Source: https://www.quantsurv.com/library/tools/quotation-basis-and-exclusions Content format: Markdown version of the public page. Content reviewed: 2026-10-14 # 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. [Download blank Word template]() 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. Quotation basis and exclusions: completed fictional example | 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. [Browse the Library]()