
Agreed terms:
- Interpretation
- Business Day: a day other than a Saturday, Sunday or public holiday in England when banks in London are open for business.
- Business Hours: the period from 9.00 am to 5.00 pm on any Business Day.
- Commencement Date: the commencement of the Term as set out in the Summary of Key Terms
- Data Protection Legislation: means the Data Protection Act 2018 and the UK General Data Protection Regulation as amended from time to time and all applicable laws and regulations relating to processing of personal data and privacy, including where applicable the guidance and codes of practice issued by the ICO
- Fee: the licence fee payable by the Customer to the Supplier as summarised in the Summary of Key Terms including any additional fee charged during the Term for additional licences of any type
- Framework: a structured model, taxonomy, or standard used to measure or report social value (e.g., themes, outcomes, indicators)
- Intellectual Property Rights: patents, utility models, rights to inventions, copyright and related rights, trademarks and service marks, trade names and rights in domain names, rights in get-up, goodwill and the right to sue for passing off or unfair competition, rights in designs, rights in computer software, database rights, rights to preserve the confidentiality of information (including know-how and trade secrets) and any other intellectual property rights, including all applications for (and rights to apply for and be granted), renewals or extensions of, and rights to claim priority from, such rights and all similar or equivalent rights or forms of protection which subsist or will subsist, now or in the future, in any part of the world.
- Licence(s): the authorised account(s) generated and issued by the Supplier to enable the Customer to access and use the Software, the type of licence being stipulated in the Summary of Key Terms.
- Maintenance Release: release of the Software that corrects faults, adds functionality or otherwise amends or upgrades the Software, but which does not constitute a New Version.
- Permitted Use: the use of the Software as a tool to aid evaluation of the social value generated through the Customer’s project using the Customer’s data in accordance with these terms.
- Permitted Third Party: a third party providing professional services to the Customer who requires access to the Software in order to provide those professional services
- Proxy: any proxy, intermediary software, API or other interface and Proxies shall be construed accordingly
- Report: an output report generated by the Customer, or their lawful users, using the Software
- Site: the premises from which the Customer carries out its business as stated above as notified to the Supplier in writing from time to time.
- Summary of Key Terms: The agreed key terms as to the number and type of Licences, the Fee and Terms as recorded at the beginning of this Agreement.
- Software: the computer program(s) described at Schedule 1 which together are known as ‘The Social Value Engine’.
- Term: the licence term agreed and recorded in the Summary of Key Terms.
- Unless the context otherwise requires:
- any words following the terms including, include, in particular, for example, or any similar expression shall be construed as illustrative and shall not limit the sense of the words, description, definition, phrase or term preceding those terms.
- Unless the context otherwise requires:
- Delivery and acceptance
- The Supplier shall deliver the Software to the Customer by making it available via an online portal and issuing the agreed Licences within five (5) days of signature of this Agreement.
- The Customer shall be deemed to have accepted the Software and the Licences upon the earliest of the following events:
- The Customer confirms acceptance in writing to the Supplier.
- Twenty (20) days have passed since the Customer first uses a Licence.
- Ten (10) days have passed since the Customer has received the last Licence due to be issued under this Agreement.
- Licences
- The Supplier shall issue to the Customer the Licences in the number and type as agreed and recorded in the Summary of Key Terms, to enable access to, and use of, the Software.
- The Customer may, if the Supplier agrees, purchase additional Licences during the Term. Such additional licences shall be bound by these terms and conditions and included in any references to “Licences” herein. The cost of additional Licences shall be recorded in writing.
without the prior written consent of the Supplier, such consent not to be unreasonably withheld or delayed.
- The Customer shall:
- pay any additional fees applicable under this Agreement for additional services provided, or where additional services are provided beyond the scope of this Agreement, pay such fees as quoted by the Supplier following a request by the Customer for those additional services at the Supplier’s usual rates.
