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KICK ICT GROUP LIMITED

Budget, Forecast, Planning & Reporting (Infor EPM)

EPM is a powerful budget, forecast, planning and reporting solution, providing full end-to-end budgeting cycle for any organisation. A fully web enabled cloud solution which enhances your budget reporting, permits access portals for budget holders with full drill down capability. EPM is an expert solution for your financial requirements.

Features

  • Multi-dimensional reporting and analysis tools
  • Centralised business data accessible via intuitive dashboards
  • Reports personalised by industry and business process
  • Connects strategy, planning, analytics and risk management in one platform
  • Visibility across financials/sales performance to production orders and quality
  • Reports that are personalised by industry and business process,
  • Tailored to suit the specific requirements of your business
  • Simple integration into other business applications
  • Fully mobile platform available across multiple devices

Benefits

  • Simple and intuitive interface
  • Make better and quicker decisions using real time financial data
  • Cloud ready accessibility on Mobile, Tablet and Desktop.
  • Increased confidence with enhanced business planning, forecasting and modelling
  • Competitive advantage with greater business agility and quicker decision making
  • Improved compliance readiness and data security
  • Kick expertise in deploying across 500 users over multiple sectors
  • Improved compliance readiness and data security
  • Over 250 years’ combined experience across our Infor solutions team

Pricing

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at marketing@kickict.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

5 2 0 7 6 7 4 1 4 3 8 7 7 9 8

Contact

KICK ICT GROUP LIMITED Natalie Davidson
Telephone: 01698844600
Email: marketing@kickict.co.uk

About your service

Service categories

Applications

Enterprise resource management

  • Enterprise performance management
Multi cloud support
No

Service scope

Software add-on or extension
Yes, but can also be used as a standalone service
What software services is the service an extension to
SunSystems Finance & Accounting Solution
Cloud deployment model
Public cloud
Service constraints
Infor EPM is delivered as a multi-tenant cloud service via Infor OS Portal and is subject to operational constraints and is controlled through role-based security, with administrative actions restricted to authorised roles only. Customisation is supported but limited; delivered Infor applications include protected content that cannot be modified, and unsupported changes to core behaviour are not permitted. Integration, authentication, and user access depend on Infor OS Portal and cannot operate independently. Data, attachment sizes, and model structures are subject to documented limits to protect performance and stability. Planned maintenance and upgrades are managed centrally by Infor and cannot be customer-controlled.
System requirements
  • Supported modern web browser licence (Chrome, Edge, or Safari)
  • Reliable internet connectivity meeting minimum bandwidth requirements
  • Supported desktop operating system with current security patches
  • No on-premise servers or virtual machines required
  • Antivirus software recommended on end-user devices
  • Secure HTTPS access with TLS encryption enabled
  • User identity managed through Infor-supported authentication services
  • Integration tools must use supported Infor APIs or middleware
  • Customer-managed devices must meet corporate security policies

User support

Email or online ticketing support
Yes, at extra cost
Support response times
Depends on severity of the case, support call-back within 1 hour including planned course of action. Standard working hours are between 9am and 5pm (Mon - Fri).
User can manage status and priority of support tickets
No
Phone support
Yes
Phone support availability
9 to 5 (UK time), Monday to Friday
Web chat support
No
Onsite support
Yes, at extra cost
Support levels
The core support levels are Essential Support and Premium Support, with additional value-added programmes available.

Essential Support includes unlimited incident logging, access via Infor Concierge, knowledge base access, software updates, and priority handling based on incident severity. Severity 1 incidents for SaaS customers receive 24x7x365 coverage.

Premium Support includes all Essential features plus guaranteed 24x7x365 critical incident support, higher queue prioritisation, and access to live interactive support briefings.

For customers seeking enhanced engagement, Customer Success Plus is available at additional cost and provides an assigned Customer Success Manager, proactive planning, senior analyst access, and one-to-one guidance.

Multi-tenant cloud customers may also purchase CareFor support plans, which add service governance, business application support, release readiness, monitoring, and (at higher tiers) a designated Service Delivery Manager.

Support pricing varies by plan and is provided as part of subscription or support agreements. Technical Account Managers or Cloud Support Engineers are provided only through Customer Success Plus or CareFor plans, not standard support.
Support available to third parties
Yes

Onboarding and offboarding

Getting started
Kick supports buyers through a structured and proven onboarding approach to ensure users can start using Infor EPM quickly and effectively. Onboarding begins with planning and environment setup, including tenant provisioning, security roles, user access, application configuration, and integration readiness, aligned to the buyer’s business and planning requirements.

