PHOENIX SOFTWARE LIMITED

Microsoft Planner & Project Plan 1

Task management and simple project planning for individuals and small teams

Features

• Visual task boards
• Simple project scheduling
• Team collaboration tools
• File attachment capability
• Task assignment functionality
• Progress tracking features
• Microsoft Teams integration
• Mobile app access
• Checklist management
• Due date reminders

Benefits

• Improved task organisation
• Enhanced team coordination
• Better deadline management
• Simplified project tracking
• Increased productivity
• Reduced missed tasks
• Collaborative work management
• Accessible anywhere planning
• Cost-effective task management
• Improved accountability

• Education pricing available
• 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 bids@phoenixs.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

444015671050448

Contact

Mark Pickersgill
01904 562200
bids@phoenixs.co.uk

About your service

• Service categories:

  Applications

  Enterprise resource management

  • Project and portfolio management
• Multi cloud support: No

Service scope

• Software add-on or extension: Yes
• What software services is the service an extension to: Microsoft 365, Microsoft Teams, SharePoint
• Cloud deployment model: Public cloud
• Service constraints: Microsoft admins can view the status of services and find out when maintenance is scheduled. Service health information is available at any time by signing in. https://learn.microsoft.com/en-us/office365/servicedescriptions/office-365-platform-service-description/service-health-and-continuity
• System requirements:
  • Microsoft 365: Fully hosted, managed SaaS; no on-premises infrastructure needed.
  • Cost-effective: Eliminates additional IT infrastructure for Onboarding system support.
  • Accessibility: Use on any web-enabled device with modern internet browsers.
  • Browser Compatibility: Supports Internet Explorer, Edge, Chrome, Safari.
  • Mobile Availability: Native apps for Android and iOS devices provided."

User support

• Email or online ticketing support: Yes
• Support response times: Response times vary based on support plan selected. For more information, visit: https://www.microsoft.com/en-us/microsoft-365/business/microsoft-365-for-business-support-options
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: WCAG 2.2 AA
• Phone support: Yes
• Phone support availability: 24 hours, 7 days a week
• Web chat support: Yes
• Web chat support availability: 24 hours, 7 days a week
• Web chat support accessibility standard: WCAG 2.2 AA
• Web chat accessibility testing: "Microsoft is committed to developing technology that empowers everyone, including people with disabilities. Microsoft has a Disability Answer Desk where customers with disabilities get support with Microsoft Office, Windows, and other products. Microsoft also has Accessibility Conformance Reports (ACR) which describe how products and services support recognized global accessibility standards.; https://www.microsoft.com/en-us/Accessibility/disability-answer-desk ; https://www.microsoft.com/en-us/accessibility/conformance-reports ; https://learn.microsoft.com/en-us/windows/apps/design/accessibility/accessibility-testing "
• Onsite support: Yes, at extra cost
• Support levels: "Microsoft provides four (4) Modern Work support plan options. These include the following:; - STANDARD (included for all customers); - BUSINESS ASSIST ; - PROFESSIONAL DIRECT ; - MICROSOFT UNIFIED ; For more information, visit https://www.microsoft.com/en-us/microsoft-365/business/microsoft-365-for-business-support-options; "
• Support available to third parties: Yes
• AI chatbot: Yes