- The Licence is subject to any additional rules, regulations, stipulations, instructions or directions published by the Supplier from time to time and notified to the Customer concerning the Software or its use in writing.
- Where the type of Licence issued limits the number of Reports that may be generated using the Software (Pay-As-You-Go: single Report; Starter: up to 20 Reports, Pro: Up to 50 reports), the Customer agrees:
- (a) not to use the Software to generate more Reports than the permitted number;
- (b) in the event that the Customer does generate more than the maximum number of Reports, to pay to the Supplier on demand as follows: Pay As You Go: 1 extra report £350, Starter: bundle of 20 extra reports £2000, Pro: bundle of 50 extra reports £5000, all the above being exclusive of VAT.
- Single-User Licences
- Single user Licences are issued with the Pay-as-you-go and Starter versions. Single-user Licences issued by the Supplier shall be in the name of, and for the exclusive use of, the individuals named in the Summary of Key Terms, (or, in the case of additional individual licences purchased during the Term, the name as nominated by the Customer in writing).
- The Supplier shall only allocate a single-user Licence to an individual who is employed by the Customer.
- During the Term, the Customer may, upon written request to the Supplier with at least 7 days’ notice, have a Licence re-assigned to another named individual.
- During the Term, the Customer may re-assign Licences up to a total of three (3) times without any further fee being payable. The Supplier reserves the right to charge additional fees for any additional re-assignments thereafter.
- The Customer shall notify the Supplier if a person assigned with a single-use Licence is no longer employed by the Customer so the credentials for the Licence can be revoked or reset until re-assigned.
- The Customer agrees that access to Licences shall not be shared with any individual other than the person currently nominated to use it and shall instruct those so nominated not to share access.
- Multiple-User Licences
- Multiple-user Licences are issued with that Pro and Enterprise versions. Multiple-user Licences issued by the Supplier are available to be assigned at the Customer’s instruction to (and only to) any of the Customer’s employees or a Permitted Third Party, subject to this clause 5.
- The Supplier may, upon written request to the Supplier with at least 7 days’ notice, have a Licence re-assigned to another employee or Permitted Third Party.
- Where the Customer intends to assign a Licence to a Permitted Third Party, , the Customer agrees that it shall:
- (a) notify the Supplier in writing of the name and details of the Permitted Third Party.
- provide the Permitted Third Party with a copy of the terms of this Agreement and procure their agreement in writing to adhere to them during the time that they have access to a Licence before the Licence is assigned to that Permitted Third Party
- accept all liability for any breach of this Agreement caused by the Permitted Third Party, and shall indemnify and keep indemnified the Supplier for any loss or damage it suffers as a result.
- notify the Supplier immediately if it becomes aware of any breach of this Agreement by the Permitted Third Party
- ensure that such assignment begins during the Term and ends 7 days before the end of the Term.
- The Supplier reserves the right to remove a Licence from a nominated Permitted Third Party if, in its reasonably held belief, the Permitted Third Party poses any risk to the legitimate business interests of the Supplier by holding a Licence or having access to the Software.
- Maintenance releases
The Supplier will provide the Customer with all Maintenance Releases generally made available to its customers from time to time. The Supplier warrants that it shall use reasonable endeavours to ensure that no Maintenance Release will adversely affect the then existing facilities or functions of the Software. Maintenance Releases may be installed, and the Software updated generally, by the Supplier from time to time remotely and without notice.
- Fees
- The Customer shall pay to the Supplier the Fee on signature of this Agreement without deduction or set-off. To avoid doubt, the Customer’s right to use the Software is subject to payment of the Fee in full.
The Customer and the Supplier shall co-operate to minimise the amount of any Tax Deduction. If following the making of a Tax Deduction, the Supplier determines that it (or any member of the Supplier’s group) has received and retained any credit, relief or other benefit as a result of the Tax Deduction, the Supplier shall pay such amount to the Customer as the Supplier determines would leave the Supplier in the same position as if the Customer had not been required to make any Tax Deduction.
