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Guidance emphasizes aligning SOW scope with the master agreement and underlying agreements, avoiding inclusion of licensing or SaaS subscription terms, and defining deliverables with clear action verbs. It also addresses roles and responsibilities, contract term controls, assumptions, compliant payment terms tied to milestone or acceptance, travel reimbursement limits, change order procedures, and required terms and conditions.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/statement-of-work-sow-drafting-and-review-checklist/248497/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/statement-of-work-sow-drafting-and-review-checklist/248497.png","ImageObject",442,249,{"name":88,"@type":89},"Aldword","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-23","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":20},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What should be included in the SOW introduction or preamble?","Question",{"text":108,"@type":109},"The preamble should clearly identify all parties, reference the master agreement and any underlying agreement(s) where applicable, include the SOW contract number, and if a reseller is used, state that the reseller is subcontracting and name the reseller’s contractor as the subcontractor.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How should the project scope be written in a SOW?",{"text":113,"@type":109},"The project scope should be broad first and then followed by specific statements, using language such as “This includes, but is not limited to…”. The described work must be contemplated by the master agreement and underlying agreement, establishing a clear nexus between the agreements and the scope.",{"name":115,"@type":106,"acceptedAnswer":116},"What payment terms are prohibited or required in the SOW?",{"text":117,"@type":109},"Payment upon SOW signing is not permitted, and payment for time and materials is not permitted. Payment should be tied to milestones or deliverables, and the language must permit payment upon acceptance (not completion). Travel reimbursement should not be allowed, and if reimbursement is required, it must not exceed the DAS-SAE travel policy limits.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},248497,1789246316,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":20,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":125,"read_time":73},2336478940917,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Drafting or Reviewing a Statement of Work  \nIntroduction/Preamble  \nWhen drafting a Statement of Work (SOW), it is essential to begin by clearly identifying the parties involved. The master agreement (MA) should be referenced, as well as the MA’s underlying agreement, if applicable. The SOW should also have its own contract number. If a reseller is being used to reach the vendor, the preamble should state that the reseller is “subcontracting” the work and name their contractor.  \nKey Points:  \n☐ All parties are identified.  \n☐ The master agreement and any underlying agreement(s) are referenced, if applicable.☐ The SOW has a contract number.  \n☐ The reseller’s contractor is identified as a “subcontractor.”  \nProject Scope  \nThe Project Scope is a description of the work to be performed. State the scope broadly, following up with specific statements. For example, you might say,“Vendor shall perform all tasks associated with operating the Medicaid Provider Services call center. This includes, but is not limited to: . . .” Ensure that the work described in the SOW is actually contemplated by the MA and underlying agreement; there must be a nexus between the MA/underlying agreement and the scope of the work being drafted. SOWs are for defined projects that require implementation or some kind of defined work; licensing or SaaS subscriptions should not be included within the description of the SOW.  \nKey Points:  \n☐ There is a broad statement about the work to be performed.  \n☐ Ensure a list of tasks includes the introductory phrase,“This includes, but is not limited to . . .”.☐ Consult the MA and underlying agreement to verify the scope of work is what was intended.☐ Neither licensing nor subscription terms are included or incorporated.  \nDeliverables  \nDescribe specific products, services, or results that thevendor is expected to deliver. Each deliverable should be described clearly, typically starting with a verb to indicate the action required. All deliverables MUST be within the scope of the project. Consider creating a chart to clarify the payment structure (see accompanying SOW template) .  \nKey Points:  \n☐ Deliverables are specific and begin with action verbs.  \n☐ Avoid lists; be precise in descriptions.  \nTimeline and Milestones  \nInclude a project schedule with start and end dates, major milestones, and any phases or stages of the project. The timeline should be realistic and account for any potential constraints.  \nKey Points:  \n☐ Start and end dates are defined.  \n☐ Include major milestones and deadlines.  \n☐ Project is broken down into phases, if applicable.  \nRoles and Responsibilities  \nThis section should outline the responsibilities of both the agency and the vendor. Use clear, actionoriented language to specify who is responsible for each task, ensuring no ambiguity.  \nKey Points:  \n☐ Responsibilities for each party are clearly identified.  \n☐ Action verbs are used to specify tasks.  \n☐ Avoid lists; be explicit about which party is responsible for the task.  \nTerm  \nThe term may not begin before the date of last signature. For work beginning immediately, the term may begin “as of last date of signature.” The end date should be defined; either an actual date or a calculation of days/months from one deliverable to the next. Because the SOW is for work to be performed, renewals should not be necessary. If the SOW does require renewals, automatic renewals are not permitted. The agency should track SOWs needing renewal and affirmatively renew in advance. The SOW should not extend more than 60 days past the expiration date of the underlying agreement, unless the underlying agreement expressly permits.  \nKey Points:  \n☐ Ensure the term of the contract is defined.  \n☐ Term does not begin prior to contract execution.  \n☐ Do not allow automatic renewals.  \n☐ SOW does not extend past the expiration of the underlying agreement more than 60 days.  \nAssumptions  \nList any assumptions made in preparing the SOW. These might include","cbCaio6yIpHKRcDL","https://ap.wps.com/l/cbCaio6yIpHKRcDL","pdf",156040,"English","# Introduction/Preamble\n## Key Points\n# Project Scope\n## Key Points\n# Deliverables\n## Key Points\n# Timeline and Milestones\n## Key Points\n# Roles and Responsibilities\n## Key Points\n# Term\n## Key Points\n# Assumptions\n## Key Points\n# Payment Terms\n## Key Points\n# Change Order Procedure\n## Key Points\n# Terms and Conditions","[{\"question\":\"What should be included in the SOW introduction or preamble?\",\"answer\":\"The preamble should clearly identify all parties, reference the master agreement and any underlying agreement(s) where applicable, include the SOW contract number, and if a reseller is used, state that the reseller is subcontracting and name the reseller’s contractor as the subcontractor.\"},{\"question\":\"How should the project scope be written in a SOW?\",\"answer\":\"The project scope should be broad first and then followed by specific statements, using language such as “This includes, but is not limited to…”. The described work must be contemplated by the master agreement and underlying agreement, establishing a clear nexus between the agreements and the scope.\"},{\"question\":\"What payment terms are prohibited or required in the SOW?\",\"answer\":\"Payment upon SOW signing is not permitted, and payment for time and materials is not permitted. Payment should be tied to milestones or deliverables, and the language must permit payment upon acceptance (not completion). Travel reimbursement should not be allowed, and if reimbursement is required, it must not exceed the DAS-SAE travel policy limits.\"}]","Statement of Work (SOW) Drafting and Review Checklist | PDF"]