Excel template · Bids & tenders
EU tender profile compliance matrix (Excel)
Before an EU institution or agency tender, or a bid for an EU-funded service contract, goes in, someone has to check every person proposed against the minimum requirements of the profile they are proposed for. One person short of a year, or without the required certificate, can sink the offer. This Excel workbook lists each person with their profile and compares what the profile requires with what the CV shows: years of IT or general experience and of specific experience, with Pass or Fail worked out by formula, then education, certifications and CEFR language levels, with Pass or Fail only where the CV shows the item. Each row ends with an overall Compliant, Not compliant or To check, the evidence reference and what is still to check. A summary sheet counts the results per requirement as you edit. Formatix fills it from the CVs and the profile requirements in your notes.
Bid teams usually do this check in a spreadsheet built the night before the deadline. This one is ready, and it never marks an item as met on unclear evidence: a level written as "fluent" is not a Pass for a CEFR requirement, and an item the CV does not settle stays blank for the bid team to decide. A person is Not compliant when any area fails, Compliant only when every stated requirement passes, and To check otherwise. The formulas stay live, so a corrected CV changes the result.
10 free credits, no card needed. One credit fills one document.
For recruitment and search firms. Formatix formats your candidates' CVs into your firm's template; it is not a tool for writing your own CV.
An editable file with neutral branding and a fictional example candidate, to fill in by hand. Formatix fills it automatically from a CV.
What's in the template
The bid team's Excel check of every person proposed in an EU institution or agency tender, or an EU-funded service contract, against the minimum requirements of their profile: years of IT or general experience and of specific experience with Pass or Fail computed, education, certifications and CEFR language levels with Pass or Fail only where the CV shows them, an overall Compliant, Not compliant or To check, the evidence reference and what is left to check, under a summary sheet with live counts per requirement.
- One row per person proposed, with the profile and its code
- Years of experience and of specific experience: required, in the CV, Pass or Fail computed
- Education, certifications and CEFR language levels: required, in the CV, Pass or Fail
- Overall: Compliant, Not compliant or To check
- Evidence reference and what is still to check before submission
- Summary sheet with live counts per requirement
What it's for: Checking every proposed person against the tender profiles before submission.
ExcelDelivered as an Excel workbook you can edit and share.
Who uses it
Bid teams in IT staffing firms and consultancies
One check of all proposed people against the profiles, before submission.
Bid managers for EU-funded contracts
Key and non-key experts against the requirements of the terms of reference, in one sheet.
Every page of the example
The example is in Formatix branding with fictional content. When you pick this template, it is rebuilt with your logo, colours and fonts before you use it.
How you use it
- 1
Pick the template
Open Formatix, choose this template in Studio, and give us your website. We pull your logo, colours and fonts and rebuild the template in your brand. You see a sample before you use it.
- 2
Drop the CVs and the profiles
Upload the CVs of everyone you propose, with your notes on each profile's minimum requirements. One credit fills one document.
- 3
Check and send
The filled document appears beside the original for checking. Edit anything in place, then download the Excel file or save it as PDF.
Download or automate? The free download is a plain file you fill in by hand. In Formatix the template is rebuilt in your brand, with your logo, colours and fonts taken from your website, and filled from a CV or your notes in about a minute. What you keep is the finished document: an editable Word, PowerPoint or Excel file.
Ask for changes in plain words, such as "move the photo to the right" or "add a Languages section", and the template is updated with the rest of its formatting kept. If you already have a document you send clients, upload that instead and Formatix turns it into a template. How Studio builds templates
Questions about this template
- When does a requirement show Pass?
- Years of experience are compared by formula with the requirement. Education, certificates and language levels show Pass or Fail only when the requirement is stated and the CV allows a clear check; otherwise the cell stays blank and the person's overall result is To check.
- Does it replace the tender's own forms?
- No. It is a working tool for the bid team. The tender documents and their forms prevail.
- Can I add people or requirements?
- Yes. Rows and columns can be added in Excel; the summary counts follow the rows.
- Can I download this template?
- Yes. A free, editable Excel version with neutral branding and a fictional example bid team is on this page, to fill in by hand. To have it rebuilt in your brand and filled automatically, use it in Formatix; you keep an editable Excel file.
Related templates and pages
WordEU institutions IT contractor CVThe CV an IT staffing firm or consultancy proposes for a profile in an EU institution or agency IT framework contract, specific contract or request for services: call for tenders, lot and tenderer, the profile proposed with its code, a compliance table that answers each minimum requirement of the profile with the evidence in the CV, then summary, CEFR language grid, education, certifications, technical skills and numbered project experience with months, person-days and client institution. The tender's own CV model prevails; not an official form.
WordEU key expert CVThe CV of a key expert proposed for an EU-funded service contract (EU external action and technical assistance under the PRAG), in the order of the PRAG key-expert CV: proposed position, names, date of birth and nationality as the CV gives them, education, language skills on the CEFR scale, professional bodies, other skills, present position, key qualifications, specific experience in the region and the professional experience table with working days. A first table maps each evaluation criterion of the terms of reference to the evidence in the CV. Not the official PRAG form; the tender dossier's own model prevails.
ExcelKey personnel scheduleA bid team schedule and compliance matrix in Excel: one row per proposed person with position, discipline, qualification, registration, years of experience, in a similar role and in the region, the RFP minimum requirement and whether it is met, availability and CV page, under a live summary of team size, average years and requirements met.
Use the eu tender profile compliance matrix in your brand
Give us your website, and the template is rebuilt with your logo, colours and fonts. Your first ten documents are free, with no card, valid for 14 days.
Formatix fills it from the CV for you: see our CV formatting software, or bulk CV formatting for a whole shortlist at once.