Tender for the UK Household Longitudinal Study 2020-2025

Tender for the UK Household Longitudinal Study 2020-2025

Managing the questionnaire scripting, fieldwork, data management and delivery of Understanding Society.

United Kingdom-Colchester: Survey conduction services

2019/S 216-530535

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Official name: University of Essex
Town: Colchester
NUTS code: UKH3
Postal code: CO4 3SQ
Country: United Kingdom
E-mail: jburton@essex.ac.ukInternet address(es):Main address: https://www.essex.ac.uk/

I.2)Information about joint procurement

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://supplierlive.proactisp2p.com/Account/Login
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted to the abovementioned address

I.4)Type of the contracting authority

Body governed by public law

I.5)Main activity

Education

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Understanding Society: the UK Household Longitudinal Study, 2020-2025

Reference number: T842

II.1.2)Main CPV code

79311200

II.1.3)Type of contract

Services

II.1.4)Short description:

Understanding Society: managing the questionnaire scripting, fieldwork, data management and delivery of Understanding Society: the UK Household Longitudinal Study, 2020-2025. This includes 3 waves of the main-stage (interviewing adults in 26 000 households) plus a general population sample boost of 10 000 participating households at Wave 13, and 3 waves of the Innovation Panel (interviewing adults in 1 500 households). The survey is mixed mode, using online, face-to-face (CAPI), and telephone (CATI) data collection modes.

II.1.5)Estimated total value

Value excluding VAT: 30 000 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: no
II.2)Description
II.2.1)Title:

II.2.2)Additional CPV code(s)

79310000
79311200
72314000
79311100

II.2.3)Place of performance

NUTS code: UKH3

II.2.4)Description of the procurement:

Understanding Society: the UK Household Longitudinal Study (UKHLS) is a major household panel survey funded by the Economic and Social Research Council with co-funding from some government departments. It includes 3 core annual mixed mode surveys — for the main sample — approximately 26 000 households interviewed continuously throughout the year — and the Innovation Panel (IP) — approximately 1 500 household interviewed spring/summer each year. In addition, we have a programme of continuous innovation both to improve the quality of data on the core surveys and to enhance the study to extended samples and/or content. This invitation to tender covers activities associated with data collection for Waves 13 to 15 of the main survey and Waves 15 to 17 of the IP. This includes the ‘core’ annual surveys, but also a number of enhancements:

1) A boost to the general population sample of 10 000 productive households at Wave 13;

2) A refreshment sample of around 500 households added to the Innovation Panel at IP17;

3) The inclusion at Wave 14 of additional households who are associated with the core sample, such as separated or co-parenting parents who are not in sample;

4) An online survey of sample members who are identified as emigrating from the UK (to be developed during Wave 12). In addition, we ask bidders to provide information about their capacity and capability on other parts of the project which may be taken up in the future;

5) Biomarker collection at Wave 15(subject to additional funding);

6) A regular between-wave data collection exercise to identify key events that have happened to the sample member, with appropriate follow-up surveys (subject to additional funding); and

7) A parallel pregnancy study, in which sample members who become pregnant are followed up and invited to participate in 1 or 2 data collection exercises, including online and in-person interviewing, and biomarker collection (subject to additional funding). The budget for the core study, including the 3 waves of the main-stage and the Innovation Panels and enhancements 1-4 is 30 000 000 GBP including VAT.

The fieldwork period for the main-stage of Understanding Society Wave 13 will start in early January 2021 and the sample will be issued over 2 calendar years. Wave 14 will start in early January 2022, and Wave 15 in early January 2023 — thus there will be an overlapping fieldwork design. There may be a pilot survey in September 2020. The fieldwork period for the annual Innovation Panel will start in late May and run through to mid-September, with IP15 being conducted in 2022. Understanding Society is a mixed mode survey using online, face-to-face (CAPI) and telephone (CATI) data collection. Survey Organisations need to be able to demonstrate their ability to manage mixed mode surveys, while maintaining interviewer motivation and capacity for high quality face-to-face interviews still required.

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

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

Duration in months: 68
This contract is subject to renewal: yes
Description of renewals:

The duration of the contract will be for an initial period of 68 months, with the option to extend for a further 12 months, subject to confirmation of additional activities in scope of this contract and funding by the Economic and Social Research Council.

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

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
III.1.3)Technical and professional ability
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
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: 2019/S 184-448094

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

Date: 21/01/2020
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

IV.2.7)Conditions for opening of tenders

Date: 21/01/2020
Local time: 12:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: yes
VI.2)Information about electronic workflows

VI.3)Additional information:

Managing the questionnaire scripting, fieldwork, data management and delivery of Understanding Society: the UK Household Longitudinal Study, 2020-2025. This includes 3 waves of the main-stage (interviewing adults in 26 000 households) and 3 waves of the Innovation Panel (interviewing adults in 1 500 households). The survey is mixed mode, using online, face-to-face (CAPI) and telephone (CATI) data collection modes.

The University reserves the right to cancel the procurement at any stage of the process and not to proceed with the award of any contract. The University shall not be liable for interested parties’ or tenderers’ costs in relation to this procurement in any circumstances.

The University is conducting this procurement on behalf of itself and any members of its group from time to time. The successful tenderer may be required to participate in works related economic, social and environmental regeneration of the area in and around the place of delivery. Accordingly, contract performance conditions may relate in particular to social, economic and environmental considerations.

VI.4)Procedures for review

VI.4.1)Review body

Official name: The Royal Courts of Justice
Town: London
Postal code: WC2A 2LL
Country: United KingdomInternet address: https://theroyalcourtsofjustice.com/
VI.4.2)Body responsible for mediation procedures

VI.4.3)Review procedure

Precise information on deadline(s) for review procedures:

The University will incorporate a minimum 10 calendar days standstill period at the point information on the award of the contract is communicated to tenderers. The Public Contracts Regulations 2015 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). Generally, such action must be brought within 30 days from the date the aggrieved party knew or ought to have known about the breach.

VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:

07/11/2019