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ACTIVEPLAN CONSULTING LIMITED

Activeplan Golden Thread Ecosystem

Activeplan's platform that integrates with other leading software solutions and service-providers to form an ecosystem that transforms the philosophy of the Golden Thread into a practical reality.

It provides the DNA of asset information that cuts through the silos of conventional project management and enables automated validation and compliance.

Features

  • Enabling coordination of stakeholder requirements capturing different information needs
  • Information Capture & Classification inc coordination of different standards
  • Management of Digital Product Data & O&M Production.
  • Automated Validation & Data Quality, applying AI and data engineering.
  • Information Federation & Integration, creating complete data models
  • Creation of Digital Twins & records of portfolios of buildings
  • Improved Maintenance & Response to Issues, inc activities
  • Work Instruction Compliance & Planning, reducing cost/risks
  • Simpler creation of as-built and operational models of facilities
  • Commissioning, testing and simulation, joining the different systems

Benefits

  • Information Quality, Standardisation and Auditability
  • Cost and Risk Reduction Across the Asset Lifecycle
  • Supply Chain Enablement and Accountability
  • Digital Records, AIMs and the Golden Thread
  • Operations, Maintenance and Competence Management
  • Automation, Integration and Portfolio Scalability
  • Integration of the physical and logical building models
  • Simulation of risks and protective measures
  • Reduce the time/cost to fix by providing information on spares.
  • Automatically creating a Digital Record, evidencing completed works.

Pricing

  • Education pricing available
  • Free trial available

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 george.stevenson@activeplan.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

2 1 4 6 7 2 6 3 7 2 4 7 1 4 0

Contact

ACTIVEPLAN CONSULTING LIMITED George Stevenson
Telephone: 07776 201 854
Email: george.stevenson@activeplan.co.uk

About the service

Service categories
  • Applications
    • Enterprise resource management
      • Project and portfolio management
        • Project and portfolio management
      • Asset life-cycle management
        • Asset life-cycle 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
Many standard tools in the sector, CAFM, Survey and audit tools, etc
Cloud deployment model
Private cloud
Service constraints
No
System requirements
Our services are all provided via a standard web browser

User support

Email or online ticketing support
Yes
Support response times
Support is provided by emails to our support group. We deal with requests on the following basis: Priority one : 1 hour: Resolution: 8 hours. Priority two :4 hour: Resolution 24 hours (typical). Priority three : 24 hours : Resolution 60 hours. All durations listed above are based on normal working hours 09:00 and 17:00 UK time, Monday to Friday. Activeplan shall use all commercially reasonable endeavours to meet the Response and Resolution times illustrated above.
User can manage status and priority of support tickets
No
Phone support
Yes
Phone support availability
9 to 5 (UK time), 7 days a week
Web chat support
No
Onsite support
Yes, at extra cost
Support levels
The Activeplan license fees include telephone and email support. All Users have access to the support team via the telephone and email helpdesk facility. The support telephone and email help desk is available Monday to Friday inclusive from 9am to 5pm GMT excluding UK bank holidays. The support team will assign one of the priorities below to each support request: Priority 1: a business-critical feature of the Software Service is unavailable to all users, and consequently users are unable to continue with their normal course of business. Priority 2: an important feature of the Software Service is unavailable to all users, but does not prevent users from continuing with their normal course of business. Priority 3: a feature of the Software Service is unavailable to one or more users. Support requests will be escalated if necessary.
Support available to third parties
Yes

Onboarding and offboarding

Getting started
Activeplan provides onsite training, online training, and user documentation to suit the Buyer's requirements.
Service documentation
Yes
Documentation formats
  • HTML
  • ODF
  • PDF
  • Other
Other documentation formats
MP4 video files
Documentation accessibility standard
None or don’t know
How the documentation is accessible
Activeplan will always work with the client to ensure that both on and off boarding are provided in a way to suit their users.
End-of-contract data extraction
Users can download their data in the International and British Standard open data format for Asset Information, known as COBie.
In addition to COBie Excel, COBie Lite and JSON, Activeplan provides export schedules in Excel, Word and PDF plus any uploaded BIM files in their native or IFC format.

Activeplan can also provide digital archives in other media agreed by the Client.
End-of-contract process
In addition to receiving the asset information as a COBie file, the client (or their new software provider) may not have the expertise needed to import and use the COBie file.
In which case, Activeplan can provide additional services to train those undertaking that transitional work and/or create bespoke exports as required.
The cost of this will depend on the scope of work required and will be charged according to the personnel required to do the work.

