Excel template · Bids & tenders

    Framework bid rate card template

    A framework bid rate card lists the roles and day rates a supplier puts into a public-sector framework bid, mini-competition or call-off. This Excel template puts one row per role with its SFIA or Government Digital and Data level, the day rate exactly as given in your notes or price list, a rate note, location and remote working, the named candidate or "TBC", years of experience, clearance and what is still to confirm, under a title block with the framework, lot, buyer, supplier, reference, date and rate basis, and a live summary of roles priced, rates stated, the lowest, highest and average day rate, named candidates and roles with clearance. Formatix fills one row per role and never estimates a rate.

    A buyer contracts at the rates on this card, so every rate must be the one the supplier set. This template copies each rate from your notes or price list and nothing else. A range, an hourly rate or a TBC keeps its own wording in the rate note and stays out of the averages.

    10 free credits, no card needed. One credit fills one document.

    Free account · 10 free CVs, no card

    See it in your firm's brand

    Create your free account and we read your website for your logo, colours and fonts, then open the Framework bid rate card in your brand, ready to change or save. Every other template follows in your brand too.

    Work email required; personal inboxes are not eligible. 10 free credits, no card. We read your public website once to find your brand.

    Framework bid rate card template, sheet 1: example in Formatix branding with fictional content
    Framework bid rate card, first page. Shown in Formatix branding with fictional example content; yours is built in your brand.

    What's in the template

    The roles and day rates a supplier puts into a public-sector framework bid or call-off, in Excel: one row per role with its SFIA or Government Digital and Data level, the day rate exactly as given in the supplier's notes or price list (never estimated), location and remote working, the named candidate or "TBC", years, clearance and what is still to confirm, under a live summary of roles priced, lowest, highest and average day rate, named candidates and roles with clearance.

    • Framework, lot, buyer, supplier, reference, date and rate basis
    • Live summary: roles priced, rates stated, lowest, highest and average day rate
    • One row per role: SFIA or GDaD level, day rate as given, rate note
    • Location and remote working, named candidate or TBC, years, clearance
    • Still to confirm

    What it's for: Pricing the roles in a framework bid or call-off.

    ExcelDelivered as an Excel workbook you can edit and share.

    Who uses it

    • Bid and commercial teams

      One rate card per bid, filled from the price list and the CVs.

    • Digital and technology suppliers

      Roles with SFIA or Government Digital and Data levels and named candidates.

    • Framework account managers

      What is still to confirm for each role before submission.

    How you use it

    1. 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. 2

      Drop the roles and your price list

      Upload a role description or named candidate's CV for each role, with your notes or price list giving the rates, levels, location and clearance. One credit fills one row.

    3. 3

      Check and send

      The filled workbook appears for checking. Edit anything, then download the editable Excel file.

    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

    Will it estimate a day rate?
    No. A day rate comes only from your notes or price list. It is never estimated from a CV, a market rate, a salary, a level or another role, and an hourly rate is never converted. A rate given as a range, hourly or TBC keeps its wording in the rate note and the day rate cell stays blank.
    Who chooses the SFIA or GDaD level?
    You do. The level appears only as your documents state it; Formatix never maps a role to a level itself.
    What if no one is named for a role?
    The named candidate reads "TBC" and "Named candidate" goes in the still to confirm column.
    What does the summary show?
    Roles priced, rates stated, the lowest, highest and average day rate, named candidates and roles with clearance, calculated live from the rows.

    Use the framework bid rate card 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.