{ "tag": [ "compiled" ], "id": "ocds-h6vhtk-06e3b7-2026-08-13T15:22:52+01:00", "date": "2026-08-13T15:22:52+01:00", "ocid": "ocds-h6vhtk-06e3b7", "initiationType": "tender", "parties": [ { "id": "GB-PPON-PVMW-8599-JZNJ", "name": "HM Revenue & Customs", "identifier": { "scheme": "GB-PPON", "id": "PVMW-8599-JZNJ" }, "address": { "streetAddress": "100 Parliament Street", "locality": "London", "postalCode": "SW1A 2BQ", "country": "GB", "countryName": "United Kingdom", "region": "UKI32" }, "contactPoint": { "email": "hmrcsupportsapariba@hmrc.gov.uk" }, "roles": [ "buyer" ], "details": { "classifications": [ { "scheme": "UK_CA_TYPE", "id": "publicAuthorityCentralGovernment", "description": "Public authority - central government" } ] } } ], "buyer": { "id": "GB-PPON-PVMW-8599-JZNJ", "name": "HM Revenue & Customs" }, "planning": { "noEngagementNoticeRationale": "HMRC undertook targeted preliminary market engagement activities, facilitated through TechUK, to support the development of its requirements and procurement approach. A Preliminary Market Engagement Notice was not published because the engagement was conducted through an established industry forum to gather market intelligence and inform the procurement strategy. HMRC has ensured that any information relevant to the procurement has been made available to all potential suppliers through the procurement documentation in order to maintain transparency, equal treatment and fair competition" }, "tender": { "id": "SR3158873534", "legalBasis": { "id": "2023/54", "scheme": "UKPGA", "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents" }, "title": "AI and Metadata Tooling", "description": "HMRC is increasingly reliant on data, technology and digital services to support the delivery of its strategic objectives. Effective management of metadata, business knowledge and information assets is essential to supporting governance, assurance, transformation activity, operational delivery and the responsible adoption of Artificial Intelligence (AI). We currently operate an on-premise solution that supports metadata management and governance capabilities across the organisation; however, the existing solution is approaching the end of its lifecycle and does not have any further extension options available. This provides us with an opportunity to assess the market for a tool that moves beyond traditional data cataloguing and metadata management towards a more connected, intelligent and AI-enabled capability that supports understanding of how HMRC operates as a data-driven organisation. This includes connecting information relating to data, systems, business processes, risks, controls, policies, organisational structures and customer journeys in a single, integrated environment.", "status": "active", "items": [ { "id": "1", "additionalClassifications": [ { "scheme": "CPV", "id": "72000000", "description": "IT services: consulting, software development, Internet and support" } ], "deliveryAddresses": [ { "region": "UK", "country": "GB", "countryName": "United Kingdom" } ], "relatedLot": "1" } ], "value": { "amountGross": 4630560, "amount": 3858800, "currency": "GBP" }, "procurementMethod": "open", "procurementMethodDetails": "Competitive flexible procedure", "procedure": { "features": "Stage 1: ISIT including Conditions of Participation and PSQ Stage 1. Stage 1 commenced with the issuing of a Tender Notice and the publication of the Tender instructions, ISIT, Conditions of Participation, Procurement Specific Questionnaire and Evaluation (\"COP\") document. 2. Tenderers should note HMRC reserves the right to re-assess any response to the PSQ, in light of any new relevant information that comes to HMRC's attention. 3. Initial tenders must be submitted in accordance with the tender timetable and instructions set out this document and any additional information provided. 4. The Authority will use this stage to confirm that neither the Supplier, nor any related persons within its corporate group, associated persons relied on to meet the conditions of participation, or proposed sub-contractors are listed on the Cabinet Office debarment list. To the extent that any such entities are listed on the debarment list, the Authority will consider whether to exclude the Supplier from participating in the Procurement in accordance with its obligations under the Act. 5. Following the deadline for submission of initial tenders, HMRC will assess initial tenders in accordance with the assessment process and evaluation methodology described in this document. The assessment process will identify which tenders are to be selected to participate in Stage 2: Invitation to submit final tender with product demonstrations. 6. Section 3.1 will be assessed on a pass/fail basis. Tenderers are required to achieve a pass against each question within Section 3.1. These questions represent HMRC's minimum mandatory requirements and establish the baseline capability required for the delivery of the services. Any Tenderer that fails one or more questions within Section 3.1 may be excluded from the procurement process and their submission may not be considered further. Tenderers that achieve a pass against all questions within Section 3.1 will automatically be considered for progression to the scored evaluation in Section 3.2. 7. HMRC intends to invite a maximum of ten (10) Tenderers to participate in the product demonstration stage. 8. Tenderers must achieve an overall score of 65% or greater across the initial evaluation questions and meet the baseline requirements to be automatically eligible for consideration for progression to the product demonstration stage. 