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VE3 GLOBAL LTD

MatchX for Legal – Matter/Party Resolution & Duplicate Detection

MatchX for Legal delivers matter and party resolution with advanced duplicate detection across legal case systems. The service accurately links clients, counterparties, matters, and documents, reducing duplication and inconsistency. It provides confidence scoring, audit trails, and defensible outputs, supporting efficient case management, compliance, and reliable legal decision-making.

Features

  • Matter and party resolution across legal case management systems
  • Duplicate detection identifying repeated clients, matters, and documents
  • Probabilistic and rules-based matching for accurate legal entity linking
  • Confidence scoring indicating reliability of linked parties and matters
  • Integration with document, eDiscovery, and case management platforms
  • Audit trails capturing all matching decisions and data changes
  • Role-based access controls protecting confidential legal information
  • Advanced search across structured and unstructured legal data
  • Scalable platform supporting high-volume litigation and advisory matters
  • Secure cloud architecture meeting legal and regulatory standards

Benefits

  • Reduces duplication and inconsistency across legal matters and parties
  • Improves case visibility through unified, accurate matter records
  • Increases efficiency for legal teams managing complex caseloads
  • Strengthens defensibility during audits, disputes, and regulatory reviews
  • Minimises risk from misidentification of parties or matters
  • Enhances compliance with information governance and confidentiality requirements
  • Accelerates case preparation and decision-making
  • Supports collaboration across legal, compliance, and business teams
  • Scales effectively for large law departments and firms
  • Builds confidence in legal data accuracy and integrity

Pricing

  • Education pricing 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 prime@ve3.global. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

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

Contact

VE3 GLOBAL LTD Nikhil Alex
Telephone: 02045520840
Email: prime@ve3.global

About your service

Service categories

Application Development and Deployment

Application platforms

  • Model driven application platforms
  • Robotic process automation
Multi cloud support
Yes

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
MatchX operates standalone but commonly extends data platforms and line-of-business systems such as Microsoft Fabric/Azure, Databricks, Power BI, Dynamics 365, Salesforce and ServiceNow. It integrates via secure APIs/connectors to match and reconcile entities across data lakes, databases, casework and CRM systems, producing trusted golden records.
Cloud deployment model
Public cloud
Service constraints
MatchX is delivered as a SaaS service and operates within standard cloud constraints, including planned maintenance windows and periodic platform updates. Performance and throughput depend on data volumes, match complexity, and the buyer’s network connectivity and identity/SSO configuration. Integrations may be subject to third-party API quotas, licensing, and availability. Bulk matching and near-real-time APIs can be governed by fair-use limits and job scheduling to protect tenant performance. Support is primarily remote; onsite support is available by agreement.
System requirements
  • Modern browser: Edge or Chrome, JavaScript enabled, cookies allowed.
  • Identity provider: Entra ID/Azure AD, ADFS, or SAML SSO.
  • Network access: outbound HTTPS TLS 1.2+, firewall allowlisting.
  • API credentials and permissions for connected source systems.
  • Endpoint protection: managed antivirus/EDR and supported operating systems.

User support

Email or online ticketing support
Yes
Support response times
We provide 24×7 email and online ticketing support. Standard enquiries are acknowledged within 30 minutes, with response times faster for priority incidents. Weekend and bank-holiday response times remain the same for supported customers under Enhanced and Premium SLAs
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), Monday to Friday
Web chat support
No
Onsite support
Yes, at extra cost
Support levels
We provide four support tiers: Standard, Enhanced, Premium and Managed. Standard includes business-hours support, incident handling and access to cloud support engineers. Enhanced adds extended-hours cover, proactive monitoring and improved response SLAs. Premium provides full 24×7 support, priority incident handling, continuous monitoring and scheduled service reviews. Managed offers a fully managed 24×7 service including optimisation, patching, lifecycle management and operational governance. Support pricing varies by tier and is charged as a monthly managed-service fee based on scope and SLA. Customers selecting Enhanced, Premium or Managed tiers receive access to a Technical Account Manager or Cloud Support Engineer for architectural guidance, optimisation recommendations and ongoing assistance.
Support available to third parties
Yes

