Find a TenderAwarded
Published 11 Mar 2021, 19:26 GMT

Official UK procurement notice

Customer Valuation and Insights PR24 Framework

Official notice

Authority: YORKSHIRE WATER SERVICES LIMITED (Public body)

Framework agreement2 lotsServicesNegotiated procedure with prior call for competitionMax 2 lots per supplier
Framework ceiling (notional)£1,900,000total for 2 lots · framework ceiling, not attributable revenue · 1 value update
Submissions closed 8 Mar 2021awarded 11 Apr 2022
Lots 2max 2 won per supplier

What is being bought2 lots · detail below

Published requirement description

s a business, Yorkshire Water Services (YWS) is regulated by Ofwat and as such, Ofwat conducts Price Reviews every five years to ensure our customer's needs and interests are being met, as well as our legal, environmental and social obligations.

The last two Ofwat Price Reviews have placed a particularly strong emphasis on the role of customer engagement. Ofwat expects companies to listen to their customers to understand their preferences and priorities and reflect these in all aspects of their business operations, including their business plans. Customer engagement is considered as important as the daily services YWS provides to its customers by Ofwat, and YWS anticipates more customer research than ever before over this next AMP period.

With the 2024 Price Review (PR24) on the horizon, YWS is looking to appoint a number of experienced market research agencies and consultancies to support YWS with business readiness and customer engagement across two separate tender Lots.

LOT 1 - Customer Valuation (Willingness to Pay/Stated Preference/Revealed Preference Study).

CANCELLED and bidders notified

A consultant-led study designed to provide a customer driven economic valuation of the services YWS offer (Willingness to Pay).

Estimated Total for Lot 1 = between £220,000 - £400,000

Term: The initial term is 18 months, with an option to extend for a further 12 months.

LOT 2 - Insights PR24 Framework.

Framework designed to support the delivery of small to large scale market research projects to inform YWS' Ofwat 2024 Price Review (PR24) and support with business as usual activities.

Estimated total for Lot 2 = £1.3 - 1.5m

Term: The initial term is 48 months, with an option to extend for a further 12 months.

Further details for both Lots can be found in the relevant Lot section of this notice.

CPV: Market and economic research; polling and statistics

How this framework works

From the published notice
Bids received
7 bids received · 7 suppliers appointed

Lots and requirements (2)Procurement structure

2 lots · all with a published value · win at most 2 of them
Lot #1Customer ValuationCancelledRenewalPublished value£400,000

This lot has been CANCELLED and all bidders notified.

Yorkshire Water Services (YWS) intends to award a contract for obtaining an economic valuation of the services it offers. This contract will be a consultant led study including the undertaking of Willingness to Pay/Stated Preference/Revealed Preference Studies, specifically for Regulation and Investment Strategy teams. The study should outline which services are most important to our customers, and the value that YWS customer's place on these services. For example, how much customers are willing to pay for a % reduction in leakage in the context of bills, performance, comparative performance, direction of travel and ambition and the six capitals.

YWS is looking for an experienced consultant who can provide the following professional services, including but not limited to:

  • Experience of managing a stream of work (market research, economists, innovators in methodology, peer reviewer etc) all designed to provide economic valuations/ customer willingness to pay for services which align with YWS' DMF (Decision Making Framework).
  • An ability to apply 'big' company data to ascertain economic values or to support those obtained from primary and secondary research
  • Ability to use triangulation methodologies to strengthen customer values
  • A broad range of innovative methodologies. For example, AI techniques.
  • Experience of working with companies in the Water or equivalent industry.
Extensions: Initial term is 18 months, with an optional 12 month renewal. Potential total maximum term of 30 months.Variant bids: allowed
Lot #2Insights PR24 FrameworkCancelledRenewalPublished value£1,500,000

Yorkshire Water Services (YWS) intends to implement a framework with a variety of experienced market research agencies that will provide support with a series of small to large scale market research projects. These projects will help to inform YWS' Ofwat 2024 Price Review (PR24) and support with business as usual activity.