9. Notwithstanding the above, where the number of Tenderers achieving a score of 65% or greater exceeds ten (10), HMRC reserves the right to invite up to thirteen (13) Tenderers to the product demonstration stage where the eleventh, twelfth and/or thirteenth ranked Tenderers have also achieved a score of 65% or greater. 10. Where more than ten (10) Tenderers remain eligible for progression, HMRC reserves the right, at its sole discretion, to issue one or more additional evaluated quality questions to those Tenderers that achieved the 65% threshold. Any additional question(s) will be evaluated in accordance with the methodology set out in this procurement documents. 11. To remain eligible for progression, Tenderers must achieve a score of 65% or greater in each additional quality question issued. HMRC reserves the right to repeat this process, including the issue of further additional quality question(s), until the number of Tenderers eligible for progression is reduced to a maximum of ten (10). 12. HMRC reserves the right to progress fewer than ten (10) Tenderers where less than ten (10) Tenderers automatically qualify according to paragraph 8 above. 13. Once the assessment of the initial tenders has concluded, tenderers will be notified in writing whether they have been invited to Stage 2: Invitation to submit final tender with product demonstrations. Any tenderers not invited to participate in Stage 2: Invitation to submit final tender with product demonstrations will be notified of the outcome and informed that they have not been selected to proceed in Stage 2. 14. No pricing submission is required at Stage 1. The Pricing Schedule is being issued as part of Stage 1 of this procurement process. Tenderers are invited to review the Pricing Schedule and provide any comments, observations, or requests for clarification that may assist HMRC in validating the proposed pricing structure and assumptions. 15. Any feedback received will be considered by HMRC and may be used to refine the Pricing Schedule before the subsequent stage of the procurement process. Tenderers should note that the submission of feedback does not oblige HMRC to make any amendments to the Pricing Schedule. 16. After the deadline for submission of tenders, HMRC will consider, in respect of each tenderer that submitted a tender, whether the tenderer or any connected persons within its corporate group, associated persons relied on to meet the Conditions of Participation, or proposed sub-contractors, are excluded or excludable Tenderers and will consider whether to disregard the tender submitted in accordance with its obligations under the PA 2023. If the tenderer is an excluded or excludable supplier only by virtue of an associated person or proposed subcontractor, HMRC will notify the tenderer of its intention to disregard its tender and provide the tenderer with reasonable opportunity to replace the associated person or sub-contractor. If as a consequence of this process HMRC disregards a tender from an excluded or excludable supplier or is aware of an associated person or sub-contractor having been replaced, it will give notice of this fact within 30 days of its decision to the Procurement Review Unit (\"PRU\"). Stage 2: Invitation to Submit Final Tender with product demonstrations 1. Stage 2 will commence with the issuing of a letter inviting Tenderers that have been successfully shortlisted at Stage 1 to submit their final tenders. 2. Tenderers will be invited to submit final tenders with product demonstrations. Final tenders must be submitted in accordance with the timetable and instructions set out in this document and any additional information provided 3. Tenderers will be required to submit: a. The completed Pricing Schedule b. The response to the Social Value question c. HMRC reserves the right, at its sole discretion, to request Tenderers to provide a presentation in addition to, or in support of, the Product Demonstration. Any presentation requested may be used to clarify, validate or expand upon information provided within the Tender Response or demonstrated during the Product Demonstration. Tenderers will be provided with details of any such requirement, including the scope, format and timescales, at the appropriate stage of the procurement process. 4. The Authority will conduct an assessment of all final tenders in order to identify the Supplier which has submitted the most advantageous tender in accordance with the assessment methodology and award criteria set out in the Tender Notice and described in this document. In carrying out this assessment, the Authority will disregard any tender from a Supplier that does not satisfy the conditions of participation. The Authority may also disregard a tender: a. from a Supplier that is not a United Kingdom Supplier or a treaty state Supplier or that intends to sub-contract the performance of all or part of the Contract to a Supplier that is not a United Kingdom Supplier or a treaty state Supplier; or b. if the tender breaches a procedural requirement set out in the Tender Notice or associated tender documents; or c. if the tender offers a price that the Authority considers to be abnormally low for the performance of the Contract. Where the Authority considers that a price offered by a Supplier in its tender is abnormally low, the Authority will notify the Supplier and give the Supplier reasonable opportunity to demonstrate that it will be able to perform the contract for the price offered. The Authority will only disregard the tender if the Supplier cannot satisfactorily demonstrate that it will be able to perform the Contract for the price offered. 