IDEAGEN TECHNOLOGY LIMITED

Ideagen Disclosure Compliance

Ideagen Disclose Compliance is solution deployed within the customer’s Microsoft 365 SharePoint environment. Supports disclosure submissions, automated review and escalation workflows, committee decisions, and mitigation tracking. All disclosure data and activity remain in the customer’s tenant, improving transparency, accountability, and compliance oversight across the organisation.

Features

• Configurable disclosure forms with branching logic and multiple question types.
• Automated workflow routing with multi-level review (Reviewers, Managers, Committee).
• Role-based access control with license management (Manager, Reviewer, Viewer).
• Real-time dashboards showing disclosure status and conflict metrics.
• Automated email notifications and task assignment.
• Comprehensive reporting with custom analytics and submission tracking.
• Document library for policies and supporting materials.
• Self-service disclosure submission portal for employees.
• Audit trail with submission pipeline and progress tracking.
• Azure SQL database for task tracking with client-specific encryption.

Benefits

• Reduces compliance risk through structured conflict identification and management.
• Improves efficiency with automated workflows and notifications.
• Enhances transparency with real-time dashboards and reporting.
• Ensures data security with encryption and Microsoft 365 integration.
• Simplifies user experience with intuitive interfaces for all roles.
• Provides audit readiness with comprehensive tracking and documentation.
• Scales easily with role-based licensing model.
• Integrates seamlessly with existing Microsoft 365 environment.
• Reduces administrative burden through automation and self-service.
• Enables informed decision-making with analytics and insights.

• Education pricing 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 salessupport@ideagen.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

526919600070149

Contact

Sales Support
01629699100
salessupport@ideagen.com

About your service

• Service categories:

  Applications

  Content workflow and management

  • Document

  Content services

  • Content Sharing and Collaboration Applications

  Enterprise portals and digital workspaces

  • Integrated Employee Workspaces
• Multi cloud support: No

Service scope

• Software add-on or extension: Yes
• What software services is the service an extension to: Ideagen Disclosure Compliance is an extension to Microsoft 365 SharePoint Online. The software requires an active Microsoft 365 subscription with SharePoint Online and operates within the customer's SharePoint tenant.
• Cloud deployment model: Public cloud
• Service constraints: Ideagen Disclosure Compliance requires deployment within the customer’s Microsoft 365 SharePoint Online environment. Installation and configuration must be performed by a Microsoft 365 Global Administrator. Setup includes enabling the site collection app catalog, registering an Entra ID application for PnP PowerShell, and granting Sites. Selected permissions. Custom metadata columns may need to be created prior to migrating existing policies. Because the system operates entirely within the customer’s Microsoft 365 tenant, platform availability, performance, and maintenance follow Microsoft 365 service conditions.
• System requirements:
  • Active Microsoft 365 subscription with SharePoint Online.
  • Global Administrator needed for installation.
  • Modern web browser (Edge, Chrome, Firefox, Safari).
  • Microsoft Entra ID (Azure AD) for authentication.
  • Office 365 Groups or Entra ID Groups.
  • Internet connectivity for cloud access.
  • Compatible email system for notifications.
  • Microsoft Word for document editing.

