Strategic License Subscriptions and Advisory Services

• Duration: 1.5 year
• Value: £2M

Lot 1: CDIO (Chief Digital and Information Officer) The research service should cover the following aspects: Element 1 - Licences • A research library providing independent and expert research reports, tools, case studies to support HMRC achieving its objectives. • Access to strategic business content for technology leaders, supporting them to become better business partners and enterprise leaders • Access to people who have done 'what we are doing' before in different contexts and can advise on pitfalls/best practice when evaluating different approaches, methods, technologies or strategies. • Independent view of the market both from a technical perspective (what technologies are being used for what) and a business perspective (what approaches are working). • Reviews of papers from an independent but expert point of view, for accuracy and messaging. • Leadership content that is targeted at senior leaders to help transform HMRC. • Support software development lifecycles, insights and best practices for source control, branching, merging, and software development lifecycles. • Events/conferences access to ensure HMRC are aware of the evolving technologies and evolving IT challenges. • Introduction to peer organisations and people to dive deeper into relevant experiences. • Access to peers across the domain to showcase HMRC to attract technology talent. Element 2 • Ad-hoc advisory service to help develop documentation, supporting strategic tasks and key deliverables, relating to business change or transformation. Estimated License/Subscription Requirement (To be agreed) Please note, volumes are indicative. • 40 subscriptions to access research libraries, research and tools based on industry best practice, access to analyst briefings, and networking opportunities. • 8 subscriptions to access research libraries, research and tools based on industry best practice, access to analysts, alignment to subject matter experts. Peer-connect and facilitated networking. • 2 subscriptions providing a guided service to access research libraries, research and tools based on industry best practice, access to analysts, alignment to subject matter experts. Dedicated executive support with specific domain knowledge. Peer-connect and facilitated networking. • 1 subscription providing a guided service to access research libraries, research and tools based on industry best practice, access to analysts, alignment to subject matter experts. Dedicated executive support with specific domain knowledge. Peer-connect and facilitated networking. Customised engagement at CIO level. • 1 subscription to provide expert advice for Software Engineers

• Duration: 21 month
• Value: £740K

Lot 2: CSG (Customer Services Group) and ETG (Enterprise Transformation Group) Customer Services Group and Enterprise Transformation Group require access to world class research and business insights on a range of matters related to optimising our Customer Service provision. The Directors of CSG and ETG are looking for a range of support services which includes but not limited to: • Strategy overall/strategic roadmaps • Multichannel strategy/Shift to digital • Customer centric ways of working overall • Architecture • Service capabilities • End-to-end digital services and digital service/product management • End-to-end customer journey management • Customer experience overall • Innovation and AI • Metrix and balanced scorecards • Multichannel analytics • Next best action and engagement strategies including air traffic control, nudges, prompts • Change delivery models • Portfolio management • Customer service operating models in context of customer service and the full organisation, e.g. digital service target operating model • Organisation design • People capability and skills/adopting digital skills and ways of learning • Performance measurement and best practice • Expert business guidance on tax experts • Business delivery and customer service delivery guidance. Overall, an offer that joins up service and modern IT i.e. end-to-end product management and delivery of digital channel and app, that enables understanding of marketing propositions and how to put together a service proposition. Estimated License/Subscription Requirement (To be agreed) Please note, volumes are indicative. • 3 + 2 = 5 subscriptions to access research libraries, research and tools based on industry best practice, access to analysts, alignment to subject matter experts. Peer-connect and facilitated networking. • 3 + 1 = 4 subscriptions providing a guided service to access research libraries, research and tools based on industry best practice, access to analysts, alignment to subject matter experts. Dedicated executive support with specific domain knowledge. Peer-connect and facilitated networking.

• Duration: 21 month
• Value: £105K

Lot 3: Internal Audit To support the IA unit's delivery of our 2025-28 internal audit strategy, alongside supporting our business-as-usual audit work, we require research subscription and advisory services. The service will provide access to subject matter experts to support the senior leadership team in setting and driving forward our strategy, as well as the provision of a wide range of research materials and audit toolkits to assist our team in delivering our audit plans. 1. Insights and Expert Advice (strategic) - access to: • Expert support, guidance, and advice for the Chief Audit Executive to support strategy development, decision making and planning. • IA function benchmarking and other assessment tools (e.g. skills and capabilities) and guides to measure / compare performance. • Research and reports on emerging risks in the public and private sector • Research and reports into emerging trends / focus areas for internal audit • Webinars and conferences on emerging trends relevant to audit • Market intelligence on proposed use of audit management / data analytics technology • Networking Opportunities with peers of similar backgrounds and experiences to share wins, lessons learned and best-practice insights. 2. Data and Analytics Capabilities - access to: • Data analytics maturity assessments, case studies, expert support, use cases. 3. Practical resources, tools and frameworks - access to: • Insights, research, best practice, audit resources, practical tools and frameworks to expand risk, control and business knowledge and inform audit scoping, facilitating more efficient ways of working and stronger performance. • Support on technical aspects on specific audits 4. Provision of training & information - access to: • Learning and development sessions for the wider team (soft and professional) Estimated License/Subscription Requirement (TBA) Please note, volumes are indicative. • 1 collective subscription that provides access for the internal audit senior executive and select team members to research and Insight, peer engagement, insights and research, learning events, executive networking opportunities, advisory support, best practices, benchmarking and other diagnostic tools.