{
  "name": "The SoW Standard Schema",
  "version": "1.0.0",
  "standard": "https://www.statementofwork.org",
  "$id": "https://www.statementofwork.org/schema/1.0/register.json",
  "instanceSchema": "https://www.statementofwork.org/schema/1.0/sow.schema.json",
  "license": "Apache-2.0",
  "copyright": "Copyright 2026 Jamie Gannaway",
  "counts": {
    "sections": 11,
    "anchors": 41,
    "elements": 51
  },
  "engagementTypes": [
    {
      "key": "T&M",
      "name": "Time and Materials",
      "summary": "Work billed by time spent at agreed rates. The buyer pays for capacity. Scope may evolve. Risk sits primarily with the buyer.",
      "keyElements": [
        "4.3",
        "4.4",
        "10.2"
      ],
      "expectsAdvanced": [
        "4.4",
        "10.2",
        "11.6"
      ]
    },
    {
      "key": "Fixed Price",
      "name": "Fixed Price",
      "summary": "Work delivered for a pre-agreed total price against defined deliverables. The supplier carries delivery risk. Scope must be tightly defined.",
      "keyElements": [
        "4.2",
        "5.4",
        "5.6",
        "11.6"
      ],
      "expectsAdvanced": [
        "11.6"
      ]
    },
    {
      "key": "Outcome-Based",
      "name": "Outcome-Based",
      "summary": "Payment linked to measurable business outcomes. Both parties share risk. Requires clear outcome definitions and measurement mechanisms.",
      "keyElements": [
        "4.6",
        "4.5",
        "5.6"
      ],
      "expectsAdvanced": [
        "4.5",
        "4.6"
      ]
    },
    {
      "key": "Managed Services",
      "name": "Managed Services",
      "summary": "Ongoing service delivery governed by SLAs and service credits. The supplier operates a function or service over a defined period.",
      "keyElements": [
        "7.1",
        "7.2",
        "4.5"
      ],
      "expectsAdvanced": [
        "4.5"
      ]
    }
  ],
  "sections": [
    {
      "number": 1,
      "key": "identifier",
      "name": "Identifier",
      "description": "Unique identification and classification of the SoW",
      "elements": [
        {
          "id": "1.1",
          "key": "sowReference",
          "name": "SoW Reference",
          "level": "required",
          "description": "Unique reference number for portfolio tracking, change management, and audit trails",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/1.1"
        },
        {
          "id": "1.2",
          "key": "typeOfWork",
          "name": "Type of Work",
          "level": "required",
          "description": "Work classification enabling spend analysis and strategic oversight across the supplier portfolio",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/1.2"
        }
      ]
    },
    {
      "number": 2,
      "key": "parties",
      "name": "Parties",
      "description": "Identification of contracting entities and supply chain controls",
      "elements": [
        {
          "id": "2.1",
          "key": "supplier",
          "name": "Supplier",
          "level": "required",
          "description": "Registered legal name, company number, address, and primary contact for the service provider",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/2.1",
          "integrations": {
            "fields": [
              "companyNumber",
              "duns",
              "lei"
            ],
            "surface": "Credit checking, KYC, and supplier risk tools resolve the supplier by registered identifiers."
          }
        },
        {
          "id": "2.2",
          "key": "buyer",
          "name": "Buyer",
          "level": "required",
          "description": "Registered legal name, company number, address, and primary contact for the purchasing entity",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/2.2",
          "integrations": {
            "fields": [
              "companyNumber",
              "duns",
              "lei"
            ],
            "surface": "Credit checking, KYC, and buyer risk tools resolve the buyer by registered identifiers."
