Social and Economic Research Framework 2013 (Pan Government)

Social and Economic Research Framework 2013 (Pan Government)

Framework Agreement with organisations and individuals with appropriate experience and expertise to enable the research and evaluation of its services across all business areas, including Welfare to Work Programmes and Policy areas. DWP and HMRC.

UK-Sheffield: Market and economic research; polling and statistics

2013/S 046-074277

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

Department for Work and Pensions
West Street
Contact point(s): Professional Services Team (Social & Economic Research)
S1 2GQ Sheffield
UNITED KINGDOM
E-mail: research.framework@dwp.gsi.gov.uk

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

Ministry or any other national or federal authority, including their regional or local sub-divisions
I.3)Main activity

Social protection
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:

Social and Economic Research Framework 2013 (Pan Government)
II.1.2)Type of contract and location of works, place of delivery or of performance

Services
Service category No 8: Research and development services
Main site or location of works, place of delivery or of performance: Various Locations within the United Kingdom
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

Duration of the framework agreement

Duration in months: 48
Estimated total value of purchases for the entire duration of the framework agreement

Estimated value excluding VAT:
Range: between 0 and 100 000 000 GBP

II.1.5)Short description of the contract or purchase(s)

The Department for Work and Pensions (DWP) and HM Revenue and Customs (HMRC) wish to operate a Framework Agreement with organisations and individuals with appropriate experience and expertise to enable the research and evaluation of its services across all business areas, including Welfare to Work Programmes and Policy areas.
The new Framework Agreement will require the use of a wide range of methodologies and technical innovation in order to support the research and evaluation in DWP and HMRC operational and or policy areas.
The supplier activity will include but is not limited to:
– Work and Welfare Strategy (Working Age, including employment skills);
– Families, Children, Poverty, Social Exclusion, Housing Support;
– Ageing and Pensions;
– Disability and Carers including health, work and well being;
– Other Disadvantaged Groups;
– And may also include customer perception and satisfaction levels of current programme delivery.
– HMRC is a major commissioner of external research and has many of the same requirements as DWP, with the addition of areas such as direct and indirect taxes, benefits and credits and in the area of enforcement and compliance.
Additional Information:
– The Framework will operate across a number of Lots, which will be defined in detail in the ITT.
– DWP is a Central Purchasing Body and as such the Framework Agreement will also be accessible to Other Government Departments undertaking social and economic research, specifically HMRC
This Framework Agreement will be for the use of the Department for Work and Pensions (DWP), its Executive Agencies and those Non-Departmental Public Bodies (NDPBs) sponsored by DWP and also includes the Northern Ireland Department for Social Development (DSD). Further information including a list of such Agencies and Public Bodies can be viewed by selecting ‘About DWP’ on the Departmental website.”
This Framework Agreement will also be available for use by all UK contracting authorities including but not limited to Government Departments and their Agencies, Non-Departmental Public Bodies, NHS Bodies, Local Authorities, Police Authorities, Emergency Services, Educational Establishments and Registered Social Landlords who have a need to purchase Social and Economic Research Services.
II.1.6)Common procurement vocabulary (CPV)

79300000, 79315000

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: yes
Tenders may be submitted for one or more lots
II.1.9)Information about variants

Variants will be accepted: no
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:

No guaranteed volumes or value are linked with this Framework
II.2.2)Information about options

Options: no
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: Lot 1 Pensions

1)Short description

DWP’s Pensions analysis requirements will be covered by the following strands of work:
-Workplace pension reforms, including automatic enrolment and the National Employment Savings Trust
-Private pensions strategy, including Defined Ambition
-State pension reform including Single Tier and State Pension age increases
-Modelling impact of pension reform
-(Drivers of) savings behaviour and financial planning for retirement
-Attitudes to pensions and saving for later life.
2)Common procurement vocabulary (CPV)

79300000, 79315000

3)Quantity or scope

No guaranteed volumes or value are linked with this Lot
4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
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: Lot 2 Ageing

1)Short description

DWP’s Ageing requirements will be covered by the following strands of work:
-Factors affecting labour market position of older people, including health and skills development
-Factors affecting retirement choices
-Pensioner poverty and material deprivation, people in receipt of income replacement benefits.
-Social exclusion
-Social Care
2)Common procurement vocabulary (CPV)

79300000, 79315000

3)Quantity or scope

No guaranteed volumes or value are linked with this Lot
4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
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: Lot 3 Disability, Health and Wellbeing

