MICROTECH GROUP LIMITED

Folio Clinical Document Management

Folio is an Azure-hosted clinical document management platform designed for NHS organisations. Featuring AI-powered document detection, intelligent workflow automation, support for electronic document transfer between care settings, scanner integration, and clinical system connectivity supporting UK primary care systems. Ensures complete document lifecycle management with comprehensive audit trails and GDPR compliance.

Features

• AI Detect automatically matches document text to patient records accurately.
• Configurable scanner profiles supporting single-sided, double-sided, variable DPI scanning
• Multi-stage workflow with any-recipient or all-recipients completion task routing options
• Integrated clinical coding enabling direct addition to clinical record
• Document manipulation tools including crop, highlight, stamp, and text selection
• Advanced search across document content, patient, type, organisation, and department
• Insights dashboard provides document filing volume and workflow creation analytics
• Configurable library document management areas for confidential and practice documents
• Recently viewed patients list and appointments integration for quick workflows
• Audit trail tracking document capture, filing, viewing, workflow, and modification

Benefits

• AI-Detect reduces manual data entry saving time and minimising errors
• Flexible workflow routing ensures clinical correspondence reaches appropriate user
• Direct clinical system integration eliminates duplicate data entry
• Scanner integration streamlines document capture from multiple customisable profiles
• Advanced search capabilities enable rapid document retrieval
• Insights analytics support workload monitoring and resource planning
• Document manipulation tools improve document quality without requiring rescanning
• Comprehensive audit trail ensures CQC compliance and supports information governance
• Quick access to recent patients reduce clicks and accelerate workflow
• Library areas enable secure appropriate sharing of practice documents

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 mark.mulholland@microtech-group.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

451041093993170

Contact

Mark Mulholland
07359587642
mark.mulholland@microtech-group.co.uk

About your service

• Service categories:

  Applications

  Content workflow and management

  Content services

  • Enterprise Content Management Applications
• Multi cloud support: Yes

Service scope

• Software add-on or extension: No
• Cloud deployment model:
  • Public cloud
  • Hybrid cloud
• Service constraints: Folio requires active internet connectivity for cloud access. Initial implementation requires integration with existing clinical systems unless used stand-alone for back office document filing. AI Detect functionality requires sufficient text content on documents for accurate patient matching. Bulk migrations of historical documents require planning. Multi-factor authentication is mandatory for all users accessing patient-identifiable information. System performance depends on adequate bandwidth provisioning, minimum 10Mbps recommended per concurrent user.
• System requirements:
  • Modern web browser: Chrome, Edge, Firefox, Safari (latest versions)
  • Minimum 1920x1080 screen resolution recommended for optimal display
  • Active internet connection with minimum 10Mbps bandwidth per user
  • Windows 10/11 or macOS 10.15+ for desktop access
  • HTTPS/TLS 1.2+ enabled for secure encrypted connections
  • Firewall ports 443 (HTTPS) open outbound
  • Cookies and JavaScript enabled in browser for full functionality
  • TWAIN-compliant scanner with compatible driver for document capture

