Source: https://www.quantsurv.com/library/tools/letter-of-intent-tracker
Content format: Markdown version of the public page.
Content reviewed: 2026-10-14

# Letter of intent tracker

Track authorised scope, committed exposure and expiry against a letter-of-intent cap.

by [Jack Butler-Kettle](<https://www.quantsurv.com/about#jack-butler-kettle>) · About 2 min readShare

## How to use it

Include costs already incurred and outstanding commitments without double counting. Confirm the cap basis and authorisation for further work before increasing exposure.

### Letter of intent tracker

Include costs already incurred and outstanding commitments without double counting. Confirm the cap basis and authorisation for further work before increasing exposure.

[Download blank Excel workbook](<https://www.quantsurv.com/downloads/library/letter-of-intent-tracker.xlsx>)

Free blank template for your own project. The completed example is shown below. No email address required.

View the completed example

Completed fictional example

Westhaven refurbishment · 14 October 2026 · Version 1.0

#### Letter of intent tracker

Scroll across if needed to read the whole record. A dash means no value has been entered.

Letter of intent tracker: completed fictional example
| LOI / scope | Expiry | Cap (£) | Spent (£) | Outstanding commitments (£) | Total exposure (£) | Headroom (£) | Action |
| --- | --- | --- | --- | --- | --- | --- | --- |
| LOI-01: mobilisation only | 21 Oct 2026 | £25,000.00 | £12,000.00 | £9,000.00 | £21,000.00 | £4,000.00 | £4,000 headroom; secure signed order before additional work |

Example cap and costs exclude VAT. Expiry and cap are independent controls; remaining headroom does not extend the authorised period.

## Understanding your results

Example cap and costs exclude VAT. Expiry and cap are independent controls; remaining headroom does not extend the authorised period.

## How it works

The workbook provides blank working records. Grey cells calculate from the entered inputs; yellow cells are for your information. The completed example stays on this page.

Read the [related guidance](<https://www.quantsurv.com/no-signed-contract/tips/letter-of-intent>) for the context and checks behind this template.

If you need help preparing or reviewing the project records, our [quantity surveying services](<https://www.quantsurv.com/quantity-surveying>) explain the tasks available under a separate appointment. Agree the deliverable, responsibilities and required specialist input before work starts.

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