Contract notice
Section I: Contracting
authority
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.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge at:
https://atamis-fca.my.salesforce.com/
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be sent electronically to:
https://atamis-fca.my.salesforce.com/
Tenders or requests to participate must be sent to the abovementioned address
Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at:
https://atamis-fca.my.salesforce.com/
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
The Financial Conduct Authority (FCA) is seeking to appoint suppliers to deliver specific services for the next three waves (Waves 5, 6 and 7) of the Financial Lives survey (FLS), with the contracts to take effect from March 2025. We expect these three waves to run from March 2025 to later in 2031. <br/><br/>Suppliers can bid for one or more of the following specialisms: <br/><br/>Specialism A: Delivery of fieldwork and weighted data <br/>Specialism B: Recontact surveys <br/>Specialism C: Data tables <br/>Specialism D: Reporting <br/>Specialism E: Cognitive testing and qualitative research
II.1.5) Estimated total value
Value excluding VAT:
5 550 000.00
GBP
II.1.6) Information about lots
This contract is divided into lots:
Yes
Tenders may be submitted for all lots
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
Main site or place of performance:
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
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6) Estimated value
Value excluding VAT:
3 750 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 77
This contract is subject to renewal: No
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
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
Main site or place of performance:
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
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6) Estimated value
Value excluding VAT:
650 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 77
This contract is subject to renewal: No
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
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
Main site or place of performance:
UK
II.2.4) Description of the procurement
Production of data tables for the main surveys, including: <br/><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
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6) Estimated value
Value excluding VAT:
650 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 77
This contract is subject to renewal: No
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
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
Main site or place of performance:
UK
II.2.4) Description of the procurement
• 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) <br/><br/>The exact scope of work varies between waves.
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6) Estimated value
Value excluding VAT:
200 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 77
This contract is subject to renewal: No
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
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
Main site or place of performance:
UK
II.2.4) Description of the procurement
• Cognitively testing new questions for each wave of the main survey <br/>• Follow-up qualitative research with respondents from the main survey <br/><br/>The exact scope of work varies between waves.
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6) Estimated value
Value excluding VAT:
300 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 77
This contract is subject to renewal: No
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
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 III: Legal, economic, financial and technical information
III.1) Conditions for participation
III.1.2) Economic and financial standing
Selection criteria as stated in the procurement documents
III.1.3) Technical and professional ability
List and brief description of selection criteria:
For each specialism, the following weightings shall apply:<br/>Technical and professional ability: 65%<br/>Social Value: 5%<br/>Commercials: 30%<br/><br/>Further details can be found within the ITT.
III.2) Conditions related to the contract
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 000-013792
IV.2.2) Time limit for receipt of tenders or requests to participate
Date:
27/08/2024
Local time: 12:00
IV.2.4) Languages in which tenders or requests to participate may be submitted
EN
IV.2.6) Minimum time frame during which the tenderer must maintain the tender
Duration in months: 6 (from the date stated for receipt of tender)
IV.2.7) Conditions for opening of tenders
Date:
27/08/2024
Local time: 12:00
Section VI: Complementary information
VI.1) Information about recurrence
This is a recurrent procurement:
Yes
VI.2) Information about electronic workflows
Electronic invoicing will be accepted
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.4.4) Service from which information about the review procedure may be obtained
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
18/07/2024