User support

• Email or online ticketing support: Yes
• Support response times: Standard Support (included in base price): email and phone support during business hours (8am-6pm Mon-Fri), response within 2 business hours for critical issues. Access to online knowledge base, video tutorials, and documentation P1 - Response time 2 hours; fix time 5 hours P2 - Response time 3 hours; fix time 7 hours P3 - Response time 5 hours; fix time 1.5 days P4 (RFI) - 10 days to completion
• 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: The Service will be delivered via Microtech’s single point of contract Service Desk, which comprises of 1st Line Support, Application Support, Infrastructure Support and Field Support teams. Escalation and Problem Management will be controlled by Microtech’s Service Management team. The Service Desk is the first point of contact for all Client requirements. Support costs are baked into license charges. Technical Account Manager and Cloud Support Engineer are provided.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: Folio implementation follows a structured onboarding programme tailored to organisation size and complexity. Initial discovery workshop establishes requirements, workflows, and integration needs. Technical implementation includes Azure tenant provisioning, identity provider integration, clinical system connectivity, scanner configuration, and workflow template creation. We provide role-specific training including 2-hour administrator sessions covering configuration, user management, scanner profiles, and workflow templates; 1-hour clinical user training on document capture, AI Detect filing, and task processing; 30-minute webinars for occasional users; and train-the-trainer sessions for larger organisations. Training delivered through combination of workshops, live webinars, and recorded e-learning modules accessible through learning management system. Comprehensive documentation includes user guides, administrator manuals, quick reference cards, and video tutorials. Dedicated implementation project manager coordinates activities, manages stakeholder communications, and ensures successful go-live. Post-implementation support includes priority period with enhanced support availability, weekly check-in calls, and rapid response to teething issues. Ongoing customer success programme provides quarterly business reviews, user adoption analytics, and continuous improvement recommendations.
• Service documentation: Yes
• Documentation formats: PDF
• End-of-contract data extraction: System level data extraction at contract end is included as standard service with no additional charges. Folio provides complete data export in both native PDF format and structured metadata CSV files. Document extraction for 3rd party migration is charged at Technical Architect day-rate as per published pricing. Documents exported in original quality with full metadata including document type, date received, filing details, workflow history, and comprehensive audit trail. Export package includes folder structure mirroring system organisation and comprehensive manifest file listing all documents with checksums for verification. Extracted data delivered via secure file transfer to organisation-specified location or encrypted portable media for organisations without suitable transfer infrastructure. Export format designed for easy import into alternative document management systems, with documented schema and sample import scripts for common platforms. Microtech provide 90-day extended read-only access post-contract to allow organisations to verify data completeness and coordinate transition activities. Professional services available for assisted migration to replacement systems including data transformation, integration testing, and user acceptance support charged at published day rate.
• End-of-contract process: Contract end process begins 90 days before expiry with formal notification and discussion of renewal or transition options. If not renewing, customer success manager coordinates offboarding activities including data extraction planning, access transition timeline, and final documentation delivery. Included in contract price: complete system data export, extended 90-day read-only access, handover documentation including system configuration, integration specifications, and user guides, and final security attestation confirming data deletion post-retention period. Services available at additional cost: professional services support for migration to replacement system. Following 90-day extended access period and customer confirmation of successful data extraction, all production data is securely deleted from Azure storage using NIST 800-88 compliant methods. Backup copies retained for 30 days post-deletion in compliance with disaster recovery policy before final permanent deletion. Certificate of data destruction provided upon completion meeting NHS Digital and GDPR requirements for data processor obligations.
• Documentation accessibility standard: WCAG 2.2 AA