          }
        },
        {
          "id": "2.3",
          "key": "subcontracting",
          "name": "Subcontracting",
          "level": "required",
          "description": "Controls on whether and how the supplier may subcontract work, including named approved subcontractors",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/2.3"
        },
        {
          "id": "2.4",
          "key": "employeeSupplyChain",
          "name": "Employee Supply Chain",
          "level": "advanced",
          "description": "Employment classification warranties and compliance with IR35, worker classification, and applicable employment law",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/2.4"
        }
      ]
    },
    {
      "number": 3,
      "key": "time",
      "name": "Time",
      "description": "Temporal boundaries of the engagement including termination provisions",
      "elements": [
        {
          "id": "3.1",
          "key": "keyDates",
          "name": "Key Dates",
          "level": "required",
          "description": "Effective date, work start date, and work end date. Three different questions: when the contract begins, when work starts, when it must complete",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/3.1"
        },
        {
          "id": "3.2",
          "key": "termination",
          "name": "Termination",
          "level": "required",
          "description": "Provisions for termination for convenience, for cause, and on insolvency",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/3.2"
        },
        {
          "id": "3.3",
          "key": "terminationNoticePeriod",
          "name": "Termination Notice Period",
          "level": "required",
          "description": "Calendar days required for termination for convenience",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/3.3"
        },
        {
          "id": "3.4",
          "key": "effectsOfTermination",
          "name": "Effects of Termination",
          "level": "required",
          "description": "Obligations on termination: cease work, deliver deliverables, return confidential information, final invoice",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/3.4"
        }
      ]
    },
    {
      "number": 4,
      "key": "pricing",
      "name": "Pricing",
      "description": "Commercial structure including rates, payment terms, penalties, and incentives",
      "elements": [
        {
          "id": "4.1",
          "key": "currency",
          "name": "Currency",
          "level": "required",
          "description": "Contract currency for all amounts",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/4.1"
        },
        {
          "id": "4.2",
          "key": "pricingSummary",
          "name": "Pricing Summary",
          "level": "required",
          "description": "Total contract value, discounts applied, net contract value",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/4.2"
        },
        {
          "id": "4.3",
          "key": "pricingTable",
          "name": "Pricing Table",
          "level": "required",
          "description": "Structured table of deliverables/services with unit, quantity, rate, and total",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/4.3",
          "integrations": {
            "fields": [
              "items"
            ],
            "surface": "Pricing benchmarking databases ingest the structured pricing table."
          }
        },
        {
          "id": "4.4",
          "key": "resourceRateTable",
          "name": "Resource Rate Table",
          "level": "advanced",
          "description": "Role-based rate card with seniority, day rate, estimated days, and totals",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/4.4",
          "integrations": {
            "fields": [
              "rates"
            ],
            "surface": "Rate benchmarking and price comparison tools ingest the role-based rate card."
          }
        },
        {
          "id": "4.5",
          "key": "penalties",
          "name": "Penalties",
          "level": "advanced",
          "description": "Performance-linked penalties with trigger events, amounts, and caps",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/4.5"
        },
        {
          "id": "4.6",
          "key": "incentives",
          "name": "Incentives",
          "level": "advanced",
          "description": "Performance-linked incentives with achievements, amounts, and measurement methods",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/4.6"
        }
      ]
    },
    {
      "number": 5,
      "key": "scope",
      "name": "Scope",
      "description": "What is being delivered, how it will be accepted, and what the buyer must provide",
      "elements": [
        {
          "id": "5.1",
          "key": "scopeOfWork",
          "name": "Scope of Work",
          "level": "required",
          "description": "Structured table of scope items with references, descriptions, and phase assignments",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/5.1"
        },
        {
          "id": "5.2",
          "key": "outOfScope",
          "name": "Out of Scope",
          "level": "required",
          "description": "Explicit exclusions with rationale. Prevents suppliers claiming additional work was implicitly included",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/5.2"
        },
        {
          "id": "5.3",
          "key": "phases",
          "name": "Phases",
          "level": "advanced",
          "description": "Named phases with duration, dates, and key milestones",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/5.3"
        },
        {
          "id": "5.4",
          "key": "deliverables",
          "name": "Deliverables",
          "level": "required",
          "description": "Named deliverables with format, due date, and linked scope reference",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/5.4",
          "integrations": {
            "fields": [
              "deliverables"
            ],
            "surface": "Drafting assistants and delivery tools consume typed deliverables with due dates and scope references."
