INSTRUCTIONS FOR PREPARING A STATEMENT OF SERVICES …
INSTRUCTIONS FOR PREPARING A STATEMENT OF SERVICES (SOS), APPENDIX B IN A PSA
Appendix B is prepared individually for each Agreement. Contact your Professional Services Coordinator for copies of prior contracts to use as examples. The next page of these instructions contains a header strip and software format codes that can be copied to begin the Appendix.
The Statement of Services should address the agreements reached during negotiations and at least five items: work to be accomplished; performance criteria; deliverables; delivery schedule; and Contracting Agency assistance.
1. Work to be accomplished is a clear, comprehensive, complete and legally correct statement of the results to be achieved by the Contractor. Tasks to be identified derive from the Pre-solicitation Statement of Services (Chapter 7 of the PSA Handbook), your Technical/Cost Analysis (Chapter 8), and Negotiation of the Contractor's Proposal (Chapter 9).
2. Performance criteria lists codes, regulations, standards and procedures which will govern Contractor performance.
3. Deliverables defines in precise terms the progress reports and other work products which the Contractor must provide; including format, content and quantities required of each.
4. Delivery schedule establishes performance...i.e., days after contract award, days on/or in which specific tasks are to be completed and/or products delivered.
5. Contracting Agency assistance defines the interaction between Contractor and Contracting Agency regarding review and acceptance of Contractor's services and also any services to be performed by the Contracting Agency.
The Statement of Services should also answer the following questions:
• Will the tasks, when accomplished, produce results consistent with project objectives?
• Does the Statement of Services tell what the Contractor is required to do?
• Is the Statement of Services sufficiently specific to permit the contractor to identify, and the Agency to evaluate, the labor and resources needed to accomplish it?
• Is there a date for the key things the Contractor is to do and for each thing the Contractor is to deliver? If elapsed time is used, does it specify calendar days or work days?
• Are reporting requirements, cost/schedule control specifications, & any special administrative procedures identified?
• Are notices required under the contract? What is the content of such notices? To whom should they be sent? What is the potential effect of failure to provide notices?
• What constitutes acceptance of the work/work products? Is there a review process? Draft and Final Submissions?
• Are Agency furnished services or items clearly identified? Are any limits to the Contractor’s reliability on Agency furnished services or items clearly stated?
• Are sentences written so that there is no question of whether the Contractor is to be obligated (that is, "the contractor shall do this work," not "this work will be required")?
• Is all technical jargon used in the specifications clearly defined and consistently applied?
• Is general information separated from direction; such that background information and suggested procedures are clearly distinguishable from Contractor responsibilities?
• Are the proper reference documents shown, e.g. prior studies, engineering reports or Federal/State regulations and procedures? Are they really pertinent to the services required? Fully or partially? Are they properly cited?
|STATEMENT OF SERVICES | AKSAS Project No: |
|APPENDIX B |Date Prepared: |
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