HMRC Data Warehouse Consolidation Project

HMRC Data Warehouse Consolidation Project

Her Majesty’s Revenue and Customs (HMRC) plans to replace the bulk of its existing data warehouse capabilities with a new world-class enterprise IT solution.

UK-Salford: database and operating software development services

2012/S 213-352294

Prior information notice

Services

Directive 2004/18/EC

Section I: Contracting authority

I.1)Name, addresses and contact point(s)

HMRC
5th floor West Ralli Quays, 3 Stanley Street
Contact point(s): David Lavelle
For the attention of: David Lavelle
M60 9LA Salford
UNITED KINGDOM
Telephone: +44 1702366413
E-mail: david.lavelle@hmrc.gsi.gov.uk

Internet address(es):

General address of the contracting authority: www.hmrc.gsi.gov.uk

Further information can be obtained from: The above mentioned contact point(s)

I.2)Type of the contracting authority

Ministry or any other national or federal authority, including their regional or local sub-divisions
I.3)Main activity

Other: Direct and Indirect Taxes
I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: no

Section II.B: Object of the contract (Supplies or services)

II.1)Title attributed to the contract by the contracting authority:

GB-Salford data warehouse consolidation project.
II.2)Type of contract and place of delivery or of performance

Service category No 7: Computer and related services
NUTS code UK

II.3)Information on framework agreement
II.4)Short description of nature and quantity or value of supplies or services:

Her Majesty’s Revenue and Customs (HMRC) plans to replace the bulk of its existing data warehouse capabilities with a new world-class enterprise IT solution. The aim is to modernise and streamline the extraction, transformation, and loading of data from diverse internal and external sources into a single warehouse that will support a wide range of critical business intelligence objectives and business processes. The Data Warehouse Consolidation Project will prepare our business for the new enterprise warehouse and we expect the project to be completed by 2015.
Lots

This contract is divided into lots: yes

II.5)Common procurement vocabulary (CPV)

72212600, 72316000, 72317000, 72322000, 22471000, 30211000, 30211100, 30211200, 30211300, 30211400, 30211500, 48210000, 48441000, 48460000, 48482000, 48600000, 48610000, 48614000, 48710000, 48730000, 48732000, 48780000, 48800000, 48810000, 72100000, 72212210, 72212440, 72212460, 72212482, 72212710, 72212771, 72212780, 72220000, 72240000, 72250000, 72260000, 72261000, 72262000, 72263000, 72264000, 72265000, 72266000, 72267000, 72300000, 72416000, 72330000, 80533000

II.6)Scheduled date for start of award procedures
II.7)Information about Government Procurement Agreement (GPA)

The contract is covered by the Government Procurement Agreement (GPA): yes
II.8)Additional information:

