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Contract Award Notice

Financial Lives Survey, Waves 5 to 7

  • First published: 26 February 2025
  • Last modified: 26 February 2025
  • Version: N/A
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To record your interest or obtain additional information or documents please find instructions within the Full Notice Text. (NOTE: Contract Award Notices and Prior Information Notices do not normally require a response)

Contents

Summary

OCID:
ocds-h6vhtk-0455e4
Published by:
FCA
Authority ID:
AA85566
Publication date:
26 February 2025
Deadline date:
-
Notice type:
Contract Award Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

This award notice is related to the appointment of suppliers for the delivery of specific<br/>services for the next three waves (Waves 5, 6 and 7) of the Financial Lives survey (FLS), with<br/>the contracts to take effect from March 2025. These three waves are expected to run from March 2025 to later in 2031.

Full notice text

Contract award notice

Results of the procurement procedure

Section I: Contracting entity

I.1) Name and addresses

FCA

01920623

12 Endeavour Square

London

E20 1JN

UK

Contact person: FCA Procurement

Telephone: +44 8001116768

E-mail: fcaprocurement@fca.org.uk

NUTS: UK

Internet address(es)

Main address: www.fca.org.uk

Address of the buyer profile: www.fca.org.uk

I.4) Type of the contracting authority

Body governed by public law

I.5) Main activity

Economic and financial affairs

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Financial Lives Survey, Waves 5 to 7

Reference number: C2500

II.1.2) Main CPV code

79310000

 

II.1.3) Type of contract

Services

II.1.4) Short description

This award notice is related to the appointment of suppliers for the delivery of specific<br/>services for the next three waves (Waves 5, 6 and 7) of the Financial Lives survey (FLS), with<br/>the contracts to take effect from March 2025. These three waves are expected to run from March 2025 to later in 2031.

II.1.6) Information about lots

This contract is divided into lots: Yes

II.1.7) Total value of the procurement

Value excluding VAT: 6 020 000.00  GBP

II.2) Description

Lot No: 1

II.2.1) Title

Specialism A: Delivery of fieldwork and weighted data

II.2.2) Additional CPV code(s)

79310000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

This specialism is for the delivery of the main surveys (three in total, one per wave). Services will include:<br/><br/>• Random probability-based survey design, sampling, questionnaire structure and simulations, weighting and technical report<br/>• Questionnaire review, survey script programming and testing<br/>• Data collection (online and by telephone), recruitment, incentive distribution, fieldwork monitoring and safeguarding<br/>• Data cleaning, validation and harmonisation

II.2.5) Award criteria

Quality criterion: Environmental sustainability / Weighting: 5

Quality criterion: Technical and professional ability / Weighting: 65

Cost criterion: Commercials / Weighting: 30

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Lot No: 2

II.2.1) Title

Specialism B: Recontact surveys

II.2.2) Additional CPV code(s)

79310000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Biennial recontact surveys in May (one per wave, three in total) and short recontact surveys (two per wave, six in total), including:<br/><br/>• Recruitment and incentivisation<br/>• Script programming and testing<br/>• Data processing and weighting<br/>• Data and data tables<br/>• Methodological note

II.2.5) Award criteria

Quality criterion: Environmental sustainability / Weighting: 5

Quality criterion: Technical and professional ability / Weighting: 65

Cost criterion: Commercials / Weighting: 30

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Lot No: 3

II.2.1) Title

Specialism C: Data tables

II.2.2) Additional CPV code(s)

79310000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Production of data tables for the main surveys, including:<br/>• Profiling data tables, circa 20 volumes per wave<br/>• Tracker data tables, to identify statistically significant differences between waves<br/>• Gross data tables, which present results in terms of millions of UK adults<br/>• Amending the profiling and tracker tables for publication

II.2.5) Award criteria

Quality criterion: Environmental sustainability / Weighting: 5

Quality criterion: Technical and professional ability / Weighting: 65

Cost criterion: Commercials / Weighting: 30

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Lot No: 4

II.2.1) Title

Specialism D: Reporting

II.2.2) Additional CPV code(s)

79310000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Services will include but not be limited to the following:<br/>• Authoring/ co-authoring reports for publication<br/>• Producing/ supporting the production of slide decks for publication<br/>• Support analysis and reporting for different teams at the FCA (not necessarily for publication)