Kick provides guided implementation support, working with key stakeholders to configure EPM applications such as budgeting, planning, reporting, and modelling. This includes assistance with model design, data structures, calculations, workflows, and initial data loads, as well as validation and system testing to ensure readiness for use.

User enablement is delivered through a combination of remote and onsite training, depending on buyer preference. Training includes role-based sessions for business users, planners, administrators, and technical teams, alongside knowledge transfer for internal support staff. Online training sessions and recorded materials are also available to support flexible learning.

Comprehensive documentation is provided, including Infor product documentation, configuration guides, and Kick-authored materials tailored to the buyer’s EPM configuration and processes. Users also have access to Infor’s online documentation portal and knowledge base.

Following go-live, Kick provides hypercare support and transition into steady-state support, ensuring users are confident, supported, and able to realise value from the EPM service.
Service documentation
Yes
Documentation formats
  • HTML
  • PDF
End-of-contract data extraction
When an Infor EPM contract ends, buyers can extract their data using supported application tools and interfaces. Throughout the contract term, users can export data independently using standard EPM functionality, including application exports, model and configuration exports, attachment exports, and OLAP data export/import tools, as described in the EPM Administration Guide. Reporting outputs and planning data can also be extracted using dashboards, reports, and optional Office Integration with Microsoft Excel.

Infor EPM also supports API-based and integration-led data extraction through the Infor API Gateway and Application Engine processes, allowing structured retrieval of data for migration or archiving purposes. All exports are governed by role-based security and permissions.

At contract termination, Infor’s SaaS terms (which also apply to EPM) allow customers to formally request return of their Customer Data via Infor Support within defined timeframes. Data is made available through Infor’s secure transfer mechanisms, with the format and scope defined contractually. If additional assistance is required, such as data transformation or migration support, this can be provided as a scoped transition-out service.

Kick supports buyers by planning and coordinating data extraction, validating exported data, and assisting with orderly transition to a successor system where required.
End-of-contract process
What’s included in the contract price (no additional cost)
The contract price includes access to the Infor EPM cloud service and standard Infor support, enabling customers to use and administer the service. This includes EPM applications, configuration through supported tools, user and role management via Infor OS Portal, and standard modelling, reporting, and planning functionality. Customers can export data at any time using built-in capabilities, including application, model, OLAP, attachment and reporting exports, plus optional Office Integration with Excel. API extraction and Application Engine processes are available. The price also includes access to Infor documentation, knowledge base, and standard support channels. At contract termination, customers may request return of Customer Data via Infor support in line with SaaS terms.

What’s an additional cost
Additional costs apply for services beyond standard use, including Kick professional services (implementation, onboarding, training, solution design, integrations, data migration, and managed services). Transition-out Services such as extraction planning, data transformation, validation, migration support, or alternative formats are chargeable under a separate work order. Enhanced Infor support plans or extended subscriptions may also incur charges.
Documentation accessibility standard
None or don’t know
How the documentation is accessible
All user documentation is provided in digital, accessible formats that support assistive technologies such as screen readers, screen magnifiers, and speech-to-text tools. Documentation follows recognised accessibility standards, including clear structure, logical reading order, meaningful headings, and consistent navigation, enabling users with visual or cognitive impairments to easily locate and understand content. Text is written in plain language, avoiding unnecessary jargon, and supports reflow, zoom, and high-contrast display settings without loss of functionality. Where diagrams or visuals are used, alternative text descriptions are provided to ensure equivalent understanding. Onboarding materials, including user guides and training resources, are accessible online and can be consumed at the user’s own pace, supporting different learning needs. Offboarding documentation is equally accessible, ensuring that all users can understand account closure, data handling, and role changes without barriers. Infor regularly reviews and updates documentation to maintain accessibility compliance and usability, ensuring an inclusive experience for all users throughout the service lifecycle.