User support

• Email or online ticketing support: Yes
• Support response times: Comprehensive email and ticketing support is provided through our customer support portal. Initial response time is within 4 business hours for standard support tickets. Priority support with 1-hour response time available for critical issues. All support requests are tracked with unique ticket IDs and status updates.
• 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), 7 days a week
• Web chat support: No
• Onsite support: No
• Support levels: Ideagen offer three support tiers:; ; Standard Support (included): Email/ticket support, 4-hour response time, business hours access, online documentation, knowledge base access.; ; Premium Support (additional cost): 1-hour response time, phone support, extended hours coverage, dedicated support representative, priority bug fixes.; ; Enterprise Support (custom pricing): 24/7 critical support, dedicated technical account manager, onsite implementation assistance, custom training programs, quarterly business reviews, proactive system health monitoring.; ; All tiers include software updates, security patches, and access to product documentation.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: Ideagen provide comprehensive onboarding support:; ; Documentation: Complete user guides, administrator guides, technical architecture documentation, and migration guides provided in PDF and online formats.; ; Online Training: Video tutorials and recorded webinars covering all user roles (end users, contract specialists, administrators). Self-paced learning modules available through customer portal.; ; Live Training: Customized virtual training sessions tailored to your organization's workflows. Role-based training for administrators, contract managers, and end users.; ; Implementation Support: Dedicated Software Implementation Specialist guides setup, configuration, and data migration. Regular check-in meetings during first 90 days.; ; Knowledge Base: Searchable knowledge base with FAQs, troubleshooting guides, and best practices.; ; Migration Tools: AI-assisted document migration tools with template spreadsheets and step-by-step guides to streamline contract data import.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • PDF
• End-of-contract data extraction: Where Ideagen hosts client data, all client data is deleted on termination or expiration of the agreement. Ideagen provides access to the Customer for the Customer to export their data up until the end of the subscription period. Where the Customer requires Ideagen's assistance, Ideagen asks for 30 days notice prior to the end of the subscription period, for assistance in extraction of the data. Any such assistance may be subject to additional fees, dependant on the required professional services.; ; As the service is hosted on a SaaS basis on the CSP MS Azure, all of the controls are still present after Ideagen has deleted all instances of the client’s data. This means that no data repairs can occur on the physical disk. The physical disks are then destroyed to military standards. For further information on this please see the following link: https://docs.microsoft.com/en-us/azure/security/fundamentals/physical-security#equipment-disposal; ; These terms are detailed in our contract (MSSA).
• End-of-contract process: Any Client Data uploaded to the Software shall be permanently deleted following termination of the MSSA or the relevant Agreement and it is the Client’s responsibility to extract any such Client Data from the Software prior to such termination. The Company shall have no obligation to maintain Client Data, or any other information submitted by the Client following such termination and may delete or destroy all copies in the Company’s systems or otherwise in the Company’s possession or control provided in the Agreement, unless prohibited by Applicable Law.; ; If the Client requires any assistance from the Company in relation to the extraction of Client Data from the Software, it must notify the Company at least 30 days prior to the effective date of termination of MSSA or the relevant Agreement. Any such assistance will be at the Company’s discretion and the Company shall be entitled to charge the Client for any costs and expenses incurred in the provision of the same.
• 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: Windows
• Designed for use on mobile devices: No
• Service interface: Yes
• User support accessibility: WCAG 2.2 AA
• Description of service interface: A web-based user interface is accessible through modern browsers and integrated within the customer’s Microsoft 365 SharePoint environment. The interface includes a Disclosure Submission Portal for employees, a Review Portal for reviewers, managers, and committee members, and an Administration Portal for configuring workflows, questions, categories, notifications, and permissions. Users access role-based dashboards, task lists, and reporting views through intuitive navigation and SharePoint-driven layouts.
• Accessibility standards: WCAG 2.2 AA
• Accessibility testing: Ideagen conduct accessibility testing to ensure WCAG 2.2 AA compliance. Testing includes keyboard navigation, screen reader compatibility, colour contrast verification, and form accessibility. Regular updates maintain compliance with accessibility standards.
• API: Yes
• What users can and can't do using the API: The system does not provide a proprietary public API. All customer data and documents reside in the customer’s Microsoft 365 SharePoint Online environment, where users may optionally use Microsoft Graph or SharePoint REST APIs to interact with their own content. These APIs are provided and controlled by Microsoft and are subject to Microsoft’s permissions, rate limits, and security restrictions. Configuration, workflows, and system settings cannot be created or modified through APIs and must be managed through the user interface.
• API documentation: Yes
• API documentation formats: HTML
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Users can customize the solution through:; ; What can be customized:; - Disclosure categories, question sets, and required fields; - Reviewer roles, workflow stages, and escalation rules; - Committee review steps and decision outcomes; - Email notification templates and reminder schedules; - Reporting filters, views, and saved report configurations; - Access permissions and role-based responsibilities; - Dashboard views and list formatting; ; How users customise:; - Administrators configure workflows, review roles, question sets, and notifications through the COI Administration portal; - Custom metadata columns and views are added via SharePoint list settings; - Email templates are updated within the Email Settings module; - Reporting views and dashboard configurations are adjusted through the Reports area; - Access permissions and roles are managed through the Permissions Administration page; ; Who can customize:; - Global Administrators (full access); - Site Collection Administrators (site-level changes); - Ideagen Disclose Compliance Administrators (application settings); - License Administrators (user and license management)

Scaling

• Independence of resources: Ideagen guarantee user isolation through multi-layered architecture:; ; Data Isolation: All customer data resides in customer's dedicated SharePoint tenant, physically separated from other customers. Each customer has dedicated site collection with isolated storage.; ; Application Layer: Azure-hosted APIs use tenant-specific authentication tokens ensuring requests only access authorized customer data. No shared data storage between customers.; ; Processing Resources: Web Timer Jobs run in isolated Azure instances with dedicated compute resources per customer tenant.; ; Authentication: Entra ID enforces tenant-level isolation ensuring users can only access their organization's data.; ; Microsoft Infrastructure: Leverages Microsoft 365's enterprise-grade infrastructure providing automatic resource scaling/isolation at the platform level.

