01
Opportunity Context
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Reference information only. These fields label your outputs and aren't analysed.
Used to label your outputs only.
Time from award to go-live. Enter as weeks or months.
Work through each field carefully; the information you enter here shapes the cost analysis and the AI challenge review in Stage 3.
The name or reference you're using internally for this contract.
The organisation awarding the contract.
Total contract value as awarded or expected.
£
The agreed or anticipated go-live date.
Time available between contract award and go-live.
For example: in-house team, partner-led, or blended model.
Select the strategic intent that best describes this mobilisation approach. In Stage 2 you can compare multiple scenarios each with a different route.
The assumptions your cost model depends on. Be specific: vague assumptions produce unreliable cost estimates.
02
Rate and Role Setup
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Set up the role tiers you'll be drawing on during mobilisation. You don't need to use all six tiers; activate only the ones that apply.
Core Rate Deck
| Active | Tier | Label | Default role type | Hourly rate (£) |
|---|
Mobilisation-Specific Additions
Use these fields if your mobilisation draws on roles outside your standard rate structure. Enter a label and rate for each.
03
Staffing and TUPE
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If your mobilisation involves additional staffing or TUPE obligations, capture the costs here. If you don't have confirmed figures, use the flag options to record the uncertainty; unquantified items will appear in your cost summary.
Total estimated cost of fixed-term or interim roles for mobilisation.
£
Any recruitment costs attributed to this mobilisation.
£
Any TUPE-related costs you've been able to confirm.
£
Tick any items not yet confirmed.
This section captures the additional staffing required for mobilisation and any Transfer of Undertakings (Protection of Employment) obligations that apply to this contract. TUPE in particular carries cost implications that are often incompletely known at mobilisation planning stage; this section is designed to capture what's known, flag what isn't, and ensure nothing is overlooked when the cost picture is reviewed.
Legal note: TUPE obligations carry legal implications that vary by contract and circumstance. This tool helps you capture and cost the known variables; it doesn't replace specialist employment law advice.
Additional Staffing Requirements
Record any fixed-term or interim roles required specifically for the mobilisation period. These are roles brought in to support mobilisation activity, not the ongoing delivery team.
| Role title | Type | Tier / rate | Rate (£/hr) | Duration | Start point | People | Est. cost | Notes |
|---|
Recruitment Costs
Capture any recruitment costs associated with the additional staffing above. In practice, recruitment costs are often apportioned across multiple projects; record the figure you're attributing to this mobilisation and note the basis below.
The cost attributed to this contract. May be full or apportioned.
£
TUPE Obligations
Staff Transfer
Your best current estimate. Note uncertainty in comments if not confirmed.
The organisation from which staff are transferring.
Planned or required consultation period, including start date if known.
Enter a figure if known, or flag as unquantified.
£
Harmonisation Costs
Harmonisation costs arise where transferring staff's terms and conditions differ from your standard structure and require adjustment. These are often unknown or unconfirmed at mobilisation planning stage.
£
Nature of harmonisation required and basis for the cost estimate.
A challenge flag will be raised automatically: Harmonisation costs unquantified: confirm position before go-live. Status: Pending Further Information. Assign an owner below.
Pension Obligations
Pension obligations for transferring staff can represent a significant and complex liability. The position is frequently unconfirmed at mobilisation planning stage; record what's known and flag what isn't.
Describe the obligations: for example, defined contribution, defined benefit, or a broadly comparable scheme requirement.
An indicative figure if available. Note the basis in the description above.
£
A challenge flag will be raised automatically: Pension obligations under TUPE unquantified: specialist legal and actuarial advice required before go-live. Status: Pending Further Information. Assign an owner below.
Note: unresolved pension obligations can represent a material liability. Seek specialist advice early in the mobilisation process.
Note: unresolved pension obligations can represent a material liability. Seek specialist advice early in the mobilisation process.
Investigation Status
Briefly describe what's being investigated, who's leading it, and when a decision is expected.
TUPE cost total: £0 confirmed + 0 unquantified items
04
Mobilisation Work Breakdown
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This is the core of your mobilisation costing. Add one row per activity. Each row captures the internal labour, sub-contractor, and direct non-labour costs associated with that activity; you can use all three cost types in a single row, or just the ones that apply. Group activities by workstream using the dropdown on each row. The running totals update as you build the list.
| Activity | Workstream | Role tier | Hours | Sub-contractor (£) | Non-labour (£) | Classification | Notes |
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