How to Write a Performance Work Statement (PWS)

A Performance Work Statement (PWS) is a crucial document in performance-based acquisitions that outlines the required results, standards, and outcomes expected from a contractor. It serves as a legally binding agreement between the contractor and the U.S. Government. This article provides expert guidance on crafting an effective PWS, drawing from reputable sources such as AcqNotes, NCMA, and NITAAC.

Key Facts

  1. Conduct a job analysis: Analyze the agency’s requirements and determine the performance requirements, standards, and outcomes needed for the project.
  2. Clearly state the required results: Describe the desired outcomes in clear, specific, and objective terms. Focus on what needs to be achieved rather than how it should be done.
  3. Use measurable performance standards: Establish measurable criteria to assess the contractor’s performance against the desired outcomes. This allows for objective evaluation and encourages innovation.
  4. Provide flexibility to the contractor: Give the contractor the freedom to determine the best method to accomplish the required results. Avoid specifying how tasks should be performed and focus on the end goals.
  5. Ensure clarity and specificity: Make sure the PWS is descriptive and specific enough to protect the interests of the U.S. Government and promote competition. Clear requirements will lead to better proposals and reduce evaluation time.
  6. Use an established template: Utilize a template from your organization or a legal entity to ensure all necessary content is included and legal questions are addressed.
  7. Include the following sections in the PWS:

    a. Introduction
    b. General Information
    c. Background Information
    d. Government/Contractor Furnished Property/Information
    e. Performance Objectives and Standards
    f. Applicable Documents
    g. Special Requirements/Constraints (e.g., security)
    h. Deliverables

Remember, a well-written PWS should be thorough, precise, and written with the bidders in mind. It should clearly specify the requirements, separate general information from directives, and avoid directing how tasks are to be performed.

Conducting a Job Analysis

The initial step in developing a PWS is conducting a thorough job analysis. This involves examining the agency’s requirements and identifying the performance requirements, standards, and outcomes necessary for the project’s success. This analysis forms the basis for establishing performance requirements, developing performance standards, writing the PWS, and producing the quality assurance plan.

Clearly Stating Required Results

The PWS should clearly articulate the desired outcomes in specific, objective, and measurable terms. The focus should be on what needs to be achieved rather than how it should be done. This approach allows contractors the flexibility to determine the best methods to accomplish the required results, fostering innovation and cost-effectiveness.

Using Measurable Performance Standards

Establishing measurable performance standards is crucial for assessing the contractor’s performance against the desired outcomes. These standards should be objective and quantifiable, enabling fair evaluation and encouraging innovation.

Providing Flexibility to the Contractor

The PWS should grant contractors the freedom to determine the most effective methods for achieving the required results. It should avoid specifying how tasks should be performed, instead focusing on the end goals. This flexibility promotes innovation and allows contractors to leverage their expertise and experience.

Ensuring Clarity and Specificity

The PWS should be descriptive and specific enough to safeguard the U.S. Government’s interests and promote competition. Clear requirements lead to better proposals, reducing evaluation time and enhancing the quality of the final deliverables.

Utilizing an Established Template

To ensure that all necessary content is included and legal questions are addressed, it is advisable to use an established template from your organization or a legal entity. This approach helps streamline the PWS development process and ensures compliance with relevant regulations.

Including Essential Sections in the PWS

The PWS should typically include the following sections:

  1. General Information
  2. Background Information
  3. Government/Contractor Furnished Property/Information
  4. Performance Objectives and Standards
  5. Applicable Documents
  6. Special Requirements/Constraints (e.g., security)
  7. Deliverables

Characteristics of a Well-Written PWS

An effective PWS should be thorough, precise, and written with the bidders in mind. It should clearly specify the requirements, separate general information from directives, and avoid directing how tasks are to be performed. A well-written PWS facilitates the submission of definitive proposals, reducing the time needed for proposal evaluation and ensuring the selection of the most qualified contractor.

References

  1. AcqNotes: Performance Work Statement (PWS) – https://acqnotes.com/acqnote/tasks/performance-work-statement-pws
  2. NCMA: Know What You’re Writing: SOW, PWS, or SOO – https://ncmahq.org/Web/Shared_Content/CM-Magazine/CM-Magazine-February-2023/Know-What-You-re-Writing–SOW-PWS–or-SOO.aspx
  3. NITAAC: Performance Work Statement (PWS) template – https://nitaac.nih.gov/resources/tools-and-templates/performance-work-statement-pws-template

FAQs

What is the purpose of a Performance Work Statement (PWS)?

A PWS is a legally binding document that outlines the required results, standards, and outcomes expected from a contractor in a performance-based acquisition. It clearly defines the work to be performed and the performance objectives that must be met.

What are the key elements of a well-written PWS?

A well-written PWS should be clear, specific, measurable, and objective. It should focus on the desired outcomes rather than the methods to achieve them, allowing contractors the flexibility to innovate and propose the most effective solutions.

How do I ensure that the PWS is clear and specific?

Use plain language, avoiding jargon and technical terms that may not be familiar to all contractors. Provide detailed descriptions of the required outcomes, deliverables, and performance standards. Avoid ambiguity and ensure that the requirements are easy to understand and interpret.

How do I determine the measurable performance standards for the PWS?

Define quantifiable metrics and criteria that can be used to objectively assess the contractor’s performance. These standards should be specific, relevant, and aligned with the desired outcomes. Consider factors such as quality, timeliness, cost-effectiveness, and customer satisfaction.

How do I provide flexibility to contractors while maintaining control over the project?

Clearly define the performance objectives and standards, but allow contractors the freedom to propose their own methods for achieving them. Avoid micromanaging or dictating specific procedures. Instead, focus on the end results and provide contractors with the necessary resources and support to deliver successful outcomes.

What sections should I include in the PWS?

Typically, a PWS includes sections such as Introduction, General Information, Background Information, Government/Contractor Furnished Property/Information, Performance Objectives and Standards, Applicable Documents, Special Requirements/Constraints, and Deliverables. Tailor the sections to the specific project and ensure that all relevant information is covered.

How can I ensure that the PWS is legally compliant and protects the interests of both parties?

Consult with legal experts and procurement professionals to ensure that the PWS complies with all applicable laws, regulations, and policies. Clearly define the roles, responsibilities, and expectations of both the government and the contractor. Include provisions for payment, dispute resolution, and termination.

How can I make the PWS user-friendly for contractors?

Organize the PWS logically and use clear headings and subheadings to improve readability. Avoid unnecessary technical jargon and acronyms. Provide sufficient context and background information to help contractors understand the project’s objectives and requirements.