Tees Valley, UK Government and Decerna logos

Request for Quotation (RFQ)

Reference: 203-RFQ-241216C | Version 1.0

Behavioural Change Support

Background

The UK Shared Prosperity Fund (UKSPF) replaced the European Structural and Investment Funds (ESIF) and provides funding for local investment until 31 March 2025. In Tees Valley (Darlington, Hartlepool, Middlesbrough, Redcar & Cleveland and Stockton-on-Tees), UKSPF supports local businesses through specialist providers delivering targeted support across different business needs and sectors.

Tees Valley Net Zero (the "project") is delivered by Decerna on behalf of the Tees Valley Combined Authority, the Tees Valley Mayor, and the Tees Valley Business Board.

The project provides practical steps to help businesses reduce costs and save carbon. The project provides access to a wide range of support including self-help guides, energy information sessions, CPD-accredited energy management workshops, free energy assessments and grant funding. A £1M grant fund provides 500 grants of £2,000 each to support net zero investments.

Opportunity

Develop a comprehensive package of materials, tools, and initiatives for sustainability-related behavioural change campaigns within businesses.

Specification

While businesses increasingly prioritise sustainability in their strategic planning, there remains a gap between leadership goals and employee engagement, hindering the progress and pace of sustainability initiatives. Current market solutions often focus on technical aspects and top-down policies, overlooking the critical role of employees in achieving sustainability goals, especially in small and medium enterprises. We believe that successful plans require active participation from all levels, as well as tools, materials, and practical methods for effectively engaging employees.

To address this, we aim to develop a comprehensive package of materials and tools for behavioural change campaigns that transform sustainability from long-term strategies into workplace culture and daily actionable choices. Our programme focuses on empowering employees to become active participants in their company's sustainability journey through practical, engaging, fun, and evidence-based tools.

We propose a phased approach:

Deliverables

Activity Phase Deliverable Description
A) Market Analysis and Best Practices Research Framework and fundamental report An introduction report to the sustainability-minded behavioural impact and fundamentals of human behavioural science
Market research and best practices report A collection of best practices and successful global initiatives, solutions and sustainability campaigns at business levels
Analysis of the best practices A review and synthesis summary of the identified practices and documentation of the transferable lessons to Tees Valley businesses
B) Behavioural Change Toolkit Development Visual communication materials Visual communication and informative materials (posters, infographics, how-to-use graphics, flyers)
Digital content and materials Digital assets and materials for internal communications and sustainability-awareness campaigns
Implementation guide Step-by-step guide to implement an effective behavioural change campaign within SMEs
Measuring and tracking methods Methods and metrics to measure and track employee engagement success
C) Interactive Tools and Activities Interactive engagement tools, activities, or games Customisable, engaging and interactive tools and activities about sustainability behavioural and practices (e.g. team challenges, ready-to-print card/board games, rewards systems, workshops, group activities and campaigns)

Timescales

Milestone Date
RfQ Published Monday 16 December 2024
Clarification Deadline Thursday 2 January 2025 (16:00)
Proposal / RfQ Deadline Monday 13 January 2025 (12:00 noon)
Shortlist Interviews Wednesday 15 January 2025
Contract Award Thursday 16 January 2025
Kick-off Meeting Monday 20 January 2025
Presentation of Initial Findings & Recommendations Monday 10 February 2025
Draft Deliverables Friday 7 March 2025
Final Deliverables Friday 14 March 2025
Handover Meeting Friday 21 March 2025

Financials

Maximum Budget: £48,000 (excluding VAT).

Payment Schedule

Deliverable Payment
Acceptance of Project Plan following Kick-off Meeting 30%
Acceptance of Deliverables 70%

Payment Terms: Approved invoices will be paid within 0-1 working days.

Deadline: All activity and defrayment must occur no later than 31 March 2025.

Assessment Criteria (100 points total)

Criteria Points Assessment Criteria Assessment Scoring
Quality 70 Technical Understanding and Methodology (25 points)
  • Demonstrated understanding of behavioural science principles and evidence-based behavioural change methodologies
  • Quality and robustness of proposed research and development methodology
  • Understanding of business sustainability challenges and opportunities in SME settings
  • Experience in delivering similar behavioural change initiatives at business scale
0 = No response
1-5 = Poor response
6-10 = Basic response
11-15 = Good response
16-20 = Very good response
21-25 = Excellent response
Practicality and Implementation (25 points)
  • Clarity and usability of all proposed materials and tools for SME users
  • Effectiveness of proposed engagement and communication strategies
  • Quality of measurement and tracking approaches
  • Scalability and adaptability of solutions across different business types and sizes
0 = No response
1-5 = Poor response
6-10 = Basic response
11-15 = Good response
16-20 = Very good response
21-25 = Excellent response
Innovation and Added Value (20 points)
  • Creativity and innovation in proposed solutions
  • Integration of proven engagement techniques like gamification
  • Additional features or approaches that enhance effectiveness
  • Sustainability and longevity of proposed solutions
0 = No response
1-4 = Poor response
5-8 = Basic response
9-12 = Good response
13-16 = Very good response
17-20 = Excellent response
Value for Money 15
  • Competitive day rates
  • Appropriate allocation of resources
  • Clear breakdown of costs
  • Added value elements
0 = No response
1-3 = Poor response
4-6 = Basic response
7-9 = Good response
10-12 = Very good response
13-15 = Excellent response
Cost 15
  • Calculated by reference to lowest price proposal, each proposal weighted proportionately
Score = (Lowest Price / Proposal Price) × 15

Submission Requirements

Item Requirements
Technical Proposal
(max 15 pages)
Understanding and Methodology
  • Understanding of behavioural science principles and SME sustainability challenges
  • Research approach for analysing best practices and market solutions
  • Process for developing toolkit materials and campaign resources
  • Methods for creating interactive engagement tools and activities
  • Methods for measuring behaviour change impact
Experience and Expertise
  • Relevant experience delivering behavioural change initiatives
  • Case studies of similar projects and outcomes achieved
  • Team expertise in behavioural science and sustainability
  • Track record of developing engagement tools and materials
  • Evidence of successful SME implementations
Project Management & Deliverability
  • Detailed project plan and resource allocation
  • Quality assurance and review processes
  • Risk management approach and mitigation strategies
  • Team structure and roles
  • Methods for ensuring SME usability and adoption
Financial Proposal
(max 2 pages)
  • Total fixed price (excluding VAT)
  • Breakdown of costs by deliverable
  • Day rates for key team members
  • Resource allocation across deliverables
Format
  • 10pt minimum font size
  • All documents in PDF format
  • Maximum file size 8MB per document
Platform
Key Dates
  • Clarification deadline: Thursday 2 January 2025 (16:00)
  • Submission deadline: Monday 13 January 2025 (12:00 noon)