Planning

Information Risk & AI-Technology Knowledge Transformation Plan

HM TREASURY

This public procurement record has 1 release in its history.

Planning

16 Jun 2025 at 19:50

UK2 - Preliminary Market Engagement Notice
Summary of the contracting process

The HM Treasury is seeking to upgrade its Electronic Document Records Management System (EDRMS) through the "Information Risk & AI-Technology Knowledge Transformation Plan." This public procurement process, initiated with a planning stage, focuses on services within the central government sector, specifically targeting information systems and records management. The procurement process includes a preliminary market engagement exercise scheduled for the week commencing 30th June 2025, with a virtual supplier engagement session. Interested suppliers are required to confirm their interest by 14th July 2025. The delivery regions include various parts of the United Kingdom such as London, East Midlands, and the North East, reflecting a nationwide scope for project implementation. The project is currently in the planning stage, with associated documents publically available since 16th June 2025.

This tender offers significant business growth opportunities, particularly for small and medium-sized enterprises (SMEs) specialising in information technology, records management, and strategic review services. Contracting provides a substantial period from 1st October 2025 to 30th September 2027, offering businesses a stable partnership with the government and the potential to demonstrate innovative solutions in records management and digital system upgrades. Businesses with expertise in SharePoint systems, digital record automation, and information lifecycle management will find themselves well-positioned to compete and contribute to this transformative initiative. Engaging in this procurement process not only serves as a growth catalyst but also enhances visibility and reputation through collaboration with a central government authority.

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Notice Information

Notice Title

Information Risk & AI-Technology Knowledge Transformation Plan

Notice Description

To manage its operational digital holdings HM Treasury uses an Azure/SharePoint based Electronic Document Records Management System (EDRMS), called Info Store, this system is now ~10 years old. The department has identified some system gaps in Info Store, and it is seeking to make upgrades and take advantage of new technology to automate the through life management of its holdings and introduce efficiencies and cost savings which will ensure Info Store capabilities continue to meet departmental needs. As a first step HMT has established a new SharePoint site called the Knowledge Store and is in the process of populating it by moving old content from Info Store and is now seeking to automate the site processes for archive, retention and disposition. This update also presents an early opportunity for HMT to review its >17M digital records and assess their status and to develop methods to clean its holdings by removing ephemera, duplicates, and drafts, assess the file formats in the collection, identify and correct any integrity issues or corruptions and to establish active curation methods to asses, correct and maintain digital continuity of its information and records. In response to the digital records coming in scope of the Public Records Act 1958 (PRA), over the last 4 years HMT developed a separate Digital Sensitivity Review (DSR) System in collaboration with another government Department and its supplier team. The DSR in now in operation and the old digital records archive has been transferred into the DSR where they are being processes. The delivery of the HMT DSR involves the development of new technologies required to manage the complexity and volume found in government digital records. There are a number of relevant DSR technology and methods that HMT wants to onboard and incorporate into this upgrade so that it has a series of related systems and has increased assurance of the full through life journey of its information / records.

Planning Information

This preliminary market engagement exercise will determine if there is a market for the delivery of the services detailed in the scope and also understand supplier interest. Please send an email to the contact detail provided if you would like to attend the engagement session. Indicate dates: W/C 30th June: Virtual supplier engagement session - to discuss requirement, programme of work and timelines. W/C 30th June: Clarifications period opens W/C 7th July: clarification period closes 14th July: Confirmation on interest from Suppliers

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-054dd5
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/032774-2025
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
UK2 - Preliminary Market Engagement Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

72 - IT services: consulting, software development, Internet and support

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

CPV Codes

72222000 - Information systems or technology strategic review and planning services

79996100 - Records management

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
16 Jun 20258 months ago
Submission Deadline
Not specified
Future Notice Date
10 Jul 2025Expired
Award Date
Not specified
Contract Period
30 Sep 2025 - 30 Sep 2027 1-2 years
Recurrence
Not specified

Notice Status

Tender Status
Planning
Lots Status
Planning
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
HM TREASURY
Contact Name
Not specified
Contact Email
tbscommercialteam@hmtreasury.gov.uk
Contact Phone
Not specified

Buyer Location

Locality
LONDON
Postcode
SW1A 2HQ
Post Town
South West London
Country
England
Major Region (ITL 1)
TLI London
Basic Region (ITL 2)
TLI3 Inner London - West
Small Region (ITL 3)
TLI35 Westminster and City of London
Delivery Location
TLC North East (England), TLD North West (England), TLE Yorkshire and The Humber, TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLI London, TLJ South East (England), TLK South West (England)
Local Authority
Westminster
Electoral Ward
St James's
Westminster Constituency
Cities of London and Westminster

Further Information

Notice Documents

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. 

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