Sources sought response template

Sources sought response template and RFI response format

Updated

A sources sought response template gives you the shape of a short, complete answer to an agency's market research: your company data and size status, the capabilities the notice asks about, relevant past performance, and answers to every question in the order asked. A good response helps the agency decide how to buy, including whether to set the contract aside for small businesses.

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  • Sections in the order agencies expect
  • Every question answered, in order
  • Size status and set-aside eligibility up front
  • A response that carries into the RFP
An opportunity overview in ProposalWorkspace: the notice summarized, with dates and page cites.

The basics

What a sources sought notice is, and why your response matters

A sources sought notice is market research. Before it writes a solicitation, an agency posts a notice on SAM.gov asking which companies can do the work, and how. Market research is required by FAR Part 10, and the answers feed real decisions: the contract type, the vehicle, the NAICS code and whether the work is set aside for small businesses under the "rule of two" in FAR Part 19.

A request for information (RFI) is close kin: the agency asks questions about an approach, a draft statement of work or the market, often with no promise of a contract (FAR 15.201 covers these exchanges with industry). Neither is a proposal, and the agency will not award a contract from your response.

That is exactly why they are worth answering. If two or more capable small businesses respond, the contracting officer has a reason to set the work aside. If nobody responds, the agency may buy another way. And the questions you raise can shape the RFP that follows. Definitions: sources sought and RFI.

  • Market research before the solicitation exists
  • Feeds the small business set-aside decision
  • Shapes the scope, the NAICS code and the vehicle
  • Puts your company in front of the buyer early

The response template

The sources sought response template, section by section

If the notice prescribes a format, follow it exactly: its order, its page limit, its file type and its submission address. If it does not, the structure below covers what contracting officers look for. Keep it short; many notices cap responses at five to ten pages, and a focused response is read more closely than a long one.

Sources sought response template: sections, contents and length
SectionWhat to put in itLength tip
Cover page or letterThe notice number and title, your company name, and one named point of contact with phone and email.Half a page.
Company dataUEI, CAGE code, business size under the notice's NAICS code, socio-economic status (8(a), HUBZone, SDVOSB, WOSB), contract vehicles you hold.A short table.
Capability summaryHow your company does the work the notice describes, in the notice's own words and order.1-3 pages.
Answers to the questionsEach question restated and answered, in the order asked. Nothing skipped.As the notice allows.
Relevant past performanceTwo or three similar contracts: customer, scope, size, period and outcome.One paragraph each.
Teaming approach (if any)If you would team or subcontract, who does what, and the share of work you would perform yourself.A short paragraph.
RecommendationsRespectful suggestions on scope, NAICS code, contract type or set-aside, with your reasons.A few bullets.

Writing the response

How to respond to a sources sought notice so it counts

Answer every question, in order. Contracting officers often compare responses side by side. A response that restates each question and answers it directly is easy to credit; one that offers a general brochure is not. A capability statement can be attached, but it does not replace the answers.

State your size status plainly. The set-aside decision depends on how many capable small businesses respond, so put your business size under the notice's NAICS code and your certifications where they cannot be missed. If you think another NAICS code fits the work better, say so and why.

Show capability, not just interest. The rule of two needs the contracting officer to believe the firms can actually do the work. Specific past performance (customer, scope, value, outcome) makes that case far better than adjectives. Respect the page limit and the deadline; late responses are usually not read.

The full walkthrough is in how to respond to a sources sought notice or RFI.

  • Every question restated and answered
  • Business size under the notice's NAICS code
  • Specific, recent past performance
  • On time and inside the page limit

Shaping the RFP

Use the response to ask the questions the RFP should answer

A sources sought notice or RFI is one of the few moments when the agency invites industry to comment before the requirement is fixed. If the draft scope is unclear, a service level looks unworkable or the evaluation approach seems mismatched to the work, the response is the place to say so, politely and with a reason.

Ask questions that help the agency write a better solicitation, not questions that help only you. A suggestion backed by experience ("on similar help desk contracts, a two-hour response for priority tickets has worked; one hour required round-the-clock staffing") is useful market research, and it is remembered.

In ProposalWorkspace

Track a sources sought from the first notice to the final RFP

ProposalWorkspace has a Pre-Award lifecycle for sources sought notices and RFIs, in four phases: Opportunity Overview, Opportunity Analysis with Gate 1 (track it or not), Capture with Gate 2 (prepare a response or not), and Watch & Convert, which keeps the submission record and the check-ins and promotes the pursuit when the RFP is released. It then graduates to the final RFP with nothing re-entered.

The Opportunity Overview summarizes the notice in plain language (who is buying, what, the scope, the dates) with page cites, and the Q&A Center finds the real ambiguities, conflicts and gaps in a solicitation and drafts questions for the contracting officer, each linked to its source. You review every question and send them from your own email. Federal notices come from the daily SAM.gov feed, scored 0-100 against your company profile.

Opportunity discovery

How it works

How to answer a sources sought notice

  1. Decide fast

    Read the notice the day it posts and decide whether the work fits.

  2. Follow its format

    Use the notice's order, page limit and file type; otherwise use the template above.

  3. Answer every question

    Restate each one and answer it, with specific past performance.

  4. Submit and track

    Send it on time, record it, and watch for the RFP.

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In the product

Pre-award tools in ProposalWorkspace

Opportunity discovery

Sources sought notices from the daily SAM.gov feed, scored 0-100 against your profile.

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RFP analysis

The notice read with page cites: dates, scope, evaluation and questions to ask.

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Pre-award lifecycle

Overview, analysis, capture and watch, then on to the final RFP with nothing re-entered.

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Capability statement

The six-part template and a filled-in sample to attach to your response.

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Saved searches and alerts

A daily email of new notices that match your saved searches.

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Team collaboration

Tasks, deadlines and team chat around each pursuit.

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Questions people ask

Sources sought response template: questions and answers

What is a sources sought notice?

A market research notice an agency posts before writing a solicitation, asking which companies can do the work. Responses help decide the acquisition approach, including whether to set the work aside for small businesses.

Is a sources sought response a proposal?

No. The agency will not award a contract from it. It is market research, but it can shape the set-aside decision, the scope and the evaluation approach of the RFP that follows.

How long should a sources sought response be?

As long as the notice allows and no longer. Many notices set a limit of five to ten pages; if none is given, a focused response of a few pages is read more closely than a long one.

What is the difference between a sources sought notice and an RFI?

Both are market research. A sources sought notice mainly asks who can do the work; an RFI asks questions about an approach, a draft scope or the market. Many agencies use the terms loosely, so answer whatever the notice actually asks.

Should I attach a capability statement?

Yes, if the notice allows attachments, but answer the questions in the response itself. A capability statement does not replace direct answers. See the capability statement template.

Does ProposalWorkspace handle sources sought notices?

Yes. It has a Pre-Award lifecycle (overview, analysis with Gate 1, capture with Gate 2, watch and convert) that graduates to the final RFP with nothing re-entered, and a Q&A Center that drafts questions for the contracting officer.

How much does ProposalWorkspace cost?

ProposalWorkspace starts at $99 a month billed annually ($129 billed monthly) for 2 seats, with every feature on every plan. See pricing or book a demo.

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