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The template directs users to replace all italicized placeholders with requested information, complete required information tables, and use checkboxes by inserting an “X” that reflects Authorized User requirements. It covers solicitation schedule guidance, evaluation and scoring methodology based on format compliance and technical merit, and structured sections for project/service introduction, business need, complexity, management structure, scope of work, performance period, staffing roles, milestones, deliverables, travel expenses, payment conditions, and acceptance criteria.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/statement-of-requirements-sor-template-instructions/161900/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/statement-of-requirements-sor-template-instructions/161900.png","ImageObject",442,249,{"name":88,"@type":89},"Ivy","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/vnd.openxmlformats-officedocument.wordprocessingml.document","2026-09-19","2026-08-30",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"How should the Statement of Requirements (SOR) template be completed?","Question",{"text":108,"@type":109},"Replace all italicized text with the requested information, complete information tables, and double-click checkboxes so an “X” is inserted next to the selection that reflects the Authorized User’s requirements.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Who should suppliers contact about questions related to the SOR?",{"text":113,"@type":109},"All questions related to the SOR must be directed to the CAI Account Manager. 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Delete these instructions after completing each section. Detailed instructions for the completion of the SOR template begin on page 9.\nDate: (Month Day, 202X)\nAuthorized User: (Agency or Organization Name)\nAuthorized User Contact Information:\n(Authorized User Point of Contact, Title)\n(Street Address)\n(City, State, Zip)\nPhone:\t(Telephone Number)\nE-mail:\t(E-mail address)\nPLEASE NOTE:  ALL questions related to this SOR should be directed to the CAI Account Manager. Suppliers may NOT contact the Authorized User.\nSolicitation Schedule:\n(Enter the dates for each solicitation event below. For small to medium sized projects, allow a minimum of 2 weeks response time after Authorized User responds to Supplier questions. For large or complex projects, provide 3-4 weeks response time after Authorized User responds to questions.  Estimated project start date should be 10 to 14 business days after award decision to ensure adequate time to execute contracts, complete required background checks, and get a Purchase Order in place.)\nEvaluation and Scoring\nSupplier’s Response must be submitted in the specified Statement of Work (SOW) format and will be evaluated for format compliance.\nSupplier’s Response will be evaluated for technical merit based on its appropriateness to the performance of Authorized User’s requirements, its applicability to the environment, and its effective utilization of Supplier and Authorized User’s resources.\n(Include any additional evaluation and scoring criteria that will be used).\nProject/Service:\n(Project Name or Service)\nSpecialty Area (Check one):\nContract Type: Fixed Price, Deliverable-based\nIntroduction:\nProject History\n(Brief history of the project, description of the current situation, background of the business situation, architecture, technical environment, etc.)\nBusiness Need\n(Brief description of the business problem, the project objectives and expectations)\nProject Complexity\n(Authorized User’s determination of complexity and risk)\nProject Management and Organizational Structure\n(Description of project’s management and oversight structure)\nScope of Work:\nThis SOR defines the services required by Authorized User in support of the Project/Service.\n(Define the scope of work. Provide details on Supplier tasks and deliverables, acceptance criteria, Authorized User responsibilities/dependencies, and any assumptions the Supplier should make when drafting their SOW response).\nPeriod of Performance:\nDelivery of all products and services defined in the Statement of Work will occur within (XX) months of project execution date.\nPlace of Performance (Check one):\n\u0013 FORMCHECKBOX \u0014\u0015  Authorized User’s Location\n\u0013 FORMCHECKBOX \u0014\u0015  Supplier’s Location\n\u0013 FORMCHECKBOX \u0014\u0015  Authorized User’s and/or\nSupplier’s Location (see below explanation)\n(Define whether the work can be delivered remotely or whether the Authorized User will require onsite work. If a hybrid model is selected, provide specific details on when Supplier will be required to be onsite and/or what activities will be required to be performed at the Authorized User versus Supplier locations.)\nProject Staffing\nSupplier Personnel (Check One):\n\u0013 FORMCHECKBOX \u0014\u0015\tThe roles listed in the table below represent the minimum Supplier personnel re","cbCaikbC9MMa1vYc","https://ap.wps.com/l/cbCaikbC9MMa1vYc","docx",77507,"English","# Statement of Requirements (SOR)\n## Statement of Requirements Template Instructions\n## Completion Instructions and Placeholder Replacement\n## Solicitation Schedule\n## Evaluation and Scoring\n## Project/Service and Specialty Area\n## Introduction, Project History, Business Need, and Complexity\n## Project Management and Organizational Structure\n## Scope of Work and Period of Performance\n## Place of Performance, Project Staffing, Milestones, and Deliverables\n## Travel Expenses, Payment Terms, and Acceptance Criteria","[{\"question\":\"How should the Statement of Requirements (SOR) template be completed?\",\"answer\":\"Replace all italicized text with the requested information, complete information tables, and double-click checkboxes so an “X” is inserted next to the selection that reflects the Authorized User’s requirements.\"},{\"question\":\"Who should suppliers contact about questions related to the SOR?\",\"answer\":\"All questions related to the SOR must be directed to the CAI Account Manager. Suppliers may not contact the Authorized User.\"},{\"question\":\"How are supplier responses evaluated and scored?\",\"answer\":\"Responses are evaluated for compliance with the required Statement of Work (SOW) format and then for technical merit based on appropriateness to the Authorized User’s requirements, fit to the environment, and effective use of resources. Additional scoring criteria can be included.\"}]","Statement of Requirements (SOR) Template - Instructions | DOCX",6]