Research Services Brief 11.11.10 Issue date th 11 November 2010 Deadline for submissions Written responses via E-mail must be received at the Design Council no later than 5.00pm on th Wednesday 24 November 2010. See ‘Process for submissions and requirements’ in section 4 (The Brief) for additional details. Contact for submissions We encourage research agencies to get in touch with any questions on the brief by email prior to submitting a proposal. Please send all submissions and queries to: Marianne Guldbrandsen, Head of Design Strategy Marianne.email@example.com 020 7420 5266 Also, please CC: Ruth Flood, Head of Evidence firstname.lastname@example.org 020 7420 5207 Also, please CC: Amy Kavanagh, Project Coordinator – Sustainability email@example.com 020 7420 5228 Confidentiality In consideration of making this information available to you, you must at all times keep it confidential and not use it for any purpose other than the discussions with the Design Council. Design Council Registered Charity Number 272099 Contents: Page 2 of 13 1. Note to Suppliers page 3 2. Summary page 5 3. Background page 6 4. The Brief page 8 5. Selection Criteria page 11 6. Terms & Conditions page 12 Page 3 of 1. Note to suppliers 13 The Design Council is tendering for an organisation or individual to provide research services to its Independence Matters Programme. This tender includes information on the programme, its background and the research work that is required. This brief explains the Design Council’s requirements as we understand them at the date of issue. Where a budget is stated it is provided as an estimate and is subject to confirmation. We reserve the right to amend the brief in part or entirety at any stage and we reserve the right to choose not to award this contract for any reason. Should you be awarded work in connection with this brief we will expect you to be bound by our standard terms and conditions, available from the Design Council or at: www.designcouncil.org.uk/financialinformation About the Technology Strategy Board The key funding partner for the Independence Matters Programme is the Technology Strategy Board (TSB). The TSB aims to make the UK a global leader in innovation. It promotes and invests in innovation enabled by technology for the benefit of business, to increase economic growth and to improve quality of life. The TSB sees innovation as the successful exploitation of new ideas, thus underpinning economic growth. One of the TSB’s key delivery mechanisms for driving challenge-led innovation is Innovation Platforms. An Innovation Platform is a new approach to delivering innovation which targets a major policy, societal or market challenge. Innovation Platforms embody the TSB principle of ‘Connect and Catalyse’ in that they bring businesses together, adopt a multi-disciplinary approach and make things that would not otherwise happen, happen; leading to above all commercial benefit and a change in behaviour. The Assisted Living Innovation Platform (ALIP) is the Technology Strategy Board’s (TSB) principal approach to addressing the challenge of our ageing society. The ALIP’s task is to understand the role of government regulations and procurement, to work with business and research organisations to identify changes, ways of responding and to subsequently deliver programmes to support the development and delivery of innovative solutions for those with chronic conditions. Its principal aim is to advance the technology to support independent living for people suffering from chronic conditions (CHD, COPD, Dementia, Diabetes) and the increasing number of older adults for the benefit of business and improved quality of life. The ALIP recognizes that to fully realise the health and wellness benefits of technologies in the home we must aim for greater understanding of the ‘user’ in their social context. Health, well being and autonomy are socially patterned and therefore to make independent living technologies more relevant and desirable, there is a need to focus innovation in the social space. We aim to develop a comprehensive approach to assisted living services as we move beyond single disease monitoring and device applications. Additional information on can be found at http://www.innovateuk.org About the Design Council The Design Council is the UK’s national strategic body for design. We believe that design can help people do what they do, better. We promote the use of design throughout the UK’s businesses and public services. We demonstrate that design can play a vital role in strengthening our economy and Page 4 of improving our society. Our primary objective is to help UK managers in both the private and public 13 sectors to become the best users of design in the world, supported by the most skilled and capable design professionals. The Design Council is a registered Charity and an Executive Non Departmental Public Body. Founded in 1945 we have approximately 70 staff based at 34 Bow Street, London. Our purpose is to improve prosperity and well being in the UK by inspiring and enabling the best use of design and to overcome the obstacles to the effective use of design that currently constrain economic and social improvement in Britain. As a body largely funded by the public sector we aim to follow best practice in procurement. The Design Council is subject to the Public Services Contracts Regulations. Additional details are provided on the Design Council’s website at: www.designcouncil.org.uk Page 5 of 2. Summary 13 The Independence Matters Programme (IM) is a joint, design-led programme between the Technology Strategy Board (TSB) and the Design Council (DC). It aims to deliver solutions to enhance independent living and quality of life for older people, with and without long-term conditions. IM consists of two significant projects called ‘Home & Away’ and ‘Keeping Connected.’ ‘Home and Away’ seeks to enable older people to remain living in their own homes for as long as they wish, by developing innovative solutions that help them to live independently. ‘Keeping Connected’ seeks to develop innovative solutions to enable older adults to become more connected inter-generationally, with their family/carers and communities to ensure a sense of connectedness, safety and wellbeing. The following are reasons to get involved in this programme: - The research activity is a critical element of the scoping phase for ‘Home and Away’ and ‘Keeping Connected’ that will support delivering innovative solutions to support independent living - The programme provides a unique opportunity to demonstrate design methodologies as a way to enhance quality of life for older people - The programme will be available for use as a case study after completion Page 6 of 3. Background 13 Societies across the world are faced with immense demographic and economic challenges many of which derive from the fact people are living longer – during the 1998-2025 period, the world’s ageing population (aged 65 plus) will more than double. Although, we are ageing better than ever before, approximately 45% of the UK’s adult population has one or more long-standing condition and the NHS spends around 80% of its budget on treating and managing chronic disease. In addition to those well-managed conditions, growing older in a social, physiological, environmental and psychological context, presents a number of other issues that need urgent attention and resolution. There is significant potential for design and technology to address these issues and propose new solutions, often at minimum cost, for systems, products, services and environments. The DC has already completed work seeking to help tackle a number of societal challenges particularly around health and wellbeing, and has built up a significant body of expertise and knowledge in these areas. The TSB harnesses the best UK innovation aimed at addressing societal challenges and has already investigated in technological innovation across many sectors. The Assisted Living Innovation Platform (ALIP) is the TSB’s principle approach to addressing the challenge of our ageing society. It has already invested in seventeen high quality projects aimed at advancing the technology to support independent living for those with long-term conditions as well as the ageing population. The Design Council has been working with the TSB over a number of months to develop a programme of work that recognises the existing and future roles of technological innovation in this area and exploring how these roles can be enhanced by the Design Council’s user-centred design methodology, bringing the user to the centre of the work. The TSB and the Design Council will undertake two projects: Home and Away - This project’s key aim is to find ways to address the following question: o How can older people continue to stay living independently safe in the knowledge that the basic essentials of life, which make up their independence, are being met? - It is likely that this project will respond to two key needs – mobility and food/nutrition - This project’s duration is approximately from September 2010 – December 2012 - It will involve 2 parts – part 1 involving scoping and developing briefs and part 2 involving developing and delivering innovative solutions through the TSB’s Small Business Research Initiative delivery model of public procurement Keeping Connected - This project’s key aim is to find ways to address the following questions: o How can we bring generations, friends and family together on a regular basis and in a way that benefits older people by providing stimulation, comfort, regular companionship and a general sense of security? o How can we bridge the gap between ‘old tech’ (telephone and television) and ‘new tech’ (computer hardware, firmware and services) to combat isolation loneliness? Is there a role for more forgiving technologies (e.g. word processing which corrects our mistakes?) o How can we use a variety of connections – whether low/ high technology or social – to support our older population to keep connected to family, friends and community? How can we use design-led approaches and methods to promote creative thinking and interaction between the generations to innovate? How can we use this approach to ensure their safety, their sense of security, independence and well being in a variety of settings (e.g. residential, nursing home or hospitals)? - This project’s duration is approximately from September 2010 to May 2011 - This project will involve two parts – Part 1 involving scoping and a