UFC 3-240-13FN
25 May 2005
called a "statement of work" or a "statement of services to be provided") is developed for
inclusion in the required procurement documents (i.e., request for proposal/bid
[RFP/RFB] and contract). The SOW will identify the specific services, chemicals, and
equipment that a contractor is to provide under the terms of the contract. The SOW will,
at a minimum, specify or identify the following: SOW to be performed; qualifications of
supplier; water characteristics of each system to be treated; description of industrial
water systems and their operation; performance specification (results required); service
requirements; equipment requirements for control, feed, monitoring, and sampling;
requirements for chemicals and test equipment; and quotation for total chemical cost
and usage. These issues are described below.
10-3.1
Qualifications. The SOW specifies the minimum qualification
requirements for contractors and contractor representatives. These requirements are
developed to allow the participation of qualified contractors (water treatment chemical
companies) having national, regional, and local operations. The SOW can specify the
minimum number of years that the company has been in business and the minimum
number of years and type of experience of contractor representatives, as well as
required technical service capabilities.
10-3.2
Submittal Requirements and Format. The SOW clearly specifies the
type of response (submittal) that is required from an RFP or RFB. This is necessary to
avoid receiving bid responses that are so different in their presentation that they cannot
be easily or objectively compared. The evaluation process can be simplified by requiring
bidders to provide a comprehensive acknowledgement that they understand and accept
all requirements for compliance, qualifications, service requirements, and performance
standards. The RFP/RFB should require a simple, generic, technical summary that lists
the proposed chemical technology and treatment ranges for each type of system to be
serviced under the procurement.
10-3.3
Water Quality. The water supplied as makeup to industrial water systems
is characterized in terms of its source, treatment, and quality, including seasonal and
temporal variances. If external treatment is used on individual systems such as a steam
boiler, this treatment is identified.
10-3.4
Description of Systems and Operations. A description of the number,
capacity, and types of systems to be serviced under the contract is a critically important
element of a SOW. The metallurgy of all water-contacted surfaces is identified. Without
this information, performance standards cannot be adequately defined. The condition of
equipment is documented. Operational parameters, such as the equipment duty, load,
and usage, are described so that water usage (preferably total water usage for each
system) and chemical restrictions can be considered in developing the proposal.
10-3.5
Performance Specification. Performance criteria are specified for
protecting equipment against deposition, corrosion, and biological growths. Certain
minimally acceptable standards for performance must be met. Recommended or
example performance standards are listed in Chapters 3, 4, and 5 for the respective
types of industrial water systems. Allowances are made for problems that cannot be
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