WorkflowProcurement

CRO Bid Analysis

CRO bid analysis that compares every bid like for like, each number traced to its page

Every CRO bid compared like for like, each number traced to its page.

See one case, screen by screen ↓
demo4bidschecked against 12 protocol assumptions, each bid in about 12–19 seconds
demo17differencesfound on the sample Phase 3 study, each cited to its proposal page and to the RFP
demo+$11.95Mthe bid that looked cheapest rises once priced to the protocol — from 1st to 3rd of 4
target6minto compare four bids like for like, every line cited
In short

What is CRO Bid Analysis?

CRO bid analysis is the work of taking several CRO proposals apart and comparing them on the same study, so the sponsor knows which bid is really cheapest and why. CRO Bid Analysis does it with six agents that read every proposal and workbook, put each bid in its own column against the protocol and re-price any lighter assumption at the CRO's own rates, for the outsourcing lead to decide and sign.

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Updated

The problem

Why the cheapest CRO bid is rarely the cheapest study

A Phase 3 RFP goes out with an assumptions sheet and a monitoring plan, and four CROs send back proposals of 74 to 128 pages with budget workbooks. Each one prices its own version of the study: fewer countries and sites, a shorter timeline, on-site visits every 12 weeks instead of every 8, lighter SDV, fewer queries and screen failures, narratives excluded, ethics fees left "at cost", a handling fee in a footnote, a different currency. The outsourcing lead rebuilds every bid in a spreadsheet — the bid grid — before anyone can say which one is really cheapest.

That rebuild takes one to three weeks, and what it misses comes back later. A bid priced on a lighter study than the protocol returns as change orders once the work starts, and a weighted scorecard fed with submitted totals hands the full price score to the CRO that priced the smallest study. ICH E6(R3) section 3.6 asks the sponsor to assess a provider's suitability before selecting it, so the selection record should show the comparison was like for like.

typical1–3weeksto rebuild four CRO bids like for like by hand
demo$7.38Mhow much cheaper the lowest bid looked than the next, before it was priced to the protocol
Where a Phase 3 CRO selection's working days goestimated
By hand13 days
With the solution1.3 days
  • Reading proposals and workbooks into the bid grid4 → 0.1 d
  • Mapping each CRO's line names to standard tasks2 → 0.1 d
  • Finding and re-pricing assumption differences3 → 0.2 d
  • Setting lines against past awards1 → 0.1 d
  • Writing clarification questions to each CRO1 → 0.3 d
  • Scorecard, bid-defence brief and award memo2 → 0.5 d

Estimated split for comparing four full-service bids, by hand and with the solution.

How it works

How a bid moves

Six agents read, map, check, benchmark and question every bid and draft the award memo; the outsourcing lead decides and signs.

What comes in
Proposals inProposals + workbooks · any structure, any currency
Agents at work
Proposal readerlines + assumptions
Then
Task mapper15 standard tasks
Assumption checkerre-price to the protocol
Then
Benchmark analyst23 past awards
Clarification writerone question per gap
Then
Award memo writercited draft
A person decides
Outsourcing leadreviews the grid, signs the award
What comes out
Like-for-like grid
Questions to each CRO
Signed award memo
One case, step by step

One Phase 3 selection, from proposals in to a signed award

Northwind Bio has put NXL-301 out to tender — nexrakimab, Phase 3 in atopic dermatitis: 620 patients, 140 sites in 16 countries, 34 months. Four full-service bids arrived on Sep 29–30, and the bid defence is Oct 14. Here is what happens next, screen by screen, in the working solution.

  1. 01Proposals in

    Four bids, side by side, as each CRO priced them

    Priya Raman · Clinical outsourcing lead

    Priya opens the four bids in columns, with what the protocol asks as the reference column on the left. As submitted, Bluefen Research is cheapest at $45.95M, 17% under the $55.33M benchmark from 23 past awards. Harborline Clinical is at $57.81M, Altamira Trials at $53.33M and Quillon Clinical at $60.29M, priced in euro.

    “As submitted, Bluefen is cheapest at $45.95M — $7.38M below Altamira. Each CRO priced its own assumptions; check them against the protocol before anyone is shortlisted.”

