Bid Triage & Opportunity Assessment Packages (Procurement Act 2023 Ready)

Under the new regulatory requirements, suppliers are expected to demonstrate proportionality, transparency and robust decision-making — not just submit more bids. Our Bid Triage & Opportunity Assessment Packages (Procurement Act 2023 Ready) help you build a structured, defensible bid/no-bid process so you focus time and budget on the tenders you can win and deliver safely.

🎯 Why Bid Triage Matters Now

Many Councils and NHS commissioners are slowing or reshaping procurement activity as Procurement Act 2023 rules and Most Advantageous Tender (MAT) scoring bed in through late 2025 and into 2026. This makes now a strategic window to:

• Stop “scattergun” bidding and focus on high-fit, high-score opportunities
• Build a transparent decision log that stands up to board and audit review
• Align opportunity selection with capacity, risk appetite and financial sustainability
• Evidence proportionate, well-governed decisions when pipelines accelerate from 2026

Our bid triage tools are designed specifically for social care and NHS-commissioned services, including frameworks, DPSs and call-offs.

⚙️ Package Options (Consultancy Days)

Each package includes design, build and refinement of your triage tool, plus practical guidance notes.

• Essential (1 day) — A focused, ready-to-use triage tool for a single primary service area (e.g. home care, LD supported living). Includes core criteria, simple RAG rating and a short decision log.
• Intermediate (3 days) — A multi-lot triage framework covering several service lines or geographies. Includes weightings, override rules, a decision log and a reporting summary sheet for board sign-off.
• Advanced (5 days) — A fully tailored triage toolkit for providers bidding regularly across mixed NHS and local authority opportunities. Includes scenario testing, risk benchmarking and governance-ready documentation.
• Strategic (10 days) — For larger or multi-entity providers. Includes multi-portfolio triage design, board-level criteria setting, training session for users, and integration with your bid library & process.

All packages are delivered remotely via Microsoft Teams/Zoom, email and shared documents.

💸 Multi-Day Bid Triage Packages (Online-Only)

My standard consultancy rate is £600 per day. These packages offer stepped discounts for organisations committing to 3, 5 or 10 days of structured triage design and support.

These reduced day rates are only available for online orders. Consultancy days are 8 hours – 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.

📊 What Your Triage Tool Can Include

• Strategic fit criteria — alignment to vision, geography, service model and growth plans
• Deliverability checks — workforce, digital, governance and mobilisation capacity
• Risk & compliance prompts — safeguarding, IG, financial viability and reputational exposure
• Commercial & pricing indicators — viability at tariff, scenario stress-testing
• Bid-readiness indicators — availability of library content, evidence and case studies
• RAG scoring & weighting — configurable thresholds with clear “bid / review / no-bid” outputs
• Decision log sheet — date, attendees, rationale and approval status for audit transparency

🧭 How It Works

1. Purchase your chosen package securely online.
2. Complete the Triage Discovery Form (emailed to you after purchase) to outline your services, bidding history, risk appetite and current challenges.
3. Attend a clarification meeting — we arrange an MS Teams or Zoom session with you and the relevant team members to confirm requirements, explore unknowns, and answer questions before design begins.
4. Design & build — we co-develop the criteria, scoring logic and structure, then build your Excel-based triage tool and accompanying MS Word guidance documents.
5. Test & refine — we run 2–4 real or mock tenders through the tool with you, refining thresholds, logic and reporting outputs.
6. Handover & debrief — we walk through the final tool, agree any last adjustments, and provide clear guidance on how to maintain and update it.

🏥 Who This Is For

• Learning disability, autism, supported living, mental health and reablement providers
• Domiciliary/home care and complex care services
• NHS and local authority–commissioned providers (including CHC, UCR and community pathways)
• Providers on frameworks/DPSs who need to prioritise call-offs and mini-competitions
• Boards and leadership teams seeking better governance over opportunity selection

⚡ Limited slots to protect delivery quality

To maintain high-quality delivery and dedicated support for every client, triage packages are capped at:

• 2 × Essential 1 × Essential available (1 day)
• 2 × Intermediate 1 × Intermediate (3 days)
• 2 × Advanced (5 days)
• 1 × Strategic (10 days)

Once a tier is full, it will temporarily show as unavailable. If your required tier is unavailable, email Mike.Harrison@impact-guru.co.uk and we will notify you as soon as new capacity opens.

📑 What We Need From You

• Recent tenders (win and loss) and any evaluator feedback
• Summary of your current bid/no-bid process (even if informal)
• Any existing pipeline spreadsheets, risk registers or scoring templates
• Clarity on key constraints — e.g. workforce hotspots, finance thresholds, digital readiness
• We are happy to sign an NDA or confidentiality agreement to ensure full protection of your documents, data and commercial information.

🧾 Terms (Summary)

• Service delivered remotely; no physical goods are shipped.
• Scheduling confirmed on receipt of your completed Triage Discovery Form.
• Includes a reasonable refinement window following initial tool testing.
• Tools are provided in editable formats (Excel and MS Word) for internal reuse and adaptation.

Questions before you book?
Email Mike.Harrison@impact-guru.co.uk or chat on WhatsApp and we can explore which package is the best fit.

🔁 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 (fair-use rules applied)
• Cancel anytime before the next billing date