Awarded to Capgemini UK plc

Start date: Monday 12 December 2022
Value: £9,000,000
Company size: large
HMRC

Debt Management IT Professional Services Delivery Partner - SR1064389865

15 Incomplete applications

7 SME, 8 large

15 Completed applications

8 SME, 7 large

Important dates

Published
Monday 15 August 2022
Deadline for asking questions
Monday 22 August 2022 at 11:59pm GMT
Closing date for applications
Monday 29 August 2022 at 11:59pm GMT

Overview

Off-payroll (IR35) determination
Contracted out service: the off-payroll rules do not apply
Summary of the work
HMRC are seeking an IT Professional Services delivery partner to support delivery of the Debt Management Portfolio of Programmes implementing Debt Transformation, Debt Respite & Payment Programme. Knowledge transfer and capability development of its internal staff to increase the level of maturity and skill to manage the new service.
Latest start date
Tuesday 1 November 2022
Expected contract length
24 months, with arrangements available for a permitted 25% (6 month) extension period.
Location
No specific location, for example they can work remotely
Organisation the work is for
HMRC
Budget range
Estimated £4.5 Million annual spend

About the work

Why the work is being done
The Debt Management Portfolio contains Programmes of work that are a mixture of legislative and HM Treasury funded. The Programmes include transformation and replacement of legacy Debt Management services (IDMS), transformed Time to Pay services and new legislative requirements for Debt Respite in the form of the Statutory Debt Repayment Plan (SDRP) being introduced in England and Wales in Aug 2024. The Programmes are part of the Transformation Payment and Debt Programme. This represents a Programme of work up to 2025.
Problem to be solved
Replace legacy Debt Management system where change is time consuming and costly
Reduce manual processing within the Debt Respite service by increased automation via IT development to pave the way for the SDRP
Develop an IT solution that will support SDRP (a legislated debt repayment plan to help those in problem debt) being introduced in August 2024
Develop IT payment services that will transform the payment experience making it easier for customers to pay, supporting customers who are in financial difficulty, and taking action with those avoiding payment.
Programme–Enabling solutions to be built which are production ready and can be integrated within the HMRC estate in accordance with the required standards.
Who the users are and what they need to do
Debt Transformation, Debt Respite and Payments Programme teams.

The Programmes include transformation and replacement of legacy Debt Management services (IDMS), transformed Time to Pay services and new legislative requirements for Debt Respite in the form of the Statutory Debt Repayment Plan (SDRP) being introduced in England and Wales in Aug 2024.
Early market engagement
No early market engagement has taken place.
Any work that’s already been done
Each of the Programmes have multiple projects within them and they are all at different stages in the design, development and delivery lifecycle and are following an iterative approach to delivery.
Existing team
The new supplier will be working with HMRC resources, along with new and incumbent service providers, and also other professional service suppliers.
Current phase
Beta

Work setup

Address where the work will take place
Services will be carried out via a hybrid working arrangement combining working from home/their own office and at HMRC offices Telford and Leeds with travel as required to other HMRC locations:

- Newcastle
- Birmingham
- London
- Manchester

This is not an exhaustive list. The location from which the required work will be completed will be reviewed and agreed throughout the contract term.
Working arrangements
Services will be carried out via a hybrid working arrangement combining working from home/their own office and at HMRC offices on an as and when basis, to be reviewed and agreed between supplier and HMRC on a work package basis. No additional expenses chargeable to HMRC for travel or accommodation in agreed base office locations per SOW.

Working week will consist of 8 hour day 5 days per week.

We expect the successful supplier to provide upskilling/knowledge transfer to permanent staff to increase the maturity of the internal capability.
Security clearance
Must have a minimum of BPSS before employment commences and resources come on to site.

Additional information

Additional terms and conditions
https://www.gov.uk/guidance/digital-outcomes-and-specialists-5-legal-documents

Mandatory HMRC additional terms added to the terms & conditions that cover: Payment & Recovery of Sums Due, Warranties, Promoting Tax Compliance, Use of Off-Shore Tax Structures, Data Protection & Off-Shoring, Commissioners for Revenue & Customs Act 2005, and related Legislation.

Skills and experience

Buyers will use the essential and nice-to-have skills and experience to help them evaluate suppliers’ technical competence.

