Illustrative sample · fictional company · representative tender structure — not a real customer, buyer or live tender
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Sample tender analysis · cleaning

Cleaning services — multi-academy trust, 12 schools

Prepared for
Brightmoor Cleaning Ltd fictional
Buyer
A Yorkshire multi-academy trust (12 sites)
Structure
Single contract · 3 yrs + 2 optional
Est. value
£380k / year
Submission deadline
Mon 24 Aug 2026, 10:00
Recommendation
BID

1Opportunity summary

A trust is consolidating cleaning across 12 schools currently served by three separate suppliers. Award is 50% quality / 40% price / 10% social value. The quality questions centre on safeguarding, staffing continuity through TUPE, and term-time flexibility. This is a people-transfer contract as much as a cleaning contract: TUPE dominates both the pricing risk and the quality story.

Brightmoor's turnover (£1.1m) comfortably clears the financial test, and its existing schools portfolio (4 primaries) is directly comparable evidence. The incumbent for 7 of the 12 sites is expected to rebid.

2Deadline register

DateTimeEventNotes
Wed 29 Jul 202609:30–15:00Site visits (mandatory)Attendance recorded; non-attendance = disqualification. Book by 24 Jul
Fri 7 Aug 202612:00Clarification questions closeAsk for TUPE staff list completeness confirmation + pension terms
Wed 12 Aug 2026Final TUPE data & clarification answers issuedRe-price labour immediately on receipt
Mon 24 Aug 202610:00Submission deadlineNote the morning deadline — finish the Friday before
w/c 14 Sep 2026Clarification interviews (top 3 bidders)Ops manager must be available that week
1 Jan 2027Contract startTUPE consultation must run during autumn term

3Compliance matrix — mandatory requirements

RefMandatory requirementSourceStatus
M1Public liability ≥ £5mSQ 4.1Evidence supplied — £10m held
M2Enhanced DBS for all staff on siteSpec 3.1Confirmation required — current staff covered; written process for new starters & TUPE transfers needs documenting
M3Safeguarding policy aligned to KCSIESQ 5.4Confirmation required — policy held, last reviewed 14 months ago; re-date after review against current KCSIE edition
M4Mandatory site-visit attendanceITT 1.6Action by 24 Jul — booking window closes soon
M5Acceptance of TUPE obligationsITT 6.2Standard acceptance — but see pricing risk in §4
M62 comparable education-sector contractsSQ 7.1Evidence supplied — 2 primary-school contracts, referees confirmed
M7Turnover ≥ £760k (2× annual value)SQ 3.2Met — £1.1m filed accounts

4Evidence-gap report

TUPE staff-cost data Unsupported — do not price yet

The ITT's TUPE annex lists 34 transferring staff but omits pension enrolment status and accrued holiday for 9 of them. Pricing labour on incomplete TUPE data is the classic way cleaning contracts go underwater. Submit a clarification demanding the missing fields; price only on the corrected list issued 12 Aug.

DBS process for transferring staff (M2) Customer confirmation required

Brightmoor's DBS process covers its own hires. A one-page procedure for verifying/refreshing checks on TUPE-transferred staff before first shift is needed — the safeguarding question will probe exactly this.

Social value evidence (10% of score) Customer confirmation required

Brightmoor pays the Real Living Wage (payroll evidence available) — that is a strong, true social-value anchor. Local-employment claims need postcode analysis of the current workforce before they can be stated. Nothing else should be pledged without a delivery plan.

Term-time flexibility model Derived from evidence

Rosters from the four existing school contracts demonstrate annualised-hours scheduling through term/holiday cycles — directly reusable as method-statement evidence with client names redacted until referees approve.

5Bid / no-bid assessment

FactorWeightScoreRationale
Eligibility3026All mandatories met or procedural; site visit is the only hard date at risk
Deliverability251812 sites is 3× current largest contract — mobilisation plan must be honest about supervision structure
Competitiveness2515Incumbent advantage on 7 sites, but consolidation suggests trust dissatisfaction — probe at site visit
Commercial attractiveness20940% price weighting + TUPE data gaps = margin risk until 12 Aug data lands
Total10068BID — conditional on complete TUPE data and booked site visit
Recommendation
Bid — but treat two dates as do-or-die.

Book the mandatory site visit today (window closes 24 Jul), and do not finalise pricing before the corrected TUPE data on 12 Aug. If the trust refuses to complete the TUPE annex, that itself is a strong signal to walk away.

6Red-team notes — where this bid would lose marks

Safeguarding question: quoting the policy verbatim scores mid-band at best. The top answer walks through a real scenario — new starter, DBS pending, term starts Monday — and shows the control that stops them entering site.
Mobilisation: claiming all 12 sites go live flawlessly on 1 Jan reads as naive. A phased supervision plan with named area supervisors and a week-2 correction loop scores higher because it's believable.
Price: underpricing the incumbent by more than ~8% on a TUPE contract invites an abnormally-low-tender challenge and signals you've mispriced the transferred workforce.

7Submission plan (work-back)

This week (by 24 Jul)Book site visit · submit TUPE clarification · start DBS-transfer procedure draft
Week of 27 JulAttend site visits (photograph access/storage) · review safeguarding policy against current KCSIE · draft quality Q1–Q2
Week of 3 AugDraft Q3–Q5 · build pricing model shell awaiting TUPE data · referee approvals for case studies
Week of 10 Aug12 Aug: final TUPE data → complete pricing · internal red-team against evaluation criteria
Week of 17 AugDirector sign-off Wed · full upload by Fri 21 Aug — never leave a 10:00 Monday deadline to the Monday

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Illustrative sample. "Brightmoor Cleaning Ltd", the trust and all dates, values and documents are fictional; the structure mirrors requirements commonly seen in UK education-sector cleaning tenders. Not legal or procurement advice; no output guarantees any contract award.