Onboarding and offboarding

Getting started
We provide a structured onboarding process to help users adopt MatchX quickly and safely. This includes tenant setup, environment configuration, and guided sessions to enable SSO/RBAC, user provisioning, and initial matching project creation. We support buyers to connect approved data sources (APIs, files, databases, data platforms), define profiling checks, configure standardisation and matching rules/thresholds, and set up stewardship review workflows and exports. Users receive role-based training through online workshops, recorded tutorials, and self-service documentation (accessible and searchable). Administrator enablement covers configuration, monitoring, governance, change control, and support procedures. Where required, we offer onsite training and “train-the-trainer” sessions. We can also run a short pilot to validate match quality and exception handling before scaling to full production rollout, followed by transition into live service with agreed support routes and service review cadence.
Service documentation
Yes
Documentation formats
PDF
End-of-contract data extraction
At contract end, buyers can extract their data and outputs using built-in export tools and secure APIs. Administrators can export match results, golden records, linkage tables, stewardship decisions, and (where permitted) configuration artefacts such as rules and thresholds, along with audit logs and usage metrics. Exports are provided in open formats such as CSV and JSON and transferred securely (TLS 1.2+ and, where required, encrypted transfer mechanisms). Buyers retain access for an agreed notice period to complete extraction, after which accounts are deactivated and data is securely deleted or retained in line with the agreed retention policy, with deletion confirmation provided.
End-of-contract process
At the end of the contract, MatchX enters a controlled offboarding phase. Included in the contract price: continued access for the agreed notice period, support for standard data exports via the user interface and APIs, confirmation of successful extraction (if requested), account deactivation, and secure deletion or retention in line with the agreed retention policy. We provide a closure checklist and written confirmation once sanitisation is complete. Additional costs apply only for optional services outside standard offboarding, such as extended access beyond the notice period, bespoke export packaging or transformation into non-standard formats, specialist support to migrate MatchX outputs/configurations into another platform, archived environment rehydration, or consultancy to decommission integrations and transition operating models. Any additional work is agreed in advance via a statement of work and priced separately.
Documentation accessibility standard
WCAG 2.2 AA

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
The service is accessible and functional on mobile devices via a web browser, and core features are available on both mobile and desktop. The desktop version provides a more optimised layout for larger screens, including complex configurations, bulk actions, and detailed dashboards. We are enhancing mobile usability with improved responsiveness, layout adjustments, and interaction optimisations for smaller screens.
Service interface
Yes
User support accessibility
WCAG 2.2 AA
Description of service interface
MatchX provides a secure, browser-based interface for configuring matching projects, profiling data quality, defining rules and confidence thresholds, and managing stewardship review queues. Users can ingest or connect datasets, run matching jobs, review candidate links/duplicates, approve merges, and export trusted outputs. Dashboards show match rates, exceptions, data quality indicators, and operational health. Administrators configure connectors, roles/permissions (SSO/RBAC), audit settings, retention controls, and monitoring. The interface is responsive for desktop and mobile and includes contextual help.
Accessibility standards
WCAG 2.2 AA
Accessibility testing
We test with users who rely on assistive technology, including keyboard-only navigation and screen readers (NVDA/JAWS), plus magnification and voice-control tools. Task-based sessions validate focus order, headings/landmarks, labels/ARIA attributes, error messaging, and colour contrast against WCAG 2.2 AA, supported by automated scans (Axe/WAVE) and re-testing after fixes.
API
Yes
What users can and can't do using the API
MatchX provides secure REST APIs (TLS 1.2+) to integrate entity resolution and data quality into buyer systems. Setup via API supports registering applications/credentials, defining datasets and schema mappings, configuring match jobs, and enabling approved connectors where permitted. Users can make changes such as submitting records for matching, retrieving match candidates and confidence scores, triggering batch reconciliation runs, exporting golden records and linkage tables, and retrieving audit events and usage metrics. Limitations apply for security: tenant provisioning, licence assignment, and core security policy changes (for example SSO/MFA enforcement, platform-wide retention controls) are restricted to privileged admin interfaces. API access is governed by RBAC, fully audited, rate-limited, and subject to payload and throughput limits plus third-party source API quotas. A sandbox/test environment is recommended for integration development before promoting changes via controlled release.
API documentation
Yes
API documentation formats
  • HTML
  • PDF
API sandbox or test environment
Yes
Customisation available
Yes
Description of customisation
Buyers can customise MatchX mainly through configuration rather than bespoke development. Administrators can configure matching projects, data quality profiles, standardisation rules, matching strategies (deterministic rules and AI-assisted matching), confidence thresholds, exception handling, stewardship review workflows, roles/permissions (SSO/RBAC), connector settings, retention and audit controls, and export formats. Technical administrators can also configure integrations, API credentials, schema mappings, and automation triggers for batch or near-real-time matching. Business users (data stewards and operational teams) can customise dashboards, saved searches, review queues, and approval decisions within their permission scope. Customisation is performed through the secure web admin console and, where enabled, via APIs. All customisations are governed by RBAC, fully auditable, and can be tested in non-production environments before promotion to production using controlled change management.

