Procurement
RFP template for UK businesses
WordPDF
A ready-made request for proposal that gets suppliers answering the same questions in the same order.
View template: RFP template for UK businesses
Templates
Free Procurement and Sourcing Templates
Practical templates we use in procurement, sourcing and cost reduction work, written for business owners and finance leads. Each one explains when to use it and how to fill it in.
Templates
Procurement
Purchase order template
ExcelWord
A simple purchase order with automatic totals, VAT and the terms a supplier needs to fulfil the order.
View template: Purchase order templateProcurement
RFI template
WordPDF
A request for information that helps you learn the market and build a shortlist before you tender.
View template: RFI templateCost Reduction
Total cost of ownership calculator
Excel
An Excel calculator that compares options on their full lifetime cost, not just the purchase price.
View template: Total cost of ownership calculatorProcurement
Request for quotation (RFQ) template
ExcelWord
An RFQ form and price comparison sheet so every supplier quotes on exactly the same basis.
View template: Request for quotation (RFQ) templateProcurement
Supplier Scorecard Template
Excel
A weighted scorecard to compare suppliers objectively during a tender or an annual review.
View template: Supplier Scorecard TemplateProcurement
Tender template
WordPDF
An invitation to tender pack that sets the rules, scope and timetable for a competitive process.
View template: Tender templateProcurement
Procurement policy template
WordPDF
A plain-English policy setting out who can buy what, how many quotes are needed and who signs off.
View template: Procurement policy templateProcurement
Category strategy template
WordPDF
A short plan for how you will buy one category of spend, from current position to next actions.
View template: Category strategy templateProcurement
Contract register template
Excel
A single list of supplier contracts with owners, notice periods and renewal alerts.
View template: Contract register templateProcurement
Supplier onboarding form
WordPDF
A new supplier form that collects company, bank, insurance and compliance details in one go.
View template: Supplier onboarding formProcurement
Tender evaluation matrix
Excel
A scoring matrix that combines quality and price scores into a defensible tender decision.
View template: Tender evaluation matrixSourcing
Supplier audit checklist
PDFExcel
A structured checklist for assessing a new or existing supplier on site, from legal status to labour standards.
View template: Supplier audit checklistSourcing
Factory QC inspection checklist
PDFExcel
A pre-shipment inspection checklist for checking goods at the factory before you pay the balance.
View template: Factory QC inspection checklistSourcing
Sourcing strategy template
WordPDF
A plan for where and how to source a product, comparing options on landed cost and risk.
View template: Sourcing strategy templateSourcing
China sourcing checklist
PDFExcel
A step-by-step checklist for sourcing from China, from finding suppliers to goods arriving in the UK.
View template: China sourcing checklistSourcing
Supplier risk assessment template
Excel
A risk register that rates each supplier on likelihood and impact and records the actions to take.
View template: Supplier risk assessment templateCost Reduction
Spend analysis template
Excel
An Excel workbook that turns a supplier payments export into a clear view of spend by category and supplier.
View template: Spend analysis templateCost Reduction
Cost savings tracker template
Excel
A savings register that records baselines, owners and status so finance can sign off what was delivered.
View template: Cost savings tracker templateCost Reduction
Cost reduction plan template
ExcelWord
A plan that turns a cost target into named initiatives, owners and dates.
View template: Cost reduction plan templateCost Reduction
Should-cost model template
Excel
An Excel model that estimates what a product should cost, to compare against the supplier's price.
View template: Should-cost model templateOffshoring
Outsourcing business case template
WordExcel
A business case that compares in-house, outsourced and offshored options before you commit.
View template: Outsourcing business case templateOffshoring
Vendor due diligence checklist
PDFExcel
A checklist for vetting outsourcing and offshore service providers before you sign.
View template: Vendor due diligence checklistSustainability
Supplier code of conduct template
WordPDF
A clear code setting the labour, ethical and environmental standards you expect from suppliers.
View template: Supplier code of conduct templateSustainability
Supplier sustainability questionnaire
ExcelWord
A questionnaire for collecting emissions, policy and labour standards information from suppliers.
View template: Supplier sustainability questionnaireSustainability
CBAM supplier data request template
ExcelWord
A data request letter and form for collecting embedded emissions information from overseas producers.
View template: CBAM supplier data request templateNeed help putting a template into practice?
Templates are a good start. When you want experienced hands on the work itself, these are the services we offer.