FORMAT14 CRM LTD

Creatio CRM and Studio

1️⃣ Core CRM & Workflow Automation

Creatio is a cloud-based, agentic CRM and workflow platform with no-code and AI at its core. It enables organisations to configure and automate customer-facing and operational processes across sales, marketing and service, delivering rapid time to value, high ROI, and secure, scalable SaaS delivery.

Features

• Core CRM & Workflow - with no-code and AI
• Public Sector Case & Service Management - configure end-to-end services
• Automate processes, deploy AI agents
• Case Management and Customer Service Platform
• Customer Relationship Management (CRM) System
• Local Authority – Case & Citizen Relationship Management
• Central Government – Customer & Case Management Platform

Benefits

• It enables organisations to configure and automate customer-facing processes
• Rapid time to value, high ROI > secure, scalable
• Organisations can configure end-to-end public service workflows
• automate processes, deploy AI agents, and evolve digital services rapidly
• The service supports configurable processes and achieve scalable CRM
• Organisations can configure, automate and manage cases, tasks
• Cloud-based case and citizen relationship system for local authorities
• Cloud-hosted customer and case management platform for central government departments

• Free trial available

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at sales@format14crm.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

801391787596700

Contact

Chris Slade
01628 281114
sales@format14crm.com

About the service

• Service categories:

  Applications

  Customer relationship management

  • Marketing campaign management
  • Digital commerce
  • Sales force productivity and management
  • Customer service
  • Contact centre
• Multi cloud support: Yes

Service scope

• Software add-on or extension: No
• Cloud deployment model:
  • Public cloud
  • Private cloud
• Service constraints: The service is delivered as a cloud-hosted Software as a Service. Planned maintenance and updates are managed by the platform provider and may result in short periods of reduced availability, typically outside UK business hours. The service requires a supported modern web browser and internet connectivity. No specialist hardware is required.
• System requirements:
  • Modern supported web browser (Chrome, Edge, Firefox, Safari)
  • Reliable internet connection suitable for cloud-based services
  • User device capable of running modern web applications
  • JavaScript enabled in the web browser
  • Cookies enabled for authentication and session management
  • Buyer-managed user access credentials and role assignments
  • Email service for notifications and password management
  • PDF viewer for reports and exported documents
  • Antivirus and endpoint protection managed by the buyer
  • No specialist hardware or local software installation required

User support

• Email or online ticketing support: Yes
• Support response times: Support SLA (summary); Support hours:; Monday–Friday, 09:00–17:30 UK (excluding public holidays).; ; Priority 1 (Critical):; Acknowledgement within 1 business hour; response within 4 business hours.; ; Priority 2 (High):; Acknowledgement within 4 business hours; response within 1 business day.; ; Priority 3 (Medium):; Acknowledgement within 1 business day; response within 2 business days.; ; Priority 4 (Low):; Acknowledgement within 2 business days; response within 3 business days.; ; Channels:; Email and ticketing system.; ; Scope:; Application-level support; platform issues escalated to the SaaS provider.
• 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: Format14CRM Ltd – Support levels; ; We provide two support levels for our cloud services.; ; Standard Support (included):; Available Monday to Friday, 09:00–17:00 UK business hours (excluding public holidays). Standard Support includes incident logging, issue investigation, configuration support, and liaison with the underlying SaaS platform provider where required. Incidents are prioritised and managed in line with published response times. Support is delivered by experienced cloud support engineers.; ; Enhanced Support (optional, additional cost):; Enhanced Support provides extended availability, faster response times, proactive service reviews, and prioritised escalation. Buyers are provided with a named Technical Account Manager (TAM) who acts as the primary point of contact, coordinates support activity, and provides service oversight. Enhanced Support pricing is agreed at call-off and typically charged as a monthly service uplift.; ; Support costs vary depending on the selected support level, service scope, and buyer requirements, and are confirmed during call-off. All support is provided at application level, with platform or infrastructure issues escalated to the SaaS provider and managed transparently with the buyer.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: Getting started; ; Format14CRM supports buyers through a structured onboarding approach to help users start using the service quickly and effectively. We work with buyers at the start of the contract to confirm objectives, users, and initial configuration requirements, ensuring the service is set up in line with agreed needs.; ; We provide remote onboarding and training as standard, including guided walkthroughs of the service, role-based user training, and administrator training where required. Training sessions are delivered online using video conferencing and recorded where appropriate, allowing users to revisit materials. Onsite training can be provided by agreement at call-off where buyer requirements or scale justify it.; ; Users are supported with online documentation, including user guides, configuration guidance, and platform documentation provided by the software vendor. We also provide tailored documentation where configurations or processes have been adapted for the buyer.; ; During early use, buyers have access to support and guidance from experienced consultants and cloud support engineers, who help resolve questions, refine configurations, and support adoption. This ensures users can become productive quickly while building confidence in using and managing the service.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • PDF
• End-of-contract data extraction: End-of-contract data extraction; ; At the end of the contract, users can extract their data using built-in export tools and APIs. Data can be exported in commonly used, machine-readable formats (such as CSV or JSON) to support reuse or migration to another service. Format14CRM provides guidance during offboarding to confirm required data sets and support a structured export process. Access is maintained for an agreed period to allow data extraction before service termination.
• End-of-contract process: End-of-contract process; ; At the end of the contract, Format14CRM works with the buyer to support an orderly offboarding process. This includes confirming contract end dates, agreeing a data extraction timetable, and providing guidance on exporting data using built-in tools and APIs. Buyer access is maintained for an agreed period to allow completion of data extraction before service termination.; ; Once data extraction is complete and access has ended, the service is decommissioned in line with platform and security requirements.; ; Included in the contract price:; • Standard offboarding coordination; • Guidance on data export; • Use of built-in export tools and APIs; • Standard access period for data extraction; ; Additional costs (if required):; • Extended access beyond the agreed extraction period; • Bespoke data exports or transformations; • Additional support, consultancy, or migration assistance; • Onsite support during offboarding; ; Any additional costs are agreed with the buyer in advance at call-off or contract end.
• Documentation accessibility standard: WCAG 2.2 AA

