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planningFind a Tender · planning

Information Risk & AI-Technology Knowledge Transformation Plan

Buyer: HM Treasury →

BuyerHM Treasury
Statusplanning
DeadlineNot published
ValueValue not published
Published16 Jun 2025

What is being bought

To manage its operational digital holdings HM Treasury uses an Azure/SharePoint based Electronic Document Records Management System (EDRMS), called Info Store, this system is now ~10 years old. The department has identified some system gaps in Info Store, and it is seeking to make upgrades and take advantage of new technology to automate the through life management of its holdings and introduce efficiencies and cost savings which will ensure Info Store capabilities continue to meet departmental needs. As a first step HMT has established a new SharePoint site called the Knowledge Store and is in the process of populating it by moving old content from Info Store and is now seeking to automate the site processes for archive, retention and disposition. This update also presents an early opportunity for HMT to review its >17M digital records and assess their status and to develop methods to clean its holdings by removing ephemera, duplicates, and drafts, assess the file formats in the collection, identify and correct any integrity issues or corruptions and to establish active curation methods to asses, correct and maintain digital continuity of its information and records. In response to the digital records coming in scope of the Public Records Act 1958 (PRA), over the last 4 years HMT developed a separate Digital Sensitivity Review (DSR) System in collaboration with another government Department and its supplier team. The DSR in now in operation and the old digital records archive has been transferred into the DSR where they are being processes. The delivery of the HMT DSR involves the development of new technologies required to manage the complexity and volume found in government digital records. There are a number of relevant DSR technology and methods that HMT wants to onboard and incorporate into this upgrade so that it has a series of related systems and has increased assurance of the full through life journey of its information / records.

Delivery location

UKC, GB · UKD, GB · UKE, GB · UKF, GB · UKG, GB · UKH, GB · UKI, GB · UKJ, GB · UKK, GB

Categories

Information systems or technology strategic review and planning services 72222000Records management 79996100

Lot details

Lot 1

No lot description published.

Statusplanning
Contract periodFrom 1 Oct 2025 to 30 Sept 2027
SME suitabilitySuitable for SMEs

What is included

ItemCategoryQuantity
1Information systems or technology strategic review and planning services, Records managementNot published

Comparable-procurement analytics

Benchmarked against retained Find a Tender procedures with CPV division 72. The category anchor is Information systems or technology strategic review and planning services (72222000); this is a deliberately broad market comparator. The comparison is shown at several levels rather than pretending one company or region is always the best benchmark.

Comparison setProceduresReported bids per procedureNamed award suppliersPrice evidence
Market: CPV division 729,6852 median · 13.8 average (3,806 of 9,685 with a bid count)1.9 average (4,598 of 9,685 with named award suppliers)Not published
Same buyer1Not publishedNot publishedNot published
Delivery region: UKC3921 median · 13.4 average (169 of 392 with a bid count)2.7 average (188 of 392 with named award suppliers)Not published

“Reported bids” is an official aggregate, sometimes reported per lot; it is the closest available competition measure. “Named award suppliers” are winners, not all applicants.

Price-outcome signal

Not enough comparable procedures currently publish both a GBP tender value and a usable lowest-valid-bid value to calculate a responsible price-reduction benchmark. Tenderline deliberately does not infer a saving from named award suppliers or from missing award values.

Procurement strategy & market signals

Framework agreementNot published
Dynamic purchasing systemNot published
Competitive procurementNot published
Recurring requirementNot published
Procurement method rationaleNot published
Rationale classificationsNot published
Special regimeNot published
Covered byNot published
Submission policyNot published
Selection criteriaNot published
Risk detailsNot published

Planning & early market engagement

BudgetValue not published
No-engagement rationaleNot published
Planning documents1
Planning milestones1
MilestoneTypeDueStatus
This preliminary market engagement exercise will determine if there is a market for the delivery of the services detailed in the scope and also understand supplier interest. Please send an email to the contact detail provided if you would like to attend the engagement session. Indicate dates: W/C 30th June: Virtual supplier engagement session - to discuss requirement, programme of work and timelines. W/C 30th June: Clarifications period opens W/C 7th July: clarification period closes 14th July: Confirmation on interest from Suppliersengagement10 Jul 2025scheduled

Related procurements

No linked framework, prior procurement or reprocurement published.

Documents & submission route

Source data inventory

Diagnostic view. “Not published” means this current release does not provide a value.