Analytics

• Service usage metrics: No

Resellers

• Supplier type: Not a reseller

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: Security Clearance (SC)

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: ‘IT Health Check’ performed by a CREST-approved service provider
• Protecting data at rest:
  • Physical access control, complying with CSA CCM v4.0
  • Physical access control, complying with SSAE-18 / ISAE 3402
  • Encryption of all physical media
• Data sanitisation process: Yes
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v4.0, CAS (Sanitisation) or ISO/IEC 27001
• Data sanitisation type:
  • Deleted data can’t be directly accessed / Cryptographic Erasure
  • Physical Destruction / Hardware containing data is completely destroyed

Data importing and exporting

• Data export approach: Users can export data through multiple methods:; ; SharePoint Native Export: Use SharePoint's built-in export functionality to extract document libraries with all metadata and folder structures.; ; Manual Download: Download documents individually or in batch from the Repository portal with all associated metadata retained.; ; API Export: Programmatic export via REST API endpoints for integration with other systems or custom extraction scripts.; ; PowerShell Scripts: Use Microsoft PnP PowerShell commands to extract site collections with complete data and configuration.; ; All exports include documents, supporting materials, metadata fields, audit trails, and version history.
• Data export formats: CSV
• Data import formats: CSV

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: Ideagen provides a 99. 7% uptime guarantee. ; If the Monthly Uptime Percentage falls below 99.7% for any given month, you may be eligible for the following Service Credit, subject to various exceptions as described in our SLA:; Monthly Uptime Percentage Service Credit; < 99.7% 10%; < 99.5% 20%; If Ideagen fails to meet the minimum Monthly Uptime Percentage described above for a Service, you may submit a claim for a Service Credit;; Client must submit a claim to customer support at Ideagen that includes: (i) a detailed description of the Incident; (ii) information regarding the duration of the Downtime; (iii) the number and location(s) of affected Users (if applicable); and (iv) descriptions of your attempts to resolve the Incident at the time of occurrence.
• Approach to resilience: Ideagen Disclose Compliance solution relies on the resilience and high availability of the customer’s Microsoft 365 SharePoint Online environment. All disclosure records, metadata, review actions, committee decisions, and audit history are stored and processed within the customer’s SharePoint tenant. Microsoft 365 provides built-in redundancy through geo-redundant datacentres, automatic data replication within region, and a fault-tolerant service architecture designed for continuous availability. SharePoint Online also maintains version history and deleted-item retention, supporting recovery when needed.; ; Where Ideagen Disclose Compliance workflows use Azure-based API for routing and task management, these components benefit from Azure’s high-availability platform services, including regional redundancy and continuous health monitoring.; ; Infrastructure-level resilience—including datacentre operations, storage durability, failover, and network availability—is provided by Microsoft. Ideagen Disclose Compliance maintains application reliability through controlled release processes and ongoing monitoring of application components. Additional Microsoft resilience documentation can be provided upon request.
• Outage reporting: Ideagen Disclosure Compliance does not provide a public status dashboard or automated outage-reporting API. Because the Policy Management application is deployed inside the customer’s Microsoft 365 SharePoint Online tenant, availability of document storage, lists, workflows, and SharePoint services is determined by Microsoft 365. Customers can monitor Microsoft 365 and SharePoint service availability through the Microsoft 365 Service Health Dashboard in their tenant.; ; For the Ideagen Disclosure Compliance Azure-based workflow API that supports routing, tasks, and notifications, outage notifications are provided through support channels. If an interruption occurs, Ideagen communicate incident details, impact, and resolution updates directly to registered customer contacts. Customers may also raise tickets to report suspected outages.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Multi-Factor Authentication (MFA)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
• Access restrictions in management interfaces and support channels: Ideagen have Product Specific as well as Corporate Access Control Policies that are assessed as part of our ISO accreditations. Ideagen operate on a least privilege basis. Access to servers containing client data is subject to individuals demonstrating an appropriate need via an access request form that only when approved grants access via a token sent to the requesters email address. Only the requester can authenticate for a predefined amount of time. Even Ideagen "privileged" users in our Cloud Operations Team are subject to the access control process described in the above statement.
• Access restriction testing frequency: At least once a year
• Management access authentication:
  • Multi-Factor Authentication (MFA)
  • Identity federation with existing provider (for example Google Apps)
  • 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 contact the support team to get audit information
• How long supplier audit data is stored for: At least 12 months
• How long system logs are stored for: At least 12 months