Background.
HMRC is a non-ministerial Department of the UK Government responsible for the collection of taxes and the payment of some state benefits. Administration of these responsibilities involves many differing types of taxes and benefits which produces considerable amounts of new and changing data. Transactional systems hold this data for day-to-day front-line service delivery. HMRC collects and stores very large volumes and types of data from the transactional systems and other sources in a series of warehouses and associated data marts. This “data at rest” is used for a number of purposes including:
— Planning for future service delivery,
— Estimating and verifying departmental performance,
— Balance of trade statistics,
— Formulation of UK Government policy,
— Tax compliance processes,
— Diverse analytics underpinning these topics and others.
The HMRC data warehouse IT estate has evolved over many years and in consequence this environment has led to growth in the complexity and cost of warehousing data, a reduction in the responsiveness to new requirements, and complications in fully exploiting data.
The existing warehouses utilise a variety of technologies and data is held in several proprietary formats to support analytical and reporting services:
— Operating systems include, but are not limited, to IBM AIX UNIX 6.1, IBM z/OS 1.9, MS Windows 2003, UNIX Solaris 10,
— Databases include, but are not limited to, ORACLE 10g (+ Oracle 9i); Oracle 11.1.07, DB2 v5, SQL Server 2000 and 2005,
— Extract Transform Load (ETL) service utilising technology toolsets such as Informatica, Business Objects Data Integrator (BODI), SQL Server 2000 DTS and PL/SQL,
— Data Delivery and Transfer service using Unix Transfer Manager (UTM), Oracle streams and Sybase replication.
Overall data capacity requirements for the enterprise warehouse are based on early estimates of 150TB and 10 % growth annually.
HMRC therefore plans to invest in a new capability that will eliminate the existing warehouse estate and replace it with a solution that meets the needs of a 21st century service provider.
What we are looking for.
The new enterprise warehouse must be introduced over a period between 2013 and 2015. The warehouse solution will need to address a number of priority requirements first, in order that specific business benefits that are tied to availability of specific data feeds and business intelligence (analytics) tools can be delivered beginning in 2013/14. Once this initial capability is established it should be followed by full implementation and transport / transformation of historic datasets and analytical model that are currently held in a number of physical and IT architecture locations. Suppliers will be asked to propose solution options for an optimum approach to transport and migration of the existing warehouse environments that minimises cost and business disruption.
The existing data warehouse estate is managed on behalf of HMRC by the Department’s strategic IT supplier ASPIRE, along with ‘IT Solutions Delivery’ which provides an in-house IT capability. The future operating model for provision of a warehouse IT solution to HMRC is being developed at the present time and is not yet fully formed. It is planned that ASPIRE will provide a service integration role to HMRC as part of the warehouse project and further information about the practical implications of this approach will be shared at the market engagement event.
Market and Supplier Engagement.
On 24th July 2012 HMRC held an initial market engagement event which was attended by 32 suppliers. Following the event, the suppliers who attended were given an opportunity to meet with HMRC on a one-to-one basis to discuss in more detail what the project aims to deliver. Having taken on board the valuable feedback received from suppliers at this event, HMRC would like to invite suppliers to an additional Market Engagement event that will build on the information supplied at the last event and allow suppliers to have greater visibility of the Project’s lower level requirements.
The purpose of this event is to share a more detailed view of the following key aspects of the warehouse procurement:
— Requirements (including the services we are looking to acquire),
— Technical specifications for examples of the as-is warehouse environments,
— The strategy determining what groups of services (lots) we are proposing.
The engagement event will consist of a series of managed sessions during which HMRC will describe each of these topics and make space for discussion and feedback.
In order to receive the following:
— HMRC’s lower level draft requirements,
— Examples of technical summaries being developed for the Data Warehouses,
— an invitation to the next market engagement event.
Suppliers are required to sign a non-disclosure agreement (NDA) referred to in this notice without any amendments other than where requested (i.e. to insert company name etc).
The NDA can only be signed by a representative of your organization with sufficient authority to enter into such agreements.
HMRC plans to invite suppliers to participate in an OJEU open procurement process during the next 12 months. It is intended that the procurement will be broken down into lots, details of the lots will be finalised following discussions at the forthcoming market engagement event.
The market engagement event is a final opportunity for suppliers to provide input through interaction with the HMRC project team and subject matter experts prior to the formal commencement of the procurement.
The market engagement event will take place on 23rd November 2012 and is expected to last a full day. Invitations will be issued to suppliers who have completed the registration process and signed the non-disclosure agreement by 16th November 2012.
How to Register.
To receive an invite to the published event and to access the non-disclosure agreement you will need to:
1. Register your interest by emailing e.procurement@hmrc.gsi.gov.uk with the following information;

— User name,
— Company name,
— Users position in the company,
— Email address,
— Contact telephone number.
New users will receive login details to access sourcing@HMRC where they can download and sign the Non-Disclosure Agreement, and upload the signed version, before receiving further information about the Market Engagement Event.

Suppliers who already have login details will be able to use these to access the system (as per above).
To log in to Sourcing@HMRC:

1. Log on to HMRC eSourcing User
i. Enter your user name in the Name field. (case sensitive)
ii. Enter your password in the Password field. (case sensitive)
iii. Click the Login button.
2. Locate the RFx, TE-2012-Data Warehouse Consolidation-PIN, in the list of RFx(s)
3. Click on the summary icon in the second column to view the event summary
4. Click on View General Attachments within the summary screen for responding instructions etc Download any attachments (including the Non-Disclosure Agreement) that are available. Once you are happy to accept the Non Disclosure you will need to sign upload this into the system.
5. To upload your signed version of the Non-Disclosure Agreement click on the RFx name or click on the “View/Respond to RFx” Button to view event details
6. Once you have viewed the details, click either Accept or Decline
7. If you clicked ‘Accept you can now submit a response including the Signed Non-Disclosure Agreement.
Once the signed Non-Disclosure Agreement has been uploaded and the invitation has been accepted you will receive full details of the Market Engagement Event, along with a copy of our lower level requirements, and a briefing pack for the day, by no later than Monday 19th November. Any suppliers registering or returning the Non-Disclosure Agreement after Monday 19th November will not be guaranteed a place at the Market Engagement Event and will be accommodated only on a best endeavours basis.

Information about lots

Title attributed to the contract by the contracting authority: Lot No: 1 Lot title: To be established following supplier event

1)Short description:

To be established following the supplier event.
2)Common procurement vocabulary (CPV)

72212600

3)Quantity or scope:

To be established following the supplier event.
5)Additional information about lots:

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract
III.1.1)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

HMRC operates an Enterprise Resource Planning (electronic trading/ordering) system and has a Purchase order mandatory policy. Successful tenderers will be required to provide information so that they can be adopted onto the system. Payment will be made by BACS within 30 days of receipt of a valid invoice.
III.2)Conditions for participation
III.2.1)Information about reserved contracts

Section VI: Complementary information

VI.1)Information about European Union funds
VI.2)Additional information:

GO Reference: GO-2012111-PRO-4359353.
VI.3)Information on general regulatory framework

VI.4)Date of dispatch of this notice:1.11.2012