WorkflowProcurement

CRO Proposal Comparator

CRO bid comparison, like for like: every bid re-priced to the study you asked for, each number traced to its page

Every CRO bid re-priced to the study you asked for and compared like for like, each number traced to its page.

See one case, screen by screen ↓
demo865linesbudget lines read from four proposals and their workbooks, each with its page or row
demo17gapsassumption gaps found against the RFP assumptions sheet and monitoring plan
demo+$11.95Mthe lowest bid as submitted, once re-priced to the study in the RFP
target6minto build a like-for-like grid of four proposals, every line cited
The problem

Why the cheapest CRO bid is rarely the cheapest study

Every CRO prices its own version of your study. One assumes on-site visits every 12 weeks with 30% SDV when the monitoring plan asks for every 8 weeks and 100% SDV of critical data. The same bid prices 30 months instead of 34, and 1.0 query per patient visit instead of 2.4. Another adds a 6% handling fee on pass-throughs in a footnote on page 44. On the totals page, the bid with the lightest assumptions looks lowest.

Making four bids comparable means reading hundreds of pages and four differently built workbooks, mapping each CRO’s own line names to one task list, re-pricing units to the RFP basis and checking each line against past awards — by hand, in a spreadsheet, while the bid-defence date holds still. What is missed at award comes back later as a change order.

target1–3weeksto build a like-for-like grid of four proposals by hand
target6–8weeksfrom proposals in to award, by hand
demo$14.1Mhidden by assumptions across one quarter’s bids — like-for-like minus as submitted
Where the days from proposals in to award goestimated
By hand45 days
With the solution24 days
  • Reading proposals and building the grid10 → 0.5 d
  • Finding and re-pricing assumption gaps7 → 0.5 d
  • Clarification questions and answers10 → 8 d
  • Scoring and bid defence10 → 10 d
  • Award memo and approval8 → 5 d

Estimated split for a typical full-service CRO selection of about 45 days by hand, and with the solution.

How it works

How a bid moves

Six specialist agents read, map, re-price, benchmark and question every bid, then 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 RFP
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 CRO selection, from four bids to a signed award

NXL-301 is a Phase 3 atopic dermatitis study of Nexrakimab: 620 patients, 140 sites, 16 countries, 34 months. Four full-service CROs have bid, and the bid defence is in seven days. Here is what happens next, screen by screen, in the working solution.

  1. 01Morning · Oct 7

    Four bids, and the lowest one looks obvious

    Priya Raman · Clinical outsourcing lead

    Priya opens the bid room: 5 open sourcing events, 8 proposals in play, 13 assumption gaps still open, the NXL-301 bid defence on Oct 14. As submitted, the four bids stack up against a benchmark of $55.33M — Bluefen at $45.95M, Altamira $53.33M, Harborline $57.81M, Quillon $60.29M.

    “As submitted, Bluefen looks lowest at $45.95M. Each CRO priced its own assumptions — switch to like-for-like to compare the study we asked for.”

  2. 02One switch

    Like for like, the order changes

    Priya Raman · Clinical outsourcing lead

    Re-priced to the RFP assumptions, Altamira is lowest at $54.92M. Bluefen climbs to $57.90M, third of four; Harborline comes down to $57.19M, Quillon to $59.84M. Each bar keeps a dotted line where it stood as submitted.

    “Bluefen rises $11.95M — 9 assumption gaps, each cited to its page.”

  3. 03Sep 30, 18:42

    Four proposals read, mapped and re-priced

    The agents

    The proposal reader went through 410 pages and four workbooks: 865 budget lines and 162 stated assumptions, each with its page or row. The task mapper put 838 lines on the 15 standard tasks; Priya confirmed the 27 it was unsure of. The assumption checker found 17 gaps against the RFP assumptions sheet v2 and monitoring plan v1.2, and the benchmark analyst scaled 23 past awards to this study.

    Below 85% confidence, a person confirms the line — the task mapper’s own limit.

  4. 04One click

    Any number, back to its page

    Priya Raman · Clinical outsourcing lead

    Priya clicks Bluefen’s site management and monitoring. Its line “CRA Services” maps to the standard task at 98%. As submitted: $10.90M for 1,313 visits at $8,301. Like-for-like: $17.20M for 1,967 visits at $8,744, Bluefen’s own rate card for full critical-data SDV — 20% over the $14.30M benchmark. Page 37 of the proposal sits beside it, the passage highlighted, with the monitoring plan’s visit frequency under it.