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: ISO/IEC 27001
• Information security policies and processes: Ideagen follow and are externally audited against the ISO 27001 Information Security Management Standard. Ideagen are happy to share an overview of our policies through our Ideagen Information Security Overview document and also provide our ISO 27001 Certificate and Statement of Applicability. Furthermore, information on our approach to GDPR can be found via the following link: https://www.ideagen.com/data-protection-policy
• 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: All changes are subject to Ideagen's Change Management Policies and Procedures that are audited as part of our ISO certifications. Risk is measured and appropriate mitigations defined as part of the change approval process. Each change is properly assessed to ensure that operational risk is reduced and measures are in place for back-out plans should an issue occur. Any high-risk change must be authorised by a Senior Manager. Development adheres to a documented SDLC, from Design to Code to Test through to Release. Development and Test strategies consider security aspects in both application and deployment activities.
• Vulnerability management type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Vulnerability management approach: Ideagen undertake at least monthly internally managed vulnerability scans using industry standard tools, in addition to internal vulnerability and penetration tests on the application from a development perspective as per the SDLC document.; ; Ideagen commission an annual externally managed penetration test, including both the infrastructure and the application. We can share the redacted results upon having a signed NDA. ; ; Findings from each assessment are reviewed, risk ranked, and assigned to the responsible team for remediation in accordance with their classification. Policies are available on request. These areas are part of our ISO 27001:2022 programme and externally audited at least annually.
• Protective monitoring type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Protective monitoring approach: Ideagen have a managed SIEM that collates events from a large number of sources (E.g. next gen end point EDR, Network OS etc). There are UEBA tools in use that also feed into the SIEM and raise alerts. Alerts are raised with the Cloud Operations Team. There is 24x7x365 monitoring in place. Time to respond is based on severity of issue, issues go through a risk-based triage process and are classified as a Priority 1 to Priority 4 based on the impact to end users and also the severity/urgency of the issue.
• Incident management type: Complies with a recognised standard, for example, CSA CCM v4.0 or ISO/IEC 27035:2011 or SSAE-18 / ISAE 3402
• Incident management approach: We have in place a Cyber Security Operations Centre consisting of dedicated team members, responsible for managing, investigating and resolving all areas relating to information security, and report to the VP Global Cyber Security. We also have a Cyber Emergency Response Team made up from domain experts across the Ideagen business, the members of the CERT would change dynamically to respond to different incidents. The CERT is responsible for working alongside the SOC, extending the technical triage, investigation, resolution and communications. Ideagen staff are required and encouraged to report identified information security events and weaknesses.
• Post-quantum cryptography secure: Yes

Secure development

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

Public sector networks

• Connection to public sector networks: No

Pricing

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

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

• Less than £250,000: 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: United Registrar of Systems (URS)
• ISO/IEC 27001 accreditation date: Tuesday 13 January 2015
• What the ISO/IEC 27001 doesn’t cover: None
• ISO 28000:2022 certification: No
• ISO 9001 certification: Yes
• Who accredited the ISO 9001 certification: United Registrar of Systems (URS)
• ISO 9001 accreditation date: Tuesday 27 May 2014
• What the ISO 9001 doesn’t cover: None
• Quality management systems (QMS): Yes
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Please provide your Cyber Essentials Certificate Number: B075fda5-04bb-41ef-b19c-03be1b1a68d9
• Cyber essentials plus: Yes
• Please provide your Cyber Essentials Plus Certificate Number: Edd62b5f-9e1f-4bc1-87f0-4b9d06f09ed7
• Other security certifications: Yes
• Any other security certifications: DSPT. The Ideagen ODS code is 8J701 with Standards Exceeded.

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 salessupport@ideagen.com. Tell them what format you need. It will help if you say what assistive technology you use.