Not every tender is worth pricing. A bid/no-bid checklist scores each opportunity against the same criteria, and a register tracks deadlines and results.
Who it is for
It is written for small and medium contractors and subcontractors who bid regularly and want a reusable library of answers, statements and pricing summaries, so each tender takes less time and presents the business consistently.
How to use it
Score each opportunity against the weighted criteria and check the deal breakers. Log the tender in the register with its deadline, then record the result. The register works out your win rate.
What's in the template
- Weighted scoring
- Deal breakers
- Tender register with deadlines
- Results and win rate
File format and what you download
The download is an Excel workbook (.xlsx), supplied as a BLANK version ready to use and an EXAMPLE version completed for a fictional project, with PDF previews and a short Read Me covering instructions and the licence. There are no macros. It works in Microsoft Excel and Word 2016 or later and in LibreOffice.
Price
This template costs £3 as a single download. It is also part of the Tender & Bid Pack: all 5 documents for £12 instead of £16.50. Prices include VAT where applicable.
Also in the Tender & Bid Pack
- PQQ / Supplier Questionnaire Answer Bank
- Tender Method Statement
- Company Profile + Key Staff CV templates
- Tender Price Summary, Qualifications & Exclusions
Check before use – not legal advice. Check the template against your own contract and current legislation and guidance. Clause references are completed from your own contract; no JCT contract wording is reproduced.