Microsoft Dynamics 365 Specialist (Charity Commission Futures Programme)

Tender description

Summary of the work: The Charity Commission for England and Wales (CCEW) is seeking a specialist delivery partner with strong Microsoft Dynamics 365, Dataverse and Power Platform capabilities to support its Commission Futures Programme. The programme will modernise services for charities, the public and Commission staff. Pricing model: Capped time and materials Confirm if you require a contracted out service or supply of resource: Contracted out service: the off-payroll rules do not apply Where you want the supplier to work: North West England Where you want the supplier to work: London Where you want the supplier to work: South West England Where you want the supplier to work: Wales Where you want the supplier to work: No specific location (for example they can work remotely) Latest start date: 2027-03-08 Expected contract length: 3-00-00 Expected contract structure: Initial term 2 years with an optional extension of 12 months Estimated contract value (excl VAT): 1500000 Budget details: The estimated contract value is provided for the initial term of 2 years as budget has not been secured for the extension period at this time. Why the work is being done: The Charity Commission Strategy 2024-29 translates into six strategic aims: 1) An excellent user experience: We will enhance the quality, efficiency, and usability of our services providing a seamless user experience for compliant charities through optimisation of all the digital capabilities available to us 2) A more joined up Regulator: We will exploit opportunities to work with our government partners and other external stakeholders to provide smarter, more integrated services, that support the principles of “File Once” and combine to provide more enriched views of the charity sector 3) A more open and transparent Regulator: We will seek opportunities that support further openness and transparency of our data to help charities demonstrate their impact, good governance and to share clear information on the size, scale, and impact of the sector as a whole, further building public trust and confidence 4) Better use of resources and expertise: We will seek opportunities to streamline and automate high volume, low value elements of our regulatory processes and practices so that skilled resources can be assigned to more impactful regulatory activities 5) Building Trust in our data: We will implement new policies, working practices and systems, whilst focusing on the data literacy of our workforce, to improve the accuracy and consistency of our data - driving evidence-based decision making and supporting our wider data driven ambitions 6) An intelligence led Regulator: Our regulatory decision making will be supported by improved and more targeted intelligence based on the assessment of information from multiple sources, enabling tailored interventions to help charities get it right and resolve emerging risks at an earlier stage The overarching programme has secured funding for a three year period between April 2026 and March 2029. Problem to be solved: Registration: we have an opportunity to streamline and modernise the onboarding process for new charities to make it faster and more user-friendly. We have also identified the need to upgrade our online application system to a more efficient, technologically advanced platform that enhances accessibility and reduces complexity. Digital Services: we have an opportunity to redesign and integrate digital services to deliver a cohesive, seamless experience for users. By modernising these systems, we can reduce burdens associated with compliance and significantly improve the Commission’s operational efficiency. Public Register: we have an opportunity to improve data quality and expand the availability of charity information in the public domain to increase transparency and value. In doing so we will be able to reduce information rights requests and optimise resource allocation. Case Management: we have an opportunity to transform our case management processes and systems to handle high volumes of regulatory work more efficiently. Accelerating response times will strengthen the Commission’s ability to deliver timely interventions. Engagement: we have an opportunity to develop enriched data and systems to enable strategic engagement with trustees and stakeholders. A deeper understanding of these people will allow us to deliver tailored guidance and content to those who need it most and have a more sophisticated approach to our relationship. Who the users are and what they need to do: Applicant: As an Applicant, I want to submit and manage a charity registration application so that the Charity Commission can assess and make a decision on my application. Third Party: As a Third Party, I want to act on behalf of a charity or applicant so that I can manage regulatory interactions and provide information to the Charity Commission. Charity Employee: As a Charity Employee, I want to maintain my charity's information and fulfil regulatory obligations so that the charity remains compliant with Charity Law Trustee: As a Trustee, I want to oversee and manage my charity's regulatory relationship with the Charity Commission so that I can fulfil my governance responsibilities and ensure compliance. Volunteer: As a Volunteer, I want to complete authorised tasks on behalf of my charity so that I can support its administration and compliance activities. Caseworker: As a Caseworker, I want to assess applications, enquiries, concerns and regulatory matters so that I can make informed decisions and support effective regulation of charities. Member of the Public: As a Member of the Public, I want to access information about charities and raise concerns or enquiries so that I can make informed decisions and support public trust in charities. Current phase: Discovery Existing team: The organisation's Digital and Data Strategy was approved by the Board in October 2024, which formed the basis of the Commission’s SR26 bid submitted to HMT in April 2025. The SR26 bid secured investment for digital transformation over the three-year period commencing April 2026 and we are now working to mobilise the organisation for transformation in readiness for April 2026. The organisation has not completed Discovery work at this stage, which will be completed during the first phase of the programme. Incumbent supplier: No Working arrangements: The Supplier will be expected to work with CCEW in a hybrid manner, with face-to-face activity based on the needs of the business e.g. for workshops, building relationships and effective collaboration. Face-to-face activity will be predominantly in Liverpool, with travel to Newport, London and Taunton sites on occasion. Security clearance: Baseline Personnel Security Standard (BPSS) Security clearance: Security Check (SC)