University of Essex: Understanding Society Survey Waves 9-11 (T602)

  University of Essex is using Delta eSourcing to run this tender exercise

Notice Summary
Title: Understanding Society Survey Waves 9-11 (T602)
Notice type: Contract Notice
Authority: University of Essex
Nature of contract: Services
Procedure: Open
Short Description: Fieldwork for Understanding Society: The UK Household Longitudinal Study, including Waves 9-11 for the main sample and waves 10 and 11 for the Innovation Panel. Understanding Society is a large household panel survey, which requires continuous fieldwork through the year. The main sample covers the UK and consists of individuals in around 25,000 households. Movers out of addresses are expected to be traced and interviewed at their new address within the UK, and movers into a household with an existing sample member temporarily become sample members. Within each household there is an enumeration instrument and a household questionnaire (around 15 minutes for the two), for each adult aged 16+ there is a 40 minute (median) interview, for 10-15 year olds there is a self-completion instrument. Understanding society is mixed-mode, so that adults in a large proportion of households (currently around 40% but with the expectation that this will increase) are initially invited to participate on-line, with non-respondents followed up by face-to-face interviews. The rest of the samples are issued directly to interviewers, with any non-respondents invited to take part online. There is also a telephone mop-up stage towards the end of the fieldwork. The sample for Understanding Society is allocated over 24 calendar months, although each case is in the field for up to 6 months. Each household is issued annually, so there is an over-lapping design; Wave 10 Year 1 will start at around the same time as Wave 9 Year 2. The main sample comprises of a general population sample, and ethnic minority boost (for whom the interview is around 45 minutes, median), and the former-BHPS. The Innovation Panel is a sample of 1,500 households used by researchers as a test-bed for innovative ways of collecting data and for developing new areas of research. It helps develop leading edge survey methods and content that will ensure the ongoing success of Understanding Society and to generate important new knowledge. Experiments are carried out, and questions, procedures and methods are tested and used in a context similar to the main Understanding Society survey to make the test-bed as realistic as possible. The key requirements for this project are that the fieldwork agency/agencies achieve high response rates, a high level of data quality and the ability to meet deadlines for fieldwork and data delivery.”
Published: 07/12/2015 17:28
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View Full Notice

UK-Colchester: Survey conduction services.

Section I: Contracting Authority
   I.1)Name, Addresses and Contact Point(s):
      University of Essex
      Central Procurement Unit (Estate Management Section), Wivenhoe Park, Colchester, CO4 3SQ, United Kingdom
      Tel. +44 1206873303, Email: procure@essex.ac.uk

      Further information can be obtained at: As Above       
      Specifications and additional documents: As Above       
      Tenders or requests to participate must be sent to: As Above       
   
   I.2)Type of the contracting authority:
      Body governed by public law

   I.3) Main activity:
      Education

   I.4) Contract award on behalf of other contracting authorities:
      The contracting authority is purchasing on behalf of other contracting authorities: No

Section II: Object Of The Contract: SERVICES
   II.1)Description
      II.1.1)Title attributed to the contract by the contracting authority: Understanding Society Survey Waves 9-11 (T602)
      II.1.2)Type of contract and location of works, place of delivery or of performance: SERVICES         
         Service Category: 10

         Region Codes: UKH3 - Essex         
      II.1.3) Information about a public contract, a framework or a dynamic purchasing system:The notice involves a public contract                                                       
      
      II.1.5)Short description of the contract or purchase:
      Survey conduction services. Market research services. Data collection and collation services. Survey design services. Data-processing services. Data management services. Feasibility study. Fieldwork for Understanding Society: The UK Household Longitudinal Study, including Waves 9-11 for the main sample and waves 10 and 11 for the Innovation Panel. Understanding Society is a large household panel survey, which requires continuous fieldwork through the year.