All model files, documents and schedules of asset data can be exported from Activeplan and provided to the Customer via an external hard drive compatible with Windows or OSX operating systems. The hard drive can be encrypted as an option.

Using the service

Web browser interface
Yes
Supported browsers
  • Microsoft Edge
  • Firefox
  • Chrome
Application to install
No
Designed for use on mobile devices
Yes
Differences between the mobile and desktop service
The User Interface is designed to responsively adapt to suit the browser's screen resolution. We ensure there is no difference in experience between the different devices and if any are found we will investigate as per our standard support flow.
Service interface
Yes
Description of service interface
The online services and applications are entirely web browser-based via a user interface to access, store, process, track and download information. Users can also sign up for API access - this service does not provide a user interface.
Accessibility standards
None or don’t know
Description of accessibility
We make the platform as accessible to everyone as possible. The system is compatible with screen readers and we will will work with any client should a specific set of accessibility issues arise.
Accessibility testing
We test as users/clients indentify the need. This is not a process we have completed yet
User support accessibility
None or don’t know
API
Yes
What users can and can't do using the API
API access to the platform is only available to those given the appropriate level of rights from the system admin, as defined as part of the contract with the client. The API is not available by default to Users.

The API allows for 3rd party developers to interact with various areas of the platform, creating and updating information as an example.

The API is constantly being expanded as new features are identified and we are happy to talk to clients and developers about their specific needs.
API documentation
Yes
API documentation formats
PDF
API sandbox or test environment
Yes
Customisation available
Yes
Description of customisation
The buyers can customise the process in many ways both in real time and also through consultation with Activeplan.
This customisation includes but is not limited to colour schemes/branding, services shown, information hierarchy of uploaded information, categories, types of assets, information sets, groupings, geography etc.

Scaling

Independence of resources
The platform is constantly monitored for performance and we are notified of issues.

Each client has their own database and web applications are spread over multiple SQL instances, both spreading the loads and also minimises impact should processing issues arrive.

We also have the option to spin up new servers as required.

Analytics

Service usage metrics
Yes
Metrics types
The platform provides various levels of metrics, from in app dashboards through it in depth usage reports (available on request) including but not limited to
- Server uptime performance
- Storage metrics
- User sessions including page visits
Reporting types
  • Real-time dashboards
  • Regular reports
  • Reports on request
Resource tagging
Yes
FOCUS resource tagging
No

Supplier type

Supplier type
Not a reseller

Staff security

Staff security clearance
Other security clearance
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
User control over data storage and processing locations
Yes
Datacentre security standards
Supplier-defined controls
Penetration testing frequency
At least once a year
Penetration testing approach
In-house
Protecting data at rest
  • Physical access control, complying with SSAE-18 / ISAE 3402
  • Encryption of all physical media
Data sanitisation process
Yes
Data sanitisation type
Deleted data can’t be directly accessed / Cryptographic Erasure
Equipment disposal approach
In-house destruction process

Data importing and exporting

Data export approach
Users can export data at multiple levels of details from specific reports on selected areas of data, through to whole project data exports to COBie compliant Excel documents.
Data export formats
  • CSV
  • ODF
  • Other
Other data export formats
  • Microsoft Excel (.xlsx)
  • COBie
  • SVG
Data import formats
  • CSV
  • ODF
  • Other
Other data import formats
  • • .rvt (Revit) via Autodesk Forge (Autodesk Platform Services)
  • • .ifc via Autodesk Forge (Autodesk Platform Services)
  • • .xlsx (Excel)
  • • COBie (Excel)
  • • .dwg

Data-in-transit protection

Data protection between buyer and supplier networks
  • TLS (version 1.2 or above)
  • Other
Other protection between networks
If required we can set up a peering relationship via Azure platform
Data protection within supplier network
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway

Availability and resilience

Guaranteed availability
99.5 service availability
Approach to resilience
For security reasons this information is only available upon request.
Outage reporting
Clients are notified of any issues via email. In addition, clients can contact us via support channels.

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
All management services operate to the highest supported standard. All users are only given access to systems they are allowed to and only to a level that lets them complete their role. Administrator type roles are agreed at a senior management level before being applied.

Roles are regularly reviewed and upon role change and/or change on employment status to ensure the current status/level of access is correct and old privileges are removed.
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 contact the support team to get audit information
How long user audit data is stored for
At least 12 months
Access to supplier activity audit information
Users contact the support team to get 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
Software Security Code of Practice
Yes
Security governance certified
Yes
Security governance standards
ISO/IEC 27001
Information security policies and processes
Our Information Security Management System contains detailed security policies and processes,

1. All communications over the public internet must be encrypted with a valid SSL certificate
2. All email is handled by Microsoft 365 and incorporates their security standards.
3. When using a shared internet connection, network communication must go via a VPN.
4. If customer data is required to diagnose an issue, it must be securely erased as soon as possible once the issue being resolved.
5. Passwords and other security critical tokens can only be stored in the company password safe. They must never be e-mailed or texted.
6. 2FA is required when connecting to any external service that supports it or mail account
7. Secure passwords are forced to a secure standard as defined by Microsoft.