II.2.5) Award criteria

Quality criterion: Technical and professional ability / Weighting: 65

Quality criterion: Environmental sustainability / Weighting: 5

Cost criterion: Commercials / Weighting: 30

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Lot No: 5

II.2.1) Title

Specialism E: Cognitive testing and qualitative research

II.2.2) Additional CPV code(s)

79310000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Services will include but not be limited to the following:<br/>• Cognitively testing new questions for each wave of the main survey<br/>• Follow-up qualitative research with respondents from the main survey

II.2.5) Award criteria

Quality criterion: Technical and professional ability / Weighting: 65

Quality criterion: Environmental sustainability / Weighting: 5

Cost criterion: Commercials / Weighting: 30

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open procedure

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: No

IV.2) Administrative information

IV.2.1) Previous publication concerning this procedure

Notice number in the OJ S:

2024/S 000-024978

Section V: Award of contract

Lot No: 1

Title: Specialism A: Delivery of fieldwork and weighted data

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

23/12/2024

V.2.2) Information about tenders

Number of tenders received: 1

Number of tenders received by electronic means: 1

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

NATIONAL CENTRE FOR SOCIAL RESEARCH T/A NATCEN SOCIAL RESEARCH

04392418

35 NORTHAMPTON SQUARE LONDON, United Kingdom, EC1V 0AX, United Kingdom

London

EC1V 0AX

UK

NUTS: UK

The contractor is an SME: No

V.2.4) Information on value of the contract/lot (excluding VAT)

Initial estimated total value of the contract/lot:

Total value of the contract/lot: : 3 760 000.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 2

Title: Specialism B: Recontact surveys

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

23/12/2024

V.2.2) Information about tenders

Number of tenders received: 2

Number of tenders received from SMEs: 1

Number of tenders received by electronic means: 2

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

CRITICAL RESEARCH LTD

06566825

UNIT 7 BADEN PLACE CROSBY ROW LONDON, United Kingdom, SE1 1YW, United Kingdom

London

SE1 1YW

UK

NUTS: UK

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Initial estimated total value of the contract/lot:

Total value of the contract/lot: : 900 000.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 3

Title: Specialism C: Data tables

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

23/12/2024

V.2.2) Information about tenders

Number of tenders received: 1

Number of tenders received from SMEs: 1

Number of tenders received by electronic means: 1

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

CRITICAL RESEARCH LTD

06566825

UNIT 7 BADEN PLACE CROSBY ROW LONDON, United Kingdom, SE1 1YW, United Kingdom

London

SE1 1YW

UK

NUTS: UK

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Initial estimated total value of the contract/lot:

Total value of the contract/lot: : 630 000.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 4

Title: Specialism D: Reporting

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

23/12/2024

V.2.2) Information about tenders

Number of tenders received: 2

Number of tenders received from SMEs: 2

Number of tenders received by electronic means: 2

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

IGNITION HOUSE LTD

06901578

Holyleas House, Buckland Newton, Dorset, Dorchester, DT2 7DP, United Kingdom

Dorset

DT2 7DP

UK

NUTS: UK

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Initial estimated total value of the contract/lot:

Total value of the contract/lot: : 280 000.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 5

Title: Specialism E: Cognitive testing and qualitative research

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

23/12/2024

V.2.2) Information about tenders

Number of tenders received: 3

Number of tenders received from SMEs: 2

Number of tenders received by electronic means: 3

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

CRITICAL RESEARCH LTD

06566825

UNIT 7 BADEN PLACE CROSBY ROW LONDON, United Kingdom, SE1 1YW, United Kingdom

London

SE1 1YW

UK

NUTS: UK

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Initial estimated total value of the contract/lot:

Total value of the contract/lot: : 450 000.00  GBP

V.2.5) Information about subcontracting

Section VI: Complementary information

VI.4) Procedures for review

VI.4.1) Review body

FCA

12 Endeavour Square

London

E20 1JN

UK

E-mail: fcaprocurement@fca.org.uk

Internet address(es)

URL: www.fca.org.uk

VI.4.2) Body responsible for mediation procedures

FCA

12 Endeavour Square

London

E20 1JN

UK

E-mail: fcaprocurement@fca.org.uk

Internet address(es)

URL: www.fca.org.uk

VI.5) Date of dispatch of this notice

23/01/2025

Coding

Commodity categories

ID Title Parent category
79310000 Market research services Market and economic research; polling and statistics

Delivery locations

ID Description
100 UK - All

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

About the buyer

Main contact:
fcaprocurement@fca.org.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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