  2. 02One click

    Every assumption checked against the protocol

    Assumption checker

    Priya clicks “Check assumptions against the protocol”. The checker reads the RFP assumptions sheet v2 and the monitoring plan v1.2 — 12 assumptions to test — then goes bid by bid. As each bid finishes, its column lights up: matching assumptions get a tick, each difference is marked with its effect on the total.

    “Bluefen Research — 9 differences · +$11.95M to the total · 105 sites, 30 months, visits every 12 weeks at 30% SDV.”

  3. 03About a minute later

    Re-priced at each CRO's own rates, and re-ranked

    Assumption checker

    Every bid is now priced to the same study. Altamira is lowest like for like at $54.92M. Bluefen rises $11.95M to $57.90M and drops to 3rd of 4. Harborline comes down to $57.19M and Quillon to $59.84M. The side panel lists why Bluefen moved, difference by difference.

    “Priced to the protocol, Altamira Trials is lowest at $54.92M. Bluefen assumed 105 sites, a 30-month study and visits every 12 weeks — like for like it is $57.90M, 3rd of 4.”

  4. 04Click a red cell

    Every difference opens on its page

    Priya Raman · Clinical outsourcing lead

    Bluefen priced on-site monitoring every 12 weeks at 30% SDV, 1,313 visits. The monitoring plan asks for every 8 weeks with 100% SDV of critical data, about 1,970 visits. The panel shows both, the effect of +$6.97M with travel, the highlighted passage on page 37 of Bluefen's proposal and the monitoring plan it is measured against.

    “The assumption checker re-prices the line with the CRO's own unit rate. Nothing is estimated that is not in a document.”

  5. 05The basis

    The 12 assumptions every bid is priced to

    Priya Raman · Clinical outsourcing lead

    Protocol basis lists each assumption with its source — Sheet “Study assumptions” row 5 for the footprint, Monitoring plan p. 6 for visit frequency, Sheet “Commercial terms” row 4 for pass-throughs at cost — and the bids that priced it differently. None of the four matched all 12; Altamira came closest, with 2 differences.

  6. 06Line by line

    865 budget lines on 15 standard tasks, against past awards

    Task mapper · Benchmark analyst

    The bid grid maps every CRO's own line names to 15 standard tasks and sets each against the benchmark scaled from past awards. Bluefen's site management and monitoring is $17.20M like for like, against a $14.30M benchmark. Click any number and the source opens: the proposal page or workbook row behind it.

  7. 07The gaps

    17 gaps, each with its effect and severity

    Assumption checker

    Every gap carries the CRO, what the RFP asks, its like-for-like effect and a severity. Bluefen's 12-weekly monitoring is high at +$6.30M; Altamira's 6% handling fee on pass-throughs, in footnote 3 on page 44, is high at +$1.05M. Quillon's 4.5% escalation from April 2027 is kept out of the total as a $0.62M exposure.

  8. 08Questions out

    One cited question per gap, ready for a person to send

    Clarification writer

    Eleven questions are drafted, each citing the proposal page and the RFP line. Bluefen's five ask it to re-price monitoring to the plan, confirm months 31–34, and price 140 sites. Priya edits any of them and sends them CRO by CRO. Altamira answered A1 on Oct 7: the handling fee is waived and footnote 3 withdrawn.

    A person sends every question, and no competitor's price is ever shared with a CRO.

  9. 09The panel

    A weighted scorecard on like-for-like price

    Dr. Maya Chen · Study lead

    Technical approach 40%, price like for like 30%, quality and oversight 20%, project team 10%. Altamira scores 90.4 of 100, Harborline 87.0, Quillon 85.5 and Bluefen 77.0. Altamira and Harborline are shortlisted for the bid defence on Oct 14.

    “On submitted totals Bluefen ($45.95M) would take the full price score — like-for-like it scores 4.74.”

  10. 10Signed

    She signs the recommendation; above $10M, he approves

    Priya Raman and Omar Haddad

    The award memo writer drafts six sections — recommendation, how the bids were compared, like-for-like price, assumption gaps, quality and oversight, conditions — with 8 citations checked. Priya signs with the meaning “I recommend this award”. Above $10M it goes to Omar Haddad, head of clinical sourcing, for approval under delegation of authority, subject to the bid defence.

