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Tender Price Summary, Qualifications and Exclusions Template

Excel · £3.50 · Blank + worked example

A clear price summary shows how the tender total is built up and what it includes. A schedule of qualifications, exclusions and assumptions makes the basis of the price clear.

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

Enter the net cost by section and the provisional sums. Overheads, profit and risk percentages are calculated on the total including provisional sums. Then list qualifications, exclusions, assumptions and priced options.

What's in the template

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 £3.50 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.

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Also in the Tender & Bid Pack

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.