We audit this regularly by issuing employee questionnaires and audits where we check the configuration of employee workstations.

Operational security

Configuration and change management standard
Supplier-defined controls
Configuration and change management approach
Changes are requested either by a customer or internally. The development team discuss the next fortnight's work, and what features should be prioritised. A technical specification is prepared by the senior technical staff and signed off by the technical director. After a developer prepares the changes, they are code reviewed by the technical director and senior staff. During the code review, we identify potential security risks and mitigate them wherever possible. We use the same approach for changes to servers, patches or configurations.
Vulnerability management type
Supplier-defined controls
Vulnerability management approach
We are subscribed to Windows security alerts mailing list. It is reviewed on a regular basis for potential issues. Updates are reviewed and URGENT fixes applied as soon as possible. Standard updated are applied on a monthly basis

Live applications are monitored and accounts locked upon anything identified as suspicious activity.
Protective monitoring type
Supplier-defined controls
Protective monitoring approach
Activeplan use a combination of approaches and software to actively identify suspicious activity and take relevant action. For obvious security reasons, we will only discuss these in more detail upon specific client request.
Incident management type
Supplier-defined controls
Post-quantum cryptography secure
No
Incident management approach
As defined in our ISO 27001 processes, all incidents are logged, assessed and remedial work defined and then actioned. All effected parties are then notified of the issue.

The majority of issues are picked up by our internal teams and automated monitoring before users become aware. In the event a user becomes aware of an issue first, they can raise a Priority 1 task with the support system.

Secure development

Approach to secure software development best practice
Conforms to a recognised standard, but self-assessed

Public sector networks

Connection to public sector networks
No

Pricing

Discount for educational organisations
Yes
Free trial available
Yes
Description of free trial
Providing a platform to create an estates model for a portfolio of properties from a structured spreadsheet.
Enabling key documents to be uploaded to demonstrate compliance.
Libraries to create properly structured CAD files that satisfy FIA/NFCC requirements.
Services to create spatial models is not included but can be provided.

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

Less than £250,000
5%
Between £250,000 and £500,000
10%
Between £500,001 and £1,000,000
15%
Between £1,000,001 and £2,500,000
20%
Between £2,500,001 and £5,000,000
25%
Over £5,000,001
30%

Standards and certifications

ISO/IEC 27001 certification
Yes
ISO/IEC 27001 accredited by
Simply Certification
ISO/IEC 27001 accreditation date
Friday 19 August 2022
What the ISO/IEC 27001 doesn’t cover
Na
ISO 28000:2022 certification
No
ISO 9001 certification
No
Quality management systems (QMS)
Yes
CSA STAR certification
No
PCI certification
No
Cyber essentials
No
Cyber Essentials Alternative
In relation to the services you do not have a current and valid Cyber Essentials certificate which has been awarded by one of the government approved Cyber Essentials accreditation bodies but you are working towards gaining it, and will be in a position to confirm that you have been awarded a current and valid Cyber Essentials certificate by one of the government approved accreditation bodies within 12 months of the date of award.
Cyber essentials plus
No
Cyber Essentials Alternative
In relation to the services you do not have a current and valid Cyber Essentials Plus certificate which has been awarded by one of the government approved Cyber Essentials accreditation bodies but you are working towards gaining it, and will be in a position to confirm that you have been awarded a current and valid Cyber Essentials Plus certificate by one of the government approved accreditation bodies within 12 months of the date of award.
Other security certifications
No

Social value

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
  • 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
  • Activities to cascade good practice on fair working conditions throughout the supply chain
  • 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
  • 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
  • How the supplier will work with NGOs, trade unions or other businesses to address modern slavery risk
  • Means of influencing staff, suppliers, customers, communities and/or any other appropriate stakeholders with respect to modern slavery risks relating to the contract

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

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
  • Advertising of supply chain opportunities openly and to ensure they are accessible to a diverse range of businesses, including advertising all subcontracting opportunities on Contracts Finder
  • 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
  • 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
  • Collaborating with anchor institutions and community groups to make facilities available for education, training or community events
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)
  • 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

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

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 george.stevenson@activeplan.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.