    Bluefen, p. 37: “On-site monitoring visits are planned once every twelve (12) weeks per active site, with source data verification of 30% of CRF pages.”

  5. 05Next

    Every gap, its effect and its severity

    Assumption checker

    Seventeen gaps in one list. Bluefen has nine worth +$11.95M — monitoring (+$6.30M), a 30-month study (+$0.78M), 1.0 query per patient visit (+$1.15M), 12 countries and 105 sites, 0.05 SAEs per patient, narratives excluded, ethics fees left “at cost”. Altamira has two: a 6% handling fee on pass-throughs in a footnote (+$1.05M) and translations left to the sponsor. Quillon’s 4.5% escalation from April 2027 is outside the 3% cap.

    Exposure outside the total is flagged, not added: Quillon’s escalation is about $0.62M over the study, kept out of the like-for-like total and asked as a question.

  6. 06Drafted

    One question per gap, each with its page

    Clarification writer

    Eleven questions, drafted per CRO, each citing the proposal page and the RFP line. To Bluefen: “Please re-price monitoring and CRA travel to the monitoring plan v1.2: on-site every 8 weeks while enrolling and 100% SDV of critical data — about 1,970 on-site visits.” Priya edits any question, then sends a CRO its set in one message.

    A person sends every question, in a neutral tone — no competitor information is shared.

  7. 07Oct 7, 08:40

    Altamira answers, and the grid moves

    Priya Raman · Clinical outsourcing lead

    Altamira replies to question A1: it waives the handling fee for NXL-301, pass-throughs at cost, footnote 3 withdrawn. Priya applies the answer to the grid. Altamira’s like-for-like total drops from $54.92M to $53.87M, and the answer stays cited to Altamira’s response letter.

  8. 08Oct 3–6

    A weighted scorecard on like-for-like price

    The panel

    Technical approach 40%, price like-for-like 30%, quality and oversight 20%, project team 10%. Five panel members — study lead, clinical operations, clinical QA, R&D finance and outsourcing — entered their scores. Altamira leads at 90.4 of 100. Altamira and Harborline go to the Oct 14 bid defence, with a brief drafted for the panel.

    On submitted totals Bluefen would take the full price score; like-for-like it scores 4.74 of 5.

  9. 09Drafted

    The award memo, every statement cited

    Award memo writer

    Six sections from the scorecard, the grid and the gaps: the recommendation — Altamira Trials at $53.87M like-for-like — how the bids were compared, the like-for-like price table, the assumption gaps, quality and oversight, and the conditions. Translations priced against the $540K estimate, escalation capped at 3% a year, and the named project and CRA leads confirmed at bid defence. Eight citations checked.

  10. 10Signed · approved

    Signed by the lead, approved under delegation of authority

    Priya Raman · Omar Haddad

    Priya signs the recommendation with her password and the meaning of the signature, “I recommend this award”. Above $10M the award goes to Omar Haddad, head of clinical sourcing, who approves it subject to the Oct 14 bid defence. A work order request is drafted in the contract system, released once the panel confirms the named team, and the memo and grid are filed to the TMF under vendor selection.

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

Who it’s for

Built for everyone who takes a CRO selection to award.

The same sourcing event, seen by the four people who carry it — what it looked like before, and what it looks like now.

PR
Priya RamanClinical outsourcing lead
Owner
Before
Rebuilds every CRO’s budget in a spreadsheet, line by line, before she can say which bid is really lowest.
Now
Opens a like-for-like grid with every gap cited, sends the questions, applies the answers and signs the memo.
OH
Omar HaddadHead of clinical sourcing
Approver
Before
Approves awards from a summary he cannot trace back to the proposals.
Now
Reads a memo where every statement opens the page it rests on, and approves above $10M under delegation of authority.
MC
Dr. Maya ChenStudy lead · NXL-301
Panel
Before
Scores technical approach while the price column still compares four different studies.
Now
Scores against a price that is like for like, and walks into bid defence with the open questions for each CRO.
SP
Sam PatelR&D finance
Finance
Before
Checks the award against the study budget, then meets the missing scope again as change orders.
Now
Checks like-for-like totals against the study budget, with what each bid left out already priced in.
Built on the engine

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

Six specialist agents read, map, re-price, benchmark and question every bid, then 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 budget line and stated assumption with its page or row.

