Statement of Requirements (SOR)
Definition: The section of a tender document that details exactly what goods, services, or works the government agency needs, including specifications, deliverables, timelines, and performance standards.
What is a Statement of Requirements (SOR)?
A Statement of Requirements (SOR) — also known as a Scope of Work, Specification, or Statement of Work — is the core document within a tender package that describes what the government agency needs. It defines the deliverables, standards, timelines, and performance measures that the successful supplier must meet.
What Does an SOR Typically Include?
A well-structured SOR covers:
- Background and context — why the agency needs the goods or services
- Scope of work — a detailed description of what must be delivered
- Technical specifications — standards, tolerances, or system requirements
- Performance measures — KPIs, service levels, or acceptance criteria
- Deliverables and milestones — what must be delivered and by when
- Reporting requirements — progress reports, status meetings, governance
- Transition and handover — requirements for starting and ending the engagement
Prescriptive vs Outcome-Based SORs
SORs fall on a spectrum:
- Prescriptive SORs specify exactly how the work must be done — common in RFTs for well-understood requirements
- Outcome-based SORs describe the desired result and leave the method to the supplier — common in RFPs for complex or innovative work
Why the SOR Matters
The SOR is the foundation of the entire procurement. Evaluation Criteria are assessed against it, the Conditions of Contract reference it, and the successful supplier is contractually bound to deliver against it. A misunderstood SOR leads to non-compliant responses.
Tips for Tenderers
- Read the SOR multiple times — it is the single most important document in the tender package.
- Address every requirement — create a compliance matrix mapping your response to each SOR item.
- Ask clarification questions — if any requirement is ambiguous, use the Q&A period to get clarity.
- Do not over-promise — commit only to what you can deliver against the stated requirements.
Related Terms
Conditions of Contract
The legal terms and clauses included in a government tender that define the rights, obligations, and liabilities of both the agency and the successful supplier once a contract is formed.
Evaluation Criteria
The specific factors, weightings, and standards that a government agency uses to assess and compare tender responses in order to determine which supplier offers the best value for money.
Fixed Price Contract
A contract where the supplier agrees to deliver the specified goods, services, or works for a set price that does not change regardless of the actual costs incurred during delivery.
Request for Proposal RFP
An invitation for suppliers to propose a solution to a problem or need, where the agency defines the outcome it wants but allows respondents flexibility in how they deliver it.
Request for Tender RFT
A formal invitation from a government agency for suppliers to submit a detailed bid to deliver specific goods, services, or works against clearly defined requirements and evaluation criteria.
Returnable Schedules
Standardised forms and templates included in tender documentation that tenderers must complete and return as part of their submission, covering areas such as pricing, capability, compliance, and referees.
Scope of Works SOW
A detailed document within a tender package that describes the specific tasks, deliverables, standards, and boundaries of the work to be performed under the contract.
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