Use the pack
Start with T1, C1 and P1. Use B1 to B5 to shortlist relevant evidence, then verify the underlying E records. Keep Q1 and Q2 visible when deciding whether to bid. The PQQ, professional-services and construction excerpts are separate teaching scenarios. Record checks and unresolved issues in the workbook. A1 closes delivery G1 only; commercial G2 stays open.
Service desk | Current, amended by C1T1: Tender v1
Location: Sections 2, 6 and Q4.2
Owner: Buyer
Section 2: provide two comparable business-hours contracts completed in the last three years. Section 6: submit by 30 October 2026 at noon with signed P1 pricing schedule. Q4.2: describe how priority incidents will be acknowledged and managed Monday to Friday, 09:00 to 17:00. Explain ownership, escalation and performance evidence. Maximum 500 words; weighting 30%. Original acknowledgement target: 60 business minutes. Fictional assessment guidance: assessors consider whether the proposed method is feasible, responsibility and escalation are clear, and relevant evidence supports the answer. A response that simply repeats the target without explaining how it will be met provides little basis for assessment.
Service desk | Current amendmentC1: Buyer clarification 2
Location: Answer 7
Owner: Buyer
The acknowledgement target in the service schedule is replaced by 30 business minutes. Service hours are unchanged. This is an acknowledgement target, not a resolution deadline.
Service desk | CurrentP1: Pricing schedule v1
Location: Lines 1 and 2
Owner: Buyer
Quote an annual fee including duty and backup cover. Show mobilisation separately. All prices exclude VAT.
Service desk | Discovery aid onlyB1: Previous bid 1
Location: Experience section
Owner: Bid library owner
Comparable business-hours service desk bid. Related contract completed in 2025. Use approved project record E1 to verify experience and results; the bid itself is not performance evidence.
Service desk | Exclude from shortlistB2: Previous bid 2
Location: Experience section
Owner: Bid library owner
Infrastructure installation bid. The work is not comparable to the business-hours service desk requirement.
Service desk | Discovery aid onlyB3: Previous bid 3
Location: Experience section
Owner: Bid library owner
Comparable business-hours service desk bid. Use approved completion record E4 signed in 2026. No verified 30-minute performance result is recorded.
Service desk | Exclude from shortlistB4: Previous bid 4
Location: Experience section
Owner: Bid library owner
Comparable business-hours service desk work completed in 2021, outside this fictional tender's three-year window.
Service desk | Exclude from shortlistB5: Previous bid 5
Location: Experience section
Owner: Bid library owner
Ongoing service desk contract. The reference is unapproved and has no recorded permission for reuse. It does not satisfy the completed-contract requirement.
Service desk | Approved historical evidenceE1: Approved historical case summary
Location: Paragraph 3
Owner: Evidence owner
A previous business-hours contract completed in 2025 achieved 97% acknowledgement within 60 business minutes across 200 incidents in its reporting period. The underlying report is available to the evidence owner. This does not establish performance against a 30-minute target.
Service desk | Approved methodE2: Current operating procedure v3
Location: Sections 2 and 4
Owner: Delivery lead
A duty analyst monitors the queue during service hours. A backup analyst covers absence. Unacknowledged priority incidents trigger an alert at 20 business minutes and escalation to the duty lead at 25. The analyst records receipt, acknowledgement and action timestamps.
Service desk | Unapproved at initial reviewE3: Draft staffing note
Location: Proposed rota
Owner: Delivery director
The proposed rota appears to cover the service window, but the delivery director has not yet approved the allocation for this contract. Do not describe the resources as committed.
Service desk | Approved experience recordE4: Approved completion record
Location: Signed record, 2026
Owner: Evidence owner
A second comparable business-hours service desk contract has a signed completion record in 2026. It supports relevant experience. It contains no claim of performance against a 30-minute target.