1)Short description

DWP’s Disability, Health and Wellbeing analysis requirements will be covered by the following strands of work:
-Measurement of and trends in disability, health and wellbeing, including mental health
-Costs of disability – disability and sickness benefits (including Disability Living Allowance, Personal Independence Payments, Employment and Support Allowance and Universal Credit) and disability assessment; sickness absence from work
-Experiences and views of disabled people and people with health conditions (including children and people above pension age); public attitudes to disability and disability benefits; employer attitudes to disability
-Supporting disabled people in/into work – specialist support (supported employment; Access to Work); labour market programmes aimed at people with health conditions and disabilities (Work Choice)
-Personalisation agenda e.g. Right to Control, including in relation to social care and carers
2)Common procurement vocabulary (CPV)

79300000, 79315000

3)Quantity or scope

No guaranteed volumes or value are linked with this Lot
4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
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: Lot 4 Labour Market Policy Analysis

1)Short description

DWP’s Labour Market Policy analysis requirements will be covered by the following strands of work:
-Major, strategic benefit reform (e.g. evaluation of Universal Credit)
-Active Labour Market Policy (evaluation of the Department’s existing suite of labour market programmes)
-Strategic labour market research (understanding the international evidence to support different types of work-focused intervention and methods of delivery in the UK context)
-Labour market partnerships (exploring strategic partnerships across the public, private and voluntary sectors in support of delivering better long-term employment outcomes for benefit claimants)
-Labour market intelligence (understanding current and future labour market trends and relationships with the above)
2)Common procurement vocabulary (CPV)

79300000, 79315000

3)Quantity or scope

No guaranteed volumes or value are linked with this Lot
4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
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: 5 Lot title: Lot 5 Housing

1)Short description

DWP’s housing analysis requirements will be covered by the following strands of work;
-The impact of housing support measures introduced in the Welfare Reform Bill 2011, following the emergency budget and spending review 2010. This includes social sector size criteria, benefit cap for working-age households and direct payment of housing support within Universal Credit.
-Continued Review of Local Housing Allowance changes and shared accommodation rate measures.
-The abolition of Council Tax Benefit and localisation of support for Council Tax.
-Migration of Housing Benefit into Universal Credit and design of housing support within Universal Credit and Pension Credit.
-Treatment of supported and temporary accommodation in Universal Credit.
-Maintenance and future design of Support for Mortgage Interest.
-Changes in housing supply policy e.g. Affordable Rent, re-invigoration of Right to Buy, Localism Act and discharge of the homelessness duty that impact on Housing Benefit
2)Common procurement vocabulary (CPV)

79300000, 79315000

3)Quantity or scope

No guaranteed volumes or value are linked with this Lot
4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
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: 6 Lot title: Lot 6 Families, Children & Poverty

1)Short description

This area covers policies that affect families and children in the broadest sense. The policy area is of often of cross-government nature. The following strands of work will be covered in this lot:
-Child poverty, including in-work poverty
-Impact of the Government’s wider welfare reforms and tax-benefit changes on households, families and children, especially the impact of Universal Credit on different family types
-Childcare, wider caring responsibilities and flexible working
-Household employment behaviour, especially parental employment
-Workless households
-Relationship formation, breakdown and relationship support
-Parenting skills and parenting support
-Provision of child support (both statutory and private arrangements)
2)Common procurement vocabulary (CPV)

79300000, 79315000

3)Quantity or scope

No guaranteed volumes or value are linked with this Lot
4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
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: 7 Lot title: Lot 7 Disadvantaged Groups

1)Short description

DWP’s analysis requirements in this area will be covered by six broad strands of work:
-Disadvantaged groups (ex-offenders, gangs, drugs & alcohol, homeless, care leavers, ethnic minorities, veterans and NEETs)
-Debt and Indebtedness
-Worklessness
-European Social Fund
-Social Mobility
-Multiple Disadvantage and Social Exclusion
2)Common procurement vocabulary (CPV)

79300000, 79315000

3)Quantity or scope

No guaranteed volumes or value are linked with this Lot
4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
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: 8 Lot title: Lot 8 Performance & Delivery

1)Short description

Performance & Delivery analysis requirements will be covered by the following broad strands of work:
-Channel Shift – Including digitalisation and web analytics
-Claimant satisfaction/service user surveys
-Staff attitudes and behaviours (including satisfaction & experience)
-Attitudes towards seeking employment
-Local service delivery
-Outsourcing employment services
-Social investment models
-Universal Credit performance and delivery
-Performance Management Framework models (PMF)
-Fraud and Error
-Process development and improvement
-Commissioning framework and skills
-NEST (National Employer Services)
2)Common procurement vocabulary (CPV)

