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REPLY LIMITED

Microsoft Dynamics 365 Finance

Microsoft Dynamics 365 Finance is a robust financial management solution that empowers organizations to streamline and automate financial operations. It offers features for budgeting, forecasting, accounts payable, receivables, and financial reporting, providing insights to optimize financial performance and decision-making.

Features

  • Financial reporting: Comprehensive insights for strategic decision-making.
  • Budgeting and forecasting: Accurate planning for financial success.
  • Accounts payable: Streamlined processes for efficient vendor management.
  • Accounts receivable: Effective tracking and management of customer payments.
  • Cash flow management: Optimize liquidity with real-time financial visibility.
  • Fixed asset management: Comprehensive tracking and depreciation calculations.
  • Multi-currency support: Conduct global transactions with ease and accuracy.
  • Compliance management: Ensure adherence to financial regulations and standards.
  • Expense management: Track and control expenses for financial efficiency.
  • Integration with Microsoft 365: Seamless collaboration with familiar productivity tools.

Benefits

  • Improved financial visibility: Real-time insights for strategic decision-making.
  • Enhanced efficiency: Streamlined processes for optimized financial operations.
  • Accurate forecasting: Reliable predictions for better financial planning.
  • Global transaction support: Seamlessly manage multi-currency operations.
  • Compliance assurance: Adherence to financial regulations and reporting standards.
  • Reduced manual efforts: Automation for time-saving financial workflows.
  • Scalability: Adaptability to evolving business needs and growth.
  • Integrated analytics: Data-driven insights for informed financial decisions.
  • Transparent reporting: Clear and accessible financial performance reporting.
  • Collaborative environment: Integration with Microsoft 365 for seamless communication.

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 glue.frameworks@reply.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

5 2 6 7 8 1 0 0 7 6 2 5 3 7 0

Contact

REPLY LIMITED Chris Wright
Telephone: 0207 730 6000
Email: glue.frameworks@reply.com

About your service

Service categories

Applications

Enterprise resource management

Financial

  • Financial and Accounting Applications
  • Accounts Payable Applications
  • Accounts Receivable Applications
  • Travel and Expense Management Applications
  • Corporate Tax Management Applications
Multi cloud support
No

Service scope

Software add-on or extension
No
Cloud deployment model
Private cloud
Service constraints
Our Microsoft Dynamics implementation services embrace the periodic rollout of new features and security updates by Microsoft. These regular updates enhance the functionality, performance, and protection of the Dynamics platform, enabling our clients to leverage the latest advancements. However, buyers should be aware that integrating these new features and updates into their existing implementation may require additional configuration, testing, and training. Our team stays ahead of the curve by proactively monitoring Microsoft's release schedules and planning for the smooth incorporation of new capabilities. We work hand-in-hand with clients to ensure they take full advantage of these enhancements while minimizing disruption.
System requirements
Modern Web Browser

User support

Email or online ticketing support
Yes, at extra cost
Support response times
Response times will be agreed as part of a service level agreement with the client.
User can manage status and priority of support tickets
Yes
Online ticketing support accessibility
EN 301 549
Phone support
Yes
Phone support availability
9 to 5 (UK time), Monday to Friday
Web chat support
Yes, at an extra cost
Web chat support availability
24 hours, 7 days a week
Web chat support accessibility standard
EN 301 549
Web chat accessibility testing
Web chat testing protocol will be agreed with the client as part of our service design process.
Onsite support
Yes, at extra cost
Support levels
We adapt our support to the needs of the users and can offer most support levels requested by clients. We have provided all combinations of first, second, and third line support to our clients; we have provided all combinations of UK business hours, UK extended business hours, US business hours and 24/7 support facilities to our clients. We have provided both real-time telephone support, email support, and on-call support. The costs of each of these models is tailored to the specific needs of our clients to ensure the right level of support is provided to the service in question. In all of our client engagements there will be a dedicated account manager – and typically a cloud support engineer or technical account manager depending on the needs of the client.
Support available to third parties
Yes
AI chatbot
No

Onboarding and offboarding

Getting started
We provide content owner training and materials for the end user that are specific to that implementation of the solution. We have a dedicated Change Management and Adoption team, consisting of a number of PROSCI certified members who work with the ADKAR methodology. We provide Onsite and Online training to both end users and content owners via webinars or workshops. User documentation is tailored to the solution delivered, Videos and Cheat Sheets are delivered to enhance adoption and complement the creative campaigns designed to achieve maximum usage of each Cloud Software solution that Reply deliver.
Service documentation
Yes
Documentation formats
  • PDF
  • Other
Other documentation formats
PPT
End-of-contract data extraction
When a contract ends, users have multiple options to extract their data from Microsoft Dynamics. The platform provides built-in functionalities and tools to facilitate a smooth transition and ensure data portability.