Service desk | Later approval; closes G1 onlyA1: Later fictional delivery approval
Location: Rota and acknowledgement commitment
Owner: Delivery director
For the later stage of this teaching example, the delivery director reviews workload and cover, approves the contract rota and authorises 30-business-minute acknowledgement during the stated hours. This closes delivery issue G1. It does not create historical results or approve the commercial case G2.
Service desk | Illustrative scenario, needs bid reviewQ1: Internal cost workbook
Location: Proposed fee, base cost and hurdle
Owner: Commercial lead
Annual fee proposed: EUR 120,000. Verified base cost: EUR 96,000, excluding backup cover. Internal contribution floor: 15%. Figures and floor are fictional assumptions for this example.
Service desk | Provisional inputQ2: Provisional backup estimate
Location: Annual additional cover
Owner: Commercial lead
Additional backup cover estimate: EUR 18,000. Combined illustrative cost is EUR 114,000; contribution is EUR 6,000, or 5% of the EUR 120,000 fee, before other unallocated costs. Commercial approval remains open as G2. These scenario figures are not a pricing model.
PQQ | SupersededPQ1: Older insurance schedule
Location: Expiry
Owner: Evidence owner
Professional indemnity schedule expired 30 September 2026. It cannot evidence current cover at submission on 30 October 2026.
PQQ | Current document, suitability to verifyPQ2: Current insurance schedule
Location: Limit and expiry
Owner: Broker / evidence owner
Professional indemnity limit EUR 2 million; expiry 30 September 2027. This fictional buyer requires EUR 2 million at submission on 30 October 2026. Ask the broker to verify the insured entity, activities, conditions and suitability against the actual requirement.
PQQ | Check against T1PQ3: Evidence reference list
Location: Comparable projects
Owner: Evidence owner
Approved records E1 and E4 are the shortlisted evidence for the two completed comparable contracts. Verify dates, scope and permission for the proposed use before submission.
Professional services | CurrentPS1: Scope
Location: Delivery requirements
Owner: Buyer
Deliver six workshops and two review rounds.
Professional services | Draft mismatchPS2: Fee proposal
Location: Included scope
Owner: Commercial lead
The draft fee covers four workshops and one review round. Resolve coverage before making the delivery commitment.
Professional services | ProposedPS3: Proposed lead CV and allocation
Location: Bid allocation
Owner: Bid lead
The bid proposes the lead consultant for ten days. The CV supports experience but does not prove availability.
Professional services | Current capacity checkPS4: Resource plan
Location: Available allocation
Owner: Delivery lead
The proposed lead has six days free in the required period. Delivery approval for the proposed ten days is outstanding.
Construction | Current per CC1CS1: Specification revision C
Location: Section 6.3
Owner: Buyer
Door sets D01 to D12 require access-control preparation and powered operators. Revision B required manual operation.
Construction | Current per CC1CD1: Drawing A210 revision D
Location: Door schedule and note 8
Owner: Buyer
D01 to D12: powered operators. D13 and D14: retain existing doors; replace signage only. This is a text excerpt, not an actual drawing.
Construction | Latest issued; discrepancy openCB1: BOQ revision A
Location: Items 6.10 and 6.11
Owner: Buyer
12 manual door sets; 2 retained door sets: new signage. This is the latest issued BOQ, although the specification has changed.
Construction | Revision neededCQ1: Door subcontractor quotation revision 1
Location: Inclusions and exclusions
Owner: Subcontractor
12 manual door sets to specification B. Powered operators, access-control interfaces and associated electrical work excluded. Lead time: six weeks from approved details.
Construction | DraftCP1: Draft programme revision 2
Location: Activities 18 and 31
Owner: Planner
Door details approved: end of week 3. Door installation starts: week 7.
Construction | Current amendmentCC1: Buyer clarification 4
Location: Answers 2 and 5
Owner: Buyer
Use specification C and drawing A210 revision D. Include powered operators for D01 to D12. Revised pricing instructions will follow. Installation in occupied areas is restricted to weekends.