Using the service

Web browser interface
Yes
Supported browsers
  • Microsoft Edge
  • Chrome
  • Safari
Application to install
No
Designed for use on mobile devices
Yes
Differences between the mobile and desktop service
Infor EPM is accessed primarily through a browser-based desktop interface that provides full functionality, including administration, modelling, reporting, and application configuration. Desktop access also supports optional Office Integration for Microsoft Excel and Word, enabling advanced data entry and analysis. Mobile access is provided through the Infor OS Portal using supported mobile browsers and is intended mainly for viewing dashboards, reports, and high-level information. Some advanced features, such as complex modelling, administration, and Office Integration, are not available or are limited on mobile devices due to screen size and usability constraints.
Service interface
No
User support accessibility
None or don’t know
API
Yes
What users can and can't do using the API
Infor EPM APIs allow users to securely integrate the service with other applications and automate supported processes. Using the APIs, users can authenticate via Infor OS Portal, retrieve data, submit data loads, trigger Application Engine processes, and integrate EPM with reporting, planning, or upstream systems. API access is controlled through service accounts, permissions, and role-based security to ensure actions are authorised and auditable.

Users cannot use the APIs to access the underlying infrastructure, bypass security controls, or directly manipulate databases. Core platform configuration, security administration, and unsupported customisations must be performed through the application interfaces rather than via APIs.
API documentation
Yes
API documentation formats
  • Open API (also known as Swagger)
  • HTML
  • PDF
API sandbox or test environment
Yes
Customisation available
Yes
Description of customisation
Infor EPM allows buyers to customise the service through configuration and extension, rather than changes to the underlying platform.

Users can customise EPM by creating and managing applications, models, dashboards, reports, workflows, and business rules using the provided modelling and administration tools. Role-based security enables tailored user experiences by controlling access to applications, data, and functions. Buyers can also configure planning structures, dimensions, calculations, and approval processes to align with organisational and regulatory requirements.

Customisation is further supported through integrations and APIs, allowing EPM to exchange data with other systems and automate processes using supported interfaces. Optional tools such as Office Integration enable customised data entry and analysis within Microsoft Excel and Word.

However, as a managed SaaS service, buyers cannot modify the underlying application code, database schema, or cloud infrastructure. Delivered Infor applications include protected content that cannot be altered. All customisation must use supported configuration tools and extension mechanisms to ensure security, stability, and upgrade compatibility.

Scaling

Independence of resources
As a multi-tenant SaaS service operated by Infor on managed cloud infrastructure. Each customer environment is logically separated, with data, configurations, and security boundaries isolated between tenants. Infor is responsible for operating, monitoring, and managing the service to maintain availability and stability across all customers.

The service is subject to continuous monitoring and a structured incident management process, with issues prioritised by severity. Capacity management and service operation are handled centrally by Infor as part of the managed service, rather than by customers. This model reduces the risk that demand from one customer impacts the service experience of another.

Analytics

Service usage metrics
Yes
Metrics types
Infor EPM provides API usage metrics that allow administrators to monitor integration activity. These metrics include visibility of API call volumes and activity associated with EPM integrations via the Infor API Gateway, supporting operational oversight and troubleshooting of integrations.

The standard Infor EPM documentation and tooling do not explicitly describe customer-accessible service usage metrics beyond API monitoring. Detailed end-user activity metrics, such as user login frequency, calculation or model usage volumes, or consumption-based application reporting, are not described as standard features of the service.
Reporting types
Real-time dashboards
Resource tagging
No
FOCUS resource tagging
No

Resellers

Supplier type
Reseller providing extra features and support
Organisation whose services are being resold
Infor (US), LLC

Staff security

Staff security clearance
Conforms to BS7858:2019
Government security clearance
Baseline Personnel Security Standard (BPSS)

Asset protection

Knowledge of data storage and processing locations
Yes
Data storage and processing locations
  • United Kingdom
  • European Economic Area (EEA)
User control over data storage and processing locations
No
Datacentre security standards
Complies with a recognised standard (for example CSA CCM version 4.0)
Penetration testing frequency
At least once a year
Penetration testing approach
Another external penetration testing organisation
Protecting data at rest
Encryption of all physical media
Data sanitisation process
Yes
Equipment disposal approach
Complying with a recognised standard, for example CSA CCM v4.0, CAS (Sanitisation) or ISO/IEC 27001
Data sanitisation type
Data Erasure