79300000, 79315000

3)Quantity or scope

No guaranteed volumes or value are linked with this Lot
4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
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: 9 Lot title: Lot 9 Quantitative surveys

1)Short description

We envisage the methodologies within this Lot will include but not be limited to:
-Face to face surveys (using CAPI)
-Telephone surveys (using CATI)
-Web-based surveys
-Mixed mode surveys
-Surveys where the sample is provided by DWP from administrative records
-Household surveys based on broader sampling frames such as the PAF, or an existing online panel, or where the contractor has to construct a sampling frame
-Cross-sectional and longitudinal surveys
-Supply of clean and thoroughly documented datasets for use within DWP/HMRC or for deposit at the UK Data Archive
-Collection of informed consent for linking of survey data to administrative data
2)Common procurement vocabulary (CPV)

79300000, 79315000

3)Quantity or scope

No guaranteed volumes or value are linked with this Lot
4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
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: 10 Lot title: Lot 10 HMRC 1 Business Taxes

1)Short description

Typical research in this lot will focus on expanding understanding of business behaviours, the range and complexity of businesses’ tax affairs and the risks businesses pose. Topics may touch on operations or informing policy analysis. For instance:
-Businesses’ views on HMRC’s administration of the tax system and any changes to this;
-Businesses’ experiences of dealing with HMRC, agents and advisors;
-Businesses’ (and, where appropriate, individuals’) behaviour in response to business taxes.
2)Common procurement vocabulary (CPV)

79300000, 79315000

3)Quantity or scope

No guaranteed volumes or value are linked with this Lot
4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
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: 11 Lot title: Lot 11 HMRC 2 Personal Taxes, Benefits & Credits

1)Short description

HMRC’s research and analysis requirements in this Lot are likely to be covered by these broad themes:
-Measuring and monitoring customer experience within the personal tax and tax credit business areas;
-Better understanding our customers (motivations and behaviours) and how to support and influence them;
-Implementing change and testing new processes, including Real Time Information and transition to Universal Credit;
-Exploring ways to deliver improvements in our policies, processes and services and supporting the evaluation of such initiatives on individuals, businesses and HMRC; and
-Compliance, including tax credit error and fraud and debt.
2)Common procurement vocabulary (CPV)

79300000, 79315000

3)Quantity or scope

No guaranteed volumes or value are linked with this Lot
4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
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: 12 Lot title: Lot 12 HMRC 3 Enforcement & Compliance

1)Short description

HMRC’s requirements for research and analysis in the area of enforcement and compliance will include:
-Understanding levels of compliance including taxpayer attitudes towards meeting obligations, perceived prevalence of non-compliance, and actual behaviour.
-Evaluations of new initiatives and potential approaches that aim to improve taxpayer compliance. Initiatives could include targeted compliance activity such as taskforces or broad publicity aimed at tax evaders;
-Identifying the causes and drivers of non-compliance activity;
-Research to establish behavioural responses to stimuli among taxpayers, e.g changes in tax paying behaviour as a result of increased audit rates;
-Work to help improve HMRC analysis and analytical capability, such as estimating the various tax gaps and reviewing sample sources.
2)Common procurement vocabulary (CPV)

79300000, 79315000

3)Quantity or scope

No guaranteed volumes or value are linked with this Lot
4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
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:

Parent company guarantees, performance bonds or deposits may be required in appropriate circumstances.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

See tender documents
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

The contracting authority will only contract with a single legal entity and any consortium will be required to set up such an entity, for example a Special Purpose Vehicle (SPV), as a condition of and prior to contract award.
III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: no
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: Any Supplier may be disqualified if any of the circumstances listed in Article 45 of the Public Procurement Directive 2004/18/EC (Regulation 23 of the UK Public Contracts Regulations 2006) apply to their organisation and suppliers will be asked to complete an appropriate *declaration.
III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: Please refer to the Invitation to Tender documents (ITT 19275), which will be available from 12th March 2013 to download from https://dwp.bravosolution.co.uk

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
Please refer to the Invitation to Tender documents (ITT 19275), which will be available from 12th March 2013 to download from https://dwp.bravosolution.co.uk

III.2.4)Information about reserved contracts
III.3)Conditions specific to services 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

Section IV: Procedure

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

Open
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

Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated no
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:

UI_DWP_100348 (refer ITT 19275)
IV.3.2)Previous publication(s) concerning the same contract

no
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

17.4.2013 – 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

in days: 120 (from the date stated for receipt of tender)
IV.3.8)Conditions for opening of tenders