  • Every value carries a page or row
  • Footnotes and exclusions always read
  • No values invented
Task mapper

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

  • Below 85% confidence, a person confirms
  • One line maps to one task
Assumption checker

Compares each bid’s visits, duration, volumes, footprint, pass-through treatment and escalation with the RFP, and re-prices units to the RFP basis — the like-for-like view.

  • Uses the CRO’s own unit rates
  • Every gap cites proposal and RFP
  • Exposure outside the total is flagged, not added
Benchmark analyst

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

  • Benchmarks only explain, never set, a price
Clarification writer

Drafts one clear question per gap, citing the proposal page and the RFP line.

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

Drafts the award recommendation from the scorecard, grid and gaps — every statement cited.

  • Recommendation signed by a person
  • Approval route 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

The outsourcing team can ask about any line, gap or date in plain words — or tell it what to change. Every answer cites its page.

Why is Bluefen cheapest as submitted?

Because it priced a smaller study. Its $45.95M rests on visits every 12 weeks with 30% SDV (+$6.30M), 1.0 query per visit (+$1.15M), a 30-month study (+$0.78M), 12 countries and 105 sites (+$0.74M) and 0.05 SAEs per patient (+$0.71M) — plus ethics fees, narratives, travel and medical monitoring. Like-for-like Bluefen is $57.90M.

Any hidden pass-through costs?

Three, all now in the like-for-like totals: Altamira’s 6% handling fee in footnote 3 on page 44 (+$1.05M until question A1 is applied); Altamira’s translations left to the sponsor on page 41 (+$0.54M at the RFP estimate); and Bluefen’s ethics and regulatory fees, “at cost, not estimated” on page 66 (+$0.64M).

How was the euro bid handled?

Quillon priced in euro. Every euro line is converted at the RFP-date rate, 1 EUR = 1.09 USD (Aug 26), so exchange moves after the RFP don’t change the ranking. Quillon also escalates rates 4.5% a year from April 2027 — about $0.62M of exposure above the 3% cap, kept out of the total and asked in question Q1.

Flag any pass-through handling fee as a rule

Added to your like-for-like 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.

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 roomThe four NXL-301 bids as submitted against the benchmark, what needs the outsourcing lead today, and every event’s next milestone.
Like-for-likeThe same four bids re-priced to the RFP assumptions — Altamira lowest at $54.92M, Bluefen up $11.95M.
Agents at workProposals read, lines mapped to 15 standard tasks, gaps found, benchmarks scaled and questions drafted — each step with what it found.
The bid gridEvery standard task for every CRO, with the source page beside any number you click.
Assumption gapsSeventeen gaps with what the RFP asks, the like-for-like effect, severity and status.
Clarification questionsOne question per gap, citing the proposal page and the RFP line — edited and sent by a person.
An answer appliedAltamira waives its handling fee in writing; applied to the grid, its like-for-like total falls to $53.87M.
Weighted scorecardPanel scores and like-for-like price under your weights, with the two bids shortlisted for bid defence.
Award memoSix sections drafted from the scorecard, grid and gaps, with eight citations checked.
Electronic signatureThe outsourcing lead signs with a password and the meaning of the signature, recorded in the audit trail.
A new proposal arrivesQuillon’s euro bid for VLT-304 is read, converted, mapped and added to the grid as a third column.
Sourcing dashboardProposals in to award by event, the gaps the assumption checker found by type, and bids against the benchmark.
Your sourcing rulesLike-for-like rules, the benchmark set, inflation, the outlier band, scoring weights and approvers.
Governance

Built for regulated sourcing: cited, signed, on the record.

