RM1043.9-2-HMRC - LOT 3 - DATA MANAGEMENT TRANSFORMATION CAPABILITY

Tender description

Summary of the work: HMRC requires a supplier to provide Data Management Transformation capability to strengthen the governance, protection, compliance, audit and management of data across a complex technology landscape. The supplier will deliver prioritised transformation initiatives covering data governance, information lifecycle management, metadata management, data protection, compliance and audit, improving data control, quality, accessibility and the effective use of data across HMRC. Pricing model: Fixed price Provide further information: Background TDS succeeds HMRC’s Technical Health and Technology Resilience Programmes, delivering prioritised technical change to reduce risk and improve resilience, security and technical health across the technology estate. High-Level Outcomes Data governance and stewardship; compliance, protection and audit activities; information lifecycle management; metadata management; data transformation and process improvement; modern reporting and visualisation capabilities; mobilisation and transition. Security Requirements 100% of personnel delivering this Lot must hold SC clearance. Indicative Capability Requirements Data governance, compliance controls, records management, metadata implementation, data protection, operating model design, transformation delivery, business analysis, stakeholder engagement, knowledge transfer and transition management. Confirm if you require a contracted out service or supply of resource: Contracted out service: the off-payroll rules do not apply Organisation the work is for: This contract is being procured by HMRC Commercial, on behalf of HMRC CDIO Chief Product Office. Latest start date: 2027-01-30 Expected contract length: 3-00-00 Expected contract structure: The initial Contract Period shall be three (3) years, being thirty-six (36) months, commencing on the Effective Date. Estimated contract value (excl VAT): 7080000 Budget details: The estimated value of Lot 3 is seven million and eighty thousand pounds (£7,080,000), inclusive of all extension options. The contract does not guarantee any committed spend. Individual Statements of Work (SoWs) will be agreed between the Buyer and Supplier, setting out the deliverables to be completed within the relevant SoW period. Each SoW will be agreed on a fixed-price basis, with milestone payments made following the Buyer’s acceptance of the completed deliverables. Why the work is being done: HMRC is seeking a Delivery Partner to support the Technical Delivery Service (TDS), which has been established to deliver prioritised technical change that reduces risk, modernises the HMRC technology estate and supports improved resilience, security and technical health across critical business services. TDS is the successor to the Technical Health Programme (THP) and Technology Resilience Programme (TRP) and forms part of HMRC's longer-term technology transformation objectives. The service supports delivery of technical change initiatives arising from HMRC's wider technology portfolio and strategic investment programmes. Lot 3 represents the Data Management Transformation Capability and is intended to provide the specialist capability required to support data governance, compliance, protection, audit, metadata management and information lifecycle management activities across a complex technology environment. The successful supplier will play a key role in helping HMRC improve the control, quality, accessibility and effective use of data, support data management transformation initiatives, and ensure compliance, governance and information management requirements are effectively implemented across the technology estate. Problem to be solved: HMRC delivers technical change across a large, complex and heavily integrated technology estate involving multiple internal teams, programmes and suppliers. The Authority requires a specialist partner capable of delivering data management transformation services to support the effective governance, protection, compliance and management of data across the organisation. The supplier will be required to support data governance, compliance, audit, information lifecycle management, metadata management and data protection activities. The supplier will also support the development and implementation of improved data management operating models, processes and controls, helping HMRC enhance the quality, accessibility, security and effective use of its data assets. The Authority is seeking an outcome-focused approach that enables data management transformation initiatives to be delivered efficiently, consistently and in alignment with HMRC strategic objectives, while supporting compliance, governance and information management requirements across the technology estate. Who the users are and what they need to do: As a TDS Programme Manager, I need visibility of data management transformation activities so that governance, compliance and information management objectives can be delivered effectively. As a Senior Responsible Owner, I need assurance that data governance, compliance and information management requirements are being implemented effectively so that informed decisions can be made regarding delivery and investment priorities. As an HMRC Service Owner, I need data governance, protection and lifecycle management controls to be clearly defined and embedded so that information is managed appropriately and in accordance with organisational requirements. As an HMRC Data Owner, I need effective data governance, stewardship and metadata management processes so that data quality, accessibility and accountability can be improved. As an HMRC Information Governance stakeholder, I need visibility of compliance, audit and information management activities so that risks can be identified, monitored and managed. As an HMRC delivery team, I need support with data management transformation initiatives so that improved processes, controls, reporting and governance arrangements can be successfully implemented. As a governance forum member, I need reliable information and assurance regarding data governance, compliance and information management activities so that approvals, decisions and prioritisation can be undertaken with confidence. Preliminary market engagement: N/A Work done so far: The Authority has completed significant scoping and requirements development activity, including: • establishment of the TDS operating model; • identification and prioritisation of technical change initiatives; • development of lot-specific capability requirements; • development of indicative Statements of Work and delivery outcomes; • stakeholder engagement across HMRC technology and delivery teams; and • development of procurement and governance documentation. These activities have informed the requirements described within this procurement. Existing team: The successful supplier will work alongside HMRC personnel, programme leadership teams, technical specialists, service owners and governance stakeholders. The supplier will operate within a multi-supplier environment and will be expected to work collaboratively with incumbent suppliers, other TDS delivery partners and third-party suppliers where required. The Authority expects strong stakeholder management, communication and collaboration capabilities, together with the ability to operate effectively across organisational and supplier boundaries. Incumbent supplier: Yes Provide further information: Key capability areas may include data governance and stewardship, compliance and regulatory controls, information lifecycle management, metadata management, data protection, operating model design, process improvement, transformation delivery, data visualisation and reporting, business analysis, stakeholder engagement, knowledge transfer and transition management. Suppliers should note that this procurement is being conducted using a lotting structure. Lot 3 represents the Data Management Transformation Capability and accounts for 10% of the anticipated service requirement. Suppliers may submit bids for one or more Lots. However, HMRC’s intention is to award each Lot to a different supplier. As part of the Stage 2 procurement process, suppliers will be invited to indicate their order of preference should they be successful in more than one Lot. HMRC will take these preferences into account when determining the final award strategy. Linked projects: The Technical Delivery Service builds upon the outcomes and lessons learned from HMRC's previous Technical Health Programme (THP) and Technology Resilience Programme (TRP). TDS supports delivery of a broad portfolio of technical change initiatives focused on technology modernisation, risk reduction, resilience improvement, technical debt remediation, migration and wider technology transformation objectives. Work commissioned under this Lot may support linked programmes and initiatives across HMRC's technology portfolio where governance, assurance, planning and delivery coordination capabilities are required. Working arrangements: The successful supplier will operate as a delivery partner supporting HMRC's Technical Delivery Service (TDS) within a complex multi-supplier environment. The supplier will work collaboratively with HMRC delivery teams, service owners, programme stakeholders, incumbent suppliers and third-party suppliers. Activities are expected to include business analysis, governance, planning, assurance, reporting, stakeholder engagement and coordination of technical change initiatives. Delivery is expected to utilise a hybrid working model. Activities may be undertaken remotely where appropriate, however attendance at HMRC offices and stakeholder meetings may be required to support effective delivery, governance activities, mobilisation, workshops, planning sessions and knowledge-transfer activities. All travel and subsistence costs should be included within supplier rates unless otherwise agreed in an individual Statement of Work. The supplier will be expected to work within HMRC governance processes and utilise HMRC-approved tooling where required, including Microsoft 365, Jira, Clarity, Microsoft Project and ServiceNow. Security clearance: Baseline Personnel Security Standard (BPSS) Security clearance: Security Check (SC) Additional information on security clearance: All personnel must be screened to BPSS as a minimum. In addition, all personnel associated with the delivery of Lot 3 capabilities must hold Security Check (SC) clearance. Special terms and conditions: The successful supplier will be required to operate within HMRC's security, governance and assurance frameworks and comply with all applicable HMRC policies, standards and procedures. Delivery will be commissioned through Statements of Work issued throughout the contract term. The supplier will be required to: • operate effectively within a complex multi-supplier delivery environment; • support governance, reporting and assurance activities; • maintain appropriate knowledge-transfer arrangements; • support mobilisation, transition and supplier handover activities where required; • utilise HMRC-approved delivery and collaboration tooling where applicable; • provide appropriately qualified and experienced personnel; and • comply with HMRC security and vetting requirements. Additional contract schedules, security requirements and Statement of Work terms will be provided to shortlisted suppliers during Stage 2 of the procurement process