    “Electronic signature — name, date, time and meaning are recorded in the audit trail.”

Who it’s for

Built for everyone who decides a CRO award.

The same four bids, seen by the five people who carry a selection — what it looked like before, and what it looks like now.

PR
Priya RamanClinical outsourcing lead · Northwind Bio · signs the recommendation
Clinical outsourcing lead
Before
Runs five open selections and rebuilds every bid in a spreadsheet before the panel meets. “The cheapest bid is never the cheapest study.”
Now
Opens four bids already priced to the protocol, every difference on its page, and spends her time on the questions and the decision.
OH
Omar HaddadHead of clinical sourcing · approves awards above $10M
Head of clinical sourcing
Before
Approves awards above $10M under delegation of authority. “Show me it was like for like before I sign.”
Now
Gets a signed recommendation with the like-for-like table, the gaps and the conditions, each statement cited, and approves it subject to the bid defence.
MC
Dr. Maya ChenStudy lead · NXL-301 · scores the technical approach
Study lead, NXL-301
Before
Scores the technical approach and chairs the bid defence. “Did they price the monitoring plan we wrote?”
Now
Sees which bid priced her monitoring plan and which priced visits every 12 weeks, and scores on a price everyone has made comparable.
SP
Sam PatelR&D finance · checks totals against the study budget
R&D finance
Before
Checks totals against the study budget. “I need one number per CRO I can defend.”
Now
Has one like-for-like total per CRO, line by line against the benchmark, every number traced to a proposal page or workbook row.
DO
Dana OkaforClinical QA · vendor qualification · quality sign-off
Clinical QA, vendor qualification
Before
Runs qualification audits and gives the quality score. “Selection evidence goes to the TMF.”
Now
Her audit findings go into the memo's quality and oversight section, and the grid and signed memo are filed to the TMF as vendor-selection evidence.
Built on the engine

6 agents. Each with one job, and hard limits.

Six agents read, map, check, benchmark and question every bid and draft the award memo; the outsourcing lead decides and signs.

Proposal reader

Reads each CRO proposal and budget workbook — any structure, any currency — and extracts every priced line and stated assumption with its page or row, footnotes and exclusion lists included.

  • Never estimates a number that is not in a document
  • Every value carries a page or row
Task mapper

Maps each CRO's own line names to 15 standard tasks, using the RFP scope matrix to resolve who does what.

  • Below 85% confidence, the outsourcing lead confirms
  • One line maps to one task
Assumption checker

Sets each bid's visits, duration, volumes, footprint, pass-through treatment and escalation against the RFP assumptions sheet and monitoring plan, and re-prices with the CRO's own unit rate. Records the gap, the arithmetic and both citations.

  • Uses the CRO's own unit rates
  • An exposure, such as escalation above the cap, is flagged — never added to the total
Benchmark analyst

Scales past awards to the study per site-month and patient, and shades lines outside the outlier band.

  • A benchmark explains a price, never sets one
Clarification writer

Drafts one clear question per gap, citing the proposal page and the RFP line, for the outsourcing lead to edit and send.

  • A person sends every question
  • Neutral tone — no competitor information shared
Award memo writer

Drafts the award recommendation from the scorecard, the like-for-like grid and the gaps, every statement cited, and looks up the approval route.

  • The recommendation is signed by a person
  • The approval route comes from the delegation of authority
Outsourcing lead

Decides and signs; sourcing head approves. The agents propose; a named person decides.

Ask in plain words

Ask about any bid, gap or award

Ask about any bid, line or assumption in plain words — or tell it what to change. Every answer points to its page.

Why is Bluefen cheapest as submitted?

Because it priced a smaller study. Visits every 12 weeks at 30% SDV instead of every 8 weeks with 100% of critical data (+$6.30M), 1.0 query per visit instead of 2.4 (+$1.15M), 30 months instead of 34 (+$0.78M), 12 countries and 105 sites instead of 16 and 140 (+$0.74M), a 10% screen-failure rate instead of 30% (+$0.71M) — plus ethics fees, narratives, travel and medical monitoring. Like for like, Bluefen is $57.90M.