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
• Application to install: Yes
• Compatible operating systems: Windows
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: The mobile interface provides responsive design optimised for iOS and Android devices, featuring simplified navigation, touch-optimised controls, and streamlined workflows for common clinical tasks. Mobile users can view documents, approve workflows, and process incoming correspondence but cannot perform document scanning or complex administrative configuration. The mobile interface automatically adapts to screen size while maintaining security controls and session timeout. Document viewing supports pinch-to-zoom, offline caching of recently accessed files, and push notifications for urgent clinical correspondence requiring immediate attention.
• Service interface: Yes
• User support accessibility: WCAG 2.2 AA
• Description of service interface: Folio features an intuitive web-based interface designed specifically for clinical workflows. The main menu provides quick access to Capture, Filing, Tasks, Patient Documents, Library Documents, Document Search, and Insights sections. The filing interface supports AI Detect for automatic patient matching and document classification. Document viewer includes zoom, rotate, crop, highlight, and stamp tools for document manipulation. Customisable user settings allow personalisation of start page, default folders, task sorting, document display modes, and notification intervals. Theme customisation supports different background colours for user preference. The interface complies with NHS Digital UX standards ensuring consistency with other NHS applications.
• Accessibility standards: WCAG 2.2 AA
• Accessibility testing: Folio has undergone comprehensive accessibility testing aligned to WCAG 2.2 AA standards. Conducted automated testing using WAVE, axe DevTools, and Lighthouse accessibility audits across all major browsers. Manual testing performed with assistive technologies including JAWS screen reader (Windows), NVDA (Windows), VoiceOver (macOS/iOS), and TalkBack (Android). Testing covered keyboard-only navigation, screen reader compatibility, colour contrast ratios, focus indicators, semantic HTML structure, and form labelling. User testing carried out for provision towards users with visual impairments, motor disabilities, and cognitive differences. Feedback incorporated including improved heading hierarchy, enhanced focus states, alternative text for all images and graphs, accessible data tables with proper headers, skip navigation links, and clear error messages. Implemented adjustable text sizing, high contrast mode, and keyboard shortcuts for common actions. All form inputs have associated labels and error states. Graphs include tabular data alternatives. Testing documentation available. Accessibility champion on development team reviews all updates. Committed to ongoing accessibility improvements based on user feedback and evolving standards.
• API: Yes
• What users can and can't do using the API: The Folio API enables automated import of clinical documents including letters, test results, and referrals from external systems. Documents are automatically routed to appropriate workflows and attached to patient records using NHS/CHI/NSCNI number matching. Users can set document metadata, perform bulk imports, and configure workflow rules for automatic routing and task assignment.; The API supports bidirectional document exchange with clinical systems, enabling automatic filing to patient records and single sign-on using existing credentials. Users can set permissions, define retention policies, and establish integration endpoints for laboratories and secondary care systems.; However, users cannot bypass NHS standard authentication, modify audit trails, delete filed documents without auditable history, or access documents outside authorised boundaries. API limits apply, integration with non-approved systems requires security assessment, and all exchanges must comply with HL7/FHIR standards. Initial configuration requires administrator privileges and manual security approval before API access is granted.
• API documentation: Yes
• API documentation formats: PDF
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Folio offers extensive customisation capabilities to match organisational workflows and clinical governance requirements. Administrators can customise document types and metadata fields, workflow routing rules and approval hierarchies, scanner profiles including DPI and duplex settings, user roles and permissions, library areas and folder structures, filing templates for common document types, clinical coding mappings, and quick step actions for workflow processing. Customisation is performed through web-based administrative interface requiring no coding expertise for standard configurations. Individual users can personalise their experience through user settings including start page, default folders, task and document sorting preferences, display modes, notification intervals, and theme colours. Workflow templates enable standardisation of common routing patterns. Scanner profiles support multiple scanners with different quality and speed requirements. Advanced customisation including custom integrations or complex workflow logic may require Microtech professional services support. Limitations include inability to modify core database schema, alter fundamental security model, or customise the underlying document storage architecture which remain standardised across all Folio deployments to ensure consistent security, performance, and supportability. Custom report development and specialty integrations available through professional services engagement.

Scaling

• Independence of resources: Folio implements multi-tenant architecture with logical data separation ensuring complete isolation between organisations. Each customer has dedicated database schema with encryption keys unique to their tenancy. Azure resource groups provide compute and storage isolation preventing resource contention. Auto-scaling automatically provisions additional compute resources during demand peaks ensuring consistent performance. Database connection pooling and query optimisation prevent individual users impacting others. Rate limiting protects against excessive API usage. Storage allocated from separate Azure storage accounts per customer preventing one organisation's data volume affecting another. Network traffic isolated through Azure virtual networks and application gateways with per-tenant routing policies.

Analytics

• Service usage metrics: Yes
• Metrics types: Folio provides comprehensive metrics through an insights dashboard including document processing volumes, workflow completion rates, user activity statistics, and storage utilisation trends. The Insights section displays average documents filed per day and average workflows created per day with configurable date ranges. Metrics available in real-time dashboard, scheduled email reports, and historical trending analysis. Custom reporting available through API data extraction. Performance metrics include page load times, search response times, and document upload speeds. Operational metrics track document queues and workflow bottlenecks. All metrics retained for customer agreed period.
• Reporting types:
  • Real-time dashboards
  • Regular reports
• Resource tagging: No
• FOCUS resource tagging: No

Resellers

• Supplier type: Not a reseller

Staff security

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

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations: United Kingdom
• 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: ‘IT Health Check’ performed by a CREST-approved service provider
• Protecting data at rest: Other
• Other data at rest protection approach: Beyond Azure-managed encryption, Folio implements additional data protection layers. Application-level encryption using AES-256 before writing to storage with customer-specific encryption keys managed through Azure Key Vault with hardware security module backing. Database transparent data encryption enabled on all SQL databases. Backup files encrypted separately with different key rotation schedule. Access to encryption keys restricted through Azure RBAC with comprehensive audit logging. Regular key rotation policy with 90-day maximum key age. Data classification and labelling enables differential protection for different sensitivity levels. Document redaction and pseudonymisation capabilities support minimum necessary disclosure principles. Immutable storage tiers for archived documents prevent tampering.
• Data sanitisation process: Yes
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v4.0, CAS (Sanitisation) or ISO/IEC 27001
• Data sanitisation type: Data Erasure

Data importing and exporting

• Data export approach: Users export data through self-service web interface or API endpoints. Web interface provides filtered export by date range, document type, patient, organisation, department, or custom search criteria, generating zip archives containing PDFs and metadata CSV. The Document Search functionality enables users to locate specific documents using multiple criteria before export. API supports automated export workflows for system integration. Bulk exports scheduled during off-peak hours to minimise system impact. Individual document download available instantly. Exports include comprehensive audit trail and metadata preservation. Large exports over 10GB delivered via Azure secure file transfer. Export functionality available to users with appropriate permissions.
• Data export formats: CSV
• Data import formats: CSV

Data-in-transit protection

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

Availability and resilience

• Guaranteed availability: Folio guarantees 99.9% availability measured monthly excluding planned maintenance windows. Planned maintenance scheduled monthly during documented maintenance window (Sunday 2am-6am UK time) with 5 business days advance notice. Availability measured as percentage of time service responds successfully to health check probes from multiple UK locations. Exclusions from SLA include customer network issues, third-party service failures beyond our control, customer configuration errors, scheduled maintenance windows, force majeure events, and DDoS attacks mitigated within 4 hours. Availability reporting published on customer portal with detailed monthly reports and real-time status dashboard. Customers retain right to terminate for persistent SLA breaches defined as missing SLA target in 3 consecutive months or 4 months in any 6-month period without penalty or data extraction charges.
• Approach to resilience: Folio is architected for high availability and disaster recovery using Azure's UK South and UK West regions. Active-active configuration distributes traffic across multiple availability zones within primary UK South region providing resilience against single datacenter failures. Azure Front Door provides global load balancing and automatic failover. Application tier runs on Azure App Service with minimum 3 instances across availability zones with auto-scaling to 20 instances based on demand. Database tier uses Azure SQL Database Business Critical tier with synchronous replication across availability zones providing automatic failover under 30 seconds. Document storage uses Azure Storage with geo-redundant replication to UK West region providing 99.99% durability. Disaster recovery procedures tested quarterly with documented recovery time objective of 4 hours and recovery point objective of 15 minutes. UK West region maintains warm standby configuration allowing rapid promotion to primary region if UK South experiences prolonged outage. Detailed resilience architecture available on request under NDA including network diagrams, failover procedures, and capacity planning documentation. Architecture reviewed annually and updated to incorporate latest Azure capabilities and NHS Digital security guidance.
• Outage reporting: Multi-channel outage communication ensures customers stay informed. Automated notifications for incidents and maintenance via email to registered administrators, opt-in SMS alerts for critical outages. In-portal banner messages when logged in during known issues. Historical incident archive available covering 12 months. API endpoint provides machine-readable status data for integration into customer monitoring systems (JSON format, updated every 60 seconds). Separate notification channels for different service components allow targeted subscriptions. Maintenance calendar shows scheduled downtime 30 days ahead. Subscription preferences managed through admin portal.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Multi-Factor Authentication (MFA)
  • Public key authentication (including by TLS client certificate)
  • Username or password
• Access restrictions in management interfaces and support channels: Strict access controls protect management functions. Role-based access control (RBAC) with principle of least privilege. Standard roles: Admin (full access), Organisation Admin, Clinical Admin (clinical configuration), Clinician (patient data access). Granular permissions control feature access within roles. Administrative functions require MFA. Management portal accessible only from trusted networks or via VPN. IP address whitelisting available for enhanced security. Support team access requires customer approval via ticketing system, time-limited, logged, and audited. Support personnel cannot access patient data without explicit permission. All administrative actions logged immutably. Quarterly access reviews ensure appropriate permissions. Automated de-provisioning for terminated users.
• Access restriction testing frequency: At least once a year
• Management access authentication:
  • Multi-Factor Authentication (MFA)
  • Public key authentication (including by TLS client certificate)
  • Username or password

Audit information for users

• Access to user activity audit information: Users receive audit information on a regular basis
• How long user audit data is stored for: User-defined
• Access to supplier activity audit information: Users receive audit information on a regular basis
• How long supplier audit data is stored for: User-defined
• How long system logs are stored for: User-defined

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: ISO/IEC 27001
• Information security policies and processes: Comprehensive information security framework governs all operations. Information Security Management System (ISMS) aligned to ISO 27001:2022 standard covering: risk management, asset management, access control, cryptography, physical security, operations security, communications security, acquisition/development, supplier relationships, incident management, business continuity, compliance. Annual internal audits verify policy compliance. External surveillance audits by certification body. All staff complete mandatory security awareness training during induction and annually thereafter. Specialised training for developers (secure coding), administrators (security operations), and support staff (data handling). Security policies reviewed annually or following significant incidents. Risk register maintained documenting identified risks, mitigations, and residual risk acceptance. Risk assessments performed for new systems, significant changes, and annually for existing systems. Dedicated Security Working Group meets monthly reviewing incidents, vulnerabilities, policy updates. Third-party suppliers assessed for security controls before engagement. Regular vulnerability scans and penetration tests identify weaknesses. Security metrics reported monthly: incident counts, time-to-patch, training completion rates, audit findings. Disciplinary procedures for policy breaches. Security considerations embedded in project methodology and change management processes.
• Software Security Code of Practice: Yes

Operational security

• Configuration and change management standard: Supplier-defined controls
• Configuration and change management approach: Formal change management process governs all system modifications. All changes require: business justification, risk assessment, security impact analysis, rollback plan, testing evidence, and approval from Change Advisory Board (CAB). Change categories: standard (pre-approved, low risk), normal (CAB approval required), emergency (expedited approval for critical fixes). Configuration Management Database (CMDB) tracks all system components, dependencies, and relationships. Automated configuration drift detection alerts for unauthorised changes. Regular configuration audits ensure compliance with security baselines. Separate development, testing, and production environments. All production changes deployed via automated pipelines with approval gates. Change success rates monitored as quality metric.
• Vulnerability management type: Supplier-defined controls
• Vulnerability management approach: Proactive vulnerability utilising Azure safeguards protects against emerging threats. Continuous vulnerability scanning using commercial tools across infrastructure, applications, and dependencies. Weekly automated scans, ad-hoc scans for new deployments. Vulnerabilities classified by severity (Critical/High/Medium/Low) using CVSS scoring All activity is aligned to ISO 27001:2022 controls. Identified vulnerabilities are risk-assessed and remediated according to severity. Critical issues are addressed immediately; high-risk issues within agreed timelines. Patches and configuration changes follow controlled change-management processes. Annual CREST approved penetration testing and regular scans provide ongoing assurance. Customers are notified promptly of any vulnerabilities requiring their action.
• Protective monitoring type: Supplier-defined controls
• Protective monitoring approach: Utilisation of Azure application gateway allied to comprehensive security monitoring detects potential compromise, implementing a protective monitoring process to detect, investigate, and respond to potential security threats. All monitoring activities align with ISO 27001:2022, and UK public-sector security expectations. Security events and system logs are collected centrally and continuously reviewed using automated alerting. Logs include authentication activity, system changes, API access, integration events, and anomalous user behaviour. High-risk events generate real-time alerts for the security operations team. Incidents are triaged, with prompt investigation/remediation undertaken in line with the incident-management policy. Where an event impacts/may impact customer, timely notification, updates provided.
• Incident management type: Supplier-defined controls
• Incident management approach: Structured incident response in place for effective handling of security events, allied to a formal incident management process aligned to ISO 27001:2022. All service incidents—including security, availability, performance, and data-related events—are logged, categorised, and prioritised based on impact and urgency. Incidents are monitored by service and technical teams, with escalation paths for major or security-critical events. Timely communication to customers, including acknowledgement, updates, and expected resolution times are provided. Root-cause analysis is conducted for major incidents, and corrective actions are implemented to prevent recurrence. Incident reports can be provided to buyers to support audit, compliance, and assurance activities.
• 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)
  • Scottish Wide Area Network (SWAN)
  • Health and Social Care Network (HSCN)

Pricing

• Discount for educational organisations: No
• Free trial available: No

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

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

Non-mandatory Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: NQA
• ISO/IEC 27001 accreditation date: Tuesday 30 September 2025
• What the ISO/IEC 27001 doesn’t cover: N/A
• ISO 28000:2022 certification: No
• ISO 9001 certification: Yes
• Who accredited the ISO 9001 certification: NQA
• ISO 9001 accreditation date: Wednesday 14 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: 881e3f4b-aa88-4722-b685-38590443e9f0
• Cyber essentials plus: No
• Cyber Essentials Alternative: None of the criteria
• Other security certifications: Yes
• Any other security certifications: ICO Data Protection Registration

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
    • 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

  • 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)
    • Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort
    • Understanding of the issues affecting the representation of disabled people in the workforce in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
    • Collection of the views and expertise of disabled people and their representative organisations on successfully supporting disabled employees or applicants
    • Inclusive and accessible recruitment practices, and retention-focused activities, including those provided in the Guide for line managers on recruiting, managing and developing people with a disability or health condition
    • Introducing transparency to pay and reward processes
    • Offering a range of quality opportunities with routes of progression if appropriate, e.g. T Level industry placements, students supported into higher level apprenticeships.
    • Working conditions which promote an inclusive working environment and promote retention and progression
    • Other measures to provide equality of opportunity for disabled people and those with health conditions into employment, including becoming a Disability Confident employer and inclusion of supported businesses in the contract supply chain
    • Understanding of the issues affecting inequality in employment, skills and pay in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors. Measures to tackle inequality in employment, skills and pay in the contract workforce
    • Inclusive and accessible development practices, including guidance for line managers on recruiting, managing and developing people with a disability or health condition

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

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

    • Understanding of the issues affecting the development of new skills by target cohort
    • Understanding of the underlying factors affecting improvements to reduce barriers to entry and training schemes for the target cohort(s) related to the contract workforce
    • Other measures to offer development opportunities for the target cohort(s) in the contract workforce
    • Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort
    • Understanding of issues relating to entering the contract workforce
    • Creation of outreach activities to create a pipeline of employees for the future contract delivery
    • Content of the outreach activity is designed to suit the target cohort
    • Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort

  • Mission: Build an NHS fit for the future: That is there when people need it; with fewer lives lost to the biggest killers; in a fairer Britain, where everyone lives well for longer.

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

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

Service documents

• 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 mark.mulholland@microtech-group.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.