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Statement of Work
Template

 

Prepared for:
[Client.FirstName] [Client.LastName]
[Client.Company]

Prepared by:
[Sender.FirstName] [Sender.LastName]
[Sender.Company]

No. [#]

THIS STATEMENT OF WORK (“SOW”) is entered into by and between [CUSTOMER NAME] and [SERVICE PROVIDER] (“Service Provider”) pursuant to the parties’ [MASTER AGREEMENT] dated [DATE].

PandaTip: A Statement of Work typically falls under some kind of “umbrella” or overarching agreement that contains the general terms and conditions. That is what we are referring to where it states “Master Agreement” above. The master agreement structure allows multiple statement of works to be written for specified projects under a single master agreement.

Description of Services and/or Deliverables

Service Provider will provide [LABOR CATEGORY OR TYPE OF WORK] resources for [HIGH LEVEL DESCRIPTION OF SERVICES] in support of the [PROJECT OR GROUP BEING SUPPORTED].   The period of performance is outlined in the Term/Schedule section below.

Term/Schedule

One [LABOR CATEGORY OR TYPE OF WORK] resource will perform work as outlined below:

Functional Role Est. Start Date Est. Period of Performance      
[LABOR CATEGORY OR TYPE OF WORK] [DATE] [#] weeks

[CUSTOMER NAME] may extend the period of performance upon two weeks advance notification in writing.  In the case of an extension request to the period of performance, Service Provider may have to substitute the engagement of assigned personnel with another candidate with similar qualifications if the assigned personnel is unavailable.  In such an event, [CUSTOMER NAME] will have the ability to interview the candidate prior to placement.

Deliverables

PandaTip: The example language below assumes a design related statement or work.  Feel free to repurpose the language as appropriate for your own project/statement or work.

The Designer will be available to perform design services, such as:

  • Develop Design Plans that will direct the overall content and approach for the project
  • Provide design input to the [CUSTOMER NAME] project manager to help develop efficient work processes and schedules
  • Work with the business owners and subject matter experts to develop content for training programs
  • Develop design prototypes and templates which can be implemented by other designers
  • Review materials developed by other designers to ensure consistent standards and approaches
  • Participate in design planning and review meetings
  • Develop reusable design strategies and templates that can be applied to programs across the organization
  • Provide input for post-training tracking and evaluation

Assumptions

PandaTip: A Statement or Work and related project pricing is typically based on certain assumptions.  It is best practice to communicate those assumptions in writing.

  • The [CUSTOMER NAME] primary contact will work with the Service Provider [PROJECT MANAGER] to identify priorities, assign tasks and develop work estimates to ensure that the hours are applied appropriately.
  • Service Provider will invoice for actual hours expended per month.
  • Additional staff will be contracted separately on a project-by-project basis.
  • All materials developed under this SOW are the property of [CUSTOMER NAME].
  • Travel cost (if any) will be billed to [CUSTOMER NAME] at cost.  Other Direct Costs (ODCs) will be invoiced at cost plus administrative burden.
  • Service Provider [STAFF OR LABOR CATEGORY] will be available to work a minimum of 40 hours per week.

Price and Payment Schedule

The total Time and Materials (T&M) maximum amount or “not to exceed” (NTE) amount is [$] plus pre-approved travel expenses and ODCs. The below table lists the labor categories, rates, and estimates used to calculate the T&M costs for the effort.

Labor Category Rate Est. # of Hrs. Total Estimated Amount
Designer (remote) [$]/hr [#] [$]
Totals [#] [$]

All travel, lodging, and entertainment expenses must be pre-approved by [CUSTOMER NAME] in writing, and will be in addition to the above-stated NTE amount.  At its option, [CUSTOMER NAME] will book all travel and related expenses.  Service Provider’s rates and prices do not include sales tax, and if such tax is applicable, it will be invoiced as a separate line item.

Invoice Schedule

Service Provider will invoice [CUSTOMER NAME] on a monthly basis for actual hours expended.

In addition to the above, ODCs and pre-approved travel expenses will be billed as incurred.

Invoices shall be mailed to the following address:

[CUSTOMER NAME]

[ADDRESS]

[CITY STATE ZIP]

Attention: [POC NAME]

AGREED & ACCEPTED:

[SERVICE PROVIDER]

 

____________________            ___________

[NAME]                                             DATE

[TITLE]

[CUSTOMER NAME]

 

____________________            ___________

[NAME]                                             DATE

[TITLE]