SOFTCAT PLC

Salesforce CRM Analytics

CRM Analytics Is the most effective and accessible way to see and understand data. With AI-powered insights, to find actionable predictions and valuable insights across Salesforce and legacy data. Intelligent data prep, intuitive data exploration, sharing & collaboration with industry-leading governance. Enterprise-grade analytics anyone can use.

Features

• Direct Salesforce Integration: Native connection to Salesforce and security.
• Embedded Analytics: Dashboards and charts displayed within Salesforce workflows.
• Data Prep Recipes: Visual data flow editor for transformation.
• AI Predictions: Einstein Discovery models generate predictive record scores.
• Actionable Insights: Execute immediate workflow actions based on data.
• Mobile Accessibility: Full analytical capabilities and dashboards on mobile.
• Template Creation: Pre-built, customizable dashboards for common use cases.
• Security Inheritance: Inherits Salesforce user profiles and settings instantly.
• Scale Performance: Optimized query engine handles large datasets at scale.
• Custom API Access: Enables external data connection and integration

Benefits

• Unify Sales Data: Analyse data instantly, leveraging native Salesforce integration.
• Predict Outcomes: Get AI-driven predictive scores on key records.
• Take Action Now: Execute workflow actions directly from your dashboard.
• Prepare Data: Easily clean and blend data quickly.
• Mobile Compatible: Access and explore dashboards on any device.
• Secure Instantly: Inherit Salesforce security settings and sharing rules automatically.
• Templates: Pre-built templates allow fast use case delivery.
• Embed In Workflow: Bring essential analytics directly into business processes.
• Analyse At Scale: Query and analyse datasets without performance lag.
• Collaborate: Simply share and discussinsights directly within the dashboard.

• Free trial available

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

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 psitq@softcat.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

742633379587314

Contact

Public Sector Tenders
01628 403403
psitq@softcat.com

About your service

• Service categories:

  Application Development and Deployment

  Analytics and business intelligence

  • Business Intelligence
  • Advanced and predictive analytics
  • Location and geospatial data management and analytics
• Multi cloud support: Yes

Service scope

• Software add-on or extension: Yes
• What software services is the service an extension to: This enhances the power of the Salesforce CRM software in cases where data is pushed via CRM Analytics to end users (instead of data exploration), such as call centre agents, in the flow of work.
• Cloud deployment model:
  • Public cloud
  • Private cloud
  • Hybrid cloud
• Service constraints: No specific constraints.
• System requirements:
  • An Enterprise, Unlimited, or Developer edition license
  • A stable internet connection
  • End-users need a modern web browser (Chrome, Edge, Firefox)
  • Any OS (Windows, macOS, Chrome OS)

User support

• Email or online ticketing support: Yes
• Support response times: Support times rely heavily on the issue's severity and your service plan. For the highest tier, 'Signature Support', critical Severity 1 issues receive a target initial response within just 15 minutes (24/7/365), and urgent Severity 2 issues within one hour. Customers with 'Standard' or lower tier plans will experience longer response times, from 1-4 hours, to 1 to 5 business days for non-critical cases during standard business hours.
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: WCAG 2.2 AA
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), 7 days a week
• Web chat support: Yes
• Web chat support availability: 9 to 5 (UK time), 7 days a week
• Web chat support accessibility standard: WCAG 2.2 AA
• Web chat accessibility testing: "Salesforce has not conducted usability studies to verify that the online chat function works effectively with screen reading and other assistive technology. However, the services have been assessed against the WCAG 2.2 standards and existing customers have conducted testing and are using the Salesforce Webchat capability in live services.; ; Details of our compliance with WCAG 2.2 AA accessibility standards for our web chat products are described in our VPAT statements available here: https://www.salesforce.com/company/legal/508_accessibility/"
• Onsite support: Yes, at extra cost
• Support levels: The Tableau support model, integrated with Salesforce, is delivered through tiered 'Success Plans', with costs tied to the overall license spend.; ; Support Levels and Cost; ; - Standard Success Plan: Included with all Tableau licenses. It provides self-service resources and online case submission during standard business hours.; - Premier Success Plan: An optional, paid upgrade (a percentage of license spend). It offers significantly faster response times (e.g., Severity 2 target of 2 hours 24/7) and access to 'Expert Coaching' sessions.; - Signature Success Plan: The highest premium tier. It guarantees the fastest possible response times (Severity 1 target of '15 minutes' 24/7) and proactive monitoring of your environment where possible.; ; Dedicated Technical Resources; ; - Designated Customer Success Manager (CSM): The 'Signature Success Plan' is the only tier that includes a dedicated CSM, who acts as your personalized advocate for strategic guidance, who coordinates an extensive team of specialists from across the support organisation, from 'Expert Coaches', deep technical engineers, product / UX specialists to executive engagements.
• Support available to third parties: Yes
• AI chatbot: Yes