Date: 17.4.2013 – 15:00
Place:

via e-procurement

Persons authorised to be present at the opening of tenders: no

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no
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

-The Contracting Authority intends to use an eTendering system in this procurement exercise and reserves the right to use a reverse auction.
-Potential suppliers should note that the Contracting Authority reserves the right to cancel this procurement at any stage and not to award a Framework Agreement. If the Contracting Authority decides to enter into a Framework Agreement with the successful supplier (s) this does not mean that there is any guarantee of subsequent contracts being awarded. Any expenditure, work or effort undertaken prior to contract award is accordingly a matter solely for the commercial judgement of potential suppliers.
-Any orders placed under this Framework Agreement will form a separate contract under the scope of this framework between the supplier and the specific requesting other contracting body.
-The Contracting Authority and other contracting bodies utilising the framework, reserve the right to use any electronic portal during the life of the agreement.
-It is envisaged that the maximum number of operators per Lot will be 15
-Further information on the type of work that we undertake can be found at the following link http://research.dwp.gov.uk/asd/asd5/

Bidder Event 20th March 2013
A bidder event will be held on 20th March 2013, the purpose of this event is to help ensure that potential bidders fully understand the overall framework and specific Lot requirements for the DWP Social and Economic Research Framework 2013 and are aware of the bidding procedures.
The event will take place at:
Doncaster Racecourse, Premier Suite, Leger Way, Doncaster DN2 6BB
The nearest train station to the venue is Doncaster, please click the link below for further information.
http://www.doncaster-racecourse.co.uk/_images/al__1255349739_How_To_Find_Us.pdf

Event Details
Full details and an agenda will be issued via the BravoSolution portal dwp.bravosolution.co.uk in advance of the event (the complete Invitation to tender pack will be made available on 12.3.2013).
Registration will open at 9.45 am – tea and coffee will be available on arrival. Please ensure that you arrive no later that 10.15am.
The event will commence promptly at 10.30 am and will close around 16.00. Lunch will be provided.
At this stage, owing to space restrictions we are limiting nominees to one representatives per organisation.
We will advise you (via BravoSolution) should there be an opportunity for you to send an additional delegate if the event is not fully subscribed.
Nomination Procedure
For planning purposes and to ensure that appropriate security arrangements can be made, please advise if you wish to attend this event no later that noon on 15.3.2013 by:
-confirming name of attendee
-position held
-organisation name and
-advise if you have any special requirements e.g. accessibility/dietary considerations.
Please respond using the following email address:
research.framework@dwp.gsi.gov.uk

For the attention of: Please note that the ITT will be published on 12.3.2013
General address of the contracting authority: Suppliers Instructions How to Express Interest in this Tender: 1. Register your company on the eSourcing portal (this is only required once): https://dwp.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 (The ITT for this excercise, ITT19275, will be available from 12th March 2013). – 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.

VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures

Department for Work and Pensions
West Street
S1 2GQ Sheffield
UNITED KINGDOM
E-mail: research.framework@dwp.gsi.gov.uk

VI.4.2)Lodging of appeals

Precise information on deadline(s) for lodging appeals: This authority will incorporate a minimum 10 calendar day standstill period at the point information on the award of the contract is communicated to tenderers. The Public Contracts Regulations 2006 (SI 2006 No 5) (as amended) provide for aggrieved parties who have been harmed or are at risk of harm by a breach of the rules to take action in the High Court (England, Wales and Northern Ireland). Any such action must be brought promptly (generally within 3 months). Where a contract has not been entered into the court may order the setting aside of the award decision or order the authority to amend any document and may award damages. If the contract has been entered into the court may award damages and in the case of specified breaches of the rules may also order the termination or shortening of the contract and the levying of fines. Economic Operators seeking the termination of a contract (where this is permitted) may be required to bring action within 30-days, although this period is extended to 6-months in specified circumstances. The purpose of the standstill period referred to above is to allow parties to apply to the Courts to set aside the award decision before the contract is entered into.
You may also care to note the information provided via The DWP commercial complaints process
http://www.dwp.gov.uk/supplying-dwp/purchasing-in-dwp/dwp-commercial-complaints/

VI.4.3)Service from which information about the lodging of appeals may be obtained

Department for Work and Pensions
West Street
S1 2GQ Sheffield
UNITED KINGDOM
E-mail: research.framework@dwp.gsi.gov.uk

VI.5)Date of dispatch of this notice:28.2.2013