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: The desktop service provides full access to all configuration, administration and reporting features. The mobile service provides access to core user functionality such as viewing and updating records, managing tasks, and receiving notifications. Some advanced configuration and administration features are available only via the desktop interface.
• Service interface: Yes
• User support accessibility: WCAG 2.2 AA
• Description of service interface: The service is accessed through a web-based user interface via a supported browser.
• Accessibility standards: WCAG 2.2 AA
• Accessibility testing: The service interface has been tested using accessibility features commonly used by assistive technology users, including keyboard-only navigation, screen reader compatibility checks, and browser accessibility tools. Accessibility is also considered during configuration and updates, with issues addressed as part of ongoing service improvement and user feedback.; ; ⸻
• API: Yes
• What users can and can't do using the API: The service provides a secure, documented API to support integration with other systems and services.; ; API usage; ; What users can do:; Users can use the API to configure integrations, create and update records, synchronise data, trigger workflows, and retrieve information for reporting or downstream processing. The API supports automated service setup activities such as user provisioning, data import, and configuration aligned to the service’s data model.; ; Making changes through the API:; Users can make changes to data, workflows, and integrations programmatically, subject to role-based access controls and permissions configured within the service.; ; Limitations:; The API does not support changes to core platform functionality, infrastructure configuration, or underlying service architecture. Some advanced administrative or configuration activities must be completed through the service’s web-based interface. API usage is subject to authentication, authorisation, and rate limiting to ensure service stability and security.
• API documentation: Yes
• API documentation formats:
  • HTML
  • PDF
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Creatio CRM is designed to be customised by organisations without the need for bespoke software development. Users can configure the service using no-code tools that allow business and technical users to adapt functionality to meet specific operational requirements.; ; Users can customise data models by adding or modifying fields, objects and relationships to reflect their processes and information needs. Workflows and business rules can be configured visually to automate tasks, approvals, notifications and case handling across customer, sales, service and operational processes. User interfaces, forms and dashboards can also be tailored to different roles to support efficient and consistent ways of working.; ; The service supports configuration of user roles, permissions and access controls, enabling organisations to manage who can view or update information. Integration with other systems can be configured using built-in connectors and APIs, allowing data to be synchronised without custom code.; ; Customisations are applied within the platform’s supported configuration framework, ensuring upgrades and security updates can be applied without disrupting configured functionality. This approach enables organisations to adapt the service over time as requirements change, while maintaining a stable, secure and supported SaaS solution.; ; ⸻

Scaling

• Independence of resources: The service is delivered as a multi-tenant, cloud-based SaaS with logical separation of customer data and workloads. Capacity management, monitoring and scaling are handled by the underlying platform to ensure consistent performance. Usage controls and service monitoring are used to prevent individual users or tenants from adversely affecting the performance experienced by other users. ; Where high concurrency and large user numbers are envisaged then Creatio can supply a dedicated server environment at an additional fee.

