Award

Impact of a flexible model of calculation for the IYC pilot and future timely payment

H M REVENUE & CUSTOMS

This public procurement record has 2 releases in its history.

AwardUpdate

24 Nov 2022 at 10:13

Award Notice
Award

16 Nov 2022 at 10:40

Award Notice
Summary of the contracting process

The public procurement process for the contract titled "Impact of a flexible model of calculation for the IYC pilot and future timely payment" was undertaken by H M Revenue & Customs. The contracting authority issued a selective procurement through a dynamic purchasing system for research and development services and related consultancy services. The total contract value is £180,000. The tender period ended on 19th October 2022, and the contract is effective from 20th October 2022 to 19th October 2023. The research aims to explore ITSA customers' views on a flexible model of calculation for tax purposes and future timely payment.

This procurement presents an opportunity for businesses involved in research and development services to engage with H M Revenue & Customs. The contract, awarded to IFF Research Ltd, will enable the successful supplier to contribute to the in-year calculation pilot and future government tax policies. The contract is suitable for larger businesses operating in the research and consultancy services sector, with expertise in policy design and development. Interested businesses should consider the implications of a flexible tax model on ITSA taxpayers and aim to provide insightful solutions and valuable feedback throughout the contract period to help shape future tax policies effectively.

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.

Start Free Trial Book a Demo
All Features Pricing

Notice Information

Notice Title

Impact of a flexible model of calculation for the IYC pilot and future timely payment

Notice Description

This is a KAI Social Research contract let through the Research and Insights DPS to tender mixed-methods research to explore ITSA customers' views on the impact of a flexible model of calculation for the in-year calculation pilot, and future timely payment. From April, a three year in-year calculation pilot (IYC) commences; this will build insight and enable the testing of policy/system design choices for future timely payment (TP) (bringing the calculation and payment of tax closer to the point where income or profit arises for taxpayers, paying tax based in their current year position). Customers, through the TP CfE, challenged a 'one size fits all' model of TP. This research will help determine policy/design options of a flexible model which can be tested through the IYC pilot, to help build a calculation system which supports customers whilst realising wider government benefits. As part of the Tax Administration Strategy (TAS), we published a CfE on TP, exploring perceptions around the benefits/challenges of TP. Many respondents highlighted the need for a flexible model of TP, which reflected the diversity of the SA population. This view was echoed by internal research which found that customers would broadly support and engage with TP if there was flexibility, control, and structure. This research proposes a deeper dive into what these elements could look like practically for customers, and how this may differ across populations/customer groups/business models. The IYC pilot runs for 3 years, and through it we will be able to test policy choices and mitigation. The first year of the pilot involves detailed investigation, internal and external co-design activity to establish optimal design, delivery, evaluation, and evidence requirements. The timing of this research will compliment this phase, allowing maximum input into design This research will first collect quantitative data on ITSA customers' experience of gathering and submitting information to facilitate tax calculation, paying tax and appetite for IYC and TP, including anticipated impacts, benefits and challenges. A second, qualitative stage will explore in-depth, the potential financial and other effects of IYC and TP on ITSA taxpayers (including vulnerable customers), exploring issues around structure, control and flexibility. Both elements will be instrumental in identifying considerations to help shape IYC system/policy design (to test through the three-year IYC pilot) and inform policy options and costings for TP Both stages of the research will take cognisance of findings from relevant work (e.g. undertaken by HMRC Policy Lab examining issues around cashflow and the implications for more frequent tax payments; two soon-to-be-published research reports examining the tax challenges faced by self-employed taxpayers and MTD for ITSA customers).

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-64eae670-f4a9-4416-8041-a0ac82c363cc
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/fb83a01b-d8df-4a96-8f6e-2db8b0a6fe1f
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Dynamic
Procurement Category
Goods
Procurement Method
Selective
Procurement Method Details
Call-off from a dynamic purchasing system
Tender Suitability
SME
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

73 - Research and development services and related consultancy services

CPV Codes

73000000 - Research and development services and related consultancy services

Notice Value(s)

Tender Value
£180,000 £100K-£500K
Lots Value
Not specified
Awards Value
£180,000 £100K-£500K
Contracts Value
Not specified

Notice Dates

Publication Date
24 Nov 20223 years ago
Submission Deadline
19 Oct 2022Expired
Future Notice Date
Not specified
Award Date
18 Oct 20223 years ago
Contract Period
19 Oct 2022 - 19 Oct 2023 6-12 months
Recurrence
Not specified

Notice Status

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

Buyer & Supplier

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
SALFORD
Postcode
M3 5BS
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
Blackfriars & Trinity
Westminster Constituency
Salford

Supplier Information

Number of Suppliers
1
Supplier Name

IFF RESEARCH

Further Information

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-b5fd17-64eae670-f4a9-4416-8041-a0ac82c363cc-2022-11-24T10:13:32Z",
    "date": "2022-11-24T10:13:32Z",
    "ocid": "ocds-b5fd17-64eae670-f4a9-4416-8041-a0ac82c363cc",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "CW83149",
        "title": "Impact of a flexible model of calculation for the IYC pilot and future timely payment",
        "description": "This is a KAI Social Research contract let through the Research and Insights DPS to tender mixed-methods research to explore ITSA customers' views on the impact of a flexible model of calculation for the in-year calculation pilot, and future timely payment. From April, a three year in-year calculation pilot (IYC) commences; this will build insight and enable the testing of policy/system design choices for future timely payment (TP) (bringing the calculation and payment of tax closer to the point where income or profit arises for taxpayers, paying tax based in their current year position). Customers, through the TP CfE, challenged a 'one size fits all' model of TP. This research will help determine policy/design options of a flexible model which can be tested through the IYC pilot, to help build a calculation system which supports customers whilst realising wider government benefits. As part of the Tax Administration Strategy (TAS), we published a CfE on TP, exploring perceptions around the benefits/challenges of TP. Many respondents highlighted the need for a flexible model of TP, which reflected the diversity of the SA population. This view was echoed by internal research which found that customers would broadly support and engage with TP if there was flexibility, control, and structure. This research proposes a deeper dive into what these elements could look like practically for customers, and how this may differ across populations/customer groups/business models. The IYC pilot runs for 3 years, and through it we will be able to test policy choices and mitigation. The first year of the pilot involves detailed investigation, internal and external co-design activity to establish optimal design, delivery, evaluation, and evidence requirements. The timing of this research will compliment this phase, allowing maximum input into design This research will first collect quantitative data on ITSA customers' experience of gathering and submitting information to facilitate tax calculation, paying tax and appetite for IYC and TP, including anticipated impacts, benefits and challenges. A second, qualitative stage will explore in-depth, the potential financial and other effects of IYC and TP on ITSA taxpayers (including vulnerable customers), exploring issues around structure, control and flexibility. Both elements will be instrumental in identifying considerations to help shape IYC system/policy design (to test through the three-year IYC pilot) and inform policy options and costings for TP Both stages of the research will take cognisance of findings from relevant work (e.g. undertaken by HMRC Policy Lab examining issues around cashflow and the implications for more frequent tax payments; two soon-to-be-published research reports examining the tax challenges faced by self-employed taxpayers and MTD for ITSA customers).",
        "status": "complete",
        "classification": {
            "scheme": "CPV",
            "id": "73000000",
            "description": "Research and development services and related consultancy services"
        },
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "countryName": "United Kingdom"
                    },
                    {
                        "countryName": "United Kingdom"
                    }
                ]
            }
        ],
        "value": {
            "amount": 180000,
            "currency": "GBP"
        },
        "procurementMethod": "selective",
        "procurementMethodDetails": "Call-off from a dynamic purchasing system",
        "tenderPeriod": {
            "endDate": "2022-10-19T17:00:00+01:00"
        },
        "contractPeriod": {
            "startDate": "2022-10-20T00:00:00+01:00",
            "endDate": "2023-10-19T23:59:59+01:00"
        },
        "suitability": {
            "sme": true,
            "vcse": false
        },
        "mainProcurementCategory": "goods"
    },
    "parties": [
        {
            "id": "GB-GOR-D25",
            "name": "H M Revenue & Customs",
            "identifier": {
                "legalName": "H M Revenue & Customs",
                "scheme": "GB-GOR",
                "id": "D25"
            },
            "address": {
                "streetAddress": "Trinity Bridge House, 2 Dearmans Place",
                "locality": "Salford",
                "postalCode": "M3 5BS",
                "countryName": "England"
            },
            "contactPoint": {
                "name": "Fintan Bradley",
                "email": "fintan.bradley@hmrc.gov.uk"
            },
            "roles": [
                "buyer"
            ]
        },
        {
            "id": "GB-COH-849983",
            "name": "IFF Research Ltd",
            "identifier": {
                "legalName": "IFF Research Ltd",
                "scheme": "GB-COH",
                "id": "849983"
            },
            "address": {
                "streetAddress": "St Magnus House, 3 Lower Thames Street, London, EC3R 6HD"
            },
            "details": {
                "scale": "large",
                "vcse": false
            },
            "roles": [
                "supplier"
            ]
        }
    ],
    "buyer": {
        "id": "GB-GOR-D25",
        "name": "H M Revenue & Customs"
    },
    "awards": [
        {
            "id": "ocds-b5fd17-64eae670-f4a9-4416-8041-a0ac82c363cc-1",
            "status": "active",
            "date": "2022-10-19T00:00:00+01:00",
            "datePublished": "2022-11-16T10:40:53Z",
            "value": {
                "amount": 180000,
                "currency": "GBP"
            },
            "suppliers": [
                {
                    "id": "GB-COH-849983",
                    "name": "IFF Research Ltd"
                }
            ],
            "contractPeriod": {
                "startDate": "2022-10-20T00:00:00+01:00",
                "endDate": "2023-10-19T23:59:59+01:00"
            },
            "documents": [
                {
                    "id": "1",
                    "documentType": "awardNotice",
                    "description": "Awarded contract notice on Contracts Finder",
                    "url": "https://www.contractsfinder.service.gov.uk/Notice/fb83a01b-d8df-4a96-8f6e-2db8b0a6fe1f",
                    "datePublished": "2022-11-16T10:40:53Z",
                    "format": "text/html",
                    "language": "en",
                    "dateModified": "2022-11-24T10:13:32Z"
                },
                {
                    "id": "2",
                    "documentType": "contractSigned",
                    "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/49eae1c4-9530-4688-bf6e-ce0e5cd29568",
                    "format": "application/zip"
                }
            ]
        }
    ]
}