Which bid is lowest like-for-like?

Altamira Trials at $54.92M, 1% under the $55.33M benchmark. Every figure re-prices each bid to the RFP assumptions sheet.

Flag any pass-through handling fee as a rule

Added to your rules: “Flag any pass-through handling fee or markup as a high gap”. It runs on every open event — today it flags one: Altamira's 6% fee in footnote 3 on page 44. The change is versioned and on the audit trail.

Draft the bid-defence questions for Harborline

For Harborline Clinical, Oct 14 at 14:00: what does the extra $1.06M for visits every 6 weeks buy that the 8-weekly plan does not; confirm grants at $20,000 per patient rather than the 2025 figure; name the project lead and CRA lead and their dermatology studies since 2023; show the enrolment plan for 620 patients across 16 countries; and say which activities would be subcontracted (ICH E6(R3) 3.6.9).

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

Bid analysisFour CRO bids in columns against what the protocol asks: totals and rank, what each bid assumes, and price by task group, as submitted.
The assumption checker at workThe protocol basis read, then each bid in turn — every matching assumption ticked, every difference marked with its effect on the total.
Like for likeEvery bid re-priced to the protocol at the CRO's own rates and re-ranked, with why the cheapest-looking bid moved.
A difference and its sourcesWhat the bid assumed against what the protocol asks, the effect on the total and the proposal passage it came from.
Protocol basisThe 12 assumptions every bid is priced to, each with its RFP row or page, and the bids that priced it differently.
The line-by-line bid grid15 standard tasks, each CRO's lines against the benchmark from past awards, and every source document one click away.
Assumption gapsEvery gap by CRO, with what the RFP asks, its like-for-like effect, its severity and whether it is re-priced or waiting on a question.
Clarification questionsOne drafted question per gap, citing the proposal page and RFP line, sent CRO by CRO by the outsourcing lead.
Weighted scorecardTechnical, like-for-like price, quality and team scores, the weighted result, the bid-defence shortlist and the panel.
Award memoThe recommendation drafted in six sections from the grid, gaps and scorecard, with every citation checked.
Sign the recommendationThe meaning of the signature and the electronic signature, before the award goes to the approver above $10M.
DashboardProposals in to award by event, what the assumption checker found by type, bids against the benchmark and how each CRO prices.
Your rulesLike-for-like rules, benchmark set, inflation and outlier band, scoring weights and approvals — all settings.
Governance

Built for a selection you can defend: cited, signed, on the record.

Every number traces to its pageEach line and assumption carries the proposal page or workbook row it came from, and every like-for-like change records the arithmetic and both citations — the CRO's and the RFP's.
The CRO's own rates, never oursA bid is re-priced only with the unit rates the CRO quoted. Nothing is estimated that is not in a document, and an exposure such as escalation above the cap is flagged, not added.
A person sends every questionClarification questions are drafts until the outsourcing lead edits and sends them, and no competitor's price ever reaches a CRO.
Signed, then approved by authorityThe outsourcing lead signs the award recommendation with the meaning of the signature; above $10M the head of clinical sourcing approves under the delegation of authority.
A selection record for the TMFThe grid, gaps, questions, scorecard and signed memo are filed to the TMF as vendor-selection evidence: why this provider was chosen. ICH E6(R3) section 3.6 asks the sponsor to assess a provider's suitability before selecting it.
Every step on the audit trailEach agent run, rule change, question sent, signature and approval is recorded with who and when. Settings changes are versioned, and proposals are visible only to the event team.
Configuration

Your outsourcing policy, not ours

How bids are made comparable, scored and approved are settings — every change versioned and on the audit trail.