Analytics

• Service usage metrics: Yes
• Metrics types: Service metrics; ; The service provides standard usage and operational metrics through built-in dashboards and reports. Metrics include user activity, login and usage volumes, record and case volumes, workflow execution, and task completion. Where applicable, reporting also supports visibility of system usage over time to help buyers monitor adoption, capacity and service performance. Metrics can be viewed by authorised users and exported for further analysis or management reporting.
• Reporting types:
  • API access
  • Real-time dashboards
  • Regular reports
  • Reports on request
• Resource tagging: No
• FOCUS resource tagging: No

Supplier type

• Supplier type: Reseller providing extra features and support
• Organisation whose services are being resold: Creatio

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: European Economic Area (EEA)
• User control over data storage and processing locations: No
• Datacentre security standards: Managed by a third party
• Penetration testing frequency: At least once a year
• Penetration testing approach: ‘IT Health Check’ performed by a CREST-approved service provider
• Protecting data at rest:
  • Physical access control, complying with SSAE-18 / ISAE 3402
  • Encryption of all physical media
• Data sanitisation process: Yes
• Equipment disposal approach: A third-party destruction service
• Data sanitisation type:
  • Deleted data can’t be directly accessed / Cryptographic Erasure
  • Data Erasure

Data importing and exporting

• Data export approach: Users can export their data using built-in export tools within the service and through the service’s APIs. Data can be extracted in commonly used, machine-readable formats such as CSV or JSON. Exports can be performed by authorised users, supporting full or selective data extraction to meet reporting, backup, or service exit requirements.
• Data export formats:
  • CSV
  • Other
• Other data export formats:
  • JSON
  • XML
  • Microsoft Excel .xls
• Data import formats:
  • CSV
  • Other
• Other data import formats: Microsoft Excel .xls

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: Guaranteed availability; ; Format14CRM Ltd provides a target service availability of 99.5% per calendar month, excluding planned maintenance. Planned maintenance is scheduled in advance and, where possible, carried out outside UK business hours.; ; Availability applies to access to the application-level service. Availability of the underlying cloud platform and infrastructure is provided by the SaaS platform vendor and its cloud hosting partners.; ; Service availability is monitored, and incidents are managed in line with published support response times. If the agreed availability level is not met in a given month, buyers may be eligible for service credits. Service credits are applied as a proportionate credit against future service charges, calculated based on the level and duration of the availability shortfall.; ; Details of service credits, thresholds, and exclusions are confirmed at call-off and documented in the call-off contract. Service credits are the buyer’s sole remedy for failure to meet the availability target.
• Approach to resilience: Approach to resilience; ; The service is delivered as a cloud-based SaaS designed for high availability and resilience. The application is hosted within enterprise-grade cloud infrastructure that uses redundant components, automated monitoring and managed failover to reduce the impact of component or service failures.; ; The underlying datacentre environment is operated by established cloud providers and is designed for resilience, including physical security, power and cooling redundancy, network resilience, and regular testing of recovery processes. Data is protected through replication and backup mechanisms to support service continuity and recovery.; ; Resilience is supported through proactive monitoring, incident management, and controlled change processes to minimise disruption. Planned maintenance is managed to reduce impact on service availability.; ; Detailed information on datacentre architecture, resilience controls and recovery processes is available to buyers on request, subject to appropriate confidentiality arrangements.
• Outage reporting: Outage reporting; ; Format14CRM Ltd reports service outages through direct customer communications. Buyers are notified of service-impacting incidents and planned maintenance via email alerts to nominated contacts. Where applicable, updates are provided during an incident to keep buyers informed of progress and resolution.; ; The underlying SaaS platform maintains service monitoring and status reporting, and Format14CRM acts as the primary point of contact for buyers, coordinating communications and updates. Outage information can also be provided on request, including incident summaries and post-incident reporting.; ; At present, the service does not provide a public status dashboard or a dedicated outage-reporting API.