Scaling

Independence of resources
We ensure buyers are not impacted by other tenants through logical tenant isolation and controlled resource allocation. MatchX enforces per-tenant quotas and throttling for compute-intensive profiling and matching, with job scheduling to smooth peak loads. Auto-scaling and load balancing add capacity during demand spikes, while API rate limits and fair-use controls prevent any tenant consuming disproportionate resources. We continuously monitor per-tenant utilisation (latency, throughput, error rates, queue depth) and apply proactive capacity management. Where required, we can allocate reserved capacity or dedicated processing pools for high-volume workloads to maintain predictable performance.

Analytics

Service usage metrics
Yes
Metrics types
MatchX provides metrics covering active users, jobs executed, records processed, match/duplicate rates, confidence score distributions, exception and stewardship backlog volumes, throughput/latency, error rates, API usage, connector health, export activity, and audit/security events. Operational dashboards highlight performance trends and data quality improvements, supporting assurance, capacity planning, and continuous optimisation
Reporting types
  • API access
  • Real-time dashboards
  • Regular reports
  • Reports on request
Resource tagging
Yes
FOCUS resource tagging
Yes

Resellers

Supplier type
Not a reseller

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
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 once a year
Penetration testing approach
‘IT Health Check’ performed by a CREST-approved service provider
Protecting data at rest
  • Physical access control, complying with SSAE-18 / ISAE 3402
  • 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
  • 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
Users export data through built-in export tools in the MatchX web interface and via secure REST APIs. Administrators can export full datasets such as golden records, linkage tables, match results, stewardship decisions, audit logs, and usage metrics, while business users can export filtered results, reports, and review queue outputs based on their permissions. Exports can be run on demand or scheduled, and bulk exports are supported through secure transfer. All export actions are controlled by RBAC and recorded in audit logs for traceability.
Data export formats
  • CSV
  • Other
Other data export formats
  • JSON
  • XML
Data import formats
  • CSV
  • Other
Other data import formats
  • JSON
  • XML

Data-in-transit protection

Data protection between buyer and supplier networks
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway
Data protection within supplier network
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway

Availability and resilience

Guaranteed availability
We guarantee 99.9% monthly availability for the MatchX SaaS service, measured on a calendar-month basis and excluding pre-notified planned maintenance. Availability is calculated as: (total minutes in month − unavailable minutes) ÷ total minutes in month. If availability falls below 99.9% in any month, buyers receive service credits applied to the next invoice as follows: 99.0%–99.89%: 5%, 98.0%–98.99%: 10%, 95.0%–97.99%: 20%, below 95.0%: 25% of the monthly service fee for the affected service. Credits are requested via the service desk within 30 days of the month end and are capped at 100% of the monthly fee. Major incidents include a written summary and corrective actions.
Approach to resilience
MatchX is designed for resilience using a cloud-native architecture with redundancy across compute, storage and networking. The service is deployed across multiple availability zones in the selected UK cloud region to minimise the impact of node or zone failure. Data is protected through replication, integrity checks, and encrypted backups with regularly tested restore procedures supporting defined RPO/RTO targets. Resilience is reinforced by load balancing, auto-scaling, health probes, and automated restart/failover of unhealthy components. Continuous monitoring and alerting trigger operational runbooks for rapid incident response and recovery. Detailed datacentre and platform-specific resilience patterns, including DR arrangements, can be provided to buyers on request under appropriate confidentiality arrangements.
Outage reporting
MatchX reports outages through multiple channels. We provide a service status dashboard showing real-time and historical availability, planned maintenance, and active incidents. Buyers can subscribe to email alerts for incident notifications, progress updates, and resolution confirmation. For technical teams, an API endpoint can be used to query service health and integrate status signals into monitoring tools. Major incidents are communicated promptly with regular updates until restoration, followed by a post-incident summary including impact, root cause, and corrective actions.