The main sample covers the UK and consists of individuals in around 25,000 households. Movers out of addresses are expected to be traced and interviewed at their new address within the UK, and movers into a household with an existing sample member temporarily become sample members. Within each household there is an enumeration instrument and a household questionnaire (around 15 minutes for the two), for each adult aged 16+ there is a 40 minute (median) interview, for 10-15 year olds there is a self-completion instrument. Understanding society is mixed-mode, so that adults in a large proportion of households (currently around 40% but with the expectation that this will increase) are initially invited to participate on-line, with non-respondents followed up by face-to-face interviews. The rest of the samples are issued directly to interviewers, with any non-respondents invited to take part online. There is also a telephone mop-up stage towards the end of the fieldwork. The sample for Understanding Society is allocated over 24 calendar months, although each case is in the field for up to 6 months. Each household is issued annually, so there is an over-lapping design; Wave 10 Year 1 will start at around the same time as Wave 9 Year 2. The main sample comprises of a general population sample, and ethnic minority boost (for whom the interview is around 45 minutes, median), and the former-BHPS.

The Innovation Panel is a sample of 1,500 households used by researchers as a test-bed for innovative ways of collecting data and for developing new areas of research. It helps develop leading edge survey methods and content that will ensure the ongoing success of Understanding Society and to generate important new knowledge. Experiments are carried out, and questions, procedures and methods are tested and used in a context similar to the main Understanding Society survey to make the test-bed as realistic as possible.

The key requirements for this project are that the fieldwork agency/agencies achieve high response rates, a high level of data quality and the ability to meet deadlines for fieldwork and data delivery.”
         
      II.1.6)Common Procurement Vocabulary:
         79311200 - Survey conduction services.
         
         79310000 - Market research services.
         
         72314000 - Data collection and collation services.
         
         79311100 - Survey design services.
         
         72310000 - Data-processing services.
         
         72322000 - Data management services.
         
         79314000 - Feasibility study.
         

      II.1.7) Information about Government Procurement Agreement (GPA):
         The contract is covered by the Government Procurement Agreement (GPA): No       
      II.1.8)Lots:
         This contract is divided into lots: No
      II.1.9)Information about variants:
         Variants will be accepted: Not Provided   
   
   II.2)Quantity Or Scope Of The Contract
      II.2.1)Total quantity or scope:
      This invitation to tender focuses on a specification for the study to be carried out within the currently available budget. The total funding envelope for this contract is £18-£20.5 million including VAT if applicable. We cannot accept bids above this budget and so any submitted bids which are priced above £20.5 million will be non-compliant and not be considered further.

Included within this invitation to tender are requests for a number of additional ‘costed options’, which may be taken up if funding were to become available. Therefore, the price range over the life of the contract may be £18-£27 million. However, we are currently inviting prices for the specification set out in this document, for which the budget is £18-£20.5 million excluding the costed options.                  
         Estimated value excluding VAT:
         Range between: 15,000,000 and 22,500,000
         Currency: GBP
               
      
      II.2.2)Options: No          
         II.2.3)Information about renewals:
            This contract is subject to renewal: No          
   II.3)Duration Of The Contract Or Time-Limit For Completion      
         Starting: 02/05/2016
         Completion: 31/05/2021

   Information About Lots
               
Section III: Legal, Economic, Financial And Technical Information
   III.1)Conditions relating to the contract
      III.1.1)Deposits and guarantees required:
      As detailed in tender documents
      
      III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
      As detailed in tender documents
      
      III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
      Not Provided
      
      III.1.4)Other particular conditions:
         The performance of the contract is subject to particular conditions:Yes       
      If Yes, description of particular conditions:
      As detailed in the tender documents      
   III.2)Conditions For Participation
      III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers:
      Not Provided      
      III.2.2)Economic and financial capacity
         Economic and financial capacity - means of proof required:         
         (a) appropriate statements from banks or, where appropriate, evidence of relevant professional risk indemnity insurance;
         (b) the presentation of balance-sheets or extracts from the balance-sheets, where publication of the balance-sheet is required under the law of the country in which the economic operator is established;
         (c) a statement of the undertaking's overall turnover and, where appropriate, of turnover in the area covered by the contract for a maximum of the last three financial years available, depending on the date on which the undertaking was set up or the economic operator started trading, as far as the information on these turnovers is available.
         
         Information and formalities necessary for evaluating if requirements are met:
         Please see the tender documentation for details.
      
