HMRC Transformation Programme Discovery

19

Applications submitted

Two stage

Call-off procedure

Value

Outside scope

Off-payroll (IR35) status

04 August 2025

Application closing date

1. Context and requirements

Pre-market engagement: No
Which phase the project is in: Not applicable
Existing team: A team within the Chief Data Office (CDO) will be created to work with the supplier and will be responsible for the issuing of and overseeing of deliverables from each Statement of Work. The supplier will be expected to work with various key stakeholders including SMEs across HMRC and third parties, dependent on the specific Statement of Work.
Address where the work will be done: The Chief Data Office is based at the following locations of Offices (London - 100PS, Croydon, Stratford,) and (Newcastle, Bristol, Cardiff, Liverpool, Manchester, Telford, Leeds, Glasgow, Edinburgh). The supplier is expected to provide people on occasions who can attend-person meetings at these locations to enable requirements understanding, discovery work and other stakeholder management. Per SoW depending on the specific deliverable. Most of the work can be performed on line and attendance will be occasional. In accordance with Call-Off Schedule 5 (Pricing and Expenses), any persons from the Supplier who attend meetings at these locations will not be eligible for having travel expenses paid, but travel to meetings outside of these locations, as part of contracted work can be reclaimed with prior approval subject to the limitations and approvals in accordance with HMRC Policy, which will be shared with the successful supplier on commencement of the contract (Call Off Schedule 5 - Pricing and Expenses ).
Working arrangements: The supplier staff will keep Chief Data Officer team hours 8-6pm Monday to Friday in order to maximise knowledge transfer and integrate with team development processes.
Provide more information about your security requirements: Baseline Personnel Security Standard (BPSS)
Provide more information about your security requirements: Security Check (SC)
Provide more information about your security requirements: All Supplier (or sub-contractor, if appropriate) personnel working on the delivery and support of the Contract, must hold valid Baseline Personnel Security Standard (BPSS), as a minimum. Some specific Statements of Work may require Security Check (SC) clearance. This will be made clear as part of the SoW. As a result, the Supplier must be able to provide SC individuals when required. HMRC would be willing to sponsor the SC clearance process at the supplier's expense.
Latest start date: 2025-10-03
Enter the expected contract length: 2 years
Extension period: 1 year
Special terms and conditions: No special terms and conditions under this section.
Write the term or acronym: Programme and Project ‘Discovery’ means how we assess what needs to change—whether it’s processes, systems, or data—and how to make those changes happen. SR Transformation Programme is an HMRC digital transformation initiative, commenced on 1 April 2025 involving a series of coordinated IT and process improvements across the department over the next Spending Review (SR) period. BPMN 2.0 (Business Process Mapping Notation) is an internationally recognized standard for modelling business processes in a graphical format. It provides a common language that bridges the gap between business process design and implementation, making it understandable to both business users and technical developers. Abacus - the strategic tool of choice for the storage and retrieval of BPMN 2.0 process maps AXON - Is the strategic tool of choice to create a reusable metadata knowledge base to capture and graph the transformation programme data discovery metadata and business insights. It will interface with ABACUS above. Enterprise-wide or enterprise level means across multiple functions and business units and involving one or more systems Tangible Benefits - cost savings, efficiency gains, user satisfaction, and other benefits which are linked to organisational priorities
Write the term or acronym
Are you prepared to show your budget details?: Yes
Indicative maximum: 20000000
Provide further information: The total budget value for this contract is up to £20m ex.VAT, covering a duration of two years, which an option to extend the contract for an extra year. This creates a call-off mechanism subject to a zero-volume commitment for the provision of services as outlined above. Please be aware that this contract does not guarantee any specific volume of services or assured payments.
Confirm if you require a contracted out service or supply of resource: Contracted out service: the off-payroll rules do not apply
Summary of work: HMRC is launching Europe’s largest digital transformation from April 2025. To support this, the Chief Data Office (CDO) seeks a highly experienced supplier to deliver tailored process and data discovery services aligned with HMRC’s Data Strategy and standards. This is a zero-volume commitment call-off contract requiring both tactical and strategic expertise. Key requirements include: A. Tactical Discovery • Rapid deployment of experts for short-notice discovery tasks. • Mapping of tax-related processes, dataflows, risks, and controls across legacy and modern systems. • Evaluation of change impacts, issues, and remediation options. B. Strategic Advisory & Framework Development • Expert advice on a collaborative, consistent enterprise-wide discovery approach. • Close collaboration with HMRC’s Transformation Group, Business Architects, and CDO. • Promotion of cross-programme collaboration, risk management, and knowledge retention. This is not a call for ‘off-the-shelf’ or templated methodologies; we are seeking highly experienced people – likely to be at the peak of their careers —who bring practical insight and the ability to navigate and resolve complex data challenges. The majority of personnel must have a minimum of seven years’ relevant experience, with senior personnel expected to have over twelve years. We expect the most senior experts to be directly involved in delivery from inception through to completion. Suppliers must demonstrate deep expertise in enterprise data management within complex, regulated environments. Agility, adaptability, and the ability to scale rapidly in response to evolving needs are essential.
Where the supplied staff will work: No specific location (for example they can work remotely)
Who is the organisation using the products or services: HMRC
Why the work is being done: HMRC plays a critical role in the UK’s economy, managing tax collection, wage enforcement, and benefits distribution. As it undergoes a major digital transformation, success depends on a deep understanding of its data, systems, and processes, what needs to change and how those changes can be made effectively ensuring successful outcomes and identifying opportunities for modernisation. The Chief Data Office (CDO) seeks to commission a highly experienced specialist supplier to provide strategic and deep technical expertise and data knowledge and deliver tailored process and data discovery services. CDO wishes to ensure Programmes and Projects are equipped with the capabilities to undertake the required data and process discovery work and to ensure predictable and successful outcomes. Without a deep understanding of our data as well as our processes and systems—and how to implement those changes effectively, the programmes and projects will suffer delays, increased costs and reduced programme ambition. At an enterprise level there are also opportunities for greater collaboration between programmes and projects addressing enterprise issues, sharing costs and discovery insights.
The business problem you need to solve: The success of HMRC’s transformation requires a deep understanding of our data as well as our processes and systems—and how to implement the required changes effectively. This foundational work is referred to as ‘tailored process and data discovery’. The core problem- The Chief Data Office wants to provide professional expertise and capability to Programmes and Projects on a level with Finance, Commercial, HR and other SMEs. There is a risk that insufficient levels of data management expertise and input, particularly around process and data discovery—a critical success factor, will quietly undermine programme delivery: causing delays, driving up costs, and forcing programmes to scale back their ambitions. To address this, HMRC wish to acquire demand-led critical capability to ensure Programmes can access the right support when needed, providing Senior Management with better oversight and shifting HMRC Programmes and Projects to adopt a more proactive stance around the data and process impacts. The outcomes will be (1) More predictable and successful outcomes, spotting process and data impacts before they become blockers (2) Standardised practices and connected projects and regimes to reduce duplication and inform modernisation (3) Capture of discovery insights once and reusing them across HMRC (4) Improved resilience and able to deliver better outcomes now and in future
First user type: First User Type: Programme and Project Managers, - Requires access expert data management support for my project so that I can ensure consistent, high-quality data practices and avoid delays or cost overruns. First User Type: Chief Data Office (CDO) Requires enterprise-wide visibility and control over data practices across transformation programmes, to improve oversight, reduce risk, and drive strategic data initiatives. I want to As data keyholder I want assurance that Programmes and Projects fully understand the impacts, risks and best way of making the changes towards successfully delivery and finally I want to improve collaboration and capture of valuable discovery insights First User type Enterprise Wide Transformation Directors and Senior Leaders: require collaboration to address enterprise -wide issues and ensure programmes are aligned with strategic business outcomes.

2. Assessment Criteria
Select your pricing model: Fixed price
Additional assessment methods: Presentation
Additional assessment methods: Interview
Create your scoring criteria: 3
How many suppliers to evaluate: 5
Technical competence: 65
Cultural fit: 5
Social value: 10
Price: 20
Essential skills and experience: 20
Nice-to-have skills and experience: 0
Technical questions: 80
Describe the essential skill or experience:: Experience of improving £bn large scale enterprise tax collection systems.
Enter a weighting for this skill or experience in whole numbers, for example 30: 5
Describe the essential skill or experience:: Experience of successfully operating in high-profile, regulated, and publicly accountable environments with organisations of 50,000+ employees.
Enter a weighting for this skill or experience in whole numbers, for example 30: 10
Describe the essential skill or experience:: Experience of monetisation approaches to realise measurable business value from data initiatives.
Enter a weighting for this skill or experience in whole numbers, for example 30: 5
Describe the essential skill or experience:: Confirm that all personnel who contribute to the delivery of this contract including sub contractors have sufficient deep experience and seniority. This means the majority of personnel must have a minimum of seven years’ relevant experience with senior personnel expected to have over twelve years. HMRC has right to approve/reject personnel
Enter a weighting for this skill or experience in whole numbers, for example 30: 20
Describe the essential skill or experience:: Acknowledge that there will be a limit on concurrent projects per consultant – max 2 active projects per consultant with named senior experts involved from start to finish.
Enter a weighting for this skill or experience in whole numbers, for example 30: 5
Describe the essential skill or experience:: Describe your experience in data manipulation of unstructured and structured datasets, ideally writing analytical queries using SAS VIYE.
Enter a weighting for this skill or experience in whole numbers, for example 30: 5
Describe the essential skill or experience:: Describe your experience of developing tooling to store and reuse metadata and other business insights, ideally using ABACUS and Informatica On Prem AXON/EDC.
Enter a weighting for this skill or experience in whole numbers, for example 30: 10
Describe the essential skill or experience:: Describe your experience of mapping data and associated business rules 'within' legacy systems, interpreting technical schemas and technical documentation.
Enter a weighting for this skill or experience in whole numbers, for example 30: 15
Describe the essential skill or experience:: Provide evidence that you have ISO/IEC 27001, Cyber Essentials Plus
Enter a weighting for this skill or experience in whole numbers, for example 30: 10
Describe the essential skill or experience:: The Statements of Work may need valid Security Checks (SC) clearance. Provide evidence of your ability to accommodate this requirement for the duration of the contract and an explanation of the necessary steps which will be taken by your organisation to ensure this requirement is met.
Enter a weighting for this skill or experience in whole numbers, for example 30: 5
Describe the essential skill or experience:: State how you would be able to support multiple programmes and projects concurrently (up to max 5 teams) and flexi the team size to meet demand within 2 weeks.
Enter a weighting for this skill or experience in whole numbers, for example 30: 10
Explain the technical question:: Explain how you would perform data discovery citing previous experience.
Enter a weighting for this technical question in whole numbers, for example 30: 10
Explain the technical question:: Explain how you would align and promote collaboration around data discovery, between Programmes and Projects citing previous experience.
Enter a weighting for this technical question in whole numbers, for example 30: 10
Explain the technical question:: Evidence of identifying and mapping of enterprise level processes (BPMN 2.0), systems, data flows, lineage, risks, and controls and impact assessments.
Enter a weighting for this technical question in whole numbers, for example 30: 10
Explain the technical question:: Evidence of investigating and resolving data issues/migrating risks including identifying root causes of data/process issues and proposing effective remediation options, priorities and mitigation planning.
Enter a weighting for this technical question in whole numbers, for example 30: 5
Explain the technical question:: Explain how you would capture and reuse data discovery insights.
Enter a weighting for this technical question in whole numbers, for example 30: 10
Explain the technical question:: Evidence deep experience of CRM implementation and risks.
Enter a weighting for this technical question in whole numbers, for example 30: 5
Explain the technical question:: Demonstrate knowledge of AI transformation and automation to gain meaningful insights from unstructured data/images.
Enter a weighting for this technical question in whole numbers, for example 30: 5
Explain the technical question:: Describe any risks and dependencies, and how risks would be identified and managed.
Enter a weighting for this technical question in whole numbers, for example 30: 5
Explain the technical question:: Provide evidence where methodology was adapted mid-project due to changing requirements.
Enter a weighting for this technical question in whole numbers, for example 30: 5
Explain the technical question:: Please explain how you intend to work through a “statement of work” process, and on a zero volume commitment basis. Explain how you will overcome and/or mitigate any risk or issues, and how you will apply your approach to meet our requirements.
Enter a weighting for this technical question in whole numbers, for example 30: 5
Explain the technical question:: Explain and provide evidence of how you would tailor the work within the client context, rather than reliance on generic templates/methodologies.
Enter a weighting for this technical question in whole numbers, for example 30: 10
Explain the technical question:: Demonstrate problem-solving and redesign capability.
Enter a weighting for this technical question in whole numbers, for example 30: 5
Explain the technical question:: Experience of monetisation approaches to realise measurable business value from data initiatives.
Enter a weighting for this technical question in whole numbers, for example 30: 5
Explain the technical question:: Evidence of strong collaboration and influencing skills in a highly complex and political environment.
Enter a weighting for this technical question in whole numbers, for example 30: 5
Explain the technical question:: Evidence of ability to co-design with stakeholders.
Enter a weighting for this technical question in whole numbers, for example 30: 5
Your question: Describe how your team will collaborate with clients and other suppliers to deliver shared outcomes.
Enter a weighting for this question: 30
Your question: How do you ensure knowledge and experience will be shared across your team and with the client?
Enter a weighting for this question: 20
Your question: How do you align your ways of working with the values and culture of the client organisation?
Enter a weighting for this question: 20
Your question: How do you provide constructive challenge when you believe a different approach would deliver better outcomes?
Enter a weighting for this question: 30
Explain the social value question: Social Value Model Theme 5 Wellbeing. :Policy Outcome: Improve health and wellbeing. Please describe the commitment your organisation will make to ensure that opportunities under the contract deliver the Policy Outcome and Award Criteria listed below. Please include: Your ‘Method Statement’, stating how you will achieve this and how your commitment meets the Award Criteria. The model award criteria used to assess this is MAC 7.1: Demonstrate action to support health and wellbeing, including physical and mental health, in the contract workforce.
Enter a weighting for this question: 50
Explain the social value question: Social Value Model Theme 2: Tackling economic inequality Policy Outcome: Increase supply chain resilience and capacity Please describe the commitment your organisation will make to ensure that opportunities under the contract deliver the Policy Outcome and Award Criteria listed below. Please include: Your ‘Method Statement’, stating how you will achieve this and how your commitment meets the Award Criteria. The model award criteria used to assess this is as follows: MAC2.2: Create employment and training opportunities particularly for those who face barriers to employment and/or who are located in deprived areas, and for people in industries with known skills shortages or in high growth sectors
Enter a weighting for this question: 50

3. Timeline
Publication of stage 1: July 18, 2025, 4:31 PM
Clarification period closes: July 25, 2025, 4:00 PM
Deadline for suppliers to submit their stage 1 responses: August 4, 2025, 10:00 PM

Clarification questions and responses

There are no questions and clarifications relating to this opportunity.

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