Bid Triage & Opportunity Assessment for Social Care Providers | Impact Guru
We help social care and NHS-commissioned providers make confident, compliant tender decisions. Our Bid Triage & Opportunity Assessment service builds structured, evidence-based tools that show when to bid — and when to walk away — saving time, improving governance, and focusing your resources on contracts you can win and deliver.
Who this is for
- Providers bidding regularly across frameworks, spot contracts, DPS or NHS/ICB procurements.
- NHS and VCSE providers involved in ICB/ICS procurements (IUC/111, UTC, Access/Enhanced Access, UCR and community pathways).
- Teams who spend valuable time chasing low-fit tenders or unclear opportunities.
- Organisations wanting a transparent, auditable bid/no-bid process aligned to the Procurement Act 2023 requirements.
Why bid triage matters
Under the Procurement Act 2023, transparency and proportionality apply to suppliers as much as buyers. Having a clear decision framework helps you:
- Demonstrate due diligence in how you select and pursue opportunities.
- Avoid wasted time and resource on tenders you’re unlikely to win.
- Strengthen governance and risk management reporting.
- Increase focus on tenders that align with your operational strengths and capacity.
- Evidence internal assurance during audits and board reviews.
For ICB/ICS bids, structured triage also evidences proportionality, risk awareness and delivery readiness against MAT domains.
Our approach
We design tailored, data-informed triage tools that combine your commercial, operational, and compliance criteria into one consistent decision process. Our process typically includes:
- Discovery & Mapping: Review your past tenders, win/loss data, and evaluation feedback.
- Criteria Definition: Identify strategic fit, delivery readiness, capacity and risk criteria (clinical governance, IG/DSPT, digital integration, workforce resilience).
- Framework Build: Develop a custom Excel or web-based triage tool with RAG rating and override logic.
- Testing & Rollout: Run live or mock tenders through the tool to confirm reliability and usability.
Deliverables
- Fully editable bid triage tool (Excel or Google Sheets format).
- Custom weighting of fit, deliverability, and compliance criteria.
- Visual RAG dashboard and summary output.
- Embedded decision log for transparency and audit trail.
- Step-by-step guide for internal users.
- ICB/ICS-ready view: optional fields for clinical governance, IG/DSPT and digital interoperability scoring.
Example tool features
- Two-stage decision flow (strategic fit → operational readiness).
- Configurable RAG scoring and override prompts.
- Risk and compliance section linked to CQC/clinical governance, staffing and finance inputs (NHS assurance-friendly).
- Automatic summary sheet for governance reporting or SMT sign-off.
- Optional competitor awareness and “win probability” tracker.
- Optional DoS/111, UCR and UTC fit prompts to flag interface risks early.
Benefits
- Clear audit trail for board or commissioner review.
- Better use of team time and subject experts.
- Higher quality tender submissions (by focusing effort).
- Improved risk awareness before bidding.
- Alignment with transparency and integrity principles under MAT.
- Clear evidence of MAT-aligned decision-making for ICB/ICS submissions (transparency, integrity, value).
💸 Prefer a Fixed Bid Triage Package with Online-Only Savings?
If you’d like a defined, time-boxed way to design or upgrade your bid/no-bid process, you can book my Bid Triage & Opportunity Assessment Packages (Procurement Act 2023 Ready) directly online.
These packages are built around my standard consultancy rate of £600 per day, with stepped discounts for longer commitments — available only when purchased via the online product page.
| Package | Days | Online Price | Equivalent Day Rate | Saving vs £600/day |
|---|---|---|---|---|
| Essential — Single-Service Triage Tool | 1 day | £600 | £600/day | – |
| Intermediate — Multi-Lot Triage Framework | 3 days | £1,650 | £550/day | £150 saved |
| Advanced — Mixed NHS & LA Toolkit | 5 days | £2,625 | £525/day | £375 saved |
| Strategic — Board-Level Multi-Portfolio System | 10 days | £5,000 | £500/day | £1,000 saved |
These discounted rates are only available for online orders via the package product page and are offered alongside strictly limited Winter 2025 capacity.
View and book Bid Triage & Opportunity Assessment Packages online:
https://impact-guru.co.uk/products/bid-triage-opportunity-assessment-packages-procurement-act-2023-ready
Related services
- Bid Library & Process Design — build the systems that make tenders faster, cleaner and easier to govern.
- Contract Continuity & Outcomes Evidence Support — evidence performance and renewals under the Procurement Act 2023.
- Bid Proofreading & Compliance Checks — final assurance for live submissions.
Next step
Ready to improve your bid decision process?
Book a 30-minute scoping call and we’ll review your current pipeline, decision-making process and design options for your triage tool.
Meet via Microsoft Teams or Zoom — whichever works best for you.
✉️ Mike.Harrison@impact-guru.co.uk
📞 +44 (0)7928 756936