          }
        },
        {
          "id": "5.5",
          "key": "activities",
          "name": "Activities",
          "level": "advanced",
          "description": "Named activities with owner, phase, and linked deliverable",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/5.5"
        },
        {
          "id": "5.6",
          "key": "acceptanceCriteria",
          "name": "Acceptance Criteria",
          "level": "required",
          "description": "Measurable, testable criteria for each deliverable with verification method and acceptance period",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/5.6",
          "integrations": {
            "fields": [
              "criteria"
            ],
            "surface": "Plain-language and quality lints validate measurable, testable acceptance criteria."
          }
        },
        {
          "id": "5.7",
          "key": "customerDependencies",
          "name": "Customer Dependencies",
          "level": "required",
          "description": "Inputs, access, or decisions required from the buyer with deadlines and impact if delayed",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/5.7"
        }
      ]
    },
    {
      "number": 6,
      "key": "people",
      "name": "People",
      "description": "Named personnel and governance structures",
      "elements": [
        {
          "id": "6.1",
          "key": "keyPersonnel",
          "name": "Key Personnel",
          "level": "required",
          "description": "Named individuals with role, organisation, availability, and replacement clause",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/6.1"
        },
        {
          "id": "6.2",
          "key": "governanceStructure",
          "name": "Governance Structure",
          "level": "required",
          "description": "Forums, attendees, frequency, purpose, chair, and escalation path",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/6.2"
        }
      ]
    },
    {
      "number": 7,
      "key": "performance",
      "name": "Performance",
      "description": "Review mechanisms and warranty provisions",
      "elements": [
        {
          "id": "7.1",
          "key": "debriefAndReview",
          "name": "Debrief and Review",
          "level": "required",
          "description": "Milestone review, deliverable review, and post-completion review with timing, participants, and outputs",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/7.1"
        },
        {
          "id": "7.2",
          "key": "warranty",
          "name": "Warranty",
          "level": "required",
          "description": "Warranty that deliverables conform to acceptance criteria, are defect-free, and fit for purpose. Warranty period from acceptance.",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/7.2"
        }
      ]
    },
    {
      "number": 8,
      "key": "regulation",
      "name": "Regulation",
      "description": "Data protection, AI governance, and employment classification compliance",
      "elements": [
        {
          "id": "8.1",
          "key": "dataProtection",
          "name": "Data Protection",
          "level": "required",
          "description": "GDPR/UK GDPR/CCPA compliance, processing instructions, data transfer controls, breach notification, records of processing",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/8.1"
        },
        {
          "id": "8.2",
          "key": "artificialIntelligence",
          "name": "Artificial Intelligence",
          "level": "required",
          "description": "Disclosure, conditional use, or prohibition of AI tools. Human review of AI outputs. Confidential information controls.",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/8.2"
        },
        {
          "id": "8.3",
          "key": "employeeSupplyChainCompliance",
          "name": "Employee Supply Chain Compliance",
          "level": "required",
          "description": "Workforce arrangement warranties covering employment, tax, and worker classification laws",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/8.3"
        }
      ]
    },
    {
      "number": 9,
      "key": "legal",
      "name": "Legal",
      "description": "Contract foundation, liability, and boilerplate provisions",
      "elements": [
        {
          "id": "9.1",
          "key": "contractFoundation",
          "name": "Contract Foundation",
          "level": "required",
          "description": "Whether this SoW operates under an MSA, a Purchase Order, or as a standalone agreement. Determines which legal provisions are inherited.",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/9.1",
          "constituents": [
            {
              "id": "9.1.1",
              "name": "MSA-Supported"
            },
            {
              "id": "9.1.2",
              "name": "PO-Supported"
            },
            {
              "id": "9.1.3",
              "name": "Standalone"
            }
          ],
          "constituentRule": "Select one mechanism and delete the others."