Onboarding and offboarding

• Getting started: Tableau supports users through extensive, publicly available resources, including free videos, e-learning, and paid classroom/virtual courses for use and administration. Customers also benefit immensely from a massive global community of partners and users who provide support via Q&A forums and blogs, contributing to a valuable collective body of knowledge. Additionally, Tableau offers customized Professional Services for a fee, delivering bespoke engagement defined by specific customer requirements.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • PDF
• End-of-contract data extraction: Users have full control over the content (including published workbooks and data extracts) that they choose to put into the Tableau Platform and they can regenerate, drop, download or retract these at any time.; ; Users can request a full copy of their data at the end of their contract which they could then restore to a local server if required.; ; As stated in our Terms of Service, once a Site is terminated all data, content and related metadata will be removed and is not recoverable.
• End-of-contract process: No additional cost. At the end of a subscription period, if a customer does not renew, then they will find their license is no longer active and all users in the organisation will be unable to publish, access or interact with any content in their Tableau Site.
• Documentation accessibility standard: WCAG 2.2 AA

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Other
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: The capability of Salesforce via a browser and on a mobile device, via either a browser or the native Salesforce1 App is broadly similar. However, there are some subtle differences as described here: https://help.salesforce.com/s/articleView?id=sf.limits_mobile_sf1_parent.htm&type=5 Note that the salesforce browser UI can also be accessed on many mobile devices.
• Service interface: Yes
• User support accessibility: WCAG 2.2 AA
• Description of service interface: The CRM Analytics interface is modern, intuitive, and highly configurable. Users can easily customize applications, modify data models, and edit business logic using point-and-click tools and the metadata framework. This allows no-code configuration of objects, security, and workflows. For functionality exceeding the metadata framework, developers can create custom solutions in open-ended environments using toolkits for common programming languages or Apex.
• Accessibility standards: WCAG 2.2 AA
• Accessibility testing: No specific testing of assistive technology for the portal
• API: Yes
• What users can and can't do using the API: CRM Analytics offers extensive API control for setup, management, and data access through the CRM Analytics REST API and Data Manager API.; ; What Users CAN Do: (Setup & Changes); Users can fully automate setup by using the REST API to programmatically create, deploy, and manage CRM Analytics assets, including applications, dashboards, lenses, and security predicates.; ; For changes, the Data Manager API allows users to schedule, run, and monitor complex data preparation Recipes and dataflows, enabling automated ETL processes and regular dataset refreshes. The REST API facilitates content changes like programmatic updating of asset metadata and permissions.; ; What Users CAN’T Do:; While powerful, these APIs cannot be used to create or modify data within the base Salesforce objects themselves—that requires the standard Salesforce APIs. Furthermore, the APIs cannot visually edit the structure or design of a dashboard or lens; they primarily deal with content management and data execution. Like all Salesforce APIs, they are subject to platform-wide API usage limits and throttling, which can restrict high-volume, real-time transactional activity.
• API documentation: Yes
• API documentation formats:
  • HTML
  • Other
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: The purpose of the the product is to allow customers to create their own visualisations/ visual analytics, reports and dashboards, to tell the appropriate story of their data, to make an informed decision in their flow of work.