Data importing and exporting

Data export approach
Users can export data from Infor EPM using a range of standard tools provided as part of the service. Data can be exported through built-in application export functions, including exports of models, configurations, attachments, and application content. OLAP data can be exported using supported import and export utilities, while reports and dashboards allow users to extract planning and performance data in common formats. Optional Office Integration with Microsoft Excel enables users to extract and analyse data directly within spreadsheets. In addition, APIs and Application Engine processes support structured and automated data extraction for integration, migration, or archiving purposes.
Data export formats
  • CSV
  • Other
Other data export formats
  • CSV
  • XML
  • JSON
  • TXT (delimited text)
  • XLS
  • XLSX
  • PDF
  • HTML
  • ZIP
Data import formats
  • CSV
  • Other
Other data import formats
  • CSV
  • XML
  • JSON
  • TXT (delimited text)
  • XLS
  • XLSX
  • ZIP

Data-in-transit protection

Data protection between buyer and supplier networks
TLS (version 1.2 or above)
Data protection within supplier network
  • TLS (version 1.2 or above)
  • Legacy SSL and TLS (under version 1.2)

Availability and resilience

Guaranteed availability
Availability for Infor EPM is governed by the contractual terms agreed between the buyer and Infor, as set out in the applicable Subscription Agreement and Order Form. These documents define availability commitments, how availability is measured, and the responsibilities of each party. Specific targets or percentages are not detailed within standard product documentation.

Infor EPM is delivered as a managed SaaS service operated on Infor-managed cloud infrastructure. The service is subject to continuous monitoring and a structured incident management process. Incidents are prioritised by severity, with critical production incidents receiving 24x7x365 support until service is restored or an acceptable workaround is in place.

Planned maintenance is managed centrally by Infor and communicated in advance to minimise disruption. Capacity management, platform operation, and recovery activities are handled by Infor as part of the managed service, rather than by customers.

Any remedies, credits, or commercial consequences associated with availability are governed by the contractual agreement between the buyer and Infor. Kick supports buyers by helping them understand the availability and support model, coordinating incident escalation, and ensuring clear communication with Infor throughout the contract term.
Approach to resilience
Infor EPM is delivered as a managed, multi-tenant SaaS service operated by Infor on cloud infrastructure and designed for operational resilience. Resilience is achieved through Infor’s standard cloud operating model rather than customer-managed components.

The service is continuously monitored to detect issues and performance degradation. Infor operates a structured incident management process, with incidents categorised and prioritised by severity. Critical production incidents receive 24x7x365 support until service is restored or a commercially reasonable workaround is in place.

Infor is responsible for capacity management, platform operation, and recovery activities as part of the managed service. Business continuity and disaster recovery processes support restoration of service following disruption, in line with Infor’s cloud standards. Customer data and configurations are logically separated between tenants, reducing cross-customer impact risk.

Planned maintenance and platform updates are centrally managed by Infor and communicated in advance to minimise disruption. Customers do not manage infrastructure, scaling, or failover; these responsibilities are handled by Infor to ensure stable operation.

Formal resilience characteristics, recovery objectives, and responsibilities are defined contractually rather than within general product documentation. Kick supports buyers by coordinating with Infor during incidents, assisting escalation, and ensuring clear communication throughout disruptions.
Outage reporting
Infor EPM reports service outages through Infor’s standard support and incident management processes.

When a service issue occurs, incidents are logged and managed through Infor Concierge, Infor’s customer support portal. Authorised customer contacts can view incident status, receive updates from support analysts, and track progress through to resolution. Incidents are classified by severity, with critical production outages prioritised and actively managed until service is restored or an acceptable workaround is in place.

Infor support teams provide ongoing communication during an outage via the support case, including status updates and confirmation once the issue is resolved. Planned maintenance activities that may affect availability are communicated in advance.

Kick supports buyers by assisting with incident logging, monitoring updates, coordinating escalation where appropriate, and acting as a point of communication with Infor to ensure clear and timely information is provided throughout the outage lifecycle.