Onboarding and offboarding

• Getting started: "Microsoft provides all Modern Work customers with 24/7 self-help resources, including Microsoft Learn, training documentation, templates, and community support. For more information, visit:; - https://learn.microsoft.com/en-us/microsoft-365/; - https://support.microsoft.com/en-us/training; - https://adoption.microsoft.com/en-us/customer-hub/; - https://support.microsoft.com/en-us/modernworkplace"
• Service documentation: Yes
• Documentation formats:
  • HTML
  • PDF
• End-of-contract data extraction: "When the contract ends, your access to Modern Work services, applications, and customer data go through multiple stages before the subscription is fully turned off, or deleted:; 1. Expired Stage (30 days): Users have normal access to Modern Work applications and files.; 2. Disabled Stage (90 days): Data is accessible to admins only. Users can’t access applications. Admins can access the admin centre to buy and manage other subscriptions.; 3. Deleted Stage: After the 90-day retention period ends, Microsoft disables the account and deletes the customer data.; During the term of an active subscription, a subscriber can access, extract, or delete customer data stored in Modern Work apps. For more information, visit https://learn.microsoft.com/en-us/microsoft-365/commerce/subscriptions/what-if-my-subscription-expires"
• End-of-contract process: "Microsoft is governed by strict standards and follows specific processes for removing cloud customer data from systems under our control, overwriting storage resources before reuse, and purging or destroying decommissioned hardware. In our Online Service Terms, Microsoft contractually commits to specific processes when a customer leaves a cloud service or the subscription expires. This includes deleting customer data from systems under our control.; ; Please see Data Protection Addendum for full and up to date details about how Microsoft manages your data. https://www.microsoft.com/licensing/docs/view/Microsoft-Products-and-Services-Data-Protection-Addendum-DPA?lang=1; ; https://learn.microsoft.com/en-us/microsoft-365/commerce/subscriptions/what-if-my-subscription-expires?view=o365-worldwide"
• Documentation accessibility standard: WCAG 2.2 AA

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
• Application to install: Yes
• Compatible operating systems:
  • Android
  • IOS
  • Linux or Unix
  • MacOS
  • Windows
  • ChromeOS
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: Microsoft offers distinct experiences on mobile and desktop devices for Microsoft 365. On desktop, users access the full suite of features, while the mobile app provides a streamlined interface for essential tasks and allows for offline working when there isn't network connectivity.
• Service interface: Yes
• User support accessibility: WCAG 2.2 AA
• Description of service interface: Microsoft 365 can be managed via the M365 admin centre: https://learn.microsoft.com/en-us/microsoft-365/admin/?view=o365-worldwide
• Accessibility standards: WCAG 2.2 AA
• Accessibility testing: "Microsoft is committed to developing technology that empowers everyone, including people with disabilities. Microsoft has a Disability Answer Desk where customers with disabilities get support with Microsoft Office, Windows, and other products. Microsoft also has Accessibility Conformance Reports (ACR) which describe how products and services support recognized global accessibility standards.; https://www.microsoft.com/en-us/Accessibility/disability-answer-desk ; https://www.microsoft.com/en-us/accessibility/conformance-reports ; https://learn.microsoft.com/en-us/windows/apps/design/accessibility/accessibility-testing "
• API: Yes
• What users can and can't do using the API: "The Microsoft Graph API enables you to access data, intelligence, and insights from Microsoft applications. By integrating Modern Work with Graph API, developers can tap into user data and organizational information to enhance context-aware assistance from applications like Word, Excel, Teams, etc. Starting with users and groups at the core, Microsoft Graph forms a network of Modern Work services and features that manage, protect, and extract data to support a wide range of scenarios. Microsoft Graph lets you access this wealth of user data while always respecting proper authorization. For more information on Microsoft Graph's capabilities, services, and features, visit:; - https://learn.microsoft.com/en-us/graph/overview; - https://learn.microsoft.com/en-us/graph/overview-major-services; For information on Microsoft Graph limitations (throttling limits, service-specific limits, connection limits, schema limits, and availability), visit:; - https://learn.microsoft.com/en-us/graph/throttling-limits; - https://learn.microsoft.com/en-us/graph/connecting-external-content-api-limits; - https://learn.microsoft.com/en-us/graph/metered-api-overview; Microsoft Azure OpenAI also offers a suite of artificial intelligence (AI) services that can be seamlessly integrated with Modern Work to enhance its functionality. By leveraging services such as Azure Cognitive Services and Azure Machine Learning, developers can extend capabilities in areas such as code summarization, sentiment analysis of code reviews, and even predictive coding assistance based on historical patterns."
• API documentation: Yes
• API documentation formats:
  • Open API (also known as Swagger)
  • HTML
  • PDF
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: "Modern Work customers can customize their services in various ways:; - The Microsoft 365 Admin Centre is a web-based portal where administrators can manage user accounts and settings for their organization. They can add or remove users, manage billing, reset passwords, and more.; - The Office Customization Tool allows administrators to customize the installation of Office by choosing which applications and languages are installed, how those applications should be updated, and application preferences.; - Users can personalize their Microsoft 365 experience by changing the theme, notifications, and other settings.; - The Microsoft 365 Developer Program provides a sandbox environment where developers can learn and experiment with Modern Work technologies.; - Developers can use the Microsoft Graph API to interact with data in Modern Work and build apps that integrate with Microsoft 365.; For more information, visit:; - https://learn.microsoft.com/en-us/deployoffice/admincenter/overview-office-customization-tool; - https://learn.microsoft.com/en-us/microsoft-365/admin/setup/customize-your-organization-theme; - https://support.microsoft.com/en-us/office/personalize-your-microsoft-365-experience-eb34a21b-52fa-4fbf-a8d5-146132242985"

