Description

An electrical installation contractor tender evaluation workbook in Excel. Set out the scope, minimum technical requirements and workmanship standards before you issue the tender, then rate up to four contractors line by line and get scope, technical and QC scores, a price score, mandatory failures and a final ranking. Use it as a client, QS, project manager or electrical engineer to choose an electrical contractor fairly and record why.

The lowest price often hides a missing scope item, an unlicensed team or poor workmanship standards. This workbook puts every contractor against the same requirements before award, not after.

What’s included

• Scope compliance: 16 scope lines aligned with the Tender and Claim Electrical Installation BOQ bills: preliminaries, equipment installation, cabling and terminations, containment and rigging, lighting, small power and earthing, and testing, commissioning and handover.
• Technical compliance: 38 minimum requirements covering general requirements, safety, equipment installation, cables, terminations, cable containment, lighting, small power and hazardous areas, and testing, commissioning and handover. Each has a standard or reference, a mandatory flag and a weight.
• QC & workmanship: 27 quality checks for equipment installation, cable containment, cable pulling, terminations, and testing and verification.
• Evaluation summary: scope, technical and QC %, weighted technical score, price score, mandatory failures, pending items, qualified status, overall score, rank and tier, with a chart.
• Contractor documents: priced BOQ, electrical licence and insurances, key personnel, WHS plan and SWMS, ITPs, programme, shop drawings, cable and termination schedules, test sheets, torque records, certificates of compliance and as-builts, ticked off per contractor.
• Scope exclusions: free-issue supply, civil works, builder’s work, fire-stopping, craneage, network (DNSP) works, earthing and lightning protection, instrumentation, temporary power, scaffolding, after-hours work and more, with a comment or cost to cover.
• Standards list: AS/NZS 3000, AS/NZS 3008, AS/NZS 3012, AS/NZS 61439, AS/NZS 60079 and others referred to in the requirements, to replace with local equivalents outside Australia.

Built for real tenders

• Rate each line Comply, Partly comply, Not comply or Not applicable. Points are 3, 1 and 0, multiplied by the weight.
• Any mandatory item not fully met disqualifies the contractor automatically.
• Set your own weights for scope, technical and QC, and the quality-to-price split (70 : 30 by default).
• Pairs with the Electrical Installation BOQ, Daily Progress Tracker and Payment Certificate.

File details

• Microsoft Excel (.xlsx) for Excel 2016 or later, Microsoft 365 and LibreOffice 7 or later. No macros.
• Choose your country: currency labels and tax update across the file. 17 countries built in.
• Yellow cells are inputs. Formulas on the summary sheets are protected without a password, so they can’t be overwritten by accident.
• Instructions sheet in every file, plus a Read Me PDF with a one-minute quick start.
• Instant download after purchase. Re-download any time from My Account.
• Licensed for use on your own projects. Not for resale or redistribution.

This template is a tool to save you time. It is not legal, procurement or engineering advice. Check every requirement against your specification, standards and procurement rules before issuing a tender.