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
- Learning disability, mental health, domiciliary care and advocacy 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-based triage tool with RAG rating and override logic, plus a clear MS Word decision log template for governance and sign-off.
- Testing & Rollout: Run live or mock tenders through the tool to confirm reliability and usability.
Deliverables
- Fully editable bid triage tool (Excel and MS Word formats).
- 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 board 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 trustee 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).
💸 Bid Triage Packages with Online-Only Savings
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 |
Discounted rates are only available for online orders. Consultancy days are 8 hours for 1 day - Delivered by Mike Harrison
This investment can save your organisation tens of thousands of pounds in wasted time and resources spent bidding for inappropriate contracts — while strengthening team morale through a higher and more predictable win rate.
Book your Bid Triage & Opportunity Assessment Package online
🚀 Book NowNeed more information?
If you’d like to talk through your needs, message me on WhatsApp or email me directly. I’ll answer any questions you have, or arrange a free, no-obligation 30-minute MS Teams or Zoom meeting to review your current bid decision approach and explore the best options for your organisation.
✉️ Mike.Harrison@impact-guru.co.uk
🔁 Prefer Flexible Monthly Support?
If you regularly handle tenders, frameworks or call-offs, a Monthly Bid Support Retainer may be a better fit than a one-off package.
- Guaranteed hours each month (1, 2, 4 or 8 days)
- Discounted day rates versus ad-hoc consultancy
- Use time flexibly across bids, triage, library updates, renewals
- One-month rollover option
- Cancel anytime before the next billing date
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.