YWS are looking for market research agencies who can provide the following types of professional services, including but not limited to:

  • Regionally representative qualitative research - focus groups, telephone interviews, face to face and online interviews, B2B qualitative experience, online qualitative experience, stakeholder qualitative research and vulnerable customer qualitative research experience and the ability to conduct much of this research online in the current climate.
  • Regionally representative quantitative research experience including - telephone interviews, face to face and online interviews, hall test experience, exit interview, statistical techniques, online quantitative research survey experience. Online/offline quantitative research experience with vulnerable customers and B2B audiences
  • Customer website/app review experience including eye tracking, heat maps and user experience
  • Innovative methodologies in market research. For example, AI techniques.
  • Behavioural economics experience
  • Experience of working with companies in the Water or equivalent industry
Extensions: Maximum of 4 years · Option of a 12 month renewal in month 48, with a potential total maximum term of 60 months.Variant bids: allowed

What it takes to win
i

How this buyer will score bids.

The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more
How bids were scored
Quality: 70%Price: 20%
Published sub-criteria (4)
  • Account management: 17.5%
  • Research scenario (large/medium/small): 52.5%
  • Cost for quantitative research: 10%
  • Cost for qualitative research: 10%
Lot distribution rule: Yorkshire Water Services reserves the right to award each Lot to two or more suppliers, subject to the quality of the tender response.
What this means for your bid
  • Price carries 20 of 90 points: a 10% discount moves about 2 points. The method statement decides this lot, not the discount.
  • “Customer Valuation and Insights PR24 Framework” is a framework: the contest is a place on its panel, not a single contract.

Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.

Procedure terms & legal framework

From the official record
Procedure method
Negotiated procedure with prior call for competition
Legal basis
CELEX · 32014L0025 Utilities Contracts Regulations 2016 (Directive 2014/25/EU)
Procurement category
Services
Notice status
Awarded
Procurement threshold
Unspecified in notice
Regulatory regime
Standard
Commercial structure
Framework agreement
Who may use this agreement
Not stated in the notice; call-off rights may be limited to the establishing authority
Competition type
Competitive procedure
GPA / WTO covered
Unspecified in notice
Recurring procurement
No (one-off requirement)
First published
11 Mar 2021, 19:26 GMT
Last source update
6 May 2022, 08:57 BST
Authority reference
CM2022
FTS notice number
2022/S 000-011780
Classification (CPV)
Market and economic research; polling and statistics
Delivery area
Yorkshire & Humber (UKE)
Official registry OCID
ocds-h6vhtk-0290b3 Find a Tender

How it was run

Official notice
Run through: portal not identified
Language: EN
Appointment period ends
8 Mar 2021, 16:00 GMT
Submission channel
{"electronicSubmission"}
Accepted languages
en
Supplier levy on call-offs (max %)
document
Detailed submission instructions & authority contactsFrom official release

Timeline

8 Mar 2021 → 6 May 2022 · 2 dates
  1. Admission / appointment period endsperiod end, not a bid countdown
    8 Mar 2021, 16:00 GMT
  2. Notice published
    6 May 2022, 08:57 BST

Notice history

5 events · 3 releases on Find a Tender · since 27 Jul 2021
  1. Published value published: £1,900,000
    27 Jul 2021, 18:14 BST
  2. Status changed to active
    27 Jul 2021, 18:14 BST
  3. Procurement method changed
    27 Jul 2021, 18:14 BST
  4. Deadline moved to 8 Mar 2021, 16:00 GMT
    27 Jul 2021, 18:14 BST
    -4 days · was 12 Mar 2021, 16:00 GMT
  5. Status changed to complete
    6 May 2022, 08:57 BST
Published amendments (1 · 1 deadline change)
WhenWhatBeforeAfterShift
—DeadlineIV.2.28 Mar 202112 Mar 2021+4 d

1 amendment published without a description.

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Suppliers appointed 7admitted to the panel · see the list ↓
Bids received 7
Contracts signed 1latest 11 Apr 2022

1 suppliers are admitted to this framework without individual award values or dates, see the supplier list below.

Contracts

  • Contract 011780-2022-1

    Signed
    11 Apr 2022
    Value
    £1,500,000
    Status
    active

Bid statistics published by the authority

BidsSMEVCSEValid bid range
7bids———

Contracting authority & participating public bodies

YORKSHIRE WATER SERVICES LIMITED

Contracting authorityPublic bodyWater Western House,Western Way, Buttershaw, BRADFORD, Yorkshire & Humber, BD62SZContact name, email, phone Published organisation website ↗

Dispute resolution & review bodies

  • Yorkshire Water Services LtdReview body Bradford

Framework contractors & participating bidders

7 commercial parties on the notice

Official documents & specifications (2)

Official links; attachments are not copied

Tender pack and attachments

  • Economic and financial selection criteriatenderEconomic and financial selection criteria
  • Technical selection criteriatenderTechnical selection criteria