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: Management access is controlled using role-based access control (RBAC) in Azure AD / AWS IAM, enforcing least-privilege permissions and mandatory MFA for all privileged roles. Administrative access is restricted using IP allow-listing, conditional access policies, and secure bastion hosts where applicable. Privileged roles are granted on a just-in-time (JIT), time-bound basis using Azure PIM / AWS IAM access controls. All access and administrative actions are centrally audit-logged (Azure Monitor / AWS CloudTrail) and regularly reviewed. Support access to Creatio environments is tightly controlled, requires customer authorisation, and is fully logged.
• Access restriction testing frequency: At least every 6 months
• Management access authentication:
  • Multi-Factor Authentication (MFA)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: User-defined
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: 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: Other
• Other security governance standards: Cyber Essentials Plus
• Information security policies and processes: Information security policies and processes; ; Format14CRM Ltd follows a defined set of information security policies and processes designed to protect the confidentiality, integrity and availability of information across all services. These policies cover areas including access control, secure configuration, asset management, incident management, data protection, supplier security, and acceptable use.; ; Security governance is overseen by a named senior manager with board-level authority, who is responsible for information security across the organisation and reports directly to the Board. This role provides oversight of security risk, policy compliance, and assurance activities.; ; Format14CRM is certified to Cyber Essentials Plus, demonstrating independently assessed controls for secure configuration, boundary firewalls, access control, malware protection and patch management. Policies and processes are reviewed regularly to ensure continued alignment with Cyber Essentials Plus requirements, the Software Security Code of Practice, and relevant legal and regulatory obligations.; ; Compliance with security policies is enforced through technical controls, role-based access, staff onboarding and awareness activities, and periodic internal reviews. Security incidents and risks are logged, managed and escalated in line with defined procedures, with lessons learned used to improve controls. Where third-party platforms or cloud services are used, their security assurances are reviewed and incorporated into overall service governance.
• Software Security Code of Practice: Yes

Operational security

• Configuration and change management standard: Supplier-defined controls
• Configuration and change management approach: Format14CRM Ltd uses documented configuration and change management processes to manage service components securely throughout their lifecycle. Service configurations, workflows and integrations are versioned and tracked to provide visibility and support rollback where required. All changes are assessed before implementation to understand risk and potential security impact, including effects on access control, data handling and availability. Changes are tested in non-production environments where appropriate and approved prior to deployment. Higher-risk changes receive additional review. Changes are scheduled to minimise disruption and communicated where required.
• Vulnerability management type: Supplier-defined controls
• Vulnerability management approach: Vulnerability management approach; ; Format14CRM Ltd operates documented vulnerability management processes to identify, assess and remediate security risks. Potential threats are assessed using platform security advisories, vendor notifications, penetration testing outcomes, and threat intelligence from trusted sources such as the NCSC and software suppliers. Vulnerabilities are prioritised based on severity and potential impact to confidentiality, integrity and availability. Security patches and updates are applied promptly in line with risk, with critical patches deployed as soon as practicable. Changes are tested where appropriate and tracked to ensure timely remediation and service stability.
• Protective monitoring type: Supplier-defined controls
• Protective monitoring approach: Protective monitoring approach; ; Format14CRM Ltd operates protective monitoring processes to identify and respond to security incidents. Monitoring includes review of application logs, access activity and alerts from the underlying SaaS platform. Potential compromises are identified through abnormal behaviour or security notifications. When detected, incidents are assessed, contained where required and escalated. High-severity incidents receive an initial response within one business hour, with remediation and communication managed in line with defined procedures.
• Incident management type: Supplier-defined controls
• Incident management approach: Incident management approach; ; Format14CRM Ltd operates documented incident management processes, including pre-defined procedures for common events such as service outages, security incidents and access issues. Users report incidents via email or the support ticketing system, where incidents are logged, prioritised and managed in line with published response times. Incidents are investigated, contained and resolved using defined procedures. Where required, incident updates and post-incident reports are provided to buyers, including a summary of impact, actions taken and lessons learned.
• Post-quantum cryptography secure: No

Secure development

• Approach to secure software development best practice: Conforms to a recognised standard, but self-assessed

Public sector networks

• Connection to public sector networks: No

Pricing

• Discount for educational organisations: No
• Free trial available: Yes
• Description of free trial: What’s included; ; Access to a cloud environment with core Creatio functionality. Users explore key features including configurable data models, basic workflows, standard dashboards, and user interfaces. ; ; What isn’t included; ; No custom development, complex integrations, or data migration from live systems. ; ; Time-limited (typically 14 days) and is provided for evaluation only.
• Link to free trial: https://www.creatio.com/trial

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

• Less than £250,000: 0%
• Between £250,000 and £500,000: 3%
• Between £500,001 and £1,000,000: 5%
• Between £1,000,001 and £2,500,000: 8%
• Between £2,500,001 and £5,000,000: 10%
• Over £5,000,001: 12%

Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2022 certification: No
• ISO 9001 certification: No
• Quality management systems (QMS): Yes
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Cyber Essentials Certificate Number: 3321ba84-b2dc-49f7-80d9-6e21623c0cea
• Cyber essentials plus: Yes
• Cyber Essentials Plus Certificate Number: 36e68453-8f2d-4848-bd57-f2f65e633e25
• Other security certifications: No

Social value

• 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
  • 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

  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

  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)
  • 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)
  • 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

  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 sales@format14crm.com. Tell them what format you need. It will help if you say what assistive technology you use.