Identity and authentication

User authentication needed
Yes
User authentication
  • Multi-Factor Authentication (MFA)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
Access restrictions in management interfaces and support channels
Access is controlled through identity and access management processes operated by Infor and Kick. Infor EPM Cloud administrative functions use role-based access controls to ensure users access only authorised functions. Customer administrators manage permissions, including granting, modifying, and revoking access. Management access is protected through authenticated Infor identity services and is auditable. Infor staff access is limited to operational need and least privilege, with access removed when no longer required. Support is accessed via Infor Concierge using authenticated accounts, restricted to authorised customer contacts and their own data. Kick access is similarly role-based, time-bound, and removed when no longer required.
Access restriction testing frequency
Less than once a year
Management access authentication
  • Multi-Factor Authentication (MFA)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

Access to user activity audit information
Users have access to real-time audit information
How long user audit data is stored for
User-defined
Access to supplier activity audit information
Users have access to real-time audit information
How long supplier audit data is stored for
User-defined
How long system logs are stored for
User-defined

Security governance

Named board-level person responsible for service security
Yes
Security governance certified
Yes
Security governance standards
ISO/IEC 27001
Information security policies and processes
Infor EPM is operated in accordance with Infor’s established information security governance framework, which is certified to ISO/IEC 27001. This framework defines the policies and processes used to manage information security risks across the service.

Infor maintains documented policies and procedures covering key security areas, including access control and identity management, data protection, vulnerability management, incident management, change and configuration management, and business continuity. These policies are supported by defined operational processes and role-based responsibilities to ensure consistent application across the service.

Security processes include continuous monitoring of the platform, controlled access based on least-privilege principles, formal incident handling and escalation procedures, and regular security testing and review activities. These measures are subject to independent audit as part of Infor’s ISO/IEC 27001 certification, providing assurance that information security controls are implemented, maintained, and continually improved to protect the confidentiality, integrity, and availability of customer data.
Software Security Code of Practice
No

Operational security

Configuration and change management standard
Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
Configuration and change management approach
EPM is operated using configuration and change management processes governed by Infor’s ISO/IEC 27001-certified security framework. Changes are controlled, documented, and subject to approval and testing before deployment to production.

Platform, infrastructure, and application code configuration is managed by Infor as part of the SaaS service and is not customer-controlled. Planned updates and maintenance are centrally managed and communicated in advance where customer impact is expected.

Customer-level configuration within EPM—such as application setup, models, workflows, user access, and security roles—is performed using supported administration tools and governed by role-based access controls. These changes are auditable and restricted to authorised users.
Vulnerability management type
Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
Vulnerability management approach
Infor EPM is operated under Infor’s ISO/IEC 27001-certified security governance framework, with defined vulnerability management processes. Vulnerabilities are identified through security monitoring, regular testing, and penetration testing activities.

Identified vulnerabilities are assessed based on risk and potential impact, with remediation actions prioritised accordingly. Security patches and fixes are applied in a controlled manner through established change management to protect service stability. Critical vulnerabilities are addressed as a priority, with remediation tracked through to completion.

Infor performs ongoing security reviews to validate controls and identify emerging risks. Mitigation includes configuration changes, updates, or compensating controls, supported by audit and governance processes.
Protective monitoring type
Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
Protective monitoring approach
EPM is operated under Infor’s information security governance framework, which is certified to ISO/IEC 27001 and includes defined protective monitoring processes. The service is subject to ongoing monitoring of network and production systems to detect security events, operational issues, and potential threats. Monitoring activities include logging, alerting, and review of system activity to support identification of abnormal or suspicious behaviour. Detected events are assessed and, where required, escalated through Infor’s incident management processes for investigation and response. Protective monitoring supports service availability, security incident response, and ongoing risk management, and forms part of Infor’s wider security assurance and governance activities.
Incident management type
Complies with a recognised standard, for example, CSA CCM v4.0 or ISO/IEC 27035:2011 or SSAE-18 / ISAE 3402
Incident management approach
Infor EPM uses a structured incident management process delivered by Infor as part of the SaaS service. Incidents are logged via Infor Concierge and categorised by severity based on business impact. They are triaged, investigated, and progressed through defined stages until resolved.

Critical production incidents receive priority handling with 24x7x365 support. Customers receive updates through the support case and can escalate where required. Incidents are recorded, tracked, and closed in line with defined procedures.