      III.2.3)Technical capacity
         Technical capacity - means of proof required         
         Not Provided      
      III.2.4)Information about reserved contracts: Not Provided   
   III.3)Conditions Specific To Service Contracts
      III.3.1)Information about a particular profession:
         Execution of the service is reserved to a particular profession: No       
      III.3.2)Staff responsible for the execution of the service:
         Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: No
Section IV: Procedure
   IV.1)Type Of Procedure
      IV.1.1)Type of procedure: Open
   
   IV.2)Award Criteria
      IV.2.1)Award criteria:      
         The most economically advantageous tender in terms of
            The criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document

      IV.2.2)Information about electronic auction:
         An electronic auction will be used: No       

   IV.3)Administrative Information
      IV.3.1)File reference number attributed by the contracting authority: T602      
      IV.3.2)Previous publication(s) concerning the same contract: No

      IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document:

      Date: 19/01/2016
      Time-limit for receipt of requests for documents or for accessing documents: 12:00
         Payable documents: No       
      
      IV.3.4)Time-limit for receipt of tenders or requests to participate
         Date: 02/02/2016
         Time: 12:00      
      IV.3.6)Language(s) in which tenders or requests to participate may be drawn up:         English
         
      IV.3.7)Minimum time frame during which the tenderer must maintain the tender Not Provided      
      IV.3.8)Conditions for opening tenders
         Not Provided

Section VI: Complementary Information

   VI.1)This Is A Recurrent Procurement: Yes
      Estimated timing for further notices to be published: For further notice - 2020
   VI.2)Information about European Union funds:
      The contract is related to a project and/or programme financed by European Union funds: No       
   VI.3)Additional Information: For more information about this opportunity, please visit the Delta eSourcing portal at:
https://www.delta-esourcing.com/tenders/UK-UK-Colchester:-Survey-conduction-services./K2BMWU7S38

To respond to this opportunity, please click here:
https://www.delta-esourcing.com/respond/K2BMWU7S38
GO-2015127-PRO-7426545 TKR-2015127-PRO-7426544
   
   VI.4)Procedures For Appeal
      VI.4.1)Body responsible for appeal procedures:
      Not Provided

      VI.4.2)Lodging of appeals: Not Provided   
   
      VI.4.3)Service from which information about the lodging of appeals may be obtained:
            Not Provided

   VI.5) Date Of Dispatch Of This Notice: 07/12/2015

ANNEX A

View any Notice Addenda

Understanding Society Survey Waves 9-11 (T602)

UK-Colchester: Survey conduction services.

Section I: Contracting Authority
   Title: UK-Colchester: Survey conduction services.
   I.1)Name, Addresses And Contact Point(s)
      University of Essex
      Central Procurement Unit (Estate Management Section), Wivenhoe Park, Colchester, CO4 3SQ, United Kingdom
      Tel. +44 1206873303, Email: procure@essex.ac.uk
   
   I.2)Type Of Purchasing Body
      Not Provided      
      
Section II: Object Of The Contract
   II.1)Description
      II.1.1)Title attributed to the contract by the contracting authority/entity: Understanding Society Survey Waves 9-11 (T602)
      II.1.2)Short description of the contract or purchase:
      Survey conduction services. Market research services. Data collection and collation services. Survey design services. Data-processing services. Data management services. Feasibility study. Fieldwork for Understanding Society: The UK Household Longitudinal Study, including Waves 9-11 for the main sample and waves 10 and 11 for the Innovation Panel. Understanding Society is a large household panel survey, which requires continuous fieldwork through the year.

The main sample covers the UK and consists of individuals in around 25,000 households. Movers out of addresses are expected to be traced and interviewed at their new address within the UK, and movers into a household with an existing sample member temporarily become sample members. Within each household there is an enumeration instrument and a household questionnaire (around 15 minutes for the two), for each adult aged 16+ there is a 40 minute (median) interview, for 10-15 year olds there is a self-completion instrument. Understanding society is mixed-mode, so that adults in a large proportion of households (currently around 40% but with the expectation that this will increase) are initially invited to participate on-line, with non-respondents followed up by face-to-face interviews. The rest of the samples are issued directly to interviewers, with any non-respondents invited to take part online. There is also a telephone mop-up stage towards the end of the fieldwork. The sample for Understanding Society is allocated over 24 calendar months, although each case is in the field for up to 6 months. Each household is issued annually, so there is an over-lapping design; Wave 10 Year 1 will start at around the same time as Wave 9 Year 2. The main sample comprises of a general population sample, and ethnic minority boost (for whom the interview is around 45 minutes, median), and the former-BHPS.

