Income Tax Self-Assessment Ecosystem Data and Integration - Innovation-Led Proof of Concept

Legal basis

Id

2023/54

Scheme

UKPGA

Uri

https://www.legislation.gov.uk/ukpga/2023/54/contents ↗

Procedure

Is Accelerated

Yes

Accelerated Rationale

State of urgency

Features

This competitive flexible procedure will be conducted in 2 stages. HMRC reserves the right to amend this process at the beginning of each stage by updating this tender instruction document or by issue of letters to bidders participating in the relevant stage. Any updates will be issued simultaneously to all suppliers via SAP Ariba. The 2 stages will be as follows: Stage 1: Invitation to submit initial tender - Video submissions and Pre-Selection Questionnaire (PSQ) Stage 2: Final tender - Solution presentation, demonstration, and written tender STAGE 1: (a) Stage 1 commenced with the issuing of a Tender Notice and the publication of this document. (b) This document includes a procurement specific questionnaire (PSQ) and quality questions at Schedules 1 and 2 which all suppliers are required to complete and return in accordance with the Procurement Timetable and instructions within this document. (c) HMRC will use this stage to firstly 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, HMRC will consider whether to exclude the supplier from participating in the Procurement in accordance with its obligations under the Act. (d) In addition, HMRC will consider whether any supplier or related persons within its corporate group, associated persons relied on to meet the conditions of participation, or proposed sub-contractors are excluded or excludable suppliers, and before HMRC determines that a supplier is an excluded or excludable supplier, it will provide the supplier reasonable opportunity to make representations and provide evidence as is proportionate in the circumstances. If the supplier is an excluded or excludable supplier only by virtue of an associated person or proposed sub-contractor, HMRC will notify the supplier of its intention to exclude the supplier and provide the supplier with reasonable opportunity to replace the associated person or sub-contractor. If as a consequence of this process HMRC excludes the supplier from participating in the Procurement, or is aware of an associated person or sub-contract having been replaced, it will give notice of this fact within 30 days of its decision to the Procurement Review Unit (PRU). (e) HMRC will also undertake a review of the completed PSQ with reference to any information held on the Central Digital Platform. Responses to any conditions of participation will be assessed in accordance with the selection process and any selection criteria as set out in the Tender Notice, PSQ and described in this document. (f) The assessment of suppliers utilising PSQ, as detailed above, will be undertaken prior to the evaluation of bid submissions for stage 1. Suppliers are required to submit their PSQ through Ariba. (g) As part of their stage 1 submission, alongside the PSQ, suppliers must submit a video up to a maximum of 5 minutes duration providing their response to the questions set out in Schedule 2: Quality Evaluation Criteria. (h) Suppliers should submit a video using the instructions provided in Section 7.5 'Stage 1 video submission' below. Additionally, suppliers must submit a transcript of their video, with a maximum of 750 words. (i) The video and associated 750-word transcript must cover the questions set out in Schedule 2: Quality Evaluation Criteria. The supplier should note that the transcript must answer the questions set out in Schedule 2: Quality Evaluation Criteria, and that the video should be used for supplementary presentation and delivery purposes only - i.e. information that is not well suited to communicating via written (the transcript) or spoken word. For example, acceptable video content would include (but is not limited to) demonstrations, animations, graphs and charts, supporting visual/practical aids etc.). HRMC reserves the right to exclude bidders who utilise the video submission to provide excessive additional content which could have been adequately conveyed in the speech of the video and accompanying transcript. For example, unacceptable video content would include (but is not limited to) a PowerPoint presentation that features significant text that the bidder intends the evaluators to assess over and above the 750-word transcript. (j) Stage 1 will complete with suppliers being notified in writing of whether or not they have been successfully shortlisted to participate in stage 2. (k) HMRC intends to shortlist a maximum of 3 suppliers to participate in stage 2. (l) HMRC may, at its discretion, invite a bidder to form a partnership or consortium with another competitor. (m) Suppliers should note that 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. Suppliers selected to participate in Stage 2 will received a fixed amount of funding of £8,000 exVAT to support their continued participation in the process. Full details are included in the competition documents available upon registration. Conditions of participation may be included in any stage. Where included this will be communicated in the letter or instructions for that stage.

Submission terms

Electronic Submission Policy

allowed

Tender Period

Ends

12 Oct 2026, 14:00

Enquiry period

Ends

2 Oct 2026, 17:00

Expected award period

Ends

11 Dec 2026, 23:59

Amendments