Blank project edition
Configure controlled lists, roles, dates, codes, thresholds and evidence routes before entering live records.
- No client or project data
- Macro-free editable XLSX
- Frozen working headers and configured A4 print areas
Free editable control · v1.0
BIM Outsourcing RFP, Proposal Comparison & Procurement Kit
Create one comparable BIM brief, normalize proposal fees and assumptions, review relevant work, test one sample package and record the appointment decision.
Best for: BIM and information managers, Project and design managers, Contractors and design-build teams, Owners, BIM outsourcing buyers.
Fictional worked example
Use the completed rows to understand the workflow, then replace every sample entry rather than treating it as a benchmark.
- Conspicuously fictional training data
- Not provider, client or project evidence
- Same formulas and controlled fields as the blank edition
Included
Built for operation, not decoration.
- Comparable BIM scope baseline
- Deliverable and acceptance schedule
- Commercial normalization across routes and currencies
- Seven-dimension proposal comparison
- Project-work review, sample-package test and interview record
- Appointment decision record, dashboard and data dictionary
Questions it controls
Make status auditable.
- Are every option’s scope, deliverables and exclusions actually comparable?
- What sits behind each fee, review cycle, programme and change assumption?
- Which questions must be answered before a sample package or shortlist?
- What conditions, authority and remaining risks must be recorded before appointment?
Five-minute start
Configure before you populate.
Edit controlled lists
Replace sample disciplines, states, response codes and thresholds with the project’s agreed language.
Name owners and evidence
Assign a responsible person, date and controlled evidence route for every live record.
Review exceptions together
Use the dashboard in a real coordination or project-control meeting; do not treat it as a passive report.
Limits
Useful control does not create authority.
This workbook is not ISO text or certification, legal or contract advice, a safety plan, engineering approval, professional certification or a substitute for project appointments.
The worked edition is conspicuously fictional. Replace every sample value. Keep project files and linked evidence under the project’s own access and retention rules.
Related ZX service: Dedicated BIM delivery teams ↗
Start with the deliverable
Need this workbook configured for a live project?
Send the project controls, delivery stage, roles, CDE, issue cadence and reporting needs. We can adapt the structure without inventing authority or acceptance rules.