Market Research Services for Financial Conduct Authority

Market Research Services for Financial Conduct Authority

The Financial Conduct Authority (the FCA) is seeking to establish a framework agreement for the provision of a wide range of Market Research requirements.

United Kingdom-London: Market research services

2013/S 231-401179

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

I.1)Name, addresses and contact point(s)

Financial Conduct Authority
25 The North Colonnade
For the attention of: Christopher Raven
E14 5HS London
UNITED KINGDOM
Telephone: +44 2070660346
E-mail: christopher.raven@fca.org.uk
Fax: +44 2070660347

Further information can be obtained from: The above mentioned contact point(s)

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: The above mentioned contact point(s)

Tenders or requests to participate must be sent to: The above mentioned contact point(s)

I.2)Type of the contracting authority

National or federal agency/office
I.3)Main activity

Economic and financial affairs
I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: yes

Section II: Object of the contract

II.1)Description
II.1.1)Title attributed to the contract by the contracting authority:
II.1.2)Type of contract and location of works, place of delivery or of performance

Services
Service category No 10: Market research and public opinion polling services
NUTS code UK

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)

The notice involves the establishment of a framework agreement
II.1.4)Information on framework agreement
II.1.5)Short description of the contract or purchase(s)

The Financial Conduct Authority (the FCA) is seeking to establish a framework agreement for the provision of a wide range of Market Research requirements. The framework will be divided into 4 Lots and is expected to be established for a term of 4 years.
II.1.6)Common procurement vocabulary (CPV)

79310000, 79300000

II.1.7)Information about Government Procurement Agreement (GPA)

The contract is covered by the Government Procurement Agreement (GPA): yes
II.1.8)Lots

This contract is divided into lots: yes
Tenders may be submitted for one or more lots
II.1.9)Information about variants
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:
II.2.2)Information about options
II.2.3)Information about renewals
II.3)Duration of the contract or time limit for completion

Information about lots

Lot No: 1 Lot title: Quantitative research (ad hoc; non-omnibus)

1)Short description

The FCA seeks a panel of suppliers to conduct a number of ad-hoc quantitative surveys that will range from relatively small surveys with samples of a few hundred to larger surveys with samples of several thousands. These surveys will employ a range of modes including: telephone, face-to-face, postal and digital.
This lot may include:
— Consumers – looking at their knowledge about and interaction with a range of financial services products, services and companies.
— Financial Services firms – the FCA conducts a range of research among firms to understanding their interaction with the Regulator and with consumers. Research can involve exploring the potential impact of a planned policy intervention; mapping the size and segments of the supply (production and distribution) chain; or collecting specific data about firm intentions, business models, and consumer research.
2)Common procurement vocabulary (CPV)

79310000

3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

The Contracting Authority intends to use an eTendering system in this procurement exercise and reserves the right to use a reverse auction.
Lot No: 2 Lot title: Quantitative research (ad hoc: omnibus)

1)Short description

The FCA seeks a small selection of companies to help provide a number of omnibus surveys in order to respond to policy questions or as part of the development in other areas of interest. The FCA may also use them to build samples for specific qualitative or quantitative research.
Bidders for this lot should also note that building sample for specific qualitative or quantitative research may draw from a consumer panel sourced separately.
2)Common procurement vocabulary (CPV)

79310000

3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

The Contracting Authority intends to use an eTendering system in this procurement exercise and reserves the right to use a reverse auction.
Lot No: 3 Lot title: Qualitative research

1)Short description

The FCA will look to undertake a range of exploratory or in-depth research projects that require qualitative approaches to be applied. The range of work can extend from the development and testing of information materials to understanding and exploring the journey and decision making processes in the purchase of financial products, and the influences within this. It could include the development of communications materials for the FCA, and web usability assessment.
The work within this lot is wide and varying – some will be small scale and others will be extended, requiring both traditional approaches such as individual depths or focus groups and more deliberative work. There will also be a requirement from time to time for those able to apply more involved observational or ethnographic type approaches. We would also be interested in hearing from specialists who can apply semiotic analysis or neuroscience approaches, but these may fall outside the scope of this Lot and Framework and be looked at on an individual basis.
This lot may include work that explores the customer journey for particular products or the use of financial surveys, to the development of consumer targeted information.
2)Common procurement vocabulary (CPV)

79310000

3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

The Contracting Authority intends to use an eTendering system in this procurement exercise and reserves the right to use a reverse auction.
Lot No: 4 Lot title: Mystery Shopping

1)Short description

The FCA uses Mystery Shopping as a key means by which to understand the behaviours of firms during their interaction with consumers. The FCA’s use of mystery shopping does not include simply assessing and reporting the consumer experience. The FCA’s requirement will always be UK wide and will require a substantial number of shops with unique shoppers.
2)Common procurement vocabulary (CPV)

79310000

3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

The Contracting Authority intends to use an eTendering system in this procurement exercise and reserves the right to use a reverse auction.

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
III.1.4)Other particular conditions
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers

Information and formalities necessary for evaluating if the requirements are met: Suppliers Instructions How to Express Interest in this Tender:
1. Register your company on the eSourcing portal (this is only required once) – Browse to the eSourcing Portal: https://fca.bravosolution.co.uk and click the link to register – Accept the terms and conditions and click ‘continue’ – Enter your correct business and user details – Note the username you chose and click ‘Save’ when complete – You will shortly receive an email with your unique password (please keep this secure).

2. Express an Interest in the tender – Login to the portal with the username/password – Click the ‘PQQs / ITTs Open To All Suppliers’ link. (These are Pre-Qualification Questionnaires or Invitations to Tender open to any registered supplier) – Click on the relevant PQQ/ ITT to access the content. – Click the ‘Express Interest’ button at the top of the page. – This will move the PQQ /ITT into your ‘My PQQs/ My ITTs’ page. (This is a secure area reserved for your projects only) -You can now access any attachments by clicking ‘Buyer Attachments’ in the ‘PQQ/ ITT Details’ box.
3. Responding to the tender – Click ‘My Response’ under ‘PQQ/ ITT Details’, you can choose to ‘Create Response’ or to ‘Decline to Respond’ (please give a reason if declining) – You can now use the ‘Messages’ function to communicate with the buyer and seek any clarification – Note the deadline for completion, then follow the onscreen instructions to complete the PQQ/ ITT – There may be a mixture of online and offline actions for you to perform (there is detailed online help available) You must then submit your reply using the ‘Submit Response’ button at the top of the page. If you require any further assistance please consult the online help, or contact the eTendering help desk.

III.2.2)Economic and financial ability
III.2.3)Technical capacity
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular profession
III.3.2)Staff responsible for the execution of the service

Section IV: Procedure

IV.1)Type of procedure
IV.1.1)Type of procedure

Restricted
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
IV.2)Award criteria
IV.2.1)Award criteria
IV.2.2)Information about electronic auction
IV.3)Administrative information
IV.3.1)File reference number attributed by the contracting authority:
IV.3.2)Previous publication(s) concerning the same contract
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document
IV.3.4)Time limit for receipt of tenders or requests to participate

3.1.2014 – 12:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates
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
IV.3.8)Conditions for opening of tenders

Section VI: Complementary information

VI.1)Information about recurrence
VI.2)Information about European Union funds
VI.3)Additional information

The Contracting Authority intends to use an eTendering system in this procurement exercise and reserves the right to use a reverse auction.
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:26.11.2013