- If the Customer fails to make any payment due to the Supplier under this Agreement by the due date for payment, then, without limiting the Supplier’s remedies under clause 13, the Customer shall pay interest on the overdue amount at the rate of 4% per annum above HSBC Bank Plc base rate from time to time. Such interest shall accrue on a daily basis from the due date until actual payment of the overdue amount, whether before or after judgment. The Customer shall pay the interest together with the overdue amount.
- The Supplier may suspend the Customer’s access to the Software, in whole or in part and only to the minimum extent necessary, if (a) any undisputed Fees remain overdue by more than [7] days after written notice, (b) the Customer’s use of the Software poses a material security risk, is unlawful, or could reasonably result in harm to the Software, the Supplier, or other customers, or (c) the Customer is otherwise in material breach of this Agreement; the Supplier shall use reasonable efforts to give prior notice of any suspension (unless immediate suspension is required for security, legal or regulatory reasons), shall promptly reinstate access once the relevant issue is remedied, and suspension shall not affect the Supplier’s right to terminate this Agreement.
- The Customer shall indemnify and keep indemnified the Supplier (on a full indemnity basis) against all costs (including professional fees incurred in connection with the enforcement of this Agreement), expenses, losses, damage, claims and liability incurred by the Supplier in connection with the Customer’s use of the Software, breach of this Agreement or reliance on a Report, including claims by a third party.
- Remote support
- 8.1 Where the Supplier has agreed to provide remote support by email or otherwise, it does so subject to the terms and limitations of this clause 8.
- 8.2 Remote support is subject to the availability of the Supplier’s staff and advisers, who generally work normal office hours only.
- 8.3 Although the Supplier will always respond to any concerns or queries in good faith, there is no guarantee that remote support will resolve any particular problem or issue.
- 8.4 Remote support does not include: (a) on-site services; (b) custom development, data modelling or report writing; (c) training beyond one session per week, subject to availability; (d) issues caused by Customer systems, networks, or third-party services; (e) unsupported browsers/versions; (f) beta/preview features; or (g) misuse contrary to these terms and conditions. Such services may be provided but are chargeable at the Supplier’s standard rates from time to time.
- 8.5 To keep support responsive for all customers, the Supplier may reasonably limit repetitive requests and propose training.
- 8.6 The Supplier may update this support section from time to time to reflect process or tooling improvements.
- On-site and other support services – Enterprise Customers only
- 9.1 The Supplier will deliver an onboarding programme over six (6) weeks elapsed, comprising three (3) structured meetings (on-site unless agreed otherwise).
- 9.2 Deliverables are deemed accepted unless the Customer reasonably rejects them within five (5) business days of delivery, specifying material non-conformities for remediation.
- 9.3 On-site delivery is included; reasonable travel/subsistence is chargeable at cost where agreed in advance. Travel time is capped at [2] hours per visit free of charge; excess is counted against Consultancy Days.
- 9.4 The Service enables the Customer to add and manage its own Proxies and Frameworks (together, “Customer Library”) within its tenant.
- 9.5 The Customer is responsible for the legality, accuracy, and suitability of the Customer Library and warrants that its use will not infringe third-party rights or breach law/regulatory obligations (including procurement and planning rules).
- 9.6 The Supplier may review Customer Library items for security, performance, technical compatibility, or obvious legal risk and may suspend or reject items on reasonable written notice.
- 9.7 Inclusion of Customer Library items does not constitute the Supplier’s endorsement of their methodology or values. Resulting outputs are decision-support only, not professional advice nor assurance.
- 9.8 The Customer is entitled to up to ten (10) proxy search requests per year during the Term. Unused allowance does not carry over. Additional requests are chargeable at the then-current rate.
- 9.9 The Supplier may decline a request that is (i) out of scope (e.g., requires primary research, bespoke econometrics, or confidential/paid datasets not licensed to the Supplier), (ii) lacks sufficient public data, or (iii) is substantially duplicative. The Supplier will explain any decline and suggest alternatives.
