789051-event.pdf

Awarded To: Experience Dynamics - 150,000.00 USD

Multnomah County Library Website Usability Testing Services Multnomah County Library seeks a contractor to provide usability testing services of our website, www.multcolib.org, with the goal of learning how identified users access information and resources.

Open 11/15/2019 8:00 AM PST Type Request for Intermediate Proposals

(RIP)

Close 12/9/2019 4:00 PM PST Number RIP-58-2020 Currency US Dollar

Sealed Until 12/9/2019 4:00 PM PST

Payment Terms 0% 0, Net 30

Contacts

Lisa Emery lisae@multco.us

Phone +1 503-988-3355 ext. 83355

Commodity Codes

Commodity Code Description

80101507 Information Technology Consulting Services

41105900 Libraries & Related Materials

83121500 Libraries

17 January 202017 January 2020 mailto:lisae@multco.us mailto:lisae@multco.us mailto:lisae@multco.us

Description

PRE-PROPOSAL CONFERENCE:

There will not be a pre-proposal conference for this sourcing event.

INTRODUCTION

Multnomah County Library provides a variety of physical and digital material to support the informational, educational, and recreational needs of our community. The collection reflects the diverse population of our county including several languages, Chinese, Russian, Spanish and Vietnamese. Library users of all ages can access the entire collection.

Multnomah County Library adheres to the principles of intellectual freedom, which favor liberty of thought and an opposition to censorship. We support your right to access a wide variety of materials even if the content may be controversial, unorthodox or unacceptable to others.

Multnomah County Library’s Mission: Empowering our community to learn and create. Multnomah County Library uses three-year priorities to shape what we do and explain how we do it. In a world that changes quickly, we build those priorities on four pillars that will not change. Our pillars are:

• Free access for all

• A trusted guide for learning

• The leading advocate for reading

• A champion for equity and inclusion

Multnomah County Library Priorities 2019-2021:

• Making connections for a stronger community

• Removing barriers

• Helping meet basic needs

• Honoring the past, embracing the future

SCOPE OF WORK

Our goal is for library users to find the information they need to support online learning with minimal barriers.

Following website user-testing best practices/industry standards, targeted users will be engaged to see if users can successfully find information on the library’s website, multcolib.org. Identified targeted users can include:

• Teens

• Educators

• Caregivers

• Patrons with disabilities

• Staff

Measurable goals include:

• Learning the pathways identified patrons take to successfully find the information they are seeking

• Information acquired via user-testing and professional evaluation provides context and guidance for future developments on pages designed for youth, teens, parents/caregivers, educators and other users of the library website.

• Library staff understand how users access information on multcolib.org.

• This information gathered will inform the next generation of our website and serve as an education piece for staff / stakeholders who have a strong connection to the way information is displayed and organized on the library’s website, but perhaps have not had the opportunity to see how users engage with it.

17 January 202017 January 2