Specifications
Ron Graham
If you're involved in awarding contracts, you'll be involved in writing specifications. Likewise, if you want to win a contract you'll try to interpret some customer's specs (that's "specifications" for short). When you're writing specs, here are some important points to remember:

  • The scope of the job must be completely described. How will we all know when the job is done?
  • Don't take any details for granted -- unless you can afford to have them ignored by whoever wins the contract.
  • Give whoever's doing the job freedom to decide how it's to be done, which employees will do it and what tools they'll use.
  • Be clear -- make sure everyone involved knows what you mean.

Not only do you have to be clear to everyone involved, you also have to consider multiple bids on some jobs. When you're vague, you give an advantage to bidders who know you better. If they know you better, does that make them more likely to do a good job?

  • If something is required, say so.

Some bidders have analysts who work full-time looking for ways to interpret what you said in a way different than what you meant. This gives them the chance to penalize you for "contract modifications." You thought the detail was required; they read the contract and found the detail optional as written. For them, it's a gold mine!

Writing specifications requires you to be specific. This sounds obvious, but the analysts mentioned above will tell you it's not. :-) To be specific, you have to avoid:

Behavior Example What Behavior Makes Readers Ask
Abstract statements "Complete the task in a timely manner." Whaddaya mean by that?
Comparisons to nothing "The system works relatively well." Compared to what?
Universalities "The component must never fail." (scoffing) Who can be so perfect?
Unspecified classes "They should take immediate action." Who is "they?"
Unlinked cause and effect "Magnets will destroy your data." How? How many magnets? Where?

A related issue:

A large number of people think that only sentences containing the word shall can express requirements, and their belief is reinforced by an ANSI/IEEE standard, 830-1984. Some contractors are even using software based on that standard to decompose specifications into a databases of individual requirements. Hence, if your requirement does not contain the word "shall," it will not become an entry in the resulting database of requirements.

  • The specs aren't the right place to talk about what kinds of people will do the job. You use a Statement of Work (SOW) for that. In a SOW you specify the capabilities workers must have to do the job according to the specs.
  • Government purchases require competition. This means that government specs can't reflect that only one brand from one source will meet requirements unless
    • it's true, and
    • the writers can demonstrate that it's true -- both in terms of brand and source.

The lowest bidder meeting the requirements will win. So if you know a certain bidder has all the requirements met, that bidder can still lose if another bidder responds to what you've specified at a lower price. This means you have to sweat the details:

Purchasing products Contracting jobs
  • performance measurement
  • physical characteristics (e.g. size, shape, strength, etc.)
  • compatibility with existing equipment
  • ease of use
  • maintenance accessibility
  • clarity of instructions/manuals
  • useful life
  • availability of parts, service, tech support
  • warranty
  • performance measurement
  • worker qualifications
  • conflicts of interest
  • recommendations
  • company stability (!!!)

References

The University of New Mexico on writing specifications
The US Navy on writing specifications
Sherwin-Williams on writing specifications
Brooks, B., J. Pinson, and J. Wilson Working with Words. NYC: St. Martin's Press, 1999. ISBN 0-312-20176-1


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