The Innovation Panel is a sample of 1,500 households used by researchers as a test-bed for innovative ways of collecting data and for developing new areas of research. It helps develop leading edge survey methods and content that will ensure the ongoing success of Understanding Society and to generate important new knowledge. Experiments are carried out, and questions, procedures and methods are tested and used in a context similar to the main Understanding Society survey to make the test-bed as realistic as possible.

The key requirements for this project are that the fieldwork agency/agencies achieve high response rates, a high level of data quality and the ability to meet deadlines for fieldwork and data delivery.”
      
      II.1.3)Common procurement vocabulary:
      79311200 - Survey conduction services.
      
      79310000 - Market research services.
      
      72314000 - Data collection and collation services.
      
      79311100 - Survey design services.
      
      72310000 - Data-processing services.
      
      72322000 - Data management services.
      
      79314000 - Feasibility study.
      
      
Section IV: Procedure
   IV.1) Type of Procedure
      IV.1.1)Type of procedure (as stated in the original notice): Open       
   IV.2)Administrative Information
      IV.2.1)File reference number attributed by the contracting authority/entity: T602      
      IV.2.2)Notice reference for electronically submitted notice
         Original Notice sent via: OJS eSender

         Notice Reference: 2015 - 169542
      IV.2.3)Notice to which this publication refers: Not Provided      
      IV.2.4)Date of dispatch of the original Notice: 07/12/2015
      
Section VI: Complementary Information
   1: Complementary Information
      VI.1)This notice involves: Correction


      VI.3)Information to be corrected or added
         VI.3.1) Both
            Modification of original information submitted by the contracting authority.
            Publication on TED not compliant with original information provided by the contracting authority.
         VI.3.2) In the original Notice

         VI.3.3)Text to be corrected in the original notice:

         VI.3.4)Dates to be corrected in the original notice:
            Place of dates to be modified: Contract |Start            
            Instead of: 02/05/2016 Time: 12:00
            Read: 01/04/2016 Time: 12:00

         VI.3.5)Addresses and contact points to be corrected:
            Not Provided
            
         VI.3.6)Text to be added in the original notice: Not Provided
      VI.4)Other additional information:      
      To view this notice, please click here:
https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=176676467
GO-2015127-PRO-7426656 TKR-2015127-PRO-7426655

      VI.5)Date of dispatch: 07/12/2015

View Award Notice

UK-Colchester: Survey conduction services.

Section I: Contracting Authority

   I.1) Name, Addresses and Contact Point(s):
       University of Essex
       Central Procurement Unit (Estate Management Section), Wivenhoe Park, Colchester, CO4 3SQ, United Kingdom
       Tel. +44 1206873303, Email: procure@essex.ac.uk
       Main Address: http://www.essex.ac.uk/purchasing/
       NUTS Code: UKH3

   I.2) Joint procurement:
      The contract involves joint procurement: No          
      In the case of joint procurement involving different countries, state applicable national procurement law: Not Provided
      The contract is awarded by a central purchasing body: No

   I.4)Type of the contracting authority:
      Body governed by public law

   I.5) Main activity:
      Education

Section II: Object Of The Contract

   II.1) Scope of the procurement

      II.1.1) Title: Understanding Society Survey Waves 9-11 (T602)            
      Reference number: Not Provided

      II.1.2) Main CPV code:
         79311200 - Survey conduction services.


      II.1.3) Type of contract: SERVICES

      II.1.4) Short description: Understanding Society is a large household panel survey, which requires continuous fieldwork through the year.

The main sample covers the UK and consists of individuals in around 25,000 households, whilst the Innovation Panel is a sample of 1,500 households used by researchers as a test-bed for innovative ways of collecting data and for developing new areas of research.