One common method is to use the Dynamics Data Export feature. This allows users to export their data in a structured format, such as Excel or CSV files. Users can select specific entities, fields, and filters to define the scope of the data they wish to extract. The exported files can then be easily imported into other systems or used for further analysis.

For more complex data extraction scenarios, users can leverage the Dynamics API. By making programmatic requests to the API, users can retrieve data from various entities and customize the output format to suit their needs. This approach offers greater flexibility and allows for the extraction of large volumes of data.

It's important to note that data extraction should be planned and executed in collaboration with the Dynamics implementation partner and in accordance with any contractual obligations and data privacy regulations.
End-of-contract process
At the end of a Microsoft Dynamics contract, when user licenses expire, individuals will no longer be able to access the system.

Once the contract reaches its termination date, the implementation partner will work closely with the client to identify which user licenses need to be deactivated. This process involves reviewing the list of current users and their roles within the system.

It's crucial to note that the expiration of user licenses does not automatically lead to the deletion or loss of data. The client's data remains securely stored within the Dynamics system, and authorized users with valid licenses can still access and manage the information as needed.

If the client wishes to extract their data from the Dynamics system before the contract ends, they can collaborate with the implementation partner to initiate a data export process. This ensures that the client has a copy of their data for future use or migration to another system.

In some cases, clients may choose to renew or extend their Dynamics contract to maintain uninterrupted access to the system. This allows them to continue leveraging the features and capabilities of Dynamics while ensuring that all users have valid licenses and appropriate access rights.
Documentation accessibility standard
EN 301 549

Using the service

Web browser interface
Yes
Supported browsers
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
Application to install
No
Designed for use on mobile devices
Yes
Differences between the mobile and desktop service
N/A
Service interface
No
User support accessibility
EN 301 549
API
Yes
What users can and can't do using the API
Our Microsoft Dynamics implementation leverages the powerful API capabilities provided by the platform to enable seamless integration with other systems and custom applications. Users can utilize the API to perform a wide range of actions, such as creating, reading, updating, and deleting records within Dynamics. The API allows for the retrieval of data from various entities, including accounts, contacts, leads, opportunities, and more. Users can also execute complex queries, apply filters, and sort results to obtain specific subsets of data.
Additionally, the API supports the execution of custom actions and workflows, enabling users to automate business processes and extend the functionality of Dynamics. This includes triggering notifications, generating documents, and integrating with external services.
However, it's important to note that the API has certain limitations and security measures in place. Users cannot access data or perform actions that exceed their assigned permissions and roles within Dynamics. The API enforces data integrity and validation rules, preventing users from creating or modifying records with invalid or inconsistent data. Furthermore, the API may have throttling limits to prevent excessive usage and ensure system stability.
API documentation
Yes
API documentation formats
HTML
API sandbox or test environment
Yes
Customisation available
Yes
Description of customisation
Users with the appropriate privileges can customize various aspects of the system, including entity fields, forms, views, and workflows, using the built-in customization tools provided by Dynamics.

The drag-and-drop interface enables authorized users to easily modify forms and layouts, adding or removing fields, rearranging sections, and applying conditional formatting. This allows them to streamline data entry and optimize the user experience based on their unique requirements.

Users with necessary permissions can also create custom entities to store and manage data specific to their business processes. These entities can be seamlessly integrated with existing Dynamics modules, such as sales, customer service, and marketing, to provide a holistic view of the organization's operations.

Furthermore, Dynamics supports the creation of custom workflows and business rules to automate repetitive tasks, enforce data consistency, and improve overall efficiency. Users with the appropriate security roles can define triggers, conditions, and actions to route records, send notifications, and update data based on predefined criteria.

For more advanced customizations, users with the required technical expertise and permissions can leverage the power of the Dynamics API and custom code extensions. This allows for the development of bespoke functionalities, integrations with external systems, and the implementation of complex business logic.

Scaling

Independence of resources
The platform utilises advanced load balancing and resource allocation techniques to distribute the workload efficiently across multiple servers and data centers.

Dynamics employs a multi-tenant architecture, where each organization's data and processes are logically separated and isolated from others. This architecture ensures that the activities and resource consumption of one organization do not impact the performance or availability of the service for other organizations.

Moreover, Microsoft continuously monitors the system's performance and proactively scales the infrastructure to handle increased demand.

Analytics

Service usage metrics
Yes
Metrics types
While Dynamics lacks built-in service usage metrics, Power BI can be utilized to create customized metric reports. By connecting Power BI to Dynamics, relevant data can be transformed into meaningful visualizations, providing insights into user activity, system performance, and workflow efficiency. Automated data refresh ensures reports remain up-to-date for effective analysis.
Reporting types
Real-time dashboards
Resource tagging
No
FOCUS resource tagging
No

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
Security Clearance (SC)

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 every 6 months
Penetration testing approach
Another external penetration testing organisation
Protecting data at rest
Physical access control, complying with another standard
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
Explicit overwriting of storage before reallocation / Secure Erase

Data importing and exporting

Data export approach
The primary data export formats supported by Dynamics include:

Excel (XLSX): Data can be exported to Microsoft Excel spreadsheets, which provide a familiar and widely compatible format.

