Faculty and Staff

Statement of Work Guidelines

Last updated September 7, 2009 8:54:02 PM PDT
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Find out what information you must include in a Statement of Work.

A Statement of Work contains essential information regarding the work that will beperformed by a person or entity providing a service. It is required with High Value Purchase Requisitions for alltypes of services.

A Statement of Work must contain all of the following information:

  1. Project description: List the working name for the project and include all of the following where applicable:
    • Prime sponsor
    • Grant or contract number
    • Principal investigator
    • Project title
  2. Project scope: Describe, in detail, the services to be provided. Include:
    • Any work plan
    • Required deliverables
    • Milestones
    • Performance standards
    • Due dates
  3. Period of performance: List the start and end date for the entire project.
  4. UCSD project manager or principal investigator and contact information: Provide the name of the faculty member, researcher, or administrator with oversight responsibility for the project, their campus address, phone and fax numbers, and e-mail.
  5. Vendor project manager and contact information: Provide the name of the vendor contact who has authority over the work, their address, phone and fax numbers, and e-mail.
  6. Physical location: Describe where the work will be performed.
  7. UC supplies and equipment: List the University-provided supplies and equipment that will be used.
  8. Payment rate: State the dollar amount cost of the project by deliverable, job, month, day, or hour. The preferred method is cost per deliverable.
  9. Total not to exceed: State the maximum dollar amount for the services.
  10. Payment terms: Provide any special terms of payment requested by the vendor.
  11. Employee-vendor relationship: Review Employee-Vendor Relationships, and disclose any relationship via the Employee-Vendor Disclosure Form (PDF), if necessary.

See Statement of Work Examples for more information about completing your Statement of Work.

For additional help, contact Patrick Little, (858) 534-4439.

Notice: This is a summary of campus business services. In case of conflict in interpretation, the actual policies apply.

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