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Sample-State of Sample

This scope statement is for the [Project Name] project. It provides background on the project, describes the objectives and requirements, outlines the vendor proposal process and evaluation criteria, and establishes timelines and costs. Vendors are requested to propose solutions that meet the objectives and submit cost and schedule proposals by [Due Date]. The selection will be based on best value considering factors like experience, approach, and life cycle costs.

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38 views

Sample-State of Sample

This scope statement is for the [Project Name] project. It provides background on the project, describes the objectives and requirements, outlines the vendor proposal process and evaluation criteria, and establishes timelines and costs. Vendors are requested to propose solutions that meet the objectives and submit cost and schedule proposals by [Due Date]. The selection will be based on best value considering factors like experience, approach, and life cycle costs.

Uploaded by

mayur_lanjewar
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Organization Name

Scope Statement for [Project Name]

Prepared by: Version: Document Id: Date:

Your Name Version Number Reference Number or Document Id Release Date

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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2 Insert Re(ision Number and Date of Issue 3

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

2 Insert Re(ision Number and Date of Issue 3

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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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2 Insert Re(ision Number and Date of Issue 3

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.

2 Insert Re(ision Number and Date of Issue 3

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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

2 Insert Re(ision Number and Date of Issue 3

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