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Annual Financial Inclusion Survey

Closed

Submission Deadline Has Passed

This tender's submission deadline has passed and is no longer accepting applications. The information below is kept for reference purposes.

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Deadline
Expired
February 27, 2026
Contract Details
Category
Open Procedure
Reference
011552-2026
Value
£195,000
Location
United Kingdom
Published
August 08, 2026
CPV Code
Project Timeline

Tender Published

February 09, 2026

Deadline for Questions

February 20, 2026

Submission Deadline

February 27, 2026

Contract Start Date

March 02, 2026

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Budget
£195,000
Duration
9 months
Location
United Kingdom
Type
Open Procedure
75
Quality Score/100
Good

Original Tender Description

Fair4All Finance is seeking a provider to undertake an annual survey of adults in Great Britain examining issues relating to financial product usage and financial exclusion. A key goal is to understand those using unregulated borrowing (e.g., friends, family, unlicenced lenders). The survey must use a minimum sample of 4,000 adults aged 18-75, be nationally representative, and weighted for demographic characteristics. It can be conducted online or in person.

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Requirements & Qualifications

15 requirements across 5 categories

Submission (1)
Mandatory (1)
Compliance (2)
Technical (10)
Financial (1)
SUBMISSION REQUIREMENTS1
--The submission deadline is 2026-02-27T17:00:00+00:00.
MANDATORY EXCLUSION GROUNDS1
--None explicitly stated in the provided tender information.
ELIGIBILITY REQUIREMENTS2
--The provider must be capable of undertaking an annual survey.
--The provider must have experience in the timely delivery of quality data.
TECHNICAL CAPABILITY REQUIREMENTS10
--The service must undertake an annual survey.
--The survey must cover adults in Great Britain.
--The survey must examine issues relating to financial product usage and financial exclusion.
FINANCIAL REQUIREMENTS1
--None explicitly stated in the provided tender information.

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Documents

3 documents available with AI summaries

OCDS RecordDOC
011552-2026_ocds_record.json

Fair4All Finance seeks a provider to conduct an annual, nationally representative survey of at least 4,000 adults in Great Britain on financial product usage and exclusion, with a focus on unregulated borrowing.

OCDS Release PackageDOC
011552-2026_ocds_release.json

Fair4All Finance seeks a provider for an annual, nationally representative survey of at least 4,000 adults in Great Britain (18-75) to examine financial product usage, exclusion, and unregulated borrowing.

Official PDF VersionPDF
011552-2026_official.pdf

Fair4All Finance is seeking a provider for an annual, nationally representative survey of 4,000+ adults in Great Britain on financial product usage and exclusion, with a focus on unregulated borrowing, to be conducted online or in person.

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75
Good

Tender Quality Score

This tender provides a clear description of the required services but suffers from a critical lack of evaluation criteria, impacting transparency and fairness. While the subject matter is socially valuable, the procurement process itself lacks explicit sustainability considerations.

Score Breakdown

Legal Compliance75/100

The tender clearly defines the procedure type and CPV codes, and there are no reported disputes. However, the absence of explicit evaluation criteria and a missing reveal date are significant transparency issues that could lead to legal challenges regarding fairness and equal treatment.

No evaluation criteria specified
Missing reveal date
Clarity80/100

The description of the required survey work, technical requirements, and performance conditions is very clear and unambiguous. However, the complete absence of evaluation criteria severely hinders the clarity of the tender process for potential bidders, making it difficult to understand how proposals will be assessed.

No evaluation criteria specified
Completeness70/100

The tender includes all basic information, specified deadlines, estimated value, and contract duration. All listed documents are available. However, the critical omission of evaluation criteria represents a major gap in completeness, and explicit mandatory exclusion grounds or financial requirements are not detailed in the AI summary.

No evaluation criteria specified
Mandatory exclusion grounds not explicitly stated in AI summary
Fairness85/100

The tender provides full document access, discloses the estimated value, and the requirements appear generic and not tailored to a specific company. However, the lack of evaluation criteria fundamentally undermines fairness and transparency, as bidders cannot understand the basis for award. The absence of e-submission also limits equal access.

No evaluation criteria specified
No e-submission
Practicality65/100

The contract start date, duration, and financing information are clearly provided. However, the lack of electronic submission support is a significant practical drawback in modern procurement, potentially increasing administrative burden for bidders.

No e-submission
Data Consistency90/100

Most key fields are populated, and dates are logical and consistent. There are no reported suspensions or disputes. Minor missing codes for 'Liable Person', 'Type Code', and 'Procedure Code' do not significantly impact overall consistency.

Minor missing codes (Liable Person, Type Code, Procedure Code)
Sustainability50/100

The tender's subject matter, 'financial inclusion', inherently addresses significant social aspects. However, the procurement process itself does not explicitly include green, social, or innovation-focused criteria for bidders to demonstrate their sustainability commitments.

No explicit green procurement criteria
No explicit social criteria for procurement process

Strengths

Clear and detailed description of the required survey work
All essential basic information (title, reference, organization, value, duration) is provided
CPV code is appropriately assigned
Tender documents are available
The subject matter (financial inclusion) has inherent social value

Concerns

Critical absence of evaluation criteria, severely impacting clarity and fairness for bidders
Lack of electronic submission option
No explicit sustainability (green/innovation) criteria for the procurement process
Missing reveal date (transparency issue)
Mandatory exclusion grounds and financial requirements not explicitly stated in AI summary

Recommendations

1. Immediately publish comprehensive evaluation criteria to ensure transparency and fairness for all potential bidders.
2. Implement an electronic submission system to modernize the procurement process and enhance accessibility.
3. Consider incorporating explicit sustainability criteria (e.g., environmental impact, social value in delivery) into future tenders.

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