Essential skills and experience
  • As a supplier demonstrate your proven track record of defining programme scope, functional & non-functional requirements, epics, business user stories and technical user stories.
  • As a supplier demonstrate your proven track record of defining & estimating programme and project planning, scheduling, sequencing and cost estimating.
  • As a supplier demonstrate your proven track record of adherence to governance including risk/issue management, security, progress management via verbal/written reporting including oversight of internal and external teams.
  • As a supplier demonstrate your proven track record in the application of architectural disciplines such as integration, solution and data architecture and adherence to client governance practices.
  • As a supplier demonstrate your proven track record of being able to scale according to the demands of the programme from a single team to a multiple team assignment.
  • As a supplier demonstrate your proven track record of providing quality services to your clients where time, cost and quality must be met.
  • As a supplier demonstrate your proven track record of skills transfer within a client organisation aimed at creating long term capability for the client.
  • As a supplier demonstrate your proven track record of effective and appropriate stakeholder management on behalf of your client within large & complex businesses.
  • For information only: Supplier response & scoring criteria on Essential & Nice to Have questions will be as follows
  • 100 Excellent and Completely Relevant; 80 Good and Highly Relevant; 60 Satisfactory & Relevant; 40 Limited & Partially Relevant; 20 Poor & Only Partially Relevant; 0 Not Considered Relevant
  • Suppliers that score 0, 20 or 40 on any Essential / Nice to Have questions will be excluded and not taken forward to the Proposal / Price stage.
Nice-to-have skills and experience
  • Provide a response which demonstrates Public Sector or equivalent experience.
  • Provide a response which demonstrates experience of Pegasystems.
  • Provide a response which demonstrates managing work allocation using Jira/Confluence.

How suppliers will be evaluated

All suppliers will be asked to provide a written proposal.

How many suppliers to evaluate
5
Proposal criteria
  • Accountability – demonstrate as a supplier accountability for delivery of project outcomes and successfully delivered to specification, cost and quality.
  • Accountability – demonstrate as a supplier how you will take remedial action where outcomes have not been delivered to agreed standards.
  • Agility - demonstrate as a supplier how you will deliver iteratively and incrementally within an agile environment delivering value early that shorten time to delivering business outcomes.
  • Knowledge Management - demonstrate as a supplier how you will manage knowledge and that your client has access to and has that knowledge transfer throughout the contract.
  • Reusability and simplicity by design – demonstrate as a supplier how you would evolve simple and reusable solutions that are practicable and align to the overall programme objectives.
  • Responsive mobilisation and scalability – demonstrate as a supplier how, following contract award you would stand up teams within weeks & deliver early for your new client.
  • Quality and skill-set of resource – demonstrate as a supplier how you would provide depth and breadth of capable resource with the required skills based on client needs.
  • Value for money.
  • Provide a case study of how you would approach delivery of Analytical, Delivery and Architectural services to large and medium programmes where you have evidenced the criteria outlined above.
  • Explain how you would approach delivering Analytical, Delivery and Architectural services on a medium to large scale project for HMRC.
  • For information only: Supplier response & scoring criteria on Proposal questions will be as follows
  • 100 Excellent and Completely Relevant; 80 Good and Highly Relevant; 60 Satisfactory & Relevant; 40 Limited & Partially Relevant; 20 Poor & Only Partially Relevant; 0 Not Considered Relevant
  • A presentation / walkthrough of the Suppliers proposal answering questions from evaluation review panel. The presentation will not be scored and will be used to support evaluation of the Proposal.
  • Price Schedule - Value for Money Assessment
Cultural fit criteria
  • Social Value Theme: Tackling Economic Inequality - Create New Businesses, New Jobs and New Skills – Model Award Criteria (MAC) to be used 2.2
  • Social Value Theme - Equal Opportunity - Tackle Workforce Inequality - Model Award Criteria (MAC) to be used 6.1
  • For information only: Supplier response & scoring criteria on Social Value questions will be as follows
  • 100 Excellent and Completely Relevant; 80 Good and Highly Relevant; 60 Satisfactory & Relevant; 40 Limited & Partially Relevant; 20 Poor & Only Partially Relevant; 0 Not Considered Relevant
Payment approach
Fixed price
Additional assessment methods
  • Case study
  • Reference
  • Presentation
Evaluation weighting