SettingDefaultChoose from
Re-price every bid to the RFP assumptions sheetAlways onVisits, durations, volumes and footprint use the RFP basis
Count pass-through handling fees and markupsOnOn · Off — footnoted fees are added to the like-for-like total
Use the sponsor's investigator-grant estimateOnOn · Off — replaces each CRO's own grant figure
Fill excluded pass-throughs with the RFP estimateOnOn · Off — a cost left “at cost” or excluded still counts
Convert currency at the RFP-date rate1 EUR = 1.09 USD for NXL-301 (Aug 26)On · Off
Benchmark set23 full-service awards · 2023–202623 full-service awards · 2023–2026 · Dermatology awards only · 7 · All CRO awards · 41
Inflation and outlier band3% a year · ±15%Step up or down
Scoring weightsTechnical 40% · Price 30% · Quality 20% · Team 10%Step each weight up or down; the scorecard updates as you change them
Connections

Works with the documents a CRO selection already runs on

RFP assumptions sheetfootprint, duration, volumes, pass-through estimates and commercial terms
Monitoring planvisit frequency and SDV of critical data
CRO proposalsPDF proposals of any layout, footnotes and exclusions included
Budget workbooksXLSX pricing and costing workbooks, in any currency
Clarification answerseach CRO's written answers, applied to its bid
Past awarded budgetsthe benchmark set, scaled to each study
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
6min
to compare four bids like for like, every line cited
By hand1–3 weeks
With agents≈ 6 min
target
24days
median from proposals in to award
Awarded on day 24
by hand it takes 6–8 weeks
estimated
3–8%
better price once every bid is checked against past awards

“demo” = seen in the working solution, on its sample study and bids · “target” = the design goal, measured in the live solution · “estimated” = our estimate · “typical” = the by-hand range given in practitioner guides on CRO selection (Applied Clinical Trials on CRO selection and management; IntuitionLabs on RFPs and CRO vendor selection). ICH E6(R3), section 3.6, on the sponsor's selection and oversight of service providers. People, companies, studies and products named on this page are fictional — characters and sample data in the working solution.

Questions

What clinical outsourcing teams ask us.

What is CRO bid analysis?

CRO bid analysis is the work of taking several CRO proposals apart and comparing them on the same study, so the sponsor knows which bid is really cheapest and why. CRO Bid Analysis does it with six agents that read every proposal and workbook, put each bid in its own column against the protocol and re-price any lighter assumption at the CRO's own rates, for the outsourcing lead to decide and sign.

How does it compare CRO bids like for like?

The assumption checker sets each bid's assumptions — countries and sites, study length, monitoring frequency and SDV, queries, screen failures, medical monitor, narratives, pass-throughs, handling fees, eCOA, escalation and currency — against the RFP assumptions sheet and monitoring plan. Where a bid assumed less, it re-prices the line with that CRO's own unit rate and records the arithmetic with both citations.

Does it find fees hidden in footnotes and exclusions?

Yes. The proposal reader always reads footnotes and exclusion lists. On the sample study it found a 6% handling fee on pass-throughs in footnote 3 on page 44 of one proposal, and translations excluded on page 41, and counted both in the like-for-like total.

How does it benchmark CRO budgets?

The benchmark analyst scales your past awarded budgets to the study, per site-month and patient, with an inflation rate you set, and shades any line outside the outlier band, ±15% by default. A benchmark explains a price; it never sets one.

Does it handle proposals in different currencies and formats?

Yes. It reads proposal PDFs and budget workbooks of any structure and in any currency, and converts at the RFP-date rate — 1 EUR = 1.09 USD for the sample study — when that rule is on.

Do people stay in control of the award?

Yes. The agents draft; they never send or sign. The outsourcing lead edits and sends every clarification question and signs the award recommendation with the meaning of the signature, and above $10M the head of clinical sourcing approves under the delegation of authority.

Does it support the ICH E6(R3) selection record?

It keeps the evidence a sponsor needs to show why a provider was selected: the like-for-like grid, the gaps, the questions and answers, the scorecard and the signed memo, filed to the TMF as vendor-selection evidence. Whether that record meets your obligations is for your quality team to judge.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your RFP templates, scoring weights, delegation of authority and a set of past awarded budgets — and it goes live once every quality gate has passed. We will walk you through it on one of your own past selections first.

See it on
your bids.

We'll run CRO Bid Analysis on the proposals from one of your own past selections.