OCIDocds-h6vhtk-054dd5
Latest release ID032774-2025
Latest release timestampMon Jun 16 2025 19:50:59 GMT+0000 (Coordinated Universal Time)
Sourcefind-a-tender
Official notice URLNot published
Tender statusplanning
Procurement methodNot published
Procurement method detailsNot published
Main procurement categoryservices
Above thresholdYes
Legal basis2023/54
Tender period: startNot published
Tender period: endNot published
Expression of interest deadlineNot published
Enquiry deadlineNot published
Award period: startNot published
Award period: endNot published
Submission method detailsNot published
Submission languagesNot published
Electronic catalogue policyNot published
Total tender valueNot published
Tender lots in source1
Tender items in source1
Tender documents in source0
Awards in latest release0
Contracts in latest release0
Parties in latest release1

Notice history

DateEventReference
16 Jun 2025planning032774-2025

All source data

Unmodified official OCDS data retained by Tenderline for this procurement process.

Complete current OCDS release JSON
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  "id": "032774-2025",
  "tag": [
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  "date": "2025-06-16T20:50:59+01:00",
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    "id": "GB-PPON-PGJQ-4844-JJMM",
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            "region": "UKE",
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            "countryName": "United Kingdom"
          },
          {
            "region": "UKF",
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            "countryName": "United Kingdom"
          },
          {
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            "countryName": "United Kingdom"
          },
          {
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            "countryName": "United Kingdom"
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          {
            "region": "UKI",
            "country": "GB",
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          {
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        "additionalClassifications": [
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    "title": "Information Risk & AI-Technology Knowledge Transformation Plan",
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    "legalBasis": {
      "id": "2023/54",
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      "scheme": "UKPGA"
    },
    "description": "To manage its operational digital holdings HM Treasury uses an Azure/SharePoint based Electronic Document Records Management System (EDRMS), called Info Store, this system is now ~10 years old.  \nThe department has identified some system gaps in Info Store, and it is seeking to make upgrades and take advantage of new technology to automate the through life management of its holdings and introduce efficiencies and cost savings which will ensure Info Store capabilities continue to meet departmental needs. As a first step HMT has established a new SharePoint site called the Knowledge Store and is in the process of populating it by moving old content from Info Store and is now seeking to automate the site processes for archive, retention and disposition. \nThis update also presents an early opportunity for HMT to review its >17M digital records and assess their status and to develop methods to clean its holdings by removing ephemera, duplicates, and drafts, assess the file formats in the collection, identify and correct any integrity issues or corruptions and to establish active curation methods to asses, correct and maintain digital continuity of its information and records. \nIn response to the digital records coming in scope of the Public Records Act 1958 (PRA), over the last 4 years HMT developed a separate Digital Sensitivity Review (DSR) System in collaboration with another government Department and its supplier team. The DSR in now in operation and the old digital records archive has been transferred into the DSR where they are being processes. \nThe delivery of the HMT DSR involves the development of new technologies required to manage the complexity and volume found in government digital records. There are a number of relevant DSR technology and methods that HMT wants to onboard and incorporate into this upgrade so that it has a series of related systems and has increased assurance of the full through life journey of its information / records.",
    "aboveThreshold": true,
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  "parties": [
    {
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      "address": {
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        "country": "GB",
        "locality": "London",
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        "countryName": "United Kingdom",
        "streetAddress": "1 Horse Guards Rd"
      },
      "details": {
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      "contactPoint": {
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      }
    }
  ],
  "language": "en",
  "planning": {
    "documents": [
      {
        "id": "032774-2025",
        "url": "https://www.find-tender.service.gov.uk/Notice/032774-2025",
        "format": "text/html",
        "noticeType": "UK2",
        "description": "Preliminary market engagement notice on Find a Tender",
        "documentType": "marketEngagementNotice",
        "datePublished": "2025-06-16T20:50:59+01:00"
      }
    ],
    "milestones": [
      {
        "id": "engagement",
        "type": "engagement",
        "status": "scheduled",
        "dueDate": "2025-07-10T23:59:59+01:00",
