications
SOWs for Deliverables Based IT Services (DBITS)
SOWs for Cloud Services
Questions and Answers
3
SOW Standard Requirements
Scope of Project
Roles and Responsibilities
Deliverables
Schedule
Service Levels for Services
Acceptance Criteria
Pricing and Payment Schedules/Milestones
Assumptions
6
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%
7
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
10
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
11
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
12
15
SOWs for Cloud Services Contracts
Overview of Cloud Contracts• Cloud Categories
• Current Contracts
16
SOWs for Cloud Services Contracts
SOW Templates• Cloud Assessment Services
• Cloud Services IaaS PaaS Cloud Broker
17
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
18
Cloud Services Issues/Considerations
Acceptance Criteria• Diverse depending on Cloud Service
• For some Cloud Services, provisioning = acceptance/billing commencement
19
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