Kick support logs incidents, coordinating escalation, and acting as a communication point with Infor to ensure issues are managed effectively.
Post-quantum cryptography secure
No

Secure development

Approach to secure software development best practice
Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v4.0)

Public sector networks

Connection to public sector networks
No

Pricing

Discount for educational organisations
No
Free trial available
No

Discount percentage by annual call-off contract value (excluding VAT)

Less than £250,000
0%
Between £250,000 and £500,000
0%
Between £500,001 and £1,000,000
0%
Between £1,000,001 and £2,500,000
0%
Between £2,500,001 and £5,000,000
0%
Over £5,000,001
0%

Non-mandatory Standards and certifications

ISO/IEC 27001 certification
Yes
Who accredited the ISO/IEC 27001
British Assessment Bureau Ltd
ISO/IEC 27001 accreditation date
Monday 16 June 2025
What the ISO/IEC 27001 doesn’t cover
A.8.30 Outsourced Developed - not included because we don't outsource development.
ISO 28000:2022 certification
No
ISO 9001 certification
No
Quality management systems (QMS)
No
CSA STAR certification
No
PCI certification
No
Cyber essentials
Yes
Please provide your Cyber Essentials Certificate Number
A81b79e3-9441-4b45-9da3-2380b6d7bf48
Cyber essentials plus
Yes
Please provide your Cyber Essentials Plus Certificate Number
B773d609-b241-428a-8b20-d38f37c13a1f
Other security certifications
Yes
Any other security certifications
  • CISSP
  • Microsoft Accreditations

Social value

Section B - Commitment for Future: Delivery
  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority

    • New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
    • Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
    • Plans to engage the contract workforce in deciding the most important workplace issues to address
    • Monitoring of employee engagement rates (by protected characteristic) and, where necessary, the development of actions to ensure all voices are heard across the diversity of the workforce
    • Employment contracts that reflect actual hours worked; steps taken to ensure employees understand their contracts and have the ability to review and adjust them if actual hours regularly exceed contracted hours
    • Activities that support an environment where staff are educated about, and feel empowered to, address their physical wellbeing
    • Activities that support an environment where staff are educated about and feel empowered to report and address bullying and harassment
    • Activities to cascade good practice on fair working conditions throughout the supply chain
    • Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
    • Monitoring and reporting of gender and ethnicity pay gaps and plans to address them where necessary
    • Entitlement to sick pay for the contract workforce, with provision in place for any staff who do not meet the earnings threshold for statutory sick pay, payment of sick pay from day one of absence and payment of staff on the contract workforce who are off sick a replacement income of 100% of their usual earnings for as long as possible
    • Plans for an appropriate income replacement policy for staff who are required to spend time away from work to care for a sick dependent or close relative
    • Understanding of in-work progression issues affecting the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
    • Measures to support in-work progression to help people in the contract workforce, to move into higher paid work by developing new skills relevant to the contract
    • Support for the contract workforce by providing career advice, and providing opportunities for staff working on the contract with in-work progression career development into known skills shortages or high growth areas
    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
    • Volunteering opportunities for staff
    • Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors
    • Measures to identify, mitigate and manage modern slavery risks relating to the contract and how these will be implemented
    • Outline policies and practices to be applied to or put in place for the contract to mitigate and manage modern slavery risks, including: Pre-employment checks, recruitment practices. Workplace conditions, safeguarding plans and processes in place and regular monitoring with relevant groups considered, which may include sampling
    • How these flow down the supply chain and are monitored Illustrative examples include reporting, site visits, audits, etc.
    • How to ensure business decisions re: price/cost, short lead times, payment timescales do not create modern slavery risks in the supply chain
    • Means of influencing staff, suppliers, customers, communities and/or any other appropriate stakeholders with respect to modern slavery risks relating to the contract
  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 2: Skills for growth: Supporting growth sectors and addressing skills gaps.

    • Understanding of employment and relevant skills issues, and of the education and training issues relating to the contract. Illustrative examples: demographics, skills shortages, new opportunities in high growth sectors, geographic/local community and skills/employment challenges
    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
    • Activities to support relevant sector related skills growth and sustainability in the contract workforce. Illustrative examples: careers talks, curriculum support, literacy support, safety talks and volunteering
    • Delivery of apprenticeships, supported internships and T Level industry placement opportunities (Level 2, 3 and 4+) in relation to the contract
  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 3: Resilient, innovative and flexible supply chains: Support economic growth through enabling resilient businesses, opportunities for small businesses and voluntary, community and social enterprises

