UK Household Longitudinal Study Including Waves 9-11

UK Household Longitudinal Study Including Waves 9-11

Survey conduction services; Market research services; Data collection and collation services.

United Kingdom-Colchester: Survey conduction services

2015/S 240-435742

Contract notice


Directive 2004/18/EC

Section I: Contracting authority

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

University of Essex
Central Procurement Unit (Estate Management Section), Wivenhoe Park
CO4 3SQ Colchester
Telephone: +44 1206873303

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

Body governed by public law

I.3)Main activity


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


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

Service category No 10: Market research and public opinion polling services

NUTS code UKH3

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

The notice involves a public contract
II.1.4)Information on framework agreement

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

— 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 2): 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 online, 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 overlapping 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 (CPV)

79311200, 79310000, 72314000, 79311100, 72310000, 72322000, 79314000

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

The contract is covered by the Government Procurement Agreement (GPA): no


This contract is divided into lots: no
II.1.9)Information about variants
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 18 000 000 GBP-20,5 000 000 GBP including VAT, if applicable. We cannot accept bids above this budget and so any submitted bids which are priced above 20 500 000 GBP 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 18 000 000 GBP-27 000 000 GBP. However, we are currently inviting prices for the specification set out in this document, for which the budget is 18 000 000 GBP-20 500 000 GBP excluding the costed options.
Estimated value excluding VAT:
Range: between 15 000 000 and 22 500 000 GBP

II.2.2)Information about options

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 1.4.2016. Completion 31.5.2021

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:

III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: 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

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: (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 3 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.
Please see the tender documentation for details.
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

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

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

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:


IV.3.2)Previous publication(s) concerning the same contract


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

Time limit for receipt of requests for documents or for accessing documents: 19.1.2016 – 12:00
Payable documents: no

IV.3.4)Time limit for receipt of tenders or requests to participate

2.2.2016 – 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

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

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:

To respond to this opportunity, please click here:

GO Reference: GO-2015127-PRO-7426545

To view this notice, please click here:

GO Reference: GO-2015127-PRO-7426656
II.3) Duration of the contract or time limit for completion: 1.4.2016 at 12:00

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: