Award

Research to quantify agents' awareness and understanding of Making Tax Digital for Income Tax Self-Assessment

H M REVENUE & CUSTOMS

This public procurement record has 2 releases in its history.

AwardUpdate

17 Nov 2021 at 16:35

Award Notice
Award

17 Nov 2021 at 16:05

Award Notice
Summary of the contracting process

The procurement process is initiated by H M Revenue & Customs, seeking external research to quantify agents' awareness and understanding of Making Tax Digital for Income Tax Self-Assessment. This tender, titled "Research to quantify agents' awareness and understanding of Making Tax Digital for Income Tax Self-Assessment", falls within the research and development services industry category. The procurement method employed is selective, via a call-off from a dynamic purchasing system, with the procurement stage currently at the award level. The contract period is set to begin on 4th October 2021 and conclude on 14th March 2022, with the tender value at £175,000. Key deadlines included the tender submission deadline of 3rd October 2021.

This contract presents significant opportunities for businesses engaged in research and consultancy, particularly those with expertise in policy analysis and tax compliance. Due to the focus on supporting agents in adapting to the Making Tax Digital initiative, firms that specialise in social research or have a background in governmental or tax policy will be well-suited to compete. Additionally, companies that can effectively conduct interviews and analyse the consequent data will likely find this tender aligns well with their services.

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

Research to quantify agents' awareness and understanding of Making Tax Digital for Income Tax Self-Assessment

Notice Description

We need to commission external research from an agency to carry out this project on behalf of HMRC. This will comprise of them carrying out research interviews with agents, analysis and delivering their findings to support policy objectives and deliverables. This is a Social Research contract intended to be let through Research Marketplace. MTD is a key ministerial priority for HMRC. In July 2020, the Chancellor announced the extension of MTD to two new customer groups - VAT registered businesses (with turnovers below PS85,000) from April 2022 and ITSA businesses from April 2023 - meaning over 1 million VAT registered businesses and 4.2 million ITSA businesses will be brought into MTD by April 2023. Agents will play a crucial role in supporting their clients with MTD, however, there have been indications that smaller agencies have been completely focussed on helping their clients survive during the pandemic and they have not fully taken on board these new mandation dates. This research will track agents' awareness of the changes as deadlines approach and will identify support needs to help them prepare themselves and their clients for MTD On strategic fit: MTD is a key element of HMRC's published 10 year strategy to develop a modern, digital tax service. This research will enable HMRC to understand any shortfalls in agents' awareness of MTD rules and upcoming deadlines (including whether communications about deadlines are effective). The results will inform HMRC's transitional support activities by providing a picture of the needs of agents with different characteristics: size / experience of MTD / level of professional / external support. Many agents will need to prepare their own businesses for MTD as well as help their clients adopt the MTD rules. Agent support and advocacy for MTD is crucial for ensuring the success of the policy. If the research is not done now, HMRC will lose the opportunity to take targeted action to provide further support to those agents whose VAT clients need to sign up next year and help them prepare their ITSA clients for mandation in 2023. Given many agents remain unconvinced about the wider benefits of MTD for ITSA, it is also sensible to have an early view on agents' attitudes to the extension of MTD to new customer groups and establish what can be done, in practical terms, to support those agents with their clients as they prepare for MTD.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-d5f3800e-eada-4825-864c-077ec6336108
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/865caf94-7671-4a42-936b-18f40c7fb0e3
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
Not specified
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
£175,000 £100K-£500K
Lots Value
Not specified
Awards Value
£175,000 £100K-£500K
Contracts Value
Not specified

Notice Dates

Publication Date
17 Nov 20214 years ago
Submission Deadline
3 Oct 2021Expired
Future Notice Date
Not specified
Award Date
3 Oct 20214 years ago
Contract Period
3 Oct 2021 - 14 Mar 2022 1-6 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
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

Supplier Information

Number of Suppliers
1
Supplier Name

BMG 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-d5f3800e-eada-4825-864c-077ec6336108-2021-11-17T16:35:42Z",
    "date": "2021-11-17T16:35:42Z",
    "ocid": "ocds-b5fd17-d5f3800e-eada-4825-864c-077ec6336108",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "Making Tax Digital for Income Tax Self Assessment - Agent Awareness Tracker",
        "title": "Research to quantify agents' awareness and understanding of Making Tax Digital for Income Tax Self-Assessment",
        "description": "We need to commission external research from an agency to carry out this project on behalf of HMRC. This will comprise of them carrying out research interviews with agents, analysis and delivering their findings to support policy objectives and deliverables. This is a Social Research contract intended to be let through Research Marketplace. MTD is a key ministerial priority for HMRC. In July 2020, the Chancellor announced the extension of MTD to two new customer groups - VAT registered businesses (with turnovers below PS85,000) from April 2022 and ITSA businesses from April 2023 - meaning over 1 million VAT registered businesses and 4.2 million ITSA businesses will be brought into MTD by April 2023. Agents will play a crucial role in supporting their clients with MTD, however, there have been indications that smaller agencies have been completely focussed on helping their clients survive during the pandemic and they have not fully taken on board these new mandation dates. This research will track agents' awareness of the changes as deadlines approach and will identify support needs to help them prepare themselves and their clients for MTD On strategic fit: MTD is a key element of HMRC's published 10 year strategy to develop a modern, digital tax service. This research will enable HMRC to understand any shortfalls in agents' awareness of MTD rules and upcoming deadlines (including whether communications about deadlines are effective). The results will inform HMRC's transitional support activities by providing a picture of the needs of agents with different characteristics: size / experience of MTD / level of professional / external support. Many agents will need to prepare their own businesses for MTD as well as help their clients adopt the MTD rules. Agent support and advocacy for MTD is crucial for ensuring the success of the policy. If the research is not done now, HMRC will lose the opportunity to take targeted action to provide further support to those agents whose VAT clients need to sign up next year and help them prepare their ITSA clients for mandation in 2023. Given many agents remain unconvinced about the wider benefits of MTD for ITSA, it is also sensible to have an early view on agents' attitudes to the extension of MTD to new customer groups and establish what can be done, in practical terms, to support those agents with their clients as they prepare for MTD.",
        "status": "complete",
        "classification": {
            "scheme": "CPV",
            "id": "73000000",
            "description": "Research and development services and related consultancy services"
        },
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "postalCode": "B15 3BE"
                    },
                    {
                        "postalCode": "B15 3BE"
                    }
                ]
            }
        ],
        "minValue": {
            "amount": 174250,
            "currency": "GBP"
        },
        "value": {
            "amount": 175000,
            "currency": "GBP"
        },
        "procurementMethod": "selective",
        "procurementMethodDetails": "Call-off from a dynamic purchasing system",
        "tenderPeriod": {
            "endDate": "2021-10-03T17:00:00+01:00"
        },
        "contractPeriod": {
            "startDate": "2021-10-04T00:00:00+01:00",
            "endDate": "2022-03-14T23:59:59Z"
        },
        "suitability": {
            "sme": false,
            "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": "5th Floor West, Ralli Quays, 3 Stanley Street",
                "locality": "Salford",
                "postalCode": "M60 9LA",
                "countryName": "England"
            },
            "contactPoint": {
                "name": "Fintan Bradley",
                "email": "fintan.bradley@hmrc.gov.uk",
                "telephone": "07530791302"
            },
            "roles": [
                "buyer"
            ]
        },
        {
            "id": "GB-COH-02841970",
            "name": "BMG RESEARCH LTD",
            "identifier": {
                "legalName": "BMG RESEARCH LTD",
                "scheme": "GB-COH",
                "id": "02841970"
            },
            "address": {
                "streetAddress": "Beech House, Greenfield Crescent,Edgbaston BIRMINGHAM West Midlands B15 3BE GB"
            },
            "details": {
                "scale": "large",
                "vcse": false
            },
            "roles": [
                "supplier"
            ]
        }
    ],
    "buyer": {
        "id": "GB-GOR-D25",
        "name": "H M Revenue & Customs"
    },
    "awards": [
        {
            "id": "ocds-b5fd17-d5f3800e-eada-4825-864c-077ec6336108-1",
            "status": "active",
            "date": "2021-10-04T00:00:00+01:00",
            "datePublished": "2021-11-17T16:05:13Z",
            "value": {
                "amount": 175000,
                "currency": "GBP"
            },
            "suppliers": [
                {
                    "id": "GB-COH-02841970",
                    "name": "BMG RESEARCH LTD"
                }
            ],
            "contractPeriod": {
                "startDate": "2021-10-04T00:00:00+01:00",
                "endDate": "2022-03-14T23:59:59Z"
            },
            "documents": [
                {
                    "id": "1",
                    "documentType": "awardNotice",
                    "description": "Awarded contract notice on Contracts Finder",
                    "url": "https://www.contractsfinder.service.gov.uk/Notice/865caf94-7671-4a42-936b-18f40c7fb0e3",
                    "datePublished": "2021-11-17T16:05:13Z",
                    "format": "text/html",
                    "language": "en",
                    "dateModified": "2021-11-17T16:35:42Z"
                },
                {
                    "id": "2",
                    "documentType": "contractSigned",
                    "description": "Redacted Letter of Appointment",
                    "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/19805801-2852-4ae9-8f42-24ce8c8149fe",
                    "format": "application/pdf"
                },
                {
                    "id": "3",
                    "documentType": "contractSigned",
                    "description": "Redacted Call-Off Contract",
                    "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/8e98b16b-f270-4ce0-af15-d6c074c7fce2",
                    "format": "application/pdf"
                },
                {
                    "id": "4",
                    "documentType": "contractSigned",
                    "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/4f99aea3-3945-45cd-9a78-a4532c42f5a3",
                    "format": "application/pdf"
                }
            ]
        }
    ]
}