    • Understanding of the types of businesses in the market and the level of participation by new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
    • Activities to identify opportunities to open up sub-contracts under the prime contract to a diverse range of businesses, including new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
    • Plans for engaging a diverse range of businesses in engagement activities prior to appointing subcontractors (including activities prior to award of the main contract and during the contract term)
    • Activities that demonstrate a collaborative way to work with a diverse range of businesses as part of the supply chain
    • Ensuring accessibility to contracting and subcontracting opportunities for disabled business owners and employees
    • Structuring of the supply chain selection process to ensure fairness (e.g. anti-corruption) and encourages participation by a diverse range of businesses, including with regard to new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutual
    • Understanding of local demographics, needs and opportunities for the co-design of the goods, services and works to be delivered under the contract
    • Methods for engaging with different parts of the community (including the education system and charities representing the community) and how communities come together to inform decisions, strategy and projects to leave a positive legacy for future generations
    • Measures to involve local stakeholders and/or users in design (e.g. in the design of services, systems, products or buildings)
    • Plans for positive actions with community groups.
    • Measures for making facilities used in the delivery of the contract available for community groups, education or training
    • Measures to engage users and communities and build relationships to increase community integration build trust and influence how the contract is delivered
    • Plans to respond flexibly and adapt approaches to community engagement and initiatives
  • Mission: Make Britain a clean energy superpower: To cut bills, create jobs and deliver security with cheaper, zero-carbon electricity by 2030, accelerating to net zero

    Policy Outcome 4: Sustainable procurement practices: Reducing carbon footprints, minimising waste, and promoting the use of clean energy and green technologies.

    • Understanding of opportunities for additional environmental benefits delivery in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Delivery of additional environmental benefits through the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Understanding of how to influence staff, suppliers, customers, communities and/or any other appropriate stakeholders through the delivery of the contract to support climate and nature protection and improvement
  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 6: Employment and training: For those who face barriers to employment

    • Understanding of employment and skills issues, and of the skills and employment shortages of high growth sectors relating to the contract
    • Creation of employment opportunities particularly for those who face barriers to employment, such as prison leavers, care leavers and/or who are located in deprived areas, and for people in industries with known skills shortages or in high growth sectors
    • Delivery of training schemes and programmes to address any identified skills gaps and under-representation in the workforce for the contract (e.g. prison leavers, care leavers, kinship carers, disabled people)
    • Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort
    • Understanding of the issues affecting the representation of disabled people in the workforce in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
    • Collection of the views and expertise of disabled people and their representative organisations on successfully supporting disabled employees or applicants
    • Inclusive and accessible recruitment practices, and retention-focused activities, including those provided in the Guide for line managers on recruiting, managing and developing people with a disability or health condition
    • Introducing transparency to pay and reward processes
    • Offering a range of quality opportunities with routes of progression if appropriate, e.g. T Level industry placements, students supported into higher level apprenticeships.
    • Working conditions which promote an inclusive working environment and promote retention and progression
    • Other measures to provide equality of opportunity for disabled people and those with health conditions into employment, including becoming a Disability Confident employer and inclusion of supported businesses in the contract supply chain
    • Understanding of the issues affecting inequality in employment, skills and pay in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors. Measures to tackle inequality in employment, skills and pay in the contract workforce
    • Inclusive and accessible development practices, including guidance for line managers on recruiting, managing and developing people with a disability or health condition
  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 7: Creating a pipeline of opportunities: For the contract workforce, reducing barriers to entry for under-represented groups.

    • Understanding of the issues affecting the development of new skills by target cohort
    • Understanding of the underlying factors affecting improvements to reduce barriers to entry and training schemes for the target cohort(s) related to the contract workforce
    • Other measures to offer development opportunities for the target cohort(s) in the contract workforce
    • Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort
    • Understanding of issues relating to entering the contract workforce
    • Creation of outreach activities to create a pipeline of employees for the future contract delivery
    • Content of the outreach activity is designed to suit the target cohort
    • Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort
  • Mission: Build an NHS fit for the future: That is there when people need it; with fewer lives lost to the biggest killers; in a fairer Britain, where everyone lives well for longer.

    Policy Outcome 8: Increasing productivity through physical and mental wellbeing: In the supply chain and communities in the relevant area.

    • Understanding of issues relating to health and wellbeing, including physical and mental health, in the contract workforce
    • Understanding barriers to access to health and social care services or employment opportunities e.g. digital inclusion
    • Inclusive and accessible recruitment practices, development practices and retention policies that support-focused activities including those provided in the Guide for line managers on recruiting, managing and developing which support people with a disability or health condition
    • Actions to invest in the physical and mental health and wellbeing of the contract workforce

Service documents

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