        },
        {
          "id": "9.2",
          "key": "exclusionsAndLimitationOfLiability",
          "name": "Exclusions and Limitation of Liability",
          "level": "required",
          "description": "Liability caps, exclusions, and limitations",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/9.2"
        },
        {
          "id": "9.3",
          "key": "boilerplateProvisions",
          "name": "Boilerplate Provisions",
          "level": "required",
          "description": "Confidentiality, IP, force majeure, amendment, severability, no waiver, assignment, third party rights, counterparts",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/9.3",
          "constituents": [
            {
              "id": "9.3.1",
              "name": "Confidentiality"
            },
            {
              "id": "9.3.2",
              "name": "Intellectual Property"
            },
            {
              "id": "9.3.3",
              "name": "Force Majeure"
            },
            {
              "id": "9.3.4",
              "name": "Amendment"
            },
            {
              "id": "9.3.5",
              "name": "Severability"
            },
            {
              "id": "9.3.6",
              "name": "No Waiver"
            },
            {
              "id": "9.3.7",
              "name": "Assignment"
            },
            {
              "id": "9.3.8",
              "name": "Third Party Rights"
            },
            {
              "id": "9.3.9",
              "name": "Counterparts"
            }
          ],
          "constituentRule": "All nine provisions apply cumulatively in Standalone SoWs. For MSA-supported SoWs, most are inherited from the MSA.",
          "integrations": {
            "fields": [
              "provisions"
            ],
            "surface": "Contract management systems and clause libraries map provisions by constituent id (9.3.1 to 9.3.9)."
          }
        }
      ]
    },
    {
      "number": 10,
      "key": "commercial",
      "name": "Commercial",
      "description": "Change control and resource limits",
      "elements": [
        {
          "id": "10.1",
          "key": "changeRequestProcess",
          "name": "Change Request Process",
          "level": "required",
          "description": "Formal process for requesting, assessing, and approving changes to scope, deliverables, timeline, or pricing",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/10.1"
        },
        {
          "id": "10.2",
          "key": "maximumDaysAndResourceLimits",
          "name": "Maximum Days and Resource Limits",
          "level": "advanced",
          "description": "Cap on chargeable days with change request process for exceeding limits",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/10.2"
        }
      ]
    },
    {
      "number": 11,
      "key": "administration",
      "name": "Administration",
      "description": "Payment, location, notifications, expenses, governing law, and payment schedule",
      "elements": [
        {
          "id": "11.1",
          "key": "paymentTerms",
          "name": "Payment Terms",
          "level": "required",
          "description": "Invoice payment period, invoice content requirements including SoW reference, description, pricing reference, period, and taxes",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/11.1",
          "integrations": {
            "fields": [
              "invoicePaymentDays"
            ],
            "surface": "Invoicing and payment systems read structured payment terms."
