Quotation basis and exclusions
Set out what a quotation includes, excludes and assumes, with the evidence needed to resolve pricing risks.
by Jack Butler-Kettle · About 2 min readShare
How to use it
Issue this with the price and scope schedule. Make each qualification explicit and record whether it is accepted in the final agreement.
Quotation basis and exclusions
Issue this with the price and scope schedule. Make each qualification explicit and record whether it is accepted in the final agreement.
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
Quotation basis and exclusions
Scroll across if needed to read the whole record. A dash means no value has been entered.
| Subject | Quotation position | Source / allowance | Agreement / next action |
|---|---|---|---|
| Scope | Install partitions shown on P-104 C only | Tender scope C; £80,000 package | Clarify later drawing revisions |
| Exclusion | Structural strengthening and asbestos removal excluded | No survey or design issued | Client to procure separately or obtain price |
| Access | Continuous weekday access assumed | Programme P-02; 08:00–17:00 | Confirm work-area release dates |
| Price validity | Offer open until 30 Oct 2026 | Supplier quote Q-14 expires 30 Oct | Reconfirm materials before order |
| Risk allowance | £2,000 for defined restricted-access working | Estimate risk R-02 | Allowance is priced; no entitlement to spend twice |
The completed example uses fictional people, events and records. Replace it with your own verified information and preserve supporting evidence.
Understanding your results
The completed example uses fictional people, events and records. Replace it with your own verified information and preserve supporting evidence.
How it works
The Word file provides an unpopulated working structure to complete for your project. The completed fictional example stays on this page.
Read the related guidance for the context and checks behind this template.
If you need help preparing or reviewing the project records, our quantity surveying services explain the tasks available under a separate appointment. Agree the deliverable, responsibilities and required specialist input before work starts.