Free tools & templates for tendering
Practical templates and checklists for the work behind a bid. Use them as they are — or hand the same task to the assistant and have it done on your real documents.
Returnable schedule completeness checklist
A returnable schedule completeness checklist is a list of the schedules and supporting documents a tender submission must include, so a bid is not set aside for a missing or wrongly formatted return. Work through each group below before you submit.
Conflict and variation register template
A conflict and variation register is a single log of every contradiction, ambiguity or gap found across a tender's documents (scope, specifications, drawings and schedules), so each one becomes a deliberate clarification, qualification or priced allowance instead of an absorbed cost. Set up the columns below, then log each issue as you read.
Supplier RFQ pack template
A supplier RFQ pack is the bundle of scope, technical and commercial information a bidder sends to each equipment supplier during a tender, so the quotes that come back are complete, comparable and traceable to the project. Build one pack per equipment package using the groups below, then issue the same pack to every supplier on that package.
Tender deliverables (SDRL) checklist
A tender deliverables checklist is the list of engineering and project documents a bid commits to producing and submitting, drawn from the tender's supplier data requirements list (SDRL). Each deliverable carries a category, an owner, a submission stage (for approval, for review, for construction, or as-built) and a due date tied to a milestone. Work through the groups below to confirm every deliverable the tender demands is captured, scheduled, resourced and owned before you commit to it in your bid.
Tender clarification (RFI) register template
A tender clarification register is a single log of every question you raise with the tender issuer during a live bid, capturing the clause it relates to, the question asked, the response or addendum received, and how that answer changes your bid. It keeps two threads in one place: your own outbound clarifications (RFIs), and the issuer's published question-and-answer addenda that bind every tenderer. Set up the columns below, log each query as you raise it, and reconcile the issuer's published responses against it before you submit, so no binding answer is missed.
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