Technical competence

50%

Cultural fit

10%

Price

40%

Questions asked by suppliers

1. What are you expecting as a response for the last 3 questions on the first page? These seem more like guidelines than 100 word response answers. Many thanks
If you are referring to the Essential set of questions then the last three are as described for information only and provide the scoring criteria to be used for the Essential & Nice to Have question set. They will not form part of any evaluation or scoring and no response is required. If a response is required to be submitted against these three questions then please input Not Applicable or NA.
2. Is there an incumbent supplier, and if yes who?
Yes, the incumbent supplier is William Alexander Consulting.
3. Does the definition of “transformation and replacement” of IDMS include an appetite for the automated migration of all or part of the current solution to an alternate technology.
No. HMRC intends to decommission the legacy IDMS service upon final migration of debt cases into the new Debt Service in line with HMRC's IT Strategy.
4. Does the definition of “transformation and replacement” of IDMS include an appetite for the automated migration of all or part of the current solution to an alternate technology.
Duplicate question - see answer provided under question 3
5. Does the definition of “transformation and replacement” of IDMS include an appetite for the automated migration of all or part of the current solution to an alternate technology.
Duplicate question - see answer provided under question 3
6. Is the desire to build out the Debt Management Portfolio using primarily Pegasystems technology? (given it is stated as a nice-to-have skill).
The new Debt Management Service will be built on Pega Cloud. A small service (managing three tax regimes) is now live. A separate team will provide the expert resources to build the new service however knowledge of Pegasystems is nice to have (but not essential).
7. Are CA Gen skills are required as part of this initiative please?
No, they are not. However knowledge of CA Gen is nice to have (but not essential).
8. Is there an incumbent?
See answer provided under question 2
9. Do you require the technical services partner to provide software engineering/development services? If so, could provide information on the systems and development skill areas your require.
No, HMRC has internal delivery teams building new services across HMRC platforms on behalf of the programme. They will provide the software engineering & development that is required.
10. Do you require the technical services partner to manage third party suppliers? If so, can you state the nature of the work the third party suppliers will be conducting (e.g. software development/implementation) please?
HMRC has a number of internal delivery groups with a variety of suppliers that provide software engineering and development. The supplier that is being sought will over see technical analysis services, support of solution from design to delivery and oversight of integrated delivery utilising the existing delivery groups.
11. PegaSystems is mentioned in your Nice to Have’s. How integral is Pega to future development plans?
See answer provided under question 6
12. Will the appointed supplier be expected to utilise PegaSystems? If so, for what, and at what scale?
See answer to question 6
13. We note that the ‘problem to be solved’ includes Develop an IT solution that will support SDRP and Develop IT payment services.
Can you please confirm whether the successful supplier will 1) need to develop IT solutions including those in the problem to be solved or 2) whether the successful supplier will not be developing IT solutions but rather tracking progress made by 3rd parties who are developing those IT solutions?
See answer provided under question 10
14. When completing the application the DOS template states that ‘all nice-to-have skills and experience are optional’. However HMRC have introduced a new scoring system and the pass-fail application of it means that the ‘nice-to-have’ skills and experience become essential as opposed to optional. Is this the intention?
The scoring and description reflect a similar theme to that advised within the DOS 5 guidance notes.

The scoring and description in the DOS 5 guidance notes is not mandatory and HMRC have therefore provided its own guidance to support the scoring and description to be used on this requirement.

For clarity the Nice to have Skills responses will be scored as follows:

100 Excellent and Completely Relevant;
80 Good and Highly Relevant;
60 Satisfactory & Relevant;
40 Limited & Partially Relevant;
20 Poor & Only Partially Relevant;
0 Not Considered Relevant
15. Is there a preferred agile methodology for this project: SAFe, Scrum, KanBan etc?
Within HMRC we have a number of delivery groups that oversee the software engineering and development. They will use a mixture of methodologies. The delivery services supplied by the winning supplier must be adaptable to multiple disciplines when overseeing an integrated delivery with our Delivery Groups and they should adopt a 'scrum of scrums' approach in managing oversight of the delivery of projects.
16. For “proven track record in the application of architectural disciplines such as integration, solution and data architecture ” are you looking for examples where supplier has provided Architectural services or just application of these ?
We are looking for a proven track record of providing services in architecture disciplines and how these have been applied to your clients and how that has enabled your clients to achieve their desire business outcomes (i.e. produced the relevant solution designs, integration design etc.).
17. What are some of the current program delivery challenges you would expect the delivery partner to immediately address?
As with any large scale change programme a number of challenges present themselves. Typically, for a successful supplier they will be presented with two challenges. Delivery; ensuring delivery alignment of HMRC federated delivery group model and managing an integrated IT delivery plan. And, requirements and scope management; working closely with the Debt Management subject matter experts to understand business outcomes, what drives business values and determining the requirements to support driving the solutions.
18. What are the different program related metrics currently being tracked? Do you have a list that can be shared?
As with all programmes of large scale work time, cost and quality are paramount. In reverse order; understanding quality in driving business outcomes, scope and requirements clarifies deliverables ensuring they are measurable during testing enabling delivery of a quality product. Each programme of work has a budget that must be adhered to and monitoring of cost is essential. And management of delivery to forecast and impacted timelines is essential in business readiness and planning activities against programme milestones.
19. Is the delivery partner expected to only provide overall program level management and governance or does the scope also include project management and enterprise architecture streams etc.
A successful delivery partner would operate at a programme delivery level and a project delivery level. However, HMRC manages internally our enterprise architecture and any successful supplier would work to HMRC's existing enterprise level blueprints.
20. Is the overall program management and enterprise and system architecture design driven directly by HMRC?
Yes, a set of enterprise level architectural blueprints must be adhered to.
21. Are there any frameworks being used currently for architecture, data management, data governance, and service management e.g., ITIL, DMBOK, Togaf etc.
The disciplines of TOGAF and ITIL are applied to HMRC solution architecture and service management respectively.
22. Are there any knowledge management and collaboration platforms being used currently?
Yes - the Debt Management programmes make use of Confluence for all programme and project documentation.
23. Can the proposal include images to help illustrate the 100 word textual response?
No, please ensure your response falls within the 100 word limit. Any images, pictures etc. will not be accepted as part of the response.
24. Can you please clarify the types of services / resources you are looking for under this contract. It appears to cover: Architecture, Programme / Project Management, Business Analysis. Is this understanding correct?
The services that are being procured are; delivery management services at a programme and project level including integration management services, analysis services to drive out based on business outcomes the scope, business user stories and working with solution architects the technical stories based on defined work packages and architectural services with support of solution architecture and integration architecture working closely with HMRC Enterprise architecture.
25. “…demonstrate your proven track record of being able to scale according to the demands of the programme from a single team to a multiple team assignment” can be interpreted in different ways:
Is the question emphasis on:
-scaling up and you want a response demonstrating an ability to scale up from an initial single team and subsequently growing to the provision of multiple teams?
Or
-the ability to meet changing demand through the provision of teams of differing sizes (i.e. either provision of a single team or multiple team provision), possibly with concurrent demand which changes over the programme lifecycle?”
The successful supplier should be able to demonstrate how they can scale up and down teams based on the programme demand.
26. With regards to question 3, are you looking for any particular method of governance?
The supplier should demonstrate how they have adhered to corporate governance of their clients and how they have tailored their service to support the governance needs of their clients.
27. With regards to question 6, are you referring to QA services or services of high quality?
The supplier should demonstrate how they have provided a quality service and met the needs of their client. Time cost and quality will be key measurables in the service that is procured and the winning supplier will demonstrate how they ensure they meet their client needs and how they address any issues where those needs may not be fully met. This is not a question about a QA service offering.
28. Who are the new and incumbent service providers?
See Q2 response.
29. What kind of resources does the HRMC plan to provide?
HMRC will ensure appropriate access to subject matter experts and access to the HMRC Programme Delivery Team.
30. Within our individual 100-word responses, would you like to see one, more detailed example or multiple examples with less detail?
This is a Supplier decision to make.
31. Are there any specific themes or examples you’d like to see within suppliers’ responses?
This is a Supplier decision.
32. Can you provide a procurement schedule for this opportunity?
As per the advert we are looking to commence the work programme with the awarded Supplier in November 2022. Shortlisting and its notification to suppliers will be in September 2022.