National Savings and Investments Data Services Tender

National Savings and Investments Data Services Tender

Lot 1 for the provision of external data variables data services.

United Kingdom-London: Data services

2016/S 167-300417

Contract notice

Services

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

National Savings and Investments
1 Drummond Gate
London
SW1V 2QX
United Kingdom
Contact person: Rob Haggis
Telephone: +44 2079326657
E-mail: rob.haggis@nsandi.com
NUTS code: UK

Internet address(es):Main address: www.nsandi.com

Address of the buyer profile: https://nsandi.eu-supply.com/ctm/Company/CompanyInformation/Index/5255

I.2)Joint procurement

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=17357&B=NSANDI
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=17357&B=NSANDI
Tenders or requests to participate must be submitted to the abovementioned address

I.4)Type of the contracting authority

Ministry or any other national or federal authority, including their regional or local subdivisions

I.5)Main activity

Other activity: financial services

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Data Services for NS&I Business Insight.

Reference number: 1496

II.1.2)Main CPV code

72300000

II.1.3)Type of contract

Services

II.1.4)Short description:

National Savings and Investments (NS&I) as the Contracting Authority is seeking

to enter into two separate agreements for the provision of data services. The

procurement of these services will be conducted using two separate Lots. Lot 1

for the provision of external data variables data services and Lot 2 for the

provision of data modelling services. Lot 1: NS&I is seeking to enter into an

agreement with a single service provider for the provision of data services to

append selected consumer classifications or data variables to customer records

held on a data warehouse for approximately 25 million retail savings customers

who invest with NS&I. This will help NS&I identify certain customer groups and

understand their likely preferences and behaviour. Lot 2: NS&I is seeking to

establish a framework agreement with a single supplier for the provision of data

modelling services.

II.1.5)Estimated total value

Value excluding VAT: 370 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: yes
Tenders may be submitted for all lots
II.2)Description

II.2.1)Title:

Lot 1 external data variables data services

Lot No: 1

II.2.2)Additional CPV code(s)

72310000
72316000
72319000
72320000
72330000

II.2.3)Place of performance

NUTS code: UK
Main site or place of performance:

LONDON.

II.2.4)Description of the procurement:

OJEU PIN reference 2016/S 155-280366 refers.

NS&I wishes to enhance its understanding of its customers by appending selected consumer classifications to customer records in its Data Warehouse (DWH). NS&I currently has a contract in place which is about to expire and this process will determine how NS&I moves forward after contract expiry.

The requirements involve the provision of data services that append selected consumer classifications or data variables to customer records held on a data warehouse for approximately 25 million retail savings customers who invest with NS&I.

The NS&I data Warehouse holds information on 25 million distinct customers. The warehouse holds personal information as well as data relating to the customers’ accounts (holdings, transactions and prize data for Premium Bonds). It also contains demographic and geo-demographic information.

NS&I requires external data sets to be appended to customer data to help further enrich its understanding of its customers, including their likely preferences and behaviours relating to financial services and use of channels.

Dimensions that are of particular interest to NS&I that any proposed data sets could use to distinguish different groups are: indicators of life-stage; channel preference and usage; interest and appetite for savings products; total value of savings held; attitudes to risk; confidence in managing financial affairs; and suitability for different savings products.

NS&I will need to be able to apply the selected dataset(s) to its customer records on the data warehouse managed by Atos. This process will be managed by Atos and will need to cover an initial efficient application of existing records and an efficient means to allocate new customers, or to reallocate customers to different groups, (as information held by NS&I changes (e.g. change of address, capturing of date of birth, change in age)).

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: 120 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 24
This contract is subject to renewal: yes
Description of renewals:

Following the expiry of the initial term of 24 months NS&I has the option to extend each contract on an annual basis for two further periods of 12 months.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

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

Please specify in your tender response which Lot or

Lots you are tendering for.

II.2)Description

II.2.1)Title:

Lot 2 data modelling services

Lot No: 2

II.2.2)Additional CPV code(s)

72310000
72316000
72319000
72320000
72330000

II.2.3)Place of performance

NUTS code: UK
Main site or place of performance:

LONDON.

II.2.4)Description of the procurement:

OJEU PIN reference 2016/S 155-280366 refers. This Lot is to establish a framework agreement with a single supplier for the provision of data modelling services for NS&I. To aid campaign selections, NS&I has developed a suite of propensity and look-alike models that can be deployed. To ensure that NS&I’s Business Insight team can support the business of NS&I as required, there is occasional need for external support. This could be: to advise in the use of the most suitable technique in work that requires detailed analysis and profiling; or to deliver an analytical project from start to finish e.g. building a model or segmentation. Further details available in the invitation to tender document.

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: 250 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 24
This contract is subject to renewal: yes
Description of renewals:

Following the expiry of the initial term of 24 months NS&I has the option to extend each contract on an annual basis for two further periods of 12 months.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

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

Please specify in your tender response which Lot or

Lots you are tendering for.

Section III: Legal, economic, financial and technical information

III.1)Conditions for participation
III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

III.1.2)Economic and financial standing

Selection criteria as stated in the procurement documents

III.1.3)Technical and professional ability

Selection criteria as stated in the procurement documents
III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession
III.2.2)Contract performance conditions:
III.2.3)Information about staff responsible for the performance of the contract

Section IV: Procedure

IV.1)Description

IV.1.1)Type of procedure

Open procedure

IV.1.3)Information about a framework agreement or a dynamic purchasing system

The procurement involves the establishment of a framework agreement
Framework agreement with a single operator
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction

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

Notice number in the OJ S: 2016/S 155-280366

IV.2.2)Time limit for receipt of tenders or requests to participate

Date: 30/09/2016
Local time: 12:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

IV.2.4)Languages in which tenders or requests to participate may be submitted:

English

IV.2.6)Minimum time frame during which the tenderer must maintain the tender

Duration in months: 4 (from the date stated for receipt of tender)

IV.2.7)Conditions for opening of tenders

Date: 30/09/2016
Local time: 12:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no
VI.2)Information about electronic workflows
VI.3)Additional information:
VI.4)Procedures for review

VI.4.1)Review body

National Savings and Investments
London
United Kingdom
VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:

26/08/2016

 

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