Contract award notice
Results of the procurement procedure
Section I: Contracting
entity
I.1) Name and addresses
Financial Conduct Authority
12 Endeavour Square
London
E20 1JN
UK
E-mail: fpsprocurement@fca.org.uk
NUTS: UKI
Internet address(es)
Main address: 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
CON 18 – 022 Financial Lives Programme of Research and Reporting
II.1.2) Main CPV code
79300000
II.1.3) Type of contract
Services
II.1.4) Short description
Financial Lives Survey with 6 lots. The survey is biennial, with the work required to plan, run and report the survey lasting 2 years.
This contract covers Cycle 2 and Cycle 3 with an option to extend to Cycle 4.
Cycle 1 of the Financial lives survey has been completed.
II.1.6) Information about lots
This contract is divided into lots:
Yes
II.1.7) Total value of the procurement
Value excluding VAT:
5 700 000.00
GBP
II.2) Description
Lot No: 1
II.2.1) Title
Quality assurance
II.2.2) Additional CPV code(s)
79300000
II.2.3) Place of performance
NUTS code:
UK
II.2.4) Description of the procurement
The Lot 1 Supplier is required to implement the same, or an improved approach to sampling and recruitment for
The online survey as that implemented in Wave 1. Programme and host the online survey, including a full pilot
And provide the survey data cleaned and with weights appended, online and face-to-face responses combined,
Ready for producing data tables.
II.2.5) Award criteria
Quality criterion: Technical
/ Weighting: 70 %
Price
/ Weighting:
30 %
II.2.11) Information about options
Options:
Yes
Description of options:
As stated in the ITT
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
In-home survey
II.2.2) Additional CPV code(s)
79300000
II.2.3) Place of performance
NUTS code:
UK
II.2.4) Description of the procurement
The Lot 2 Supplier is required to conduct the in-home interviews, based on a random probability sampling design from the Lot 1 Supplier, including a pilot.
II.2.5) Award criteria
Quality criterion: Technical
/ Weighting: 70 %
Price
/ Weighting:
30 %
II.2.11) Information about options
Options:
Yes
Description of options:
As stated in the ITT
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
Data tables
II.2.2) Additional CPV code(s)
79300000
II.2.3) Place of performance
NUTS code:
UK
II.2.4) Description of the procurement
The Lot 3 Supplier is responsible for a full data tables specification, taking the Wave 1 tabspec as their starting point, and for producing for Wave 2 full sets of unweighted and weighted data tables, as well Wave 1 to 2 tracking tables.
II.2.5) Award criteria
Quality criterion: Technical
/ Weighting: 70 %
Price
/ Weighting:
30 %
II.2.11) Information about options
Options:
Yes
Description of options:
As stated in the ITT
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
Qualitative research
II.2.2) Additional CPV code(s)
79300000
II.2.3) Place of performance
NUTS code:
UK
II.2.4) Description of the procurement
There are two objectives for Lot 4. The first involves gathering evidence to be published in our external reports Objective A; the second is using the qualitative research to communicate survey findings and engage our stakeholders at the FCA and externally Objective B.
II.2.5) Award criteria
Quality criterion: Technical
/ Weighting: 70 %
Price
/ Weighting:
30 %
II.2.11) Information about options
Options:
Yes
Description of options:
As stated in the ITT
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
Financial Lives reports
II.2.2) Additional CPV code(s)
79300000
II.2.3) Place of performance
NUTS code:
UK
II.2.4) Description of the procurement
The Lot 5 Supplier should author, working with the FCA, two reports: a large-scale survey research report and a shorter report; these reports will include qualitative research results generated through Lot 4. The reports will demonstrate changes in results, or the status quo, between waves. They must be written in line with the FCA’s style guide and clear content guidelines.
II.2.5) Award criteria
Quality criterion: Technical
/ Weighting: 70 %
Price
/ Weighting:
30 %
II.2.11) Information about options
Options:
Yes
Description of options:
As stated in the ITT
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: 6
II.2.1) Title
FAMR/RDR report
II.2.2) Additional CPV code(s)
79300000
II.2.3) Place of performance
NUTS code:
UK
II.2.4) Description of the procurement
The Lot 6 Supplier is responsible for authoring, working with the FCA, a report for the FAMR, Financial Advice Market Review, that demonstrates changes in results, or the status quo, compared to findings from the Wave 1 quantitative survey.
II.2.5) Award criteria
Quality criterion: Technical
/ Weighting: 70 %
Price
/ Weighting:
30 %
II.2.11) Information about options
Options:
Yes
Description of options:
As stated in the ITT
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:
2018/S 147-336591
Section V: Award of contract
Lot No: 1
Contract No: CON 18 – 022
Title: Quality Assurance
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
25/03/2019
V.2.2) Information about tenders
Number of tenders received: 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
The National Centre for Social Research
04392418
36 Northampton Square
London
EC1V 0AX
UK
NUTS: UK
The contractor is an SME:
No
V.2.4) Information on value of the contract/lot (excluding VAT)
Total value of the contract/lot:
: 1 860 011.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 2
Contract No: CON-18-022
Title: In-home Survey
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
25/03/2019
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
Market and Opinion Research International (trading as Ipsos MORI)
948470
3 Thomas Moore Square
London
E1W 1YW
UK
NUTS: UK
The contractor is an SME:
No
V.2.4) Information on value of the contract/lot (excluding VAT)
Total value of the contract/lot:
: 1 301 260.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 3
Contract No: CON-18-022
Title: Data Tables
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
25/03/2019
V.2.2) Information about tenders
Number of tenders received: 3
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
6566825
41-43 Alma Street
Luton
LU1 2PL
UK
NUTS: UK
The contractor is an SME:
No
V.2.4) Information on value of the contract/lot (excluding VAT)
Total value of the contract/lot:
: 550 823.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 5
Contract No: CON-18-022
Title: Financial Lives Reports
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
25/03/2019
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
Ignition House Ltd
06901578
40 Stockwell Street
London
SE10 8EY
UK
NUTS: UK
The contractor is an SME:
Yes
V.2.4) Information on value of the contract/lot (excluding VAT)
Total value of the contract/lot:
: 465 850.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 6
Contract No: CON-18-022
Title: FAMR/RDR Report
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
25/03/2019
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
Ignition House Ltd
40 Stockwell Street
London
SE10 8EY
UK
NUTS: UK
The contractor is an SME:
Yes
V.2.4) Information on value of the contract/lot (excluding VAT)
Total value of the contract/lot:
: 113 638.00
GBP
V.2.5) Information about subcontracting
Section VI: Complementary information
VI.4) Procedures for review
VI.4.1) Review body
Financial Conduct Authority
12 Endeavour Square
London
E20 1JN
UK
VI.4.4) Service from which information about the review procedure may be obtained
FInancial Conduct Authority
12 Endeavour Square
London
E20 1JN
UK
E-mail: FPSProcurement@fca.org.uk
VI.5) Date of dispatch of this notice
07/06/2019