The key requirements for this project are that the fieldwork agency/agencies achieve high response rates, a high level of data quality and the ability to meet deadlines for fieldwork and data delivery.”

      II.1.6) Information about lots
         This contract is divided into lots: No
            
      II.1.7) Total value of the procurement (excluding VAT)
          Value: 16,700,000
                  
         Currency:GBP            

   II.2) Description

      II.2.2) Additional CPV code(s):
            79311200 - Survey conduction services.
            79310000 - Market research services.
            72314000 - Data collection and collation services.
            79311100 - Survey design services.
            72310000 - Data-processing services.
            72322000 - Data management services.
            79314000 - Feasibility study.


      II.2.3) Place of performance
      Nuts code:
      UKH3 - Essex
   
      Main site or place of performance:
      Essex
             

      II.2.4) Description of the procurement: The tender is issued as a single lot, covering all the activities relating to the main-stage waves 9-11 and two waves of the Innovation Panel. We ask for itemised costs for the package of work outlined in this document there are also a small number of additional options which may be taken up subject to winning further funding, and we ask that bidders provide information and costs for these options.

      II.2.5) Award criteria:
      Quality criterion - Name: Mixed mode questionnaire scripting and CAI/web systems / Weighting: 8
      Quality criterion - Name: Field-force capacity and management / Weighting: 16
      Quality criterion - Name: Management Systems / Weighting: 6
      Quality criterion - Name: Response Maximisation / Weighting: 20
      Quality criterion - Name: Data management and delivery / Weighting: 13
      Quality criterion - Name: Plan for implementation of Wave 9/IP10 / Weighting: 5
      Quality criterion - Name: Project management / Weighting: 12
                  
      Price - Weighting: 20
            

      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
         

      II.2.14) Additional information: Not Provided


Section IV: Procedure

IV.1) Description

   IV.1.1)Type of procedure: Open


   IV.1.3) Information about a framework agreement or a dynamic purchasing system
      The procurement involves the establishment of a framework agreement: No       
      

   IV.1.6) Information about electronic auction
      An electronic auction has been used: No

   IV.1.8) Information about the Government Procurement Agreement (GPA)
      The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

   IV.2.1) Previous publication concerning this procedure
       Not Provided
   

   IV.2.9) Information about termination of call for competition in the form of a prior information notice
      The contracting authority will not award any further contracts based on the above prior information notice: No

Section V: Award of contract

Award Of Contract (No.1)

   Contract No: Not Provided    
   Lot Number: Not Provided    
   Title: Not Provided

   A contract/lot is awarded: Yes


   V.2) Award of contract

      V.2.1) Date of conclusion of the contract: 25/04/2016

      V.2.2) Information about tenders
         Number of tenders received: 1
         Number of tenders received from SMEs: Not Provided          
         Number of tenders received from tenderers from other EU Member States: Not Provided          
         Number of tenders received from tenderers from non-EU Member States: Not Provided          
         Number of tenders received by electronic means: 1

      V.2.3) Name and address of the contractor

      The contract has been awarded to a group of economic operators: No
         
         Contractor (No.1)
             TNS-BMRB
             6 More London Place, London, SE1 2QY, United Kingdom
             NUTS Code: UKH3
            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: 16,000,000          
         Total value of the contract/lot: 16,800,000
         Currency: GBP

      V.2.5) Information about subcontracting
         The contract is likely to be subcontracted: Yes
                  Value or proportion likely to be subcontracted to third parties:
                  
                  Proportion: 20%                   
         Short description of the part of the contract to be subcontracted:
          some of the fieldwork will be sub-contracted out.          
Section VI: Complementary information

   VI.3) Additional information: To view this notice, please click here:
https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=203642856

   VI.4) Procedures for review

      VI.4.1) Review body
          University of Essex
          Colchester, United Kingdom

      VI.4.3) Review procedure
         Precise information on deadline(s) for review procedures: Not Provided

      VI.4.4) Service from which information about the review procedure may be obtained
         Not Provided

   VI.5) Date of dispatch of this notice: 23/05/2016