Tendering Documents Details
Project Tender Register
Worksheet
The Project Tender Register is an Excel spreadsheet that helps keep a record and track the requests from builders/clients to tender projects.Keeping a record of all requests for tenders allows you to coordinate and target preferred projects or builders.
Submitted Tender Register
Worksheet
This worksheet differs slightly from the tender register, as it tracks the status and comments of each submitted tender. This is one of the most important and overlooked aspects of tendering (tracking the status of each submitted tender provides essential feedback)
Tender Follow-up
Document
When following a submitted tender status, having a standard questionnaire ensures that the optimum feedback is received. As all answers are recorded, future correspondence can be focused on a specific outcome (gathering a variety of answers will be very beneficial)
Tender Letter (large)
Template
This template is the most important document when submitting your quotation to a client. By implementing a comprehensive and high-quality tender submission, the potential client will gain confidence that you have covered the project's scope whilst noting all the terms of your tender.
Tender Letter (standard)
Template
This document is very similar to the large tender template.The difference is that this document is used when the project entails a less conventional style of plumbing works. Another use is for smaller projects that don’t require a lot of information.
Material Comparison
Worksheets
Comparing suppliers' quotes can be misleading and tedious, especially if a supplier uses incorrect quantities and offers cheaper alternatives or missed items. This worksheet compares supplier prices, acts as a checklist, identifies missing items and can be transferred to the ‘material call up sheet’ for ordering.
Material Call up
Worksheet
Scheduling and keeping track of the ordering of materials has many advantages, including continuity of the works' programme.The main advantage of the call-up sheet if to ensure the required material is clearly itemised for the supplier to deliver – on time and correct.
Bedding and Backfill
Worksheet
This handy worksheet helps calculate the bedding required when installing pipework in the ground.Another great use for these calculations is when creating/building standard rates.
Excavation & Removal
Worksheets
Accurately calculating the excavation is one of the most important aspects of pricing or managing a project with services within the ground.This worksheet displays and calculates the quantities of excavation of trenches of a large variety of pipe sizes at different depths.
Pit Schedule Calculation
Worksheets
This worksheet may be used to calculate each pit's depths (including the depths of the inlet/outlet pipes), assist when requesting a quote from a supplier, or can be utilised when producing a program for the works.Another feature is it gives a perspective on the gradient and layout of a site.
Request for Quotation Document
When requesting a price from a supplier, the item's correct information must be clearly conveyed and understood by the person putting your quote together.This document ensures the request is clear and precise regarding specific terms and requirements.
Pre Tender Checklist
Document
When pricing a project, it can be easy to miss or forget some important aspects of the tender.Implementing a consistent pre-tender checklist ensures that the estimator covers the project's requirements.
Site Visit Questionnaire
Document
When attending a site visit, having a list of prepared questions/notes to refer to ensures that all aspects of the project are verified and recorded.The questionnaire includes a photo log that keeps track of each area where a photo is taken for future reference.
Email Templates Document
These customised email templates have been developed to help save you time and ensure consistent communication throughout the tendering process.There are nine email templates to select from.
Bonus Plumbing certificates (x4)
Here are a few bonus documents for you.
These four plumbing certificates can be used to certify your plumbing installation.