5. The purpose of the product demonstration is to enable HMRC to assess the functionality, usability and suitability of the proposed solution and validate the claims made within the tender response. HMRC will provide invited Tenderers with a synthetic dataset and supporting scenario information no later than two (2) weeks prior to their scheduled demonstration. Tenderers must use the synthetic data provided by HMRC during the demonstration and should not substitute alternative datasets unless expressly agreed by HMRC. 6. During the product demonstration, Tenderers will be required to demonstrate how their proposed solution meets the specified functional and technical requirements using the HMRC-provided synthetic data. Demonstrations will be assessed against the published evaluation criteria and scores awarded in accordance with the evaluation methodology set out in this document. 7. The scores awarded following the product demonstrations will be combined with the Price and Social Value evaluation scores to determine the Most Advantageous Tender 8. In the event that the Preferred Tenderer withdraws, or seeks to amend or deviate from the contract terms as accepted and reflected in its response to Stage 1, Question 2.4.14, HMRC reserves the right to discontinue with that Tenderer and proceed to the second highest-ranked Tenderer." }, "mainProcurementCategory": "services", "aboveThreshold": true, "submissionMethodDetails": "This procurement will be conducted by way of an eSourcing event using HMRC's SAP Ariba eSourcing Portal. Please ensure you are registered with the eSourcing Portal to gain access to the procurement documentation when it is released which will contain full details of the requirement. If you are not already registered, the registration link is: http://hmrc.sourcing-eu.ariba.com/ad/selfRegistration As part of the registration process you will receive a system generated email asking you to activate your SAP Ariba supplier account by verifying your email address. Once you have completed the activation process you will receive a further email by return confirming the 'registration process is now complete' and providing you with 'your organisation's account ID' number. If an email response from HMRC is not received within one working day of your request, please re-contact sapariba.hmrcsupport@hmrc.gov.uk (after first checking your spam in-box) notifying non-receipt and confirming when your registration request was first made. Once you have obtained 'your organization's account ID' number, please email shanae.harris@hmrc.gov.uk and daniel.strickland1@hmrc.gov.uk and lucy.wreghitt@hmrc.gov.uk and copy in e.procurement@hmrc.gov.uk with your: * Contract title and Reference * Your organisation's HMRC SAP Ariba account ID * Your organisation name * Your name * Your email address * Your telephone number. Once you have complied with the foregoing you will receive an e-mail confirming access to the procurement event. Further information about HMRC's procurement tool SAP Ariba, a Suppliers Guide and general information about supplying to HMRC is available on the HMRC website: www.hmrc.gov.uk/about/supplying.htm If you have already registered on SAP Ariba then you may also need to re-register on HMRC's SAP Ariba in order to be added to the event", "submissionTerms": { "electronicSubmissionPolicy": "allowed", "languages": [ "en" ] }, "tenderPeriod": { "endDate": "2026-09-07T12:00:00+01:00" }, "enquiryPeriod": { "endDate": "2026-08-21T12:00:00+01:00" }, "awardPeriod": { "endDate": "2026-11-27T23:59:59Z" }, "lots": [ { "id": "1", "status": "active", "value": { "amountGross": 4630560, "amount": 3858800, "currency": "GBP" }, "awardCriteria": { "weightingDescription": "Stage 1 - Quality - 100% Stage 2 - Pricing - 20% Product Demonstrations - 70% Social Value - 10%", "criteria": [ { "type": "quality", "name": "Stage 1 - Quality", "description": "100%" }, { "type": "price", "name": "Stage 2 - Pricing", "description": "20%" }, { "type": "quality", "name": "Stage 2 - Social Value", "description": "10%" }, { "type": "quality", "name": "Stage 2 - Product Demonstrations", "description": "70%" } ] }, "selectionCriteria": { "criteria": [ { "type": "economic", "description": "Please see full details in the Tender Instructions - Part 3 Questions 2.42 - 2.4.4 cover the legal and financial capacity conditions of participation." } ] }, "contractPeriod": { "startDate": "2027-06-01T00:00:00+01:00", "endDate": "2032-05-31T23:59:59+01:00" } } ], "documents": [ { "id": "conflictOfInterest", "documentType": "conflictOfInterest", "description": "Not published" }, { "id": "A-20974", "documentType": "biddingDocuments", "url": "https://www.find-tender.service.gov.uk/Notice/Attachment/A-20974", "format": "application/vnd.openxmlformats-officedocument.presentationml.presentation" }, { "id": "A-20979", "documentType": "biddingDocuments", "url": "https://www.find-tender.service.gov.uk/Notice/Attachment/A-20979", "format": "application/pdf" }, { "id": "077300-2026", "documentType": "tenderNotice", "noticeType": "UK4", "description": "Tender notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/077300-2026", "datePublished": "2026-08-13T14:42:12+01:00", "format": "text/html" }, { "id": "077335-2026", "documentType": "tenderNotice", "noticeType": "UK4", "description": "Tender notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/077335-2026", "datePublished": "2026-08-13T15:22:52+01:00", "format": "text/html" } ] }, "language": "en" }