- 9.10 The Supplier does not warrant that any authority will accept a Proxy value; responsibility for selection and reliance remains with the Customer.
- 9.11 The Customer is entitled to five (5) Consultancy Days per year during the Term. A “Consultancy Day” means up to 7.5 hours of Supplier time, remote or on-site.
- 9.12 Sessions cancelled by the Customer with less than five (5) business days’ notice are deducted from the entitlement. Unused days do not roll over. Additional days are available at the then-current daily rate (pre-approved in writing).
- 9.13 The Supplier may propose reasonable process changes if demand (e.g., repeated requests) materially impairs service for other customers; changes will be discussed in good faith before implementation.
- Confidentiality and publicity
- Nothing in this clause 10 shall prevent a public authority from disclosing legitimate information that it is required to disclose under the Freedom of Information Act 2000.
- Supplier’s warranties
provided the Customer provides all the information that may be necessary to assist the Supplier in resolving the defect or fault, including a documented example of any defect or fault, or sufficient information to enable the Supplier to re-create the defect or fault.
- The Supplier does not warrant that the use of the Software will be uninterrupted or error-free.
- Limits of liability
- Except as expressly stated in clause 12.3:
- the Supplier shall not in any circumstances have any liability for any losses or damages which may be suffered by the Customer (or any person claiming under or through the Customer), whether the same are suffered directly or indirectly or are immediate or consequential, and whether the same arise in contract, tort (including negligence) or otherwise howsoever, which fall within any of the following categories:
- other losses of an indirect, remote or consequential nature,
- the Supplier shall not in any circumstances have any liability for any losses or damages which may be suffered by the Customer (or any person claiming under or through the Customer), whether the same are suffered directly or indirectly or are immediate or consequential, and whether the same arise in contract, tort (including negligence) or otherwise howsoever, which fall within any of the following categories:
- Except as expressly stated in clause 12.3:
provided that this clause 12.1(a) shall not prevent claims for loss of or damage to the Customer’s tangible property that fall within the terms of clause 12.1(b) or any other claims for direct financial loss that are not excluded by any of categories (i) to (vi) inclusive of this clause 12.1(a);
- notwithstanding the level and terms of the Supplier’s insurance, the total liability of the Supplier, whether in contract, tort (including negligence) or otherwise and whether in connection with this Agreement or any collateral contract, shall in no circumstances exceed a sum equal to the fees paid by the Customer to the Supplier under this Agreement in a period of 12 months ending on the date of the accrual of the cause of action; and
- The Customer acknowledges and accepts that the purpose of the Software is to produce an illustrative or indicative assessment of data presented by or for the Consumer. That assessment is not, in any circumstances, intended to be conclusive or a guarantee or any future results, performance or outcomes related to that data. The Supplier does not accept liability for any loss suffered as a result of the Customer’s reliance on any such assessment. In particular, and without prejudice to the generality of the foregoing, the Customer further acknowledges and accepts:
- (a) The Software is only designed to be used in accordance with the Permitted Use and for no other purpose;
- (b) Establishing and evaluating social value is a complex and inexact process of which the Software forms a part, but not on a determinative or exclusive basis;
- (c) The Customer is responsible for their own assessment and evaluation of social value taking into consideration all relevant factors;
- (d) Use of the Software or services provided by the Supplier may not result in any particular outcome or result, and the Supplier gives no warranty or guarantee in this regard;
- (e) The Customer is solely responsible for, and the Supplier accepts no liability in respect of, use, loss or processing of the Customer’s Data; interpretation, assessment and evaluation of Reports and data and results produced by the Software; and decisions taken based on Reports. Use of the Software and reliance on Reports is solely at the Customer’s own risk
- Intellectual property rights
- The Customer shall not adopt, sub-licence, modify, develop, deal with, sell, transfer or otherwise exploit the Software, or the Intellectual Property Rights in the Software. The Customer shall immediately notify the Supplier if it becomes aware of any infringement or potential infringement of the Intellectual Property Rights in the Software.
