Your free Statement of Work (SoW) document template

Statement of Work {document Template}

Prepared for: Customer name
Prepared by: Firstname, Lastname of Company name

Effective Date: June 26, 2022
Document Owner: Insert company name

Table of contents

• 1. Overview. 3
• 2. Deliverables. 4
• 3. Assumptions. 4
• 4. Price and payment schedule. 5
• 5. Invoice schedule 6
• 6. Agreed and accepted. 6

1. Overview

1.1 Statement of Work – Ref:[Document number]

THIS STATEMENT OF WORK (“SOW”) is entered into by and between [Client company] No. [Sender incorporation or company number] and [Sender company] no. [Client incorporation or company number] (“Service provider”) pursuant to the parties’ [Master agreement] dated [Document date] .

1.2 Description of services and/or deliverables

Service Provider will provide [Job roll Or Function resource] for [Service description] in support of the [Project or Department name] . The period of performance is outlined in the Term/Schedule section below.

1.3 Term [or Schedule]

One [Job roll Or Function] resource will perform work as outlined below:

Functional role	Estimated start date	Duration
Job role, function and/ or level of resource	10-07-2022	[No. of weeks]

[Client Firstname / Lastname] 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, [Client Firstname / Lastname] will have the ability to interview the candidate prior to placement.

Cancellation of the period of performance by [Client Firstname / Lastname] will result in all fees still being due for the execution of the project. These fees may be waived at the discretion of the Service Provider.

2. Deliverables

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 [Client First name / Last 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

3. Assumptions

• The [Client Firstname / Lastname] primary contact will work with the Service Provider [Sender 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 or Days] 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 [Client Firstname / Lastname]. This does not include materials and intellectual property (IP) that has previously been developed by the Service Provider.
• Travel cost (if any) will be billed to [Client Firstname / Lastname] at cost. Other Direct Costs (ODCs) will be invoiced at cost plus administrative burden.
• Service Provider [Staff or job roll] will be available to work a minimum of 40 hours per week.

4. Price and payment schedule

The total Time and Materials (T&M) maximum amount or “not to exceed” (NTE) amount is [Amount] 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.

**Alternatively the pricing model may be a fees at risk model. This is where you put a percentage of the total invoiceable fees at stake (excluding expenses and lodging etc) pending the successful delivery of the clients projected benefits, which should also be defined within this document.**

Line no.	Description	Price	Qty	Subtotal
1	[Line item name]	£/$0.00	[0]	£/$0.00
2	[Line item name]	£/$0.00	[0]	£/$0.00
3	[Line item name]	£/$0.00	[0]	£/$0.00

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

[Alternatively the client may wish your employees to agree to the clients expenses policy].

5. Invoice Schedule 

Service Provider will invoice [Client Firstname / Lastname] on a monthly basis for actual hours expended.

Invoices paid within 30 days of issue will accrue a 5% discount on the total fee due for that invoicing period.

In addition to the above, ODCs and pre-approved travel expenses will be billed as incurred. Invoices shall be sent electronically to the following address or email address:

[Client Finance Role [email protected]] 

6. Agreed and Accepted

##On behalf of: [Sender company]	##On behalf of: [Client company]
Signed by: [Sender representative signature]	Signed by: [Client representative signature]
Name: [sender Firstname and Lastname]	Name: [sender Firstname and Lastname]
Position: [Sender job title]	Position: [Sender job title]
Date: 05.09.2024	Date: 06.09.2024

 [/end of template]

More resources for the SoW business document:

DEFINITION: What is a Statement of Work?

What is a SoW, and where would you use one?
A Statement of Work defines the contractual obligations of two or more parties. It summarises the work that is expected to be done by defining the deadlines for activities and deliverables. It can also define how the work will be measured, including the parameters for how any outputs or benefits will be scored. It also captures other obligations, such as payment, and how the document can be managed or changed.

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