Tender

Expression of Interest: Researching the drivers of tax compliance behaviour among the wealthy and ways to improve it

H M REVENUE & CUSTOMS

This public procurement record has 3 releases in its history.

TenderAmendment

10 Jul 2017 at 09:51

TenderAmendment

10 Jul 2017 at 09:47

Tender

10 Jul 2017 at 09:45

Summary of the contracting process

HM Revenue and Customs (HMRC) has initiated a tender titled "Expression of Interest: Researching the drivers of tax compliance behaviour among the wealthy and ways to improve it". The procurement is in the Tender stage with a focus on research services, particularly examining tax compliance among High Net Worth and affluent individuals. The tender closes for submissions on 31st July 2017, with the contract period expected to commence on 4th September 2017 and conclude by 5th March 2018. HMRC aims to conduct this research across the United Kingdom and potentially other territories.

This tender represents a significant opportunity for businesses specialising in social and economic research services, particularly those with experience in engaging hard-to-reach populations. Firms adept at conducting high-quality research on sensitive financial behaviours will be well-positioned to provide innovative solutions that can inform HMRC's tax compliance strategies. Small and medium-sized enterprises (SMEs) and voluntary, community, and social enterprise (VCSE) organisations are encouraged to participate, as the procurement method is selective, specifically through a restricted procedure.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Notice Title

Expression of Interest: Researching the drivers of tax compliance behaviour among the wealthy and ways to improve it

Notice Description

HM Revenue and Customs (HMRC) would like to invite research organisations to express an interest in tendering for a research study aimed at exploring the drivers of tax compliance behaviour among Wealthy individuals and investigating ways to improve it. Obtaining this evidence will help HMRC target its tax compliance strategy and maximise its revenue. We anticipate that the research will have two stages: a pilot stage and a main stage, with a review point in the middle: * The aim of the pilot stage is to test out the key elements of the main study including the methodology (response and levels of engagement with participants; eliciting honest and meaningful responses from the participants); testing ideas to improve tax compliance among this group; and feasibility of expanding the pilot into a full scale research project. * The aim of the main stage of the research is to explore the factors that influence tax compliance behaviour among Wealthy individuals in depth, and to research effective means of improving it. The Wealthy group includes High Net Worth (HNW) and affluent individuals. The research aims to engage directly with both of them, or failing that, with their tax agents. This is an increasingly important area of work for the department, and an opportunity to conduct innovative research that will feed into the development of new policies. We recognise that this group may be challenging to engage in compliance research but at the same time the project offers plenty of opportunities for trying new approaches; in addition, we have managed to successfully carry out research with other hard to reach populations in the past, and we could provide a sample of the wealthy population as a sampling frame. EOIs will be evaluated on the following criteria: * Demonstrates knowledge and experience of successfully engaging hard to reach populations (such as wealthy individuals) directly in research; and * Demonstrates experience of conducting high-quality research with individuals on sensitive subjects (such as research related to financial decision making). As this is an EOI stage only you are not expected to provide a detailed response. Submitted documents should not exceed 1000 words and should outline how you propose to meet the research requirement. If you have any queries regarding this research project please contact Dina Dimou (Konstantina.dimou@hmrc.gsi.gov.uk).

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-017b6668-5071-41bc-b9eb-bbdb072eb96f
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/5132c647-fb9a-4e4d-8e6d-ecc8f04ae17b
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Selective
Procurement Method Details
Restricted procedure
Tender Suitability
SME, VCSE
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

73 - Research and development services and related consultancy services

79 - Business services: law, marketing, consulting, recruitment, printing and security


CPV Codes

73110000 - Research services

79311400 - Economic research services

79315000 - Social research services

Notice Value(s)

Tender Value
£80,000 Under £100K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
10 Jul 20178 years ago
Submission Deadline
31 Jul 2017Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
3 Sep 2017 - 5 Mar 2018 6-12 months
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Not Specified
Awards Status
Not Specified
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
H M REVENUE & CUSTOMS
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
3 STANLEY STREET
Postcode
M60 9LA
Post Town
Manchester
Country
England

Major Region (ITL 1)
TLD North West (England)
Basic Region (ITL 2)
TLD3 Greater Manchester
Small Region (ITL 3)
TLD34 Greater Manchester South West
Delivery Location
Not specified

Local Authority
Salford
Electoral Ward
Ordsall
Westminster Constituency
Salford

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-b5fd17-017b6668-5071-41bc-b9eb-bbdb072eb96f-2017-07-10T10:51:53+01:00",
    "date": "2017-07-10T10:51:53+01:00",
    "ocid": "ocds-b5fd17-017b6668-5071-41bc-b9eb-bbdb072eb96f",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "1704 - PSCR - SR68226824 KAI Research R1 CCG",
        "title": "Expression of Interest: Researching the drivers of tax compliance behaviour among the wealthy and ways to improve it",
        "description": "HM Revenue and Customs (HMRC) would like to invite research organisations to express an interest in tendering for a research study aimed at exploring the drivers of tax compliance behaviour among Wealthy individuals and investigating ways to improve it. Obtaining this evidence will help HMRC target its tax compliance strategy and maximise its revenue. We anticipate that the research will have two stages: a pilot stage and a main stage, with a review point in the middle: * The aim of the pilot stage is to test out the key elements of the main study including the methodology (response and levels of engagement with participants; eliciting honest and meaningful responses from the participants); testing ideas to improve tax compliance among this group; and feasibility of expanding the pilot into a full scale research project. * The aim of the main stage of the research is to explore the factors that influence tax compliance behaviour among Wealthy individuals in depth, and to research effective means of improving it. The Wealthy group includes High Net Worth (HNW) and affluent individuals. The research aims to engage directly with both of them, or failing that, with their tax agents. This is an increasingly important area of work for the department, and an opportunity to conduct innovative research that will feed into the development of new policies. We recognise that this group may be challenging to engage in compliance research but at the same time the project offers plenty of opportunities for trying new approaches; in addition, we have managed to successfully carry out research with other hard to reach populations in the past, and we could provide a sample of the wealthy population as a sampling frame. EOIs will be evaluated on the following criteria: * Demonstrates knowledge and experience of successfully engaging hard to reach populations (such as wealthy individuals) directly in research; and * Demonstrates experience of conducting high-quality research with individuals on sensitive subjects (such as research related to financial decision making). As this is an EOI stage only you are not expected to provide a detailed response. Submitted documents should not exceed 1000 words and should outline how you propose to meet the research requirement. If you have any queries regarding this research project please contact Dina Dimou (Konstantina.dimou@hmrc.gsi.gov.uk).",
        "datePublished": "2017-07-10T10:45:27+01:00",
        "status": "active",
        "classification": {
            "scheme": "CPV",
            "id": "73110000",
            "description": "Research services"
        },
        "additionalClassifications": [
            {
                "scheme": "CPV",
                "id": "79311400",
                "description": "Economic research services"
            },
            {
                "scheme": "CPV",
                "id": "79315000",
                "description": "Social research services"
            }
        ],
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "countryName": "British Oversea Territories"
                    },
                    {
                        "countryName": "Channel Islands"
                    },
                    {
                        "countryName": "Europe"
                    },
                    {
                        "countryName": "Isle of Man"
                    },
                    {
                        "countryName": "Rest of the World"
                    },
                    {
                        "countryName": "United Kingdom"
                    },
                    {
                        "countryName": "British Oversea Territories"
                    },
                    {
                        "countryName": "Channel Islands"
                    },
                    {
                        "countryName": "Europe"
                    },
                    {
                        "countryName": "Isle of Man"
                    },
                    {
                        "countryName": "Rest of the World"
                    },
                    {
                        "countryName": "United Kingdom"
                    },
                    {
                        "countryName": "British Oversea Territories"
                    },
                    {
                        "countryName": "Channel Islands"
                    },
                    {
                        "countryName": "Europe"
                    },
                    {
                        "countryName": "Isle of Man"
                    },
                    {
                        "countryName": "Rest of the World"
                    },
                    {
                        "countryName": "United Kingdom"
                    }
                ]
            }
        ],
        "minValue": {
            "amount": 20000,
            "currency": "GBP"
        },
        "value": {
            "amount": 80000,
            "currency": "GBP"
        },
        "procurementMethod": "selective",
        "procurementMethodDetails": "Restricted procedure",
        "tenderPeriod": {
            "endDate": "2017-07-31T23:59:59+01:00"
        },
        "contractPeriod": {
            "startDate": "2017-09-04T00:00:00+01:00",
            "endDate": "2018-03-05T23:59:59Z"
        },
        "suitability": {
            "sme": true,
            "vcse": true
        },
        "mainProcurementCategory": "services",
        "documents": [
            {
                "id": "1",
                "documentType": "tenderNotice",
                "description": "Opportunity notice on Contracts Finder",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/5132c647-fb9a-4e4d-8e6d-ecc8f04ae17b",
                "datePublished": "2017-07-10T10:51:53+01:00",
                "format": "text/html",
                "language": "en",
                "dateModified": "2017-07-10T10:51:53+01:00"
            },
            {
                "id": "2",
                "documentType": "biddingDocuments",
                "description": "Guidance on SAP Ariba Registration",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/e5ba1546-f616-43c2-a6f4-4d45275d5fa2",
                "format": "application/pdf"
            },
            {
                "id": "3",
                "documentType": "tenderNotice",
                "description": "Responding to this EOI",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/900c44fa-b9e8-469d-b1de-a9ed0ac702d8",
                "format": "application/pdf"
            },
            {
                "id": "4",
                "documentType": "biddingDocuments",
                "description": "Using SAP Ariba to respond to HMRC opportunities - Supplier Guidance",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/c3a9b60f-9520-408a-a18e-011687b9227c",
                "format": "application/pdf"
            },
            {
                "id": "5",
                "documentType": "biddingDocuments",
                "description": "HMRC Standard Tendering Instructions",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/79ef8ae2-12be-499f-a787-7ebe385418c2",
                "format": "application/pdf"
            },
            {
                "id": "6",
                "documentType": "tenderNotice",
                "description": "Further EOI Information",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/09679499-22c9-443d-91e4-f3f70a99e794",
                "format": "application/pdf"
            }
        ]
    },
    "parties": [
        {
            "id": "GB-GOR-D25",
            "name": "H M Revenue & Customs",
            "identifier": {
                "legalName": "H M Revenue & Customs",
                "scheme": "GB-GOR",
                "id": "D25"
            },
            "address": {
                "streetAddress": "HM Revenue & Customs, 5W Ralli Quays",
                "locality": "3 Stanley Street",
                "postalCode": "M60 9LA",
                "countryName": "England"
            },
            "contactPoint": {
                "name": "Nic Crowe",
                "email": "Nicholas.Crowe@hmrc.gsi.gov.uk",
                "telephone": "03000 578070"
            },
            "roles": [
                "buyer"
            ]
        }
    ],
    "buyer": {
        "id": "GB-GOR-D25",
        "name": "H M Revenue & Customs"
    }
}