Scaling

• Independence of resources: CRM Analytics guarantees resource independence through its multi-tenant, elastic architecture. It uses the dedicated Elastic Query Engine (EQE), separating analytical processing from the core Salesforce transactional database. This ensures user queries do not compete with CRM operations. Furthermore, the platform employs internal governors and throttling to prevent a single demanding user from degrading performance for others, providing reliable, independent service delivery.

Analytics

• Service usage metrics: Yes
• Metrics types: The service provides various usage and adoption metrics, such as last login and duration, to monitor service effectiveness. Detailed infrastructure performance and availability data for the entire platform are published transparently on the trust.salesforce.com website. For deeper, in-depth metric monitoring, customers can utilize Event Monitoring. This capability tracks specific user activity—including which applications are being used, by whom, when, and where—to enhance security, improve application performance, and boost user adoption.
• Reporting types:
  • API access
  • Real-time dashboards
  • Regular reports
  • Reports on request
• Resource tagging: Yes
• FOCUS resource tagging: No

Resellers

• Supplier type: Reseller (no extras)
• Organisation whose services are being resold: Salesforce

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: Developed Vetting (DV)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations:
  • United Kingdom
  • European Economic Area (EEA)
  • Other locations
• User control over data storage and processing locations: Yes
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 4.0)
• Penetration testing frequency: At least every 6 months
• Penetration testing approach: ‘IT Health Check’ performed by a CHECK service provider
• Protecting data at rest:
  • Physical access control, complying with CSA CCM v4.0
  • Physical access control, complying with SSAE-18 / ISAE 3402
  • Physical access control, complying with another standard
  • Encryption of all physical media
  • Scale, obfuscating techniques, or data storage sharding
  • Other
• Other data at rest protection approach: By default, Salesforce encrypts customer data at rest as disk volumes are encrypted by using at least industry-standard AES-256 algorithm. Snapshots of encrypted volumes are automatically encrypted as well when replicated to long term storage.; ; In addition, Platform Encryption allows customers to add additional layers of encryption to their data and manage the lifecycle of their data encryption keys themselves.; ; More specifically, Platform Encryption allows customers to selectively encrypt nominated fields for encryption when stored in the database. This is often referred to as field encryption. Customers can also encrypt their entire database; this is known as tenant level encryption.
• 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:
  • Deleted data can’t be directly accessed / Cryptographic Erasure
  • Data Erasure
  • Explicit overwriting of storage before reallocation / Secure Erase
  • Physical Destruction / Hardware containing data is completely destroyed

Data importing and exporting

• Data export approach: There are multiple options for ad hoc data export and backup. End users commonly employ Direct Export to CSV/Excel from reports. Administrators can utilize the free Salesforce Data Loader tool or the Salesforce API for scheduled or on-demand export. Automated weekly exports to CSV files are also available. For comprehensive recovery, clients can use the native Backup & Restore service or pre-integrated partner tools like Mulesoft or OwnBackup.
• Data export formats:
  • CSV
  • Other
• Other data export formats: .tde and .hyper
• Data import formats:
  • CSV
  • Other

Data-in-transit protection

• Data protection between buyer and supplier networks:
  • Private network or public sector network
  • TLS (version 1.2 or above)
  • Other
• Other protection between networks: Customer connections to the service over the public Internet are secured using TLS 1.2 or higher, employing 256 or 128-bit encryption. All communications utilize robust International SSL certificates with 2048-bit Public Keys. Web service callouts support security via TLS and mutual TLS. Furthermore, the Private Connect service allows customers to deploy API integrations between Salesforce and AWS that are privately routed, completely bypassing public internet traffic.
• Data protection within supplier network:
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway
  • Other
• Other protection within supplier network: N/A

