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Capability statement template

A one-page government contracting summary with core competencies, codes and past performance, generated from one company record.

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Free plan, no credit card. Bring your own design or start from this layout.

The actual template Capability statement template shown in Google Docs

What’s in this template

Every block is bound to a field in your data. The layout stays exactly as designed; only the values change from one run to the next.

  • Header with company name, logo and contact block {{company.name}}
  • Core competencies, tailored to the agency loop: {{competencies}}
  • Differentiators loop: {{differentiators}}
  • Past performance, one entry per contract loop: {{past_performance}}
  • UEI, CAGE code and socio-economic certifications {{company.uei}} · {{company.cage}}
  • NAICS and PSC codes loop: {{naics}}
  • Point of contact and SAM registration status {{contact.name}} · {{sam.status}}

How this template fills itself

Connect Airtable, Google Sheets, a SQL database, a CSV or a REST API, map each field to a placeholder, and generate. One run can produce a single document or one per matching record.

Sales & pricing: A one-page government contracting summary with core competencies, codes and past performance, generated from one company record.

Opportunities · Google Sheets

AgencyNAICSSet-aside
GSA5415118(a)
Dept. of Veterans Affairs541512SDVOSB
Army Corps of Engineers236220HUBZone

Template: Google Slides or Docs

{{company.name}}

Capability statement · {{agency.name}}

loop: {{competencies}} → bullet

{{company.uei}} · {{company.cage}}

loop: {{past_performance}} → entry

one statement per agency, filtered to the competencies and codes that agency buys under

Generated output

DocsPDF

Meridian Systems LLC

Capability statement · GSA

6 core competencies

UEI J7XK4PQ2M8L3 · CAGE 8ZK41

3 past contracts

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Who uses this template

Small businesses selling to federal agencies

Produce a statement per agency or NAICS code from one company record instead of editing a Word file for each approach.

Read the guide

Government contracting teams

Keep codes, certifications and past performance in one table so every statement in circulation carries the same details.

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Primes and subcontractors

Generate a tailored statement for each teaming partner or solicitation from the same source of record.

Read the guide

A capability statement is the one-page leave-behind a contracting officer expects: what you do, what makes you different, what you have delivered before, and the identifiers that let someone find and award you — UEI, CAGE code, NAICS and PSC codes, set-aside certifications and your SAM registration status. It is a Google Doc because the content is dense text and short tables rather than a designed graphic, and because you will produce a lot of versions of it.

One record, many tailored versions

The mistake is treating the statement as a file to edit. Every time you approach a new agency you retouch the competencies, reorder past performance and hope nobody left an expired certification in. Hold it all as data instead — one company record, competencies and past contracts as rows tagged by agency and NAICS code — and each version becomes a filtered run. Codes and certifications are then correct everywhere at once, and the only judgement left is which five competencies lead for this buyer.

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Common questions, answered

Can I use my own capability statement design? +
Yes. Build the page in Google Docs with your header, column layout and contact block, mark the competencies, codes and past performance as repeating placeholders, and generate against that. Contracting officers see hundreds of these, so a consistent layout you control is worth more than any template we could supply.
How do I keep it to one page? +
By capping the loops. Competencies, differentiators and past performance are all repeating blocks, so decide how many entries get placed — usually five or six competencies and three contracts — and order them in your data by relevance. A Google Doc will happily run to a second page if you let it, and for this document you should not.
Can I tailor a statement per agency or NAICS code? +
Yes, and this is the point of generating rather than editing. Tag each competency and past contract with the agencies or codes it is relevant to, then filter per row of your opportunity list. One run produces a statement per agency, each leading with the work that agency actually buys.
Where do the UEI, CAGE code and past performance come from? +
From your own records — Airtable, Google Sheets, a SQL database, a CSV upload or an internal system through a REST data source. The template places what you hold; it does not look anything up in SAM.gov for you. Keeping those fields in one record is what stops an old CAGE code or a lapsed certification surviving in a statement someone still has.

Generate this document from your data

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