schools challenge to develop briefs and Part 2 involving an industry challenge developing and delivering Page 7 of innovative solutions through the Design Council’s delivery model of public procurement 13 Page 8 of 4. The Brief 13 Research Services Overview This tender outlines the range of research work that is required and the associated timeframe. The following approach is being taken for Independence Matters projects ‘Home and Away’ and ‘Keeping Connected’: - Undertake a period of evidence building in order to build a robust and compelling base - Identify, engage and establish continued support from key stakeholders in the independent living / assisted technology / inclusive design arena - Raise the profile of Independence Matters within the health technologies/ independent living industry, design industry, business, the public and private sector, and the media - Generate innovative design solutions via different approaches for both projects - Ensure the programme is sustainable beyond the duration of delivery and outcomes are adopted and diffused to ensure a lasting legacy ‘Health technologies industry’ or ‘independent living industry’ Specifically, the following key areas of work are required to be undertaken for each project: Home & Away: Update existing desk research, which is applicable to Home & Away project topics focusing on mobility and food/nutrition. We need to ensure that there is no duplication with our work, and extend current research work to include the following: - New policy context in relation to the new coalition government. - What is currently happening in both Mobility & Nutrition areas in terms of any other design- led work; examples of social innovation and enterprise; Government funded-projects. - Identification of potential stakeholders to include informative, advisory, voluntary and legislative organisations/individuals. Improving our knowledge and background information of these two areas will feed into the development of the initial briefs for the subsequent SBRI process. - Identify potential SBRI applicants to add to TSB’s existing networks – again within the area of Mobility and Nutrition, and depending on the nature of the final briefs, applicants could be design agencies, academics, companies, social enterprise set-ups, etc. - Dissemination of results and SBRI phase will require identification of the best/most appropriate routes to extend this knowledge. Research is therefore required so that we use web/social media as well as traditional routes such as journals, events, conferences, etc. to share/disseminate knowledge. Keeping Connected: Update existing desk research to ensure that anything applicable to subject matter of ‘Keeping Connected’ is brought up to date. We are also seeking to ensure that there is no duplication with our work. Extend the current research work to cover: - New policy context in relation to the new coalition government. - General desk research on intergenerational projects in the area to include any international examples. - Desk research to inform the development of teaching materials for the Design Challenge for Schools. This will focus on gathering the latest data on key facts, figures, themes, issues. - Identification of potential key stakeholders in this area who could act in an advisory capacity to the project and/or would be interested in responding to the briefs that are developed from the design challenge for schools. Page 9 of - Research into possible dissemination routes and find deliverables and also ways to spread 13 the learning obtained form the schools challenge. Dissemination should include both traditional and novel routes as described in Home and Away above. Key deliverables - Home and Away Research Report: A fully detailed written report will be required as the key deliverable with a succinct executive summary of the key findings and main issues highlighted by the research. - Keeping Connected Research Report: A fully detailed written report will be required as the key deliverable with a succinct executive summary of the key findings and main issues highlighted by the research. About the Tender We will work collaboratively with the chosen supplier to refine the brief and ensure the best outputs possible. Budget The initial budget for the project is approximately £15,000 including expenses and VAT at the standard rate. Value for money will be an important consideration and proposals that emerge at a lesser cost than the available budget are welcomed. We would encourage the supplier to think carefully about ways to ensure that we gather robust data within the confines of a fairly restricted budget. The Design Council has charitable status and therefore would wish to take advantage of any such discount that is offered. Process for submissions and requirements Submission requirements If you are interested in quoting for this work, you should produce a submission of no more than 8 pages that includes: - Your understanding of the requirements outlined in the brief - An outline of the methodology you would expect to use for the work required - Any potential issues that may arise and how you will overcome them - The team of individuals that will work on the contract, their skills and experience - Examples of expertise in this area