Availability and resilience

• Guaranteed availability: The Salesforce Services are designed with the concept of continuous improvement and Trust (e.g. Availability, Performance and Security) in the infrastructure. Salesforce uses commercially reasonable efforts to make its on-demand services available to its customers 24/7, except for (minimal) planned downtime, for which Salesforce gives customers prior notice, and force majeure events. This service leverages Public Cloud region, and uses multiple availability zones. This pattern allows services to withstand up to two different zonal faults and continue to be available. Live and historical statistics on Salesforce system performance are publicly published at: https://trust.salesforce.com/en/#systemStatus, and further detail can be shared upon request and NDA.
• Approach to resilience: Salesforce Hyperforce based cloud services has its compute resources run in 3 Availability Zone (AZ). Services run as containerized applications in containers which is configured for HA (high availability) by distributing nodes across AZs. To take advantage of this, service pods themselves are deployed across AZs when scheduled on nodes. Because of this when one AZ goes offline there will always be available service pods in different AZs to handle the workload. Service pods are also stateless so losing an AZ and nodes in that AZ along with the service pods running in them will cause no loss of data and new service pods will be scheduled on the available zones to handle the load.
• Outage reporting: Outage escalation policies are established and maintained as Salesforce's goal is to rapidly restore service. In the event of an extended outage, periodic updates are provided in near real time to customers via the trust.salesforce.com dashboard site and in addition, service notifications are provided to nominated contacts via various channels such as email. Update frequency for notifications is dependent on the customer support service plan.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Multi-Factor Authentication (MFA)
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Dedicated link (for example VPN)
  • Username or password
  • Other
• Other user authentication: Salesforce has a comprehensive set of authentication mechanisms that customers can choose from. These include Multi-factor authentication, Single Sign-on, Custom Login flows, and Connected Apps. A connected app is a framework that enables an external application to integrate with Salesforce using APIs and standard protocols, such as SAML, OAuth, and OpenID Connect. Connected apps use these protocols to authenticate, authorise, and provide single sign-on (SSO) for external apps.; ; Salesforce requires each user to have a unique username that they enter at each login. Administrators can configure several settings to ensure that users' passwords are strong and secure.
• Access restrictions in management interfaces and support channels: Management access for service support and delivery is done through multiple layers of controls including, but not limited to, multiple 2 factor authentication, just-in-time access, access related to an approved trouble ticket and segregation of duties. These controls are in scope for SSAE-18 auditing and evidenced through the SOC 2/ISAE3402 report.; ; Access to the management interface for the customer to configure their salesforce environment, is configured by the customer themselves. Robust application design and testing ensures that users without administrative access rights cannot access more sensitive areas of the application.
• Access restriction testing frequency: At least every 6 months
• Management access authentication:
  • Multi-Factor Authentication (MFA)
  • Public key authentication (including by TLS client certificate)
  • Dedicated link (for example VPN)
  • 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: At least 12 months
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: At least 12 months
• How long system logs are stored for: At least 12 months

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards:
  • CSA CSM version 4.0
  • ISO/IEC 27001
  • Other
• Other security governance standards: ISO 27017; ISO 27018; ISO 42001; ISO 9001; SOC 1,2, 3; PCI DSS; NCSC Cloud Security Principles; UK NHS DSPT; EU Cloud Code of Conduct
• Information security policies and processes: Salesforce's Information Security Management System (ISMS) and information security policies are based on the ISO 27002 framework of best practices and are ISO 27001 certified. ; ; As required by this certification, the ISMS is endorsed by Senior Management. The Chief Trust Officer/CISO has responsibility for the information security policies and ISMS. The Salesforce Security Steering Committee approves/authorizes all changes to the policies, the Statement of Applicability (SoA), the information security manual, and any separate policy statements. ; ; During the ISO 27001 audit process (as well as other audits such as SOX and SSAE 16 SOC 1), senior management for various departments are involved in verifying that policies and procedures are in place and adhered to. Policies are reviewed/approved at least annually.; ; Company wide security awareness training highlights the importance of the security policies to employees and reinforces the company’s number 1 value of Trust.
• Software Security Code of Practice: Yes