Scaling

• Independence of resources: Microsoft mitigates demand fluctuations on Modern Work services through proactive monitoring and service management. This includes major incident management to rapidly identify user impact and drive remediation, evergreen management to absorb continuous service evolution, and service desk/normal incident management using automation and performance metrics. Workloads and configurations are controlled via the Admin Portal, with an added focus on business consumption and productivity to maximise value. The Microsoft 365 Admin Centre provides key change tools: Message Centre (planned changes) and Service Health (active issues/service status), accessible via web and the Microsoft 365 Admin app.

Analytics

• Service usage metrics: Yes
• Metrics types: You can use dashboards in the Microsoft 365 admin centre to monitor the health of Microsoft services within your Modern Work subscription. Microsoft 365 Monitoring increases observability and reduces downtime by providing near real-time user telemetry, alongside enriched alerting within the Service Health dashboard. This enables faster identification of issues, clearer impact assessment, and proactive service management across Microsoft 365 workloads.
• Reporting types:
  • API access
  • Real-time dashboards
• Resource tagging: Yes
• FOCUS resource tagging: Yes

Resellers

• Supplier type: Reseller providing extra support
• Organisation whose services are being resold: Microsoft

Staff security

• Staff security clearance: Conforms to BS7858:2019
• 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 once a year
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest:
  • Physical access control, complying with CSA CCM v4.0
  • Physical access control, complying with SSAE-18 / ISAE 3402
• 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
  • Explicit overwriting of storage before reallocation / Secure Erase

Data importing and exporting

• Data export approach: "Modern Work applications enable users to export their data in numerous ways. ; For information on how Outlook users can export their data, visit https://support.microsoft.com/en-us/office/export-emails-contacts-and-calendar-items-to-outlook-using-a-pst-file-14252b52-3075-4e9b-be4e-ff9ef1068f91; For information on how Teams users can export their data, visit https://answers.microsoft.com/en-us/msteams/forum/all/how-to-download-data-and-activities-carried-out-on/0e21a9e5-71c8-4cdd-b817-a019dcd54592"
• Data export formats:
  • CSV
  • Other
• Other data export formats:
  • Microsoft Excel (as a workbook or PivotTable report)
  • Text-only (tab delimited)
  • Comma-separated values (CSV)
  • Extensible Markup Language (XML)
• Data import formats:
  • CSV
  • Other
• Other data import formats:
  • Modern Work allows network upload of PST files
  • Word, Excel, PPT, PDF, image, video, and audio.
  • https://learn.microsoft.com/en-us/purview/use-network-upload-to-import-pst-files