- The Customer agrees to keep confidential all Intellectual Property Rights in the Software and fully cooperate with the Supplier, and do such things as the Supplier shall reasonably request, at the Supplier’s cost and expense, to enable the Supplier to exploit or protect the Intellectual Property Rights in the Software.
- The Supplier undertakes at its own expense to defend the Customer or, at its option, settle any claim or action brought against the Customer alleging that the possession or use of the Software (or any part thereof) in accordance with the terms of this Agreement infringes the UK Intellectual Property Rights of a third party (Claim) and shall be responsible for any reasonable losses, damages, costs (including legal fees) and expenses incurred by or awarded against the Customer as a result of or in connection with any such Claim. For the avoidance of doubt, clause 11.2 shall not apply where the Claim in question is attributable to possession or use of the Software (or any part thereof) by the Customer other than in accordance with the terms of this Agreement, use of the Software in combination with any hardware or software not supplied or specified by the Supplier if the infringement would have been avoided by the use of the Software not so combined, or use of a non-current release of the Software.
provided that if the Supplier modifies or replaces the Software, the modified or replacement Software must comply with the warranties contained in clause 9.1 and the Customer shall have the same rights in respect thereof as it would have had under those clauses had the references to the date of this agreement been references to the date on which such modification or replacement was made.
- This clause 13 constitutes the Customer’s exclusive remedy and the Supplier’s only liability in respect of Claims and, for the avoidance of doubt, is subject to clause 13.1.
- The Software allows the Customer, in common with other customers and users, to install Proxies that can be seen and used by other users. The Customer does so at their own risk, and warrants that any Proxy used in conjunction with the software does not infringe the Intellectual Property Rights of any third party. The Supplier is not responsible for Proxies used by the Customer or any other third party and the Customer shall indemnify and keep indemnified the Supplier (on a full indemnity basis) against any loss, cost, expense, damage, claim, complaint or liability howsoever arising from the Customer’s use or installation of a Proxy.
- As between the parties, the Customer shall own all Intellectual Property Rights in any Reports generated through lawful use of the Software in accordance with this Agreement. The Customer may download, copy, distribute and otherwise use Reports for its internal business purposes and for external purposes directly related to the relevant project or contract (including disclosure to regulators, auditors, funders, planning authorities, courts, or counterparties).
- The Supplier retains all Intellectual Property Rights in the Software, algorithms, methodologies, models, templates, and any data or proxies supplied by the Supplier which are used to generate Reports. No rights are granted to the Customer except as expressly stated in this Agreement.
- The Customer shall not use Reports (a) to reverse engineer or create competing products or services, or (b) in a manner that misrepresents the Supplier’s methodologies. Reports remain subject to the usage limits, seat restrictions and subscription tier.
- The Supplier may use aggregated and de-identified information derived from Reports and usage of the Software to operate, analyse and improve the Service, provided that such information does not identify the Customer or any individual.
- Data protection
- The Customer shall (and shall procure that any of its staff involved in the provision of the Agreement) comply with any notification requirements under the Data Protection Legislation and both parties will duly observe all their obligations under the Data Protection Legislation, which arise in connection with the Agreement.
- The information you provide to the Supplier will be used for the following purposes:
- to update you with developments on the Software and any additional support and guidance we can offer;
- to contact you in advance of your membership renewal
- to provide you with marketing details of forthcoming events e.g. webinars, workshops, conferences etc.
- to provide you with other social-value related information
- to hold in our database and use for statistical analysis.
- The information you provide the Supplier is processed as follows:
- the Social Value Engine utilises a secure client relationship management system (CRM), to help manage membership information, including renewals and/or enquiries.
- information held on our CRM is accessible only by our employees, consultants, agents and subcontractors (insofar as they are required to access the CRM in proper performance of their duties and obligations) and also our partner organisations the Rural Community Network (Northern Ireland).