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: Changes to infrastructure components are made through code using industry standard Infrastructure as Code (IaC) software and assessed for their security impact before being deployed. Individuals who wish to deploy an IaC change into production are required to follow defined procedures and standards, and to complete mandatory change management training before participating in the change management process. A change must be approved and routed through the change owner before the change can be implemented. A ticketing system is used as part of the change management procedure which records the components and the changes made.
• Vulnerability management type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Vulnerability management approach: Salesforce includes threat modelling into its software development lifecycle to help ensure the risks associated with potential threats are mitigated as early as possible. Multiple threat intelligence sources are used to help understand the current and evolving threat landscape. ; ; Vulnerability scans are performed on all Salesforce information systems and hosted applications. Patches are deployed in timeframes based on CVSS scores and risk level. ; ; All vulnerabilities discovered during penetration tests are entered into the salesforce central ticketing system and are assigned an internal vulnerability ranking according on the OWASP risk rating framework based on likelihood and impact.
• Protective monitoring type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Protective monitoring approach: Salesforce Threat Intelligence and Detection team monitors the Salesforce services 24x7 for threats and unauthorized intrusions in collaboration with the Security Incident Response teams. Extensive logging and monitoring is conducted across all Salesforce Services and environments (at application, network and database layers). All suspicious activities are flagged and reported to Salesforce CSIRT for investigation, management, communication, and resolution of security events and incidents in line with the NIST Incident Response model.
• 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: Salesforce has an Incident Management Process that guides the Salesforce Computer Security Incident Response team in investigation, management and resolution activities which includes developing standard pre-defined procedures for dealing with common events. ; ; Salesforce will promptly notify the customer in the event of any security breach of the Service resulting in an actual or reasonably suspected unauthorized disclosure of Customer Data. Notification may include phone contact by Salesforce support, email to customer's administrator and Security Contact and public posting on trust.salesforce.com.; ; Customers can email security@salesforce.com or use the https://security.salesforce.com/contact page to report incidents.
• 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: Yes
• Description of free trial: Yes; ; Complete version limited by time only
• Link to free trial: Please contact us for the current trial link

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: NQA
• ISO/IEC 27001 accreditation date: Monday 8 April 2024
• What the ISO/IEC 27001 doesn’t cover: N/A
• ISO 28000:2022 certification: No
• ISO 9001 certification: Yes
• Who accredited the ISO 9001 certification: NQA
• ISO 9001 accreditation date: Monday 8 April 2024
• What the ISO 9001 doesn’t cover: N/A
• Quality management systems (QMS): Yes
• CSA STAR certification: No
• PCI certification: Yes
• Who accredited the PCI DSS certification: SecurityMetrics
• PCI DSS accreditation date: Friday 10 January 2025
• What the PCI DSS doesn’t cover: N/A
• Cyber essentials: Yes
• Please provide your Cyber Essentials Certificate Number: E9fd5f85-7cd1-4ff2-aba9-6f9f5f225b1b
• Cyber essentials plus: Yes
• Please provide your Cyber Essentials Plus Certificate Number: 181966c9-f0aa-42ed-9271-d1b111bdf43b
• Other security certifications: Yes
• Any other security certifications: Security Standards dependant on the vendor solution

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 apprenticeships on the contract workforce in the relevant area that meet the criteria set out in MAC 1b
    • 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
    • Ensuring new workers are informed of their right to join a trade union
    • 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
    • Offer a pay and leave entitlement to all eligible staff who become kinship carers, ideally equivalent to statutory adoption pay and leave
    • 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
    • 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
    • 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)
    • Ensuring accessibility to contracting and subcontracting opportunities for disabled business owners and employees
    • Support for community-led initiatives relevant to the contract. Illustrative examples: improving transport links; reducing loneliness; helping with English language proficiency; and facilitating social mixing among people with different backgrounds

  • 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
    • Collaborative ways of working with the supply chain to deliver additional environmental benefits 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
    • Activities to reconnect people with the environment and increase awareness of ways to protect and enhance it

  • 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)
    • 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
    • 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

  • 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

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

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 psitq@softcat.com. Tell them what format you need. It will help if you say what assistive technology you use.