Data-in-transit protection

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

Availability and resilience

• Guaranteed availability: "Please note that the following links are collectively a high-level overview, and the actual terms can be found in the specific SLA and refund policy documents. ; • https://www.microsoft.com/licensing/docs/view/Service-Level-Agreements-SLA-for-Online-Services?lang=1&year=2023; • https://www.microsoft.com/licensing/docs/view/Service-Level-Agreements-SLA-for-Online-Services; • https://support.microsoft.com/en-us/account-billing/how-to-get-a-refund-on-a-microsoft-subscription-67dca30b-b323-44d5-acc2-e02f9902c472; • https://www.microsoft.com/en-us/store/b/returns; • https://learn.microsoft.com/en-us/answers/questions/1275102/ms-365-business-premium-service-level-agreement?page=1; • https://learn.microsoft.com/en-us/dynamics365/customer-service/use/overview-service-level-agreements; • https://learn.microsoft.com/en-us/training/modules/service-level-agreements/; • https://www.microsoft.com/licensing/servicelevelagreements%29"
• Approach to resilience: Microsoft’s datacentre design is resilient and aligns with the UK Government’s 2nd Cloud Security Principle, Asset Protection and Resilience. Microsoft online services use redundant architecture, deploying multiple service instances across geographically and physically separate hardware to improve fault tolerance. Resilience is further strengthened through data replication and automated integrity checking. Microsoft also submits annual evidence that its enterprise cloud services meet the G-Cloud Cloud Security Principles, supported by ISO/IEC 27001 certification and independent checks by a GDS accreditor. In-scope services support storage and processing of UK OFFICIAL government data.
• Outage reporting: Microsoft provides multiple ways to report and receive notifications of service outages across BizApps and Azure Cloud. Users can check the public service status dashboard to view current health and link into detailed Service Health information. Programmatic access is available through the Service Communications API in Microsoft Graph and Azure APIs such as the Events/impacted resources endpoints. Customers can also subscribe to email alerts for tenant incidents and status updates, and configure Azure Service Health alerts. For urgent issues, Microsoft recommends mobile push notifications via the Azure mobile app. Alerts can also be integrated with ITSM tools using webhooks. Power BI supports outage notification emails.

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)
  • Limited access network (for example PSN)
  • Dedicated link (for example VPN)
  • Username or password
• Access restrictions in management interfaces and support channels: "Modern Work uses Modern Authentication, a method of identity management that includes authentication methods like Multifactor Authentication (MFA), smart card authentication, and client certificate-based authentication. Authorization methods include Microsoft’s implementation of Open Authorization (OAuth) and Conditional Access policies. Modern Work gives you the option to use security defaults or Conditional Access policies to turn on MFA for your admins and user accounts.; For more information, visit:; - https://learn.microsoft.com/en-us/microsoft-365/admin/security-and-compliance/set-up-multi-factor-authentication?view=o365-worldwide; - https://learn.microsoft.com/en-us/microsoft-365/enterprise/hybrid-modern-auth-overview?view=o365-worldwide"
• Access restriction testing frequency: At least every 6 months
• Management access authentication:
  • Multi-Factor Authentication (MFA)
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Limited access network (for example PSN)
  • 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: User-defined
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: User-defined
• How long system logs are stored for: User-defined

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards:
  • CSA CSM version 4.0
  • ISO/IEC 27001
• Information security policies and processes: "Microsoft adheres to numerous, rigorous security and compliance standards, including CSA CCM version 3.0, ISO 27001, ISO 27018, SOC 1, SOC 2, SOC 3, FedRAMP, and HITRUST, among others. For more on specific compliance, visit:; - https://learn.microsoft.com/en-us/compliance/assurance/assurance-governance; - https://learn.microsoft.com/en-us/microsoft-365/community/microsoft365-maturity-model--governance-and-compliance; - https://servicetrust.microsoft.com/"
• 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: Modern Work enforces structured change management for both code and non-code updates to maintain security and system integrity. Service teams use ticketing and source control tools to document changes, approvals, and audit evidence. Releases follow Microsoft’s Secure Development Lifecycle (SDL), incorporating security-focused code reviews, testing, and formal approval checkpoints before deployment. Proposed changes are reviewed for justification, scope, security impact, priority, dependencies, deployment approach, roles, and responsibilities, all recorded in the change tracking system. Rejected changes are documented with rationale. Configuration management maintains baseline secure configurations, tracks deviations, and uses automated monitoring to prevent drift. Regular audits validate compliance.
• Vulnerability management type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Vulnerability management approach: You’re right — here’s within 100 words:; ; Microsoft assesses threats using the Detection and Response Team (DART), which proactively hunts for cyber threats that have breached environments and identifies new vulnerabilities beyond known alerts. DART uses tiered data collection, gathering indicator-rich telemetry across endpoints to detect attack patterns and suspicious behaviour. Microsoft also aggregates threat intelligence from first-party feeds (honeypots, malicious IPs, botnets, malware detonation) and correlates insights via SIEM and XDR platforms. Vulnerability management tools support prioritisation and remediation. Patch deployment speed is risk-driven, with mechanisms to accelerate rollout of critical security updates.
• Protective monitoring type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Protective monitoring approach: Azure security defines requirements for active monitoring, with service teams configuring tools such as the Microsoft Monitoring Agent (MMA) and System Centre Operations Manager to deliver alerts to security personnel when immediate action is needed. Azure continuously monitors risk using adaptive machine learning and heuristics to detect anomalies and signs of identity compromise, even when devices are off-network. When compromise is suspected, Microsoft follows a structured incident response process to coordinate investigation and remediation, reviewing risky users and Azure Monitor activity logs to confirm issues, contain exposure, and evict threat actors. Initial response times vary by support plan and severity.
• 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: Microsoft uses a federated security incident response model, where each major online service team follows a shared incident management process, definitions, and training to ensure consistent response. The Microsoft 365 (Modernwork) Security Response team provides centralised security expertise and guidance, and may engage specialist partners and subject matter experts across Microsoft as needed. Responsibilities are shared between the Security Response team and Modern Work service teams to deliver an enterprise-wide strategy. Incident response aligns to NIST 800-61 phases: preparation; detection and analysis; containment, eradication and recovery; and post-incident activity. Microsoft aims to respond rapidly to protect services and customer data.
• 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: Yes
• Connected networks:
  • Public Services Network (PSN)
  • Police National Network (PNN)
  • Joint Academic Network (JANET)
  • Scottish Wide Area Network (SWAN)
  • Health and Social Care Network (HSCN)

