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Preparing PWS, SOW, SON, SOO 
Overview Part II 
Inputs Techniques 
Outputs 
Tools & 
PWS, SOW, SON, SOO 
Latesha Goodman 
October 29, 2014 
1
Part I Review 
2 
Statement of Need (SON) 
• Provides evidence on why a project 
needs to be undertaken 
• Defines what the problem is? 
• Identifies target population being 
reached 
• Establishes the urgency of the project 
Statement of Objectives (SOO) 
• Provides high-level performance 
objectives 
• Sections of the SOO include: Purpose, 
Scope, POP, Background, and any 
constraints 
Statement of Work (SOW) 
• Captures and defines work activities, 
deliverables, and timeline 
• Provides a clear understanding of the 
requirements 
• Establishes a baseline for proposal 
evaluation 
Performance Work Statements (PWS) 
• Identifies the object(s) you want the 
contractor to change 
• Organizes the list of service tasks 
• Includes performance requirements 
summary 
• Sections of the PWS include: Scope, 
References, and Deliverables
Developing the SON 
3 
Required Inputs 
Acquisition Support Team 
(COR, Analysts, etc.) 
Supported Customer 
(Warfighters Needs) 
Environmental Enterprise Factors 
(Federal Acquisition Regulation, 
Market conditions) 
Organizational Process Assets 
(Contract files with similar need, 
Lessons Learned, etc.) 
Tools and 
Techniques 
Meetings 
Expert Judgment 
Market Research 
(Sources of commercial items 
available to meet need) 
FedBizOpps 
Request for Information (RFI) 
Analysis of Alternatives 
Resulting Outputs 
Measurable Goals and Objectives 
Beneficiaries of solutions 
(i.e. material or nonmaterial solutions) 
Finalized solutions
Developing the PWS and SOW 
4 
Required Inputs 
Acquisition Team (PWS/SOW) 
Supported Customer 
Environmental Enterprise Factors 
(Performance Based 
Service Acquisition) 
Organizational Process Assets 
(Contract Initiation Form, Streamlined 
Acquisition Strategy Summary) 
Tools and 
Techniques 
Meetings 
WBS Checklist 
Writing Guidelines 
Resulting Outputs 
Finalized QASP 
Finalized Scope 
Finalized Requirements 
Finalized Deliverables and 
FAR Clauses
Developing the SOO 
5 
Required Inputs 
Acquisition Team (PWS/SOW) 
Supported Customer 
Environmental Enterprise Factors 
Organizational Process Assets 
(SOO Templates, Lessons 
Learned, Historical Information) 
Tools and 
Techniques 
Meetings 
WBS Checklist 
Resulting Outputs 
Finalized top-level objectives 
Finalized RFP Section L 
instructions 
Finalized RFP Section M 
evaluation criteria
ITTOs Review 
6 
• PWS • SOW 
Inputs Tools 
Techniques Outputs 
• SON • SOO
Resources 
Handbooks 
• Performance Based Service Acquisition (PBSA) 
• MIL-HDBK-245D: Handbook for Preparation of Statement of Work 
7 
(SOW) 
Defense Acquisition University - Free 
• Contracting courses 
Paid Training 
• Management Concepts – Writing Performance Work Statements 
(PWS)

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Preparing PWS, SOW, SON, SOO Overview Part II

  • 1. Preparing PWS, SOW, SON, SOO Overview Part II Inputs Techniques Outputs Tools & PWS, SOW, SON, SOO Latesha Goodman October 29, 2014 1
  • 2. Part I Review 2 Statement of Need (SON) • Provides evidence on why a project needs to be undertaken • Defines what the problem is? • Identifies target population being reached • Establishes the urgency of the project Statement of Objectives (SOO) • Provides high-level performance objectives • Sections of the SOO include: Purpose, Scope, POP, Background, and any constraints Statement of Work (SOW) • Captures and defines work activities, deliverables, and timeline • Provides a clear understanding of the requirements • Establishes a baseline for proposal evaluation Performance Work Statements (PWS) • Identifies the object(s) you want the contractor to change • Organizes the list of service tasks • Includes performance requirements summary • Sections of the PWS include: Scope, References, and Deliverables
  • 3. Developing the SON 3 Required Inputs Acquisition Support Team (COR, Analysts, etc.) Supported Customer (Warfighters Needs) Environmental Enterprise Factors (Federal Acquisition Regulation, Market conditions) Organizational Process Assets (Contract files with similar need, Lessons Learned, etc.) Tools and Techniques Meetings Expert Judgment Market Research (Sources of commercial items available to meet need) FedBizOpps Request for Information (RFI) Analysis of Alternatives Resulting Outputs Measurable Goals and Objectives Beneficiaries of solutions (i.e. material or nonmaterial solutions) Finalized solutions
  • 4. Developing the PWS and SOW 4 Required Inputs Acquisition Team (PWS/SOW) Supported Customer Environmental Enterprise Factors (Performance Based Service Acquisition) Organizational Process Assets (Contract Initiation Form, Streamlined Acquisition Strategy Summary) Tools and Techniques Meetings WBS Checklist Writing Guidelines Resulting Outputs Finalized QASP Finalized Scope Finalized Requirements Finalized Deliverables and FAR Clauses
  • 5. Developing the SOO 5 Required Inputs Acquisition Team (PWS/SOW) Supported Customer Environmental Enterprise Factors Organizational Process Assets (SOO Templates, Lessons Learned, Historical Information) Tools and Techniques Meetings WBS Checklist Resulting Outputs Finalized top-level objectives Finalized RFP Section L instructions Finalized RFP Section M evaluation criteria
  • 6. ITTOs Review 6 • PWS • SOW Inputs Tools Techniques Outputs • SON • SOO
  • 7. Resources Handbooks • Performance Based Service Acquisition (PBSA) • MIL-HDBK-245D: Handbook for Preparation of Statement of Work 7 (SOW) Defense Acquisition University - Free • Contracting courses Paid Training • Management Concepts – Writing Performance Work Statements (PWS)