Tender Checklist

The Tender Checklist is a practical worksheet designed to help self-builders, homeowners and project clients check whether a contractor’s tender submission is complete and ready to assess.

It provides a structured way to review each tender before comparing prices or appointing a contractor, helping you identify missing documents, unclear allowances, exclusions and other matters that may require clarification.

What the checklist covers

The document includes checks relating to:

• Tender drawings, specifications and supporting documents
• Completion of the tender submission
• Lump-sum prices, VAT and payment schedules
• Provisional sums and prime cost items
• Tender exclusions, assumptions and alternative quotations
• Contractor details, insurance and CDM compliance
• Relevant experience and references
• Proposed start dates, construction periods and key milestones
• Materials, substitutions, warranties and guarantees
• Planning and Building Regulations compliance
• Site management, security, welfare and waste arrangements
• Temporary services, scaffolding, plant and equipment
• Completion certificates, operating manuals and handover information
• Tender return requirements
• Contractor declaration and recommendation section

The checklist also contains spaces for recording the project, client, contractor, tender reference and return date.

Who is it for?

This document is suitable for:

• Self-builders
• Homeowners planning an extension, renovation or new home
• Clients inviting contractors to tender
• Anyone who wants a consistent method of checking and comparing tender returns

What you will receive

You will receive one six-page Tender Checklist in PDF format, suitable for downloading, printing and completing by hand.

Important information

This checklist is intended as a practical tender-review aid. It does not select a contractor, assess the accuracy or suitability of a tender, or replace project-specific professional advice. Not every item will apply to every project, and additional information may be required depending on the proposed work and tender arrangements.

The document is supplied for the purchaser’s own use and must not be resold, redistributed, reproduced for commercial purposes or presented as another organisation’s work. Copyright remains with Houseplansdirect.

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