          }
        },
        {
          "id": "11.2",
          "key": "workLocation",
          "name": "Work Location",
          "level": "required",
          "description": "Named locations with addresses, security requirements, personnel, and remote working policy",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/11.2"
        },
        {
          "id": "11.3",
          "key": "notifications",
          "name": "Notifications",
          "level": "required",
          "description": "Formal notice requirements: written, email, read receipt, deemed receipt rules",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/11.3"
        },
        {
          "id": "11.4",
          "key": "expenses",
          "name": "Expenses",
          "level": "required",
          "description": "Whether expenses are reimbursable, policy reference, and expense cap",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/11.4"
        },
        {
          "id": "11.5",
          "key": "governingLawAndJurisdiction",
          "name": "Governing Law and Jurisdiction",
          "level": "required",
          "description": "Applicable law and court jurisdiction for dispute resolution",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/11.5"
        },
        {
          "id": "11.6",
          "key": "paymentSchedule",
          "name": "Payment Schedule",
          "level": "advanced",
          "description": "Milestone-based, periodic, or hybrid payment structures with detailed tables and triggers",
          "uri": "https://www.statementofwork.org/schema/1.0/elements/11.6"
        }
      ]
    }
  ],
  "profiles": {
    "full": {
      "code": "L",
      "name": "Full SoW",
      "sections": 11,
      "covers": [
        "1.1",
        "1.2",
        "2.1",
        "2.2",
        "2.3",
        "2.4",
        "3.1",
        "3.2",
        "3.3",
        "3.4",
        "4.1",
        "4.2",
        "4.3",
        "4.4",
        "4.5",
        "4.6",
        "5.1",
        "5.2",
        "5.3",
        "5.4",
        "5.5",
        "5.6",
        "5.7",
        "6.1",
        "6.2",
        "7.1",
        "7.2",
        "8.1",
        "8.2",
        "8.3",
        "9.1",
        "9.2",
        "9.3",
        "10.1",
        "10.2",
        "11.1",
        "11.2",
        "11.3",
        "11.4",
        "11.5",
        "11.6"
      ],
      "elements": 51,
      "useCase": "Complex, high-value engagements"
    },
    "medium": {
      "code": "M",
      "name": "Medium SoW",
      "sections": 11,
      "covers": [
        "1.1",
        "1.2",
        "2.1",
        "2.2",
        "2.3",
        "3.1",
        "3.2",
        "3.3",
        "3.4",
        "4.1",
        "4.2",
        "4.3",
        "5.1",
        "5.2",
        "5.4",
        "5.6",
        "5.7",
        "6.1",
        "6.2",
        "7.1",
        "7.2",
        "8.1",
        "8.2",
        "8.3",
        "9.1",
        "9.2",
        "9.3",
        "10.1",
        "11.1",
        "11.2",
        "11.3",
        "11.4",
        "11.5"
      ],
      "omits": [
        "2.4",
        "4.4",
        "4.5",
        "4.6",
        "5.3",
        "5.5",
        "10.2",
        "11.6"
      ],
      "elements": 43,
      "useCase": "Standard engagements"
    },
    "lite": {
      "code": "S",
      "name": "Lite SoW",
      "form": "letter",
      "covers": [
        "1.1",
        "1.2",
        "2.1",
        "2.2",
        "2.3",
        "3.1",
        "3.2",
        "3.3",
        "3.4",
        "4.1",
        "4.2",
        "4.3",
        "5.1",
        "5.2",
        "5.4",
        "5.6",
        "5.7",
        "6.1",
        "8.1",
        "9.1",
        "10.1",
        "11.1",
        "11.2",
        "11.4",
        "11.5"
      ],
      "elements": 27,
      "useCase": "Simple, low-risk engagements",
      "notes": "Letter of Engagement form, not structured by section numbers. Change control and data protection appear as single-line obligations even in the letter form. Boilerplate beyond the letter terms is not carried."
    }
  },
  "components": [
    {
      "name": "Cover Page",
      "note": "Component of every profile, not an element. Carries Engagement Type."
    },
    {
      "name": "Execution",
      "note": "Component of every profile, not an element."
    }
  ],
  "derivationRules": [
    "A profile is the schema minus a named list of elements. Nothing is added or reworded.",
    "Element numbering from the schema is preserved in every profile. Omitted elements leave visible gaps (Medium runs 5.1, 5.2, 5.4) so any element ID means the same thing in every document.",
    "When an omitted element is referenced by a column, clause, or table elsewhere, that dependency is removed with it (Medium drops the Phase column from 5.1 because 5.3 Phases is omitted).",
    "Guidance notes are a rendering option, not part of the schema. Any profile can be produced with or without guidance.",
    "The Cover Page and Execution block are components of every profile, not elements."
  ]
}