- We will not hold any information about you unless it is relevant to the purposes for which it is being processed. We will process personal data only to the extent, and in such manner, as is necessary for the provision of the Software or as is required by law or any regulatory body;
- We will implement appropriate technical and organisational measures to protect your personal data against unauthorised or unlawful processing and against accidental loss, destruction, damage, alteration or disclosure;
- we will not disclose your information to any third party without your consent unless we are legally required to do so, or it is necessary in order to provide you with the services to which you are entitled, or which you have requested; and
- we will not transfer or disclose your information, without your consent, to any country outside of the European Economic Area that is not considered to provide an adequate level of protection.
- You acknowledge that the Software is not designed to enable you to process personal data and, if you upload personal data to the Software, you do so at your own risk and only when there is a lawful basis for doing so. You acknowledge that we will not be the controller or processor of such personal data and will hold us harmless and indemnify us in respect of any loss, corruption, damage, unlawful processing or disclose of such personal data.
- For information on how we use your information, and your rights please visit the website: https://socialvalueengine.com/.
- Termination
- Waiver
- Remedies
Except as expressly provided in this Agreement, the rights and remedies provided under this Agreement are in addition to, and not exclusive of, any rights or remedies provided by law.
The Supplier may vary these terms from time to time where it has a good business reason to do so (but not the Fee) and such variations will become binding on the Customer when notified.
A person who is not a party to this Agreement shall not have any rights under the Contracts (Rights of Third Parties) Act 1999 to enforce any term of this Agreement, but this does not affect any right or remedy of a third party which exists, or is available, apart from that Act.
- Notices
- Any notice given to a party under or in connection with this contract shall be in writing and shall be:
- sent by email to the following addresses (or an address substituted in writing by the party to be served):
- Customer: To the email address set out in the summary of terms
- sent by email to the following addresses (or an address substituted in writing by the party to be served):
- Any notice given to a party under or in connection with this contract shall be in writing and shall be:
- Governing law and jurisdiction
The Social Value Engine is designed to facilitate the forecasting and evaluation of the impact of the social value aspects of a project using the Social Return on Investment (SROI) methodology.
This can be achieved by competent professionals who are not necessarily deeply versed the theory and practice of producing a SROI.
The key functionality of the software is summarised below:
Ease of use: The software is intuitive, and its effective use can be understood in a couple of hours. We provide twice-weekly training sessions to get people started and are happy to review their first couple of projects to increase their understanding and confidence.
Embedded support: The software has Artificial Intelligence (AI) embedded that provides real time support through a chatbot. In addition, it has an AI ‘wizard’ function to facilitate a clearly articulated project being modelled in the SVE in a matter of minutes.
Open data: Over 600 approximations of value (proxies) are maintained within the SVE with hyperlinks to the original research providing transparency and auditability. AI provides a means of navigation, suggesting potentially suitable proxies for user defined outcomes.
Standards: To avoid overclaiming the system provides five internationally recognised ways of deflating the proxies chosen to reflect the true impact of a project.
Reporting: All the proxies are linked to the appropriate headings within two well recognised frameworks: the UN Sustainable Development Goals and the Bristol Accord. Projects can be labelled and combined thematically to produce consolidated reports.
Flexibility: Pro and Enterprise customers can create their own frameworks and add their own proxies. They can also allocate and deallocate users.
Supply Chain Management: With Connect*, you can provide Third Parties with the ability to report on projects you assign to them, enhancing collaboration and reducing data transfer errors. This facility also provides visibility of progress over time in delivering their social value commitments.
Holistic view: For larger organisations, with Impact Viewer*, we provide a customisable dashboard to view all your projects, providing a map of their locations, and the ability to “slice-and-dice” the data to focus on particular outcomes, framework priorities, stakeholder groups and so forth.
Note * these items are additional costs dependent on your exact requirements and will be quoted for separately.