or of these sorts of project - A breakdown of all the costs associated with the contract, including daily rates Timetable Below is the timetable for appointing this work: th - Tender advertised: 11 November th - Tender response due by: 5pm on 24 November th - Interviews: 30 November nd - Appointed: 2 December rd - Inception meeting: 3 December - Fortnightly face-to-face catch up from thereafter - Home & Away Draft Report: Early January - Keeping Connected Draft Report: Early January - Home & Away Final Report: Mid January - Keeping Connected Final Report: Mid January Page 10 Terms and Conditions of 13 The successful candidate will be expected to agree to our standard supplier terms and conditions which are available at: www.designcouncil.org.uk/procurement Page 11 5. Selection Criteria of 13 The tender will be awarded according to performance against the following criteria: - Experience of undertaking similar sorts of projects - Evidence of an understanding of ageing/long term conditions and its psycho-social or socio- political contexts - Evidence of an understanding of design and user-led methods - Proposed methodology in response to our brief’s requirements - How potential challenges identified will be dealt with - Any additional methodological suggestions - Capacity to meet the delivery timescales of the project - Proposed budget - Value for money Page 12 6. Design Council Terms and Conditions of 13 This Purchase Contract constitutes a contract between the Supplier and the Design Council for the supply of the goods or services specified overleaf. The earlier of (i) issue to the Design Council of an acceptance or order confirmation in response to this Purchase Contract; or (ii) Delivery of the goods or services or any part thereof, shall be deemed to be an unconditional acceptance by the Supplier of all the terms and conditions contained herein. Non-acceptance: The Supplier must notify the Design Council in writing within 14 days of receipt of this Purchase Contract if it will not accept or fulfil it. If the Supplier fails to notify the Design Council within the 14 day period the Design Council may seek reimbursement for any loss or damage sustained as a result. Over-riding terms: This Purchase Contract constitutes the entire agreement and understanding of the parties relating to its subject matter, to the exclusion of any other terms and conditions issued by either the Design Council or the Supplier. No variation to this Purchase Contract shall be of any effect unless made and approved in writing on behalf of the Design Council by an authorised officer. A list of officers authorised from time to time may be obtained on application to the Finance Officer of the Design Council. Supply: Any goods or services supplied by the Supplier under this contract shall conform to any specifications contained herein and any provided by the Supplier or advised by the Design Council. Subject to compliance with those specifications goods shall be of the best available quality, material and workmanship, free from any defect and fit for the purposes for which they are intended and shall comply with all applicable regulatory, legal and other such requirements. The Supplier shall supply the goods or services outright and free from any encumbrance. The Supplier shall provide the services in an expert and diligent manner in accordance with best industry practice and to the best of its ability. The Supplier shall ensure that materials given or loaned to it by the Design Council for use by the Supplier as part of this contract are in good order and suitable for the purpose for which they are intended. All documents, drawings, specifications, patterns and tools supplied to the Supplier by the Design Council in pursuance of this contract shall remain the property of the Design Council and shall be delivered back to the Design Council on completion. Delivery: Delivery shall be to the Design Council’s address as specified in this Purchase Contract, and shall be no later than the date specified by the Design Council (or to such other place and on such date as specified by the Design Council prior to delivery). In the absence of any other instruction delivery will be in normal business hours and at the Supplier's cost. If the Supplier is unable to deliver the goods onto the specified premises because of insufficient labour, the Design Council may supply such additional labour as is required to complete the delivery and recover the cost of the additional labour from the Supplier. The Design Council shall not be obliged to accept any delivery other than as specified herein. Normal business hours: Normal business hours are 9.30am to 5.30pm Mondays to Fridays excluding Bank Holidays. The Design Council may close for business on additional days particularly between Christmas and New Year and at Easter and that these additional days are not included in normal business hours. Risk: The Supplier shall bear any risk of loss or damage in connection with the goods or services and any property loaned to it by the Design Council as part of this Purchase Contract until they have been delivered (including off-loading and stacking) or returned. Title: Title to goods shall pass to the Design Council immediately upon delivery. Any property