Download the templates
XLSX
Technical deviation list
Spec clause, requirement, offered, status, deviation, justification, cost of withdrawal, evidence and buyer response.
CSV
Technical deviation list
The same columns as plain CSV, for Google Sheets or any tool.
XLSX
Clause-by-clause compliance matrix
One row per clause, with document, revision, compliance status, offered value and evidence reference.
CSV
Clause-by-clause compliance matrix
The same columns as plain CSV.
XLSX
TBE matrix (three bidders)
Evaluator-side matrix: criterion, clause, mandatory flag, weight, and offered, status and score per bidder.
CSV
TBE matrix (three bidders)
The same columns as plain CSV.
DOCX
Clarifications and deviations cover letter
A one-page letter that lists the documents reviewed and summarises the deviation list.
Markdown
Clarifications and deviations cover letter
The same letter as plain text.
To open a CSV in Google Sheets, choose File, then Import, then Upload. The XLSX files open in Excel, Google Sheets, LibreOffice and Numbers.
Which template to use
| Template | Who fills it in | Rows | When |
|---|---|---|---|
| Technical deviation list | Manufacturer | Only the clauses where the offer differs | With every technical offer. See the deviation list guide. |
| Compliance matrix | Manufacturer | Every clause in the specification | When the tender asks for a full clause-by-clause statement. See compliance matrix guide. |
| TBE matrix | EPC or owner evaluator | Every evaluation criterion, side by side for each bidder | During technical bid evaluation. |
| Cover letter | Manufacturer | One page | On top of the deviation list, in both priced and unpriced copies. |
Columns in the deviation list template
| Column | Fill in |
|---|---|
| Item | Running number. Refer to it in the cover letter. |
| Spec clause | Document number, revision and clause. |
| Requirement | The requirement in short, with the key value. |
| Offered | What you offer, in the same terms. |
| Status | Complies, Clarification, Deviation or Not offered (drop-down). |
| Deviation / clarification | The difference, stated once. |
| Justification | The technical reason the offer is acceptable. |
| Cost of withdrawal | Price and lead-time change if you must comply instead. |
| Evidence reference | Datasheet, certificate or report, with page. |
| Buyer response | Left blank for the buyer: accepted, rejected or query. |
Use the templates with OdysseyGPT
The templates work on their own. If you would rather start from a draft, OdysseyGPT checks each customer requirement against your own datasheets, gives it a status with a quote from the source page, sheet or cell, and exports an editable compliance matrix and deviations & clarifications list. A bid engineer, proposal engineer or project manager then decides every open item and adds the justification and cost of withdrawal. See OdysseyGPT for manufacturing.