Identity and authentication

User authentication needed
Yes
User authentication
  • Multi-Factor Authentication (MFA)
  • Public key authentication (including by TLS client certificate)
  • Dedicated link (for example VPN)
  • Username or password
Access restrictions in management interfaces and support channels
Access to MatchX management interfaces is restricted using RBAC, enforced MFA, and least-privilege permissions. Administrative functions are limited to authorised tenant administrators and vetted VE3 operational/support roles, with segregation of duties for higher-risk actions. Privileged access is time-bound where possible, and all administrative access and changes are logged and monitored. Support channels require identity verification and ticket authentication, and support staff access buyer environments only with explicit approval, for a defined purpose and duration, with full audit trails.
Access restriction testing frequency
At least once a year
Management access authentication
  • Multi-Factor Authentication (MFA)
  • 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
Between 6 months and 12 months
Access to supplier activity audit information
Users have access to real-time audit information
How long supplier audit data is stored for
Between 6 months and 12 months
How long system logs are stored for
Between 6 months and 12 months

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
We operate an ISO/IEC 27001-aligned information security management system for MatchX, supported by controls mapped to NCSC Cloud Security Principles. Our policies cover access control (least privilege, RBAC, MFA), secure configuration, encryption and key management, vulnerability and patch management, logging and monitoring, incident response, secure development, supplier assurance, business continuity, and data handling/retention. Security governance is owned by senior leadership and led day-to-day by our security function working with engineering and service delivery. Compliance is maintained through mandatory staff training, joiner/mover/leaver controls, segregation of duties, CI/CD security checks, continuous monitoring, regular penetration testing, internal audits, and tracked remediation via risk registers and corrective action plans, with management reporting and review.
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
We follow an ITIL-aligned configuration and change process for MatchX. Service components (environments, versions, infrastructure settings, integrations/connectors, schemas and governance controls) are version-controlled and tracked through their lifecycle using configuration repositories and CMDB-style records with ownership, relationships and full change history. Changes follow a standard workflow: request, impact assessment, approval, build, test, deploy and review, with rollback options. Every change includes a security impact assessment covering access/permissions, data flows, encryption, logging, retention and third-party integrations. Higher-risk changes require security review and CAB approval before release
Vulnerability management type
Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
Vulnerability management approach
We operate a structured vulnerability management process for MatchX. Potential threats are identified through automated vulnerability scanning (infrastructure, containers and dependencies), secure configuration checks, log/SIEM alerting, penetration tests, and supplier/cloud security advisories. Findings are assessed using CVSS severity, exploitability, exposure and business impact, with triage owned by Security and Engineering. Critical vulnerabilities are patched on an accelerated basis, typically within 24–72 hours where feasible; high/medium issues are remediated within agreed SLAs or the next maintenance window and verified by re-scans. Threat intelligence is sourced from NCSC alerts, CVE/NVD feeds, cloud provider bulletins software vendor advisories, and reputable security research
Protective monitoring type
Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
Protective monitoring approach
MatchX uses continuous protective monitoring with centralised logging, SIEM correlation and anomaly detection to identify potential compromise (suspicious logins, privilege escalation, unusual API use, and unauthorised configuration changes). Alerts are triaged immediately and, if compromise is suspected, we follow runbooks to contain access, isolate affected components, investigate root cause, and restore service securely. Critical security incidents are responded to within 1 hour, with buyer notifications and a post-incident report.
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
We follow an ITIL-aligned incident management process with pre-defined runbooks for common events such as access issues, performance degradation, integration failures, and security alerts. Users report incidents via the service desk portal, email, or phone; monitoring can also raise incidents automatically. Incidents are logged, prioritised, assigned, and tracked to resolution with regular updates. For major incidents, we provide a formal incident report covering impact, timeline, root cause, corrective actions, and prevention measures
Post-quantum cryptography secure
Yes

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
Yes
Free trial available
No

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

Less than £250,000
1%
Between £250,000 and £500,000
1.25%
Between £500,001 and £1,000,000
1.5%
Between £1,000,001 and £2,500,000
2%
Between £2,500,001 and £5,000,000
3%
Over £5,000,001
5%

Non-mandatory Standards and certifications

ISO/IEC 27001 certification
Yes
Who accredited the ISO/IEC 27001
Staunchly Management and System Services Limited
ISO/IEC 27001 accreditation date
Saturday 6 January 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
Staunchly Management and System Services Limited
ISO 9001 accreditation date
Saturday 24 June 2023
What the ISO 9001 doesn’t cover
N/A
Quality management systems (QMS)
Yes
CSA STAR certification
No
PCI certification
No
Cyber essentials
Yes
Please provide your Cyber Essentials Certificate Number
D87607cd-0025-481e-8f94-0800702f70cf
Cyber essentials plus
Yes
Please provide your Cyber Essentials Plus Certificate Number
F46b0858-b762-40d1-9775-dbf1fc93978b
Other security certifications
Yes
Any other security certifications
  • ISO 14001
  • ISO 20001
  • ISO 22301

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
    • New apprenticeships on the contract workforce in the relevant area that meet the criteria set out in MAC 1b
    • 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
  • 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
    • 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)
    • 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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