of the Design Council which is in the possession of the Supplier as part of this Purchase Contract shall be clearly identified by the Supplier as the property of the Design Council. Price: The Supplier shall supply the goods or render the services at the price or at the unit price stated herein. In the absence of any other agreed price the Supplier shall be entitled to charge for the supply in accordance with its current published price schedule. Trade discounts: The Supplier shall allow trade discounts at rates agreed with the Design Council from time to time. Trade discount shall be allowed at a rate which is no lower than the customary discount of the business or trade. In the absence of evidence to the contrary, the customary discount shall be the lowest discount allowed by the Supplier to any of its trade customers. Indemnity: The Supplier shall indemnify the Design Council against all direct, indirect or consequential liability, loss, damages, injury, costs and expenses (including legal and other professional fees and expenses) awarded against or incurred or paid by the Design Council as a result of or in connection with any act or omission of the Supplier in the performance of, arising out of, or consequent upon any breach of, this Purchase Contract. Liability: Nothing in this Purchase Contract shall limit the Design Council's liability for death or personal injury resulting from the Design Council's negligence or for fraud. The aggregate liability of the Design Council in respect of any loss or damage suffered by the Supplier and arising out of or in connection with this Purchase Contract shall not exceed the amount of the price/fee payable by the Design Council to the Supplier pursuant to this Purchase Contract. The Design Council shall not be liable for (i) any loss arising from or in connection with loss of revenues, profits, contracts or business; (ii) any loss of goodwill or reputation; or (iii) any indirect or consequential losses; suffered or incurred by the Supplier arising out of or in connection with this Purchase Contract. Cancellation and termination: This Purchase Contract may be cancelled by the Design Council at any time prior to delivery. [In that event the Design Council shall reimburse to the Supplier any reasonable expenditure which the Supplier has incurred solely in connection with this contract up to the time of cancellation, and any property acquired by the Supplier as a result of that expenditure shall become the property of and be delivered to the Design Council.] The Design Council shall have the right at any time by giving notice in writing to the Supplier to terminate this Purchase Contract forthwith and without liability or obligation to reimburse the Supplier if the Supplier commits a breach of any of the terms and conditions of Page 13 this Purchase Contract or becomes insolvent. In the event of the cancellation or termination of this Purchase Contract any of 13 property of the Design Council in the possession of the Supplier shall immediately be delivered to the Design Council. Intellectual Property: The Supplier warrants that any use by the Design Council of the goods or other materials supplied will not infringe the intellectual property rights of any third party. All intellectual property rights any materials created in the course of providing services under this Purchase Contract shall be vested in the Design Council. The Supplier hereby irrevocably assigns to the Design Council all the Supplier's right, title and interest in and to any and all present and future intellectual property throughout the world relating to all such materials, and waives any claim to related moral rights. Confidentiality: Except as required by law, the Supplier shall keep in strict confidence all confidential information (including, without limitation, any designs, inventions, know-how, specifications, processes, initiatives, or any other information relating to business, technical, financial or other affairs) concerning the business or products of the Design Council or any of its clients, suppliers or contacts which the Supplier may obtain. Gifts and inducements: The Supplier shall not make or offer any gift to any member of the Design Council or its staff as an inducement to enter into this Purchase Contract or as an inducement to make any concession for the benefit of the Supplier in connection with this Purchase Contract. Payment: The Supplier shall invoice the Design Council in respect of all amounts due under this Purchase Contract. A valid invoice will be due for payment (and any entitlement to early payment discount, if applicable, shall be calculated from) 30 days from (i) the date the invoice is dispatched or (ii) if later, the date of delivery of the goods or services. Compensation for late payment: The Supplier shall be entitled to charge interest at Barclays Bank base rate on the value of valid invoices raised in connection with this Purchase Contract which are due for payment by the Design Council and which remain unpaid within seven working days of the due date as a result of any failure of the Design Council. Law and jurisdiction: This Purchase Contract shall be governed by English law and the parties submit to the non-exclusive jurisdiction of the English courts.