Use a blank sheet. Compare it with a completed example.

Project-pack and document checklist

Finish with: A controlled information basis.

Record drawings/specifications, revisions, supplied quantities, site constraints, selections and missing-information actions. Use it before upload and keep it with the project.

Use it in the first-project preparation step.

Fixed-price and report reconciliation checklist

Finish with: A traceable decision about readiness to issue.

Record the quantity/rate basis, supplier evidence, allowances, commercial treatment, VAT and final issue checks. The completed example shows how to separate an action still open from a checked item.

Review the price and inspect the client report.

Tender comparison worksheet

Finish with: A comparable basis with the unresolved differences visible.

Keep submitted figures separate from supportable adjustments. Compare scope, allowances, exclusions, programme and unresolved clarifications on one basis; do not rewrite the supplier’s original quote.

Read the tender-normalisation guide.

Material-price review worksheet

Finish with: A material rate on a clear buying basis.

Check product family, specification, purchase pack, estimate unit, waste, VAT, delivery, validity and source. Use the example to understand a compatible match, then record your own supplier evidence.

Use it beside the material review and the supplier-price guide.

Client document handover

Finish with: One checked document and a record of the client-seen version.

Use the price/issue checklist for recipient, revision, scope, VAT, acceptance/validity and the exact document sent. Keep the client price separate from private estimating working and retain later changes as revisions.

Complete the issue-control checks.

More working structures

Estimate structure · blank editable sheet · completed example · printable example.

BOQ structure · blank editable sheet · completed example · printable example.

Risk register · blank editable sheet · completed example · printable example.

Adapt the columns to your project and procurement basis. Keep illustrative values clearly separate from your own verified quantities and prices.