Organization Name

Scope Statement for [Project Name]

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Tab e of !ontents
SCOPE STATEMENT....................................................................................................................

!Pro"ect Name#

Sco$e Statement

Sco$e Statement Pur$ose................................................................................................................. Pro"ect %ac&'round and Ob"ecti(es.................................................................................................) Pro"ect Descri$tion..........................................................................................................................) Scope and "e#uirements $optiona sub%section&'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''( Vendor Proposa "e#uirements $optiona sub%section&'''''''''''''''''''''''''''''''''''''''''''''''''''''''''( Timetable*Sc+edule.........................................................................................................................) Vendor Cost Pro$osal......................................................................................................................) Political or %usiness En(ironment..................................................................................................., Additional Vendor -ualifications...................................................................................................., Additional Contractual Terms........................................................................................................., Vendor .iabilit/..............................................................................................................................., E(aluation Criteria...........................................................................................................................0 Administrati(e Items.......................................................................................................................0

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Sco$e Statement

!Pro"ect Name#

4o5 to use t+is document DE.ETE T4IS PA6E and re'enerate t+e Table of Contents 5+en finali7in' t+is document

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!Pro"ect Name#

Sco$e Statement

SCOPE STATEMENT
De$artment*A'enc/9 !De$t. Name# Issue Date9 !Date# Pro"ect Name9 !Pro"ect Name# Pro"ect S$onsor9 !S$onsor Name# Pro"ect Contact contact must be a state em$lo/ee Contact P+one9 :;;;<;;;;;;; Contact Email9 ;;;;;;;;;;;; Tec+nolo'/ Ser(ices Contract Attac+ment9 ;;;;;;;;;;;; Due Date for Statement of =or&9 !Time > Date#

Scope Statement Purpose

State briefl/ 5+at t+is sco$e statement is for. ?ee$ onl/ t+is section on t+is $a'e for clarit/

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Sco$e Statement

!Pro"ect Name#

Project Background and Objectives

Briefly describe t+e bac&'round and +istor/ leadin' to t+e $ro"ect and t+is sco$e statement.

Project Description
DO NOT tell t+e (endors +o5 to sol(e t+e $roblem. :T+is forces t+e (endors to $ro$ose t+eir o5n solutions and e;$lain 5+/ t+e $ro$osed solutions are t+e most cost@effecti(e and ris&@"ustified for satisf/in' t+e ob"ecti(es under t+e 'i(en criteria.<

Scope and "e#uirements $optiona sub%section&

Ase t+is section to s$ecif/ reBuirementsC or attac+ t+e $ro"ect reBuirements Definition Document as an a$$endi; section

Vendor Proposa "e#uirements $optiona sub%section&

Ase t+is section to outline +e (endor res$onse document D if t+e Vendor SO= tem$late is not a$$ro$riate.

Timetable Sc!edule
Set deadlines for deli(erables. 6i(e timeframe for entire $ro"ect. Define t+e startin' and com$letion dateC if $ossible. Include an/ dates t+at 5ill be si'nificant to $ro"ectC i.e. Ebefore ne;t fiscal /earCF etc.

"endor Cost Proposal

T+e intent is to inform (endors of t+e sco$e of s$endin' antici$ated for t+e $ro"ect. E;act numbers are not reBuiredG a ran'e ma/ be useful. Set limits to s$endin'. Estimate costsC includin' total lifec/cle or o5ners+i$ costs or t+e resultin' $roduct*s/stem :not "ust costs of start@u$.< Costs s+ould be based on satisfactor/ deli(erablesG not time and materials. -uantif/ t+e $ro$osed bud'et and source of $ro"ect fundin'. Example: EVendors are reBuested to $ro(ide a deli(erable@based $ricin' and billin' sc+edule. T+e cost $ro$osal must eit+er be a fi;ed fee rate or a T>M rate 5it+ a not to e;ceed estimate. Hor T>M $ro$osalsC t+e (endor staffin' rate must be a sin'le +ourl/ rateC 5+ic+ 5ill be c+ar'ed for all 5o& $erformed in t+e en'a'ement. T+is rate s+all a$$l/ to all 5or& effortsC re'ardless of t/$e or com$le;it/. It s+all a$$l/ to all (endor $ersonnelC re'ardless of reBuired s&ill or e;$erience le(els.

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!Pro"ect Name#

Sco$e Statement

T+e fi;ed fee rateC or t+e sin'le +ourl/ T>M rate s+all co(er all costC includin' direct and o(er+ead e;$enses. Tra(elC $er diem and ot+er miscellaneous costs must be absorbed in t+is rate. Cost Consideration Vendors are reBuested to $ro(ide an/ $ricin' differences for locatin' su$$ort staff onsite or offsite.F

Political or Business Environment

Sometimes it is necessar/ to indicate t+e en(ironment of t+e $ro"ect if it 5ill affect t+e (endorIs strate'/. E;am$les of t+ese t/$es of uniBue en(ironments are9 $oliticalC businessC relations 5it+ ot+er 'o(ernment entitiesC etc. E;am$le9 ET+e (endor $ro"ect team must 5or& 5it+ resources from t+e De$artment of Trans$ort and t+e Office of t+e Secretar/ of StateC as 5ell as tradin' $artners t+at ma/ be in(ol(ed in $ilotin' EDI 5it+ t+ese a'encies. T+e (endor $ro"ect mana'er 5ill 5or& closel/ 5it+ OIT Pro'ram Office 5+ic+ $ro(ides mana'ement o(ersi'+t to all e@commerce $ro"ects.F

Additional "endor #uali$ications

In t+is cate'or/C list an/ Bualifications (endors 5ill need in addition to t+e Bualifications for eli'ibilit/. T+is is t+e a$$ro$riate cate'or/ under 5+ic+ to list an/ s$ecial staffin' needs /ou antici$ate.

Additional Contractual Terms

If necessar/C list an/ contractual terms or conditions not co(ered in t+e mandator/ section of t+e umbrella contract t+e EO$tional ConsiderationsF of t+e umbrella RHP :assumin' t+ere is one< ma/ be (er/ useful in t+e cate'or/. Example :for deli(erable@based costin'<9 T+e selected Vendor ma/ be com$ensated after a satisfactor/ com$letion and submission of $ro"ect deli(erables. Vendor in(oices s+all be su$$orted b/ a deli(erable acce$tance document t+at +as been si'ned off b/ t+e $ro"ect s$onsor.

"endor %iabilit&
If a$$ro$riateC indicate an/ (endor liabilit/ antici$ated based on ris& anal/sis of t+e $ro"ect and $ossible dama'e to t+e state.

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Sco$e Statement

!Pro"ect Name#

Evaluation Criteria
T+is is an e;tremel/ im$ortant $art of t+e sco$e statement because it 5ill be referenced in ORDER OF IMPORTANCE. T+ese 5ill (ar/ accordin' to eac+ $ro"ect. T+e selection criteria 5ill not be based on lo5est costC but on t+e Ebest (alueF conce$t. Hor t+is $ro"ectC Ebest (alueF be assessed based on9

Administrative 'tems
E;am$les of administrati(e items 5ould be difference in $ro$osal $rocedureC suc+ as a $ro"ect descri$tion conferenceC a certain format for submittin' $ro$osalsC etc. Im$ortant9 @ at least J +ardco$/ of t+e $ro$osalC 5it+ an e;ecution $a'e si'ned b/ an aut+ori7ed officer of t+e cor$oration s+ould be submitted. You ma/ as& for an electronic co$/ to be $ro(ided as 5ellC to facilitate distribution. End of Sco$e Statement

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