Pricing

• Discount for educational organisations: Yes
• Free trial available: Yes
• Description of free trial: Information on free trials can be found on https://www.microsoft.com/en-gb/microsoft-365/try
• Link to free trial: https://www.microsoft.com/en-gb/microsoft-365/try

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

• Less than £250,000: 0.1%
• Between £250,000 and £500,000: 0.2%
• Between £500,001 and £1,000,000: 0.3%
• Between £1,000,001 and £2,500,000: 0.4%
• Between £2,500,001 and £5,000,000: 0.5%
• Over £5,000,001: 0.6%

Non-mandatory Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: BSI Assurance UK Limited
• ISO/IEC 27001 accreditation date: Thursday 21 January 2016
• What the ISO/IEC 27001 doesn’t cover: Our certificate applies to services including software licensing, hardware, software asset management (SAM), and IT consultancy. It covers these services when delivered to public sector, charities and housing associations, education, and corporate customers by our employees, systems, and business processes.; ; All activities outside of this scope are not covered by the certification.
• ISO 28000:2022 certification: No
• ISO 9001 certification: Yes
• Who accredited the ISO 9001 certification: BSI Assurance UK Limited
• ISO 9001 accreditation date: Tuesday 23 November 2010
• What the ISO 9001 doesn’t cover: Our certificate applies to services including software licensing, hardware, software asset management (SAM), and IT consultancy. It covers these services when delivered to public sector, charities and housing associations, education, and corporate customers by our employees, systems, and business processes.; ; All activities outside of this scope are not covered by the certification.
• Quality management systems (QMS): Yes
• CSA STAR certification: No
• PCI certification: Yes
• Who accredited the PCI DSS certification: Security Metrics via Self Certification
• PCI DSS accreditation date: Wednesday 20 August 2025
• What the PCI DSS doesn’t cover: Our certificate applies to services including software licensing, hardware, software asset management (SAM), and IT consultancy. It covers these services when delivered to public sector, charities and housing associations, education, and corporate customers by our employees, systems, and business processes.; ; All activities outside of this scope are not covered by the certification.
• Cyber essentials: Yes
• Please provide your Cyber Essentials Certificate Number: 18c34a82-2bf3-4bf9-86c6-f489f07b37d6
• Cyber essentials plus: Yes
• Please provide your Cyber Essentials Plus Certificate Number: F1e26d79-c268-4d22-a3d7-01e3f4c32c92
• Other security certifications: No

Social value

• Section B - Commitment for Future: Delivery:

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

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

    • New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
    • Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
    • Plans to engage the contract workforce in deciding the most important workplace issues to address
    • Monitoring of employee engagement rates (by protected characteristic) and, where necessary, the development of actions to ensure all voices are heard across the diversity of the workforce
    • 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
    • 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
    • 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

  • 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
    • 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
    • Measures for making facilities used in the delivery of the contract available for community groups, education or training
    • 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
    • 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
    • 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
    • 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
    • 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 bids@phoenixs.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.