Supply Control

Active policy: May 2026 policy revision 1Scope: Orthopaedics + theatre consumablesStatus: ActiveLast activated: 28 Apr, 07:00Owner: Marcus BellApproval path: Supply Chain Ops + Category OwnerCurrent run impact: 22 recommendations governed

6 eligibility gates14 decision thresholds5 approval paths4 open exceptions0 draft changesDry-run impact: 12 queue items affected

Policy Gate Map

How a candidate recommendation becomes a permitted action.

Candidate item

Candidate recommendation identified

22 candidatesDrop-off / effect

Ownership gate

Hospital-owned stock only

Required4 excluded

Traceability gate

Lot / batch required

Required4 escalated

Storage / handling gate

Sterile ambient compatible

Compatible4 escalated

Reserve threshold gate

10d reserve floor

1 reserved1 reserved / warned

Destination demand gate

Projected use before expiry required

16 transfers16 proceed

Transfer feasibility gate

£1.5k economic transfer floor

2 monitored2 monitored

Approval path gate

Source + destination owner; category owner for sensitive items

4 pending1 pending approval

Allowed action

Transfer Reserve Escalate Monitor Write down

Guardrail Matrix

Move	Guardrail	Applies to	Current policy	Behaviour	Queue impact	Owner	Approval	State
::	Minimum usable shelf after transfer	Transfer	10 days	Escalate if below	7 transfers affected	Sarah Mitchell	Category owner	Active
::	Hospital-owned requirement	All transfer actions	On	Block if not met	4 excluded	Supply Chain Ops	None	Active
::	Lot traceability	Implant-adjacent products	On	Escalate if missing	4 escalated	Priya Nair	None	Active
::	Source reserve floor	Transfer	On	Warn if breached	1 reserves held	Emma Clarke	Supply Chain Ops	Active
::	Destination demand evidence	Transfer	On	Block if not met	16 demand checks	Daniel Foster	None	Active
::	Max value without category approval	Orthopaedics	£20,000	Require approval	3 approval paths changed	Priya Nair	Category owner	Active
::	Cold-chain handling	Cold-chain categories	On	Escalate	1 escalated	Logistics Ops	None	Active
::	Data freshness threshold	Inventory snapshot	24h	Warn if stale	4 warnings	Sarah Mitchell	None	Active

Dry-run impact

Effect of draft policy on the current weekly queue before activation.

Recommendations changed12

Transfers moved to escalation3

Transfers moved to reserve1

Expected recoverable change£281.5k

Open approval paths added4

New blocker count+0

Item	Active output	Draft output	Reason
Vascular closure device	No prior output	Transfer	Eligible demand and transfer economics pass
Arthroscopy pump cassette	No prior output	Transfer	Eligible demand and transfer economics pass
Electrophysiology introducer sheath	No prior output	Transfer	Eligible demand and transfer economics pass
Single-use sterile instrument tray	No prior output	Escalate	Shelf window or approval path changed

Action outcome rules

Condition	Output action
Hospital-owned + traceable + destination demand + reserve preserved + feasible before expiry	Transfer 10
Local projected use likely consumes stock before expiry	Reserve locally 1
High value + unresolved traceability / storage / category constraint	Escalate 4
Longer shelf window + uncertain destination demand	Monitor 2
Too close to expiry or transfer infeasible	Write down / no economic action 0
Missing expiry, quantity, cost, or ownership classification	Investigate data quality 0

Policy exceptions

Exception	Scope	Applies until	Approved by	Reason	Queue impact	State
Harborne reserve override	Sterile kit	06 May, 07:00	Samira Patel	Evidence requires review	4 queue rank	Active
London Bridge receiving delegate	Procedural consumable	06 May, 07:00	Marcus Bell	Evidence requires review	13 queue rank	Review
Cath-lab courier expedited handoff	Cath-lab consumable	07 May, 07:00	Amelie Price	Evidence requires review	18 queue rank	Review
Princess Grace category review required	Sterile kit	07 May, 07:00	Samira Patel	Evidence requires review	20 queue rank	Active

Measurement rules

Metric	Definition
Expected recoverable	Booked value of transfers or reserves expected to avoid write-off
Approval value	Value of actions approved through policy and authority above £20,000
Released value	Value released from reserve or quarantine to active use
Confirmed write-off avoided	Value of items not retired due to action
Unmet reorder avoided	Cost avoided from not expediting replacements
Working capital preserved	Cash value preserved versus urgent reorder
Exclusions	Tax, freight, duties, and strategic stock not in scope

Data quality gates

Data element	Pass condition	Failure behaviour
Quantity on hand	> 0 and validated within 24h	Block
Expiry date	Present and > 2 days	Escalate
Unit cost	Present and within 2% variance	Warn
Ownership	Classified as hospital owned	Block
Lot / batch	Present and traceable	Escalate
Site location	Valid site with storage profile	Warn
Destination demand	16 projected transfer destinations	Monitor

May 2026 policy revision 1

Active

Scope: Orthopaedics + theatre consumables

Draft state

State: No draft changes staged
Changes pending: 0 changes
Queue items affected: 12 items
New blockers: 0
Expected recoverable change: £281.5k
Approval required: Supply Chain Ops

Changes in draft

No draft value changes are currently staged.

Activation requirements

Draft values validated
Dry-run complete
Queue owner review complete
No unresolved blocker increase
Supply Chain Ops approval path

Change reason

Authority

Prepared by: Marcus Bell
Reviewed by: Marcus Bell
Requires: Supply Chain Ops
Last activated by: Marcus Bell