        "description": "This preliminary market engagement exercise will determine if there is a market for the delivery of the services detailed in the scope and also understand supplier interest. \nPlease send an email to the contact detail provided if you would like to attend the engagement session. \nIndicate dates: \nW/C 30th June: Virtual supplier engagement session - to discuss requirement, programme of work and timelines. \nW/C 30th June: Clarifications period opens\nW/C 7th July: clarification period closes\n14th July: Confirmation on interest from Suppliers"
      }
    ]
  },
  "initiationType": "tender"
}
Complete JSON history (1 releases)
16 Jun 2025 · 032774-2025 · planning
{
  "id": "032774-2025",
  "tag": [
    "planning"
  ],
  "date": "2025-06-16T20:50:59+01:00",
  "ocid": "ocds-h6vhtk-054dd5",
  "buyer": {
    "id": "GB-PPON-PGJQ-4844-JJMM",
    "name": "HM Treasury"
  },
  "tender": {
    "id": "ocds-h6vhtk-054dd5",
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        },
        "contractPeriod": {
          "endDate": "2027-09-30T23:59:59+01:00",
          "startDate": "2025-10-01T00:00:00+01:00"
        }
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    "items": [
      {
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        "deliveryAddresses": [
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          {
            "region": "UKD",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKE",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKF",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKG",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKH",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKI",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKJ",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKK",
            "country": "GB",
            "countryName": "United Kingdom"
          }
        ],
        "additionalClassifications": [
          {
            "id": "72222000",
            "scheme": "CPV",
            "description": "Information systems or technology strategic review and planning services"
          },
          {
            "id": "79996100",
            "scheme": "CPV",
            "description": "Records management"
          }
        ]
      }
    ],
    "title": "Information Risk & AI-Technology Knowledge Transformation Plan",
    "status": "planning",
    "legalBasis": {
      "id": "2023/54",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents",
      "scheme": "UKPGA"
    },
    "description": "To manage its operational digital holdings HM Treasury uses an Azure/SharePoint based Electronic Document Records Management System (EDRMS), called Info Store, this system is now ~10 years old.  \nThe department has identified some system gaps in Info Store, and it is seeking to make upgrades and take advantage of new technology to automate the through life management of its holdings and introduce efficiencies and cost savings which will ensure Info Store capabilities continue to meet departmental needs. As a first step HMT has established a new SharePoint site called the Knowledge Store and is in the process of populating it by moving old content from Info Store and is now seeking to automate the site processes for archive, retention and disposition. \nThis update also presents an early opportunity for HMT to review its >17M digital records and assess their status and to develop methods to clean its holdings by removing ephemera, duplicates, and drafts, assess the file formats in the collection, identify and correct any integrity issues or corruptions and to establish active curation methods to asses, correct and maintain digital continuity of its information and records. \nIn response to the digital records coming in scope of the Public Records Act 1958 (PRA), over the last 4 years HMT developed a separate Digital Sensitivity Review (DSR) System in collaboration with another government Department and its supplier team. The DSR in now in operation and the old digital records archive has been transferred into the DSR where they are being processes. \nThe delivery of the HMT DSR involves the development of new technologies required to manage the complexity and volume found in government digital records. There are a number of relevant DSR technology and methods that HMT wants to onboard and incorporate into this upgrade so that it has a series of related systems and has increased assurance of the full through life journey of its information / records.",
    "aboveThreshold": true,
    "mainProcurementCategory": "services"
  },
  "parties": [
    {
      "id": "GB-PPON-PGJQ-4844-JJMM",
      "name": "HM Treasury",
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        "countryName": "United Kingdom",
        "streetAddress": "1 Horse Guards Rd"
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      },
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      }
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  ],
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        "id": "032774-2025",
        "url": "https://www.find-tender.service.gov.uk/Notice/032774-2025",
        "format": "text/html",
        "noticeType": "UK2",
        "description": "Preliminary market engagement notice on Find a Tender",
        "documentType": "marketEngagementNotice",
        "datePublished": "2025-06-16T20:50:59+01:00"
      }
    ],
    "milestones": [
      {
        "id": "engagement",
        "type": "engagement",
        "status": "scheduled",
        "dueDate": "2025-07-10T23:59:59+01:00",
        "description": "This preliminary market engagement exercise will determine if there is a market for the delivery of the services detailed in the scope and also understand supplier interest. \nPlease send an email to the contact detail provided if you would like to attend the engagement session. \nIndicate dates: \nW/C 30th June: Virtual supplier engagement session - to discuss requirement, programme of work and timelines. \nW/C 30th June: Clarifications period opens\nW/C 7th July: clarification period closes\n14th July: Confirmation on interest from Suppliers"
      }
    ]
  },
  "initiationType": "tender"
}