Knowledge library
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Methodology
How Priority-40 works . the two tier systems that keep the portal defensible in front of any reader.
Last refresh . 30 August 2026
The two tier systems
Evidence tier
Commercial tier
Both systems share the word Tier for a reason. Both operate on the same principle. Evidence has to earn the higher tier through provenance. An organisation has to earn the higher tier through score.
Evidence tier
How Tier 2 becomes Tier 1
- 1Tier 2 signal captured with named internal source.
- 2Radar scan looks for a matching public signal (board pack mention, tender notice, media report, ERIC data movement).
- 3If found, citation is rewritten with the public source. Tier 2 note is retired.
- 4If not found within 90 days, Tier 2 signal is reviewed. Either kept as active internal intelligence or archived.
- 5Tier 1 promotion is logged. Audit trail shows when internal intuition was later confirmed by public evidence.
Commercial tier
40 plus 30 plus 30 is the whole in-house pool of 100. Together with the 109 organisations already outsourcing soft-FM they make up the 209 organisations in England.
Named individuals on the Priority-40 register can withdraw or correct their record at any time. See Ethics . commitment 7.
Priority-40
40 organisationsComposite score 62 or above and still in-house. First-outsourcing candidates worked as active BD opportunities 2026-2028.
Named owner, warmth rating, signals tracked, composite score visible, every action logged.
Watchlist
around 60 organisationsEvery in-house organisation below the 62 boundary. First-outsourcing candidates worked as monitored opportunities 2028-2029.
Named owner but lighter cadence. Signals tracked, score visible, quarterly review.
Out of scope
around 109 organisationsFails one of three exclusion rules at any score. Already outsourced, held by competitor or non-acute.
No named owner. Exclusion reason logged and searchable. Reviewed when a public signal changes.
How commercial tiers are earned
- 1Priority-40 threshold. Organisations scoring 62 or above on the composite score, subject to the tie-break rule (warmth, then deficit ratio, then turnover).
- 2Watchlist. Every in-house organisation below the 62 boundary. Around sixty organisations, one score bump from Priority-40.
- 3Out of scope. Organisations that fail one of three exclusion rules at any score. Already outsourced, held by competitor or non-acute. Tracked separately by the competitor watch dashboard.
Scores are refreshed quarterly from public signal ingest. A material change (chair change, deficit widening, PLACE score movement, transformation programme publication) triggers a score recalculation and, if the delta is large enough, a band move.
Answers for the reader
For a board meeting
Evidence tier. Tier 1 is what we can say out loud. Tier 2 is what we know but do not quote.
Commercial tier. Priority-40 is where we are working. Watchlist is where we are watching. Out of scope is where a rule has failed.
For a client conversation
Trellis Meriden Priority-40 identifies the 40 organisations most likely to consider first-outsourcing of soft-FM services in the current planning cycle. It sits inside a bigger structure. Around 209 organisations in England. Around 100 still run soft-FM in-house. Priority-40 is the top 40 of those 100 by a five-factor composite score covering finance, estates, governance, warmth and group pressure. Every other in-house organisation below the 62 boundary sits on the Watchlist, around sixty organisations. Organisations that fail an exclusion rule sit Out of scope, around one hundred and nine. Everything visible on the portal is either publicly sourced (Tier 1) or internally logged with named provenance (Tier 2). Anything a client sees or a bid quotes is Tier 1.
For a compliance reviewer
The Methodology tab provides the full definition. The Governance page carries the operational rules for Tier 2 to Tier 1 promotion. Every signal on the Priority-40 register carries its source citation. Every organisation has a named owner. Every relationship note has a named internal source. Composite scores are recalculated quarterly against public data. Audit trail is retained.
2 of 5 organisation types covered by at least one LIVE Tier 1 artefact.
71 percent of LIVE artefacts are Tier 1. Aim for at least 60 percent Tier 1.
These organisations cannot yet be cited from Trellis Meriden material in outbound work.
Named trigger with no drafting playbook in the library.