Every number traces to its pageClick any figure in the grid to open the proposal page or workbook row it came from, the arithmetic behind the like-for-like value, and what the RFP asks. An exported grid keeps each page or row reference as a cell comment.
Re-priced with the CRO’s own ratesLike-for-like changes the units to the RFP basis, never the CRO’s unit rate. Exposure that is not in the total — such as escalation above the cap — is flagged and asked, not added.
A person sends every questionClarification questions are drafts until the outsourcing lead sends them, in a neutral tone with no competitor information. Answers come back to the event and are applied to the grid by a person.
Signed, then approved by authorityThe award memo is signed electronically with a password and the meaning of the signature. Awards above $10M go to the head of clinical sourcing under the delegation of authority, subject to the bid defence.
Quality and oversight in the decisionQualification audits, SOP access and subcontractor checks are scored by clinical QA — the evidence of provider selection a sponsor keeps under ICH E6(R3) 3.6. The signed memo, scorecard and grid are filed to the TMF under vendor selection.
Every change on the audit trailRule changes, questions sent, answers applied, signatures and approvals are recorded with who, what and when. Settings are versioned.
Configuration

Your sourcing rules, not ours

How bids are made comparable, scored and approved — every rule a setting, 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
Use the sponsor’s investigator-grant estimateOnOn · Off
Fill excluded pass-throughs with the RFP estimateOnOn · Off
Convert currency at the RFP-date rate1 EUR = 1.09 USD (Aug 26)On · Off
Benchmark set23 full-service awards · 2023–2026Dermatology awards only · 7 · All CRO awards · 41
Inflation on older awards · outlier band3% a year · ±15%0–6% in 1% steps · ±5–30% in 5% steps
Scoring weightsTechnical 40 · Price 30 · Quality 20 · Team 10Steps of 5%, adding up to 100%
Award approval above $10MOmar HaddadOmar Haddad · Dr. Maya Chen
Connections

Works with the documents and systems you already use

RFP and protocol synopsisthe assumptions sheet, scope matrix and monitoring plan bids are re-priced to
CRO proposalsPDF proposals and budget workbooks, any structure, any currency
Proposal mailboxproposals and clarification answers e-mailed in, filed to the right event
Historical awarded budgetspast awards, scaled per site-month and patient
Unit-rate benchmarksthe outlier band each line is judged against
Contract system and TMFthe work order request, and the signed memo filed under vendor selection
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 build a like-for-like grid of four proposals, 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 sourcing data · “target” = the design goal, measured in the live solution · “estimated” = our estimate · ICH E6(R3) 3.6 is cited as context for the sponsor’s duty in selecting service providers. People, companies 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 a CRO bid comparison?

It puts competing CRO proposals for the same study side by side so the sponsor can see which offers the best value for the work it asked for. The CRO Proposal Comparator reads every budget line and assumption, maps them to 15 standard tasks and re-prices each bid to your RFP assumptions, so the grid compares like for like.

How does it make CRO bids like for like?

The assumption checker compares each bid’s visits, duration, volumes, footprint, pass-through treatment and escalation with the RFP assumptions sheet, then re-prices the units with the CRO’s own unit rate. Each gap shows the arithmetic and cites both the proposal page and the RFP line.

Does it find hidden pass-through fees and exclusions?

Yes. Footnotes and exclusion lists are always read. In the working solution it finds a 6% handling fee on pass-throughs in a footnote on page 44, translations left to the sponsor, and ethics fees left “at cost” — each priced into the like-for-like total under your rules.

How are the benchmarks built?

From your own past awards, scaled to the study per site-month and per patient, with an inflation rate for older awards. Lines outside the outlier band are shaded. Benchmarks explain a price; they never set one.

Can it handle bids in different currencies and formats?

Yes. Proposals arrive as PDFs and budget workbooks in any structure. Euro bids are converted at the RFP-date rate, so exchange moves after the RFP do not change the ranking.

Do people stay in control of the award?

Yes. The agents propose; people decide. A person confirms low-confidence mappings, sends every clarification question and applies every answer. The outsourcing lead signs the award memo, and awards above $10M are approved under your delegation of authority.

Does it help prepare the bid defence?

Yes. The scorecard shortlists the leading bids, and a bid-defence brief is drafted with the open questions for each CRO — what extra visits buy, grants to re-price, the named project and CRA leads, subcontracting.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your RFP templates, standard task list, past awards and approval rules — and it goes live once every quality gate has passed. We will walk you through it on one of your own past sourcing events first.

See it on
your bids.

We’ll run the CRO Proposal Comparator on the proposals from one of your past sourcing events.