Comma-Separated Values (CSV): CSV is a plain text format that stores data in a tabular structure.

XML: Dynamics supports exporting data in XML format, which is a structured and hierarchical markup language.

Data Feeds (OData): Dynamics utilizes the Open Data Protocol (OData) to provide data feeds that can be consumed by other applications.

SQL Database: For more advanced scenarios, data can be exported to a SQL database.
Data export formats
  • CSV
  • ODF
Data import formats
  • CSV
  • ODF

Data-in-transit protection

Data protection between buyer and supplier networks
Private network or public sector network
Data protection within supplier network
Other
Other protection within supplier network
At the core of this model is the concept of user security roles and permissions. Administrators can define granular access rights and assign them to specific user roles, ensuring that individuals only have access to the data and functionality necessary for their job responsibilities.

The role-based security model allows organizations to control access to sensitive information, such as financial data, customer records, and confidential documents.

Furthermore, Dynamics provides an audit trail that tracks user activities and changes made to data. This audit trail enables organizations to monitor and investigate any suspicious or unauthorized actions.

Availability and resilience

Guaranteed availability
Microsoft Dynamics guarantees a high level of availability for its users, with an SLA that promises a minimum of 99.9% uptime.

In the rare event that Microsoft fails to meet this availability commitment, customers may be eligible for a service credit. The service credit is calculated based on the percentage of downtime experienced during a given month, and it is applied as a discount to the customer's subsequent billing period.

The specific details of the service credit are as follows:
- If the monthly uptime percentage falls below 99.9% but remains above 99%, customers are eligible for a 10% service credit.
- If the monthly uptime percentage falls below 99%, customers are eligible for a 25% service credit.

To receive a service credit, customers must submit a claim to Microsoft within a specified timeframe after the month in which the downtime occurred.

It's important to note that certain factors, such as scheduled maintenance, user errors, or external factors beyond Microsoft's control, may be excluded from the availability calculation and service credit eligibility.
Approach to resilience
Microsoft Dynamics is designed with resilience and high availability at its core, ensuring that the service remains operational even in the face of disruptions or failures. The platform is built on a robust and redundant infrastructure that spans multiple data centers across different geographical regions.

One key aspect of Dynamics' resilience is its multi-tenant architecture. Each customer's data and environment are logically isolated and run on separate infrastructure, reducing the impact of any single point of failure. If one tenant experiences an issue, it does not affect the performance or availability of other tenants.

Data is continuously replicated across multiple storage units within a data center and across different data centers.

The Dynamics platform also incorporates automatic failover mechanisms.

Microsoft's network infrastructure is designed with redundant paths and multiple internet service providers to ensure reliable connectivity. Load balancing techniques are used to distribute traffic across multiple servers, preventing overload and ensuring optimal performance.

To further enhance resilience, Microsoft conducts regular disaster recovery drills and tests to validate the effectiveness of its business continuity plans. These tests simulate various failure scenarios and help identify and address any potential weaknesses in the system.
Outage reporting
The primary method of outage reporting is through the Microsoft 365 Service Health Dashboard. This web-based dashboard provides real-time information about the current status of Dynamics and other Microsoft services. Users can visit the dashboard to view any ongoing incidents, planned maintenance activities, or resolved issues.

In the event of an outage, Microsoft promptly updates the Service Health Dashboard with details about the affected services, the scope of the impact, and the estimated time for resolution. The dashboard also provides regular updates as the Microsoft team works to resolve the issue.

In addition to the Service Health Dashboard, Microsoft communicates outages through email notifications. Administrators or designated contacts within an organization receive email alerts when there is a service disruption or planned maintenance that may impact their Dynamics environment.

Microsoft also leverages social media platforms, such as Twitter, to provide updates on major outages or widespread service disruptions. The official Microsoft Dynamics Twitter account (@MSFTDynamics) is used to share real-time information.

For critical outages that significantly impact users, Microsoft may also utilize additional communication channels, such as the Microsoft 365 Message Center or direct phone calls to key customer contacts, to ensure that important information reaches the affected parties promptly.

Identity and authentication

User authentication needed
Yes
User authentication
Multi-Factor Authentication (MFA)
Access restrictions in management interfaces and support channels
Microsoft employs strict access controls and security measures to restrict access to management interfaces and support channels for the Dynamics platform. Access is granted based on the principle of least privilege, ensuring that users have only the permissions necessary to perform their roles. Multi-factor authentication is enforced for all administrative access, adding an extra layer of security. Support channels, such as the Azure portal and Microsoft Support, require secure authentication and authorize access based on predefined roles and permissions. All access activities are logged and monitored for suspicious behaviour. Regular access reviews and audits are conducted ensuring compliance with policies.
Access restriction testing frequency
At least every 6 months
Management access authentication
Multi-Factor Authentication (MFA)

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
ISO/IEC 27001
Information security policies and processes
We adhere to a comprehensive set of information security policies and processes to ensure the confidentiality, integrity, and availability of our systems and data. Our policies cover areas such as data protection, access control, incident response, and compliance with relevant regulations and standards. Our reporting structure includes designated information security officers responsible for overseeing the implementation and enforcement of these policies. We ensure policies are followed through regular audits, assessments, and compliance reviews conducted by internal and external auditors. Additionally, we provide ongoing training and awareness programs to educate employees about their responsibilities regarding information security and reinforce compliance with our policies. Incident response procedures are in place to address any security incidents promptly, with post-incident reviews conducted to identify lessons learned and areas for improvement. Overall, our robust information security framework ensures that policies are effectively implemented, monitored, and enforced to safeguard our systems and data.
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
Microsoft follows stringent configuration and change management processes for the Dynamics platform, aligning with industry best practices like ITIL. Configuration management involves identifying, baselining, controlling, and monitoring platform components. Change management includes formal change requests, reviews, testing, scheduling, implementation, and post-implementation reviews. Changes are assessed by a Change Advisory Board and thoroughly tested before deployment. Microsoft complies with standards such as ISO/IEC 20000, SOC, PCI DSS, and HIPAA. Regular audits ensure compliance with internal policies and regulations. These processes minimize risk, maintain system stability, and provide customers with confidence in the reliability and integrity of the Dynamics platform.
Vulnerability management type
Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
Vulnerability management approach
Microsoft employs a vulnerability management process for the Dynamics platform. This process involves continuous scanning and monitoring of the system for potential vulnerabilities using advanced security tools and techniques. Identified vulnerabilities are promptly assessed, prioritized based on their severity and potential impact, and assigned to the relevant teams for remediation. Microsoft follows a structured approach for patching and updating the platform to address vulnerabilities, ensuring minimal disruption to users. Regular vulnerability assessments, penetration testing, and collaboration with the security research community help identify and mitigate risks proactively. Microsoft's vulnerability management process is an integral part of its overall security strategy.
Protective monitoring type
Undisclosed
Protective monitoring approach
Microsoft's protective monitoring processes for Dynamics are designed to identify and respond to potential compromises promptly. The platform is continuously monitored using advanced security tools, anomaly detection mechanisms, and threat intelligence feeds. When a potential compromise is identified, Microsoft's Security Operations Center (SOC) analyzes the incident to determine its scope and impact. The SOC follows a well-defined incident response plan, which includes containment, eradication, and recovery steps. Microsoft aims to respond to critical incidents within minutes, with a dedicated team working 24/7 to investigate and resolve the issue. Regular incident response drills and collaboration with external security experts.
Incident management type
Undisclosed
Incident management approach
We have pre-defined processes in place for common events, which are documented in our incident management framework. Users can report incidents through various channels, including dedicated incident reporting forms on our platform, email, or through our customer support channels. Once an incident is reported, our incident response team assesses the severity and initiates the appropriate response procedures based on predefined criteria. Throughout resolution, we provide regular updates and communication to affected users, keeping them informed of progress and expected resolution times. After the incident is resolved, we conduct a thorough post-incident analysis to identify root causes and implement preventive measures.
Post-quantum cryptography secure
No

Secure development

Approach to secure software development best practice
Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v4.0)

Public sector networks

Connection to public sector networks
No

Pricing

Discount for educational organisations
Yes
Free trial available
No

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

Less than £250,000
0.5%
Between £250,000 and £500,000
0.5%
Between £500,001 and £1,000,000
0.5%
Between £1,000,001 and £2,500,000
0.5%
Between £2,500,001 and £5,000,000
0.5%
Over £5,000,001
0.5%

Non-mandatory Standards and certifications

ISO/IEC 27001 certification
Yes
Who accredited the ISO/IEC 27001
Citation
ISO/IEC 27001 accreditation date
Monday 31 March 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
Dasa-Ragister
ISO 9001 accreditation date
Monday 30 October 2023
What the ISO 9001 doesn’t cover
N/A
Quality management systems (QMS)
Yes
CSA STAR certification
No
PCI certification
No
Cyber essentials
No
Cyber Essentials Alternative
None of the criteria
Cyber essentials plus
Yes
Please provide your Cyber Essentials Plus Certificate Number
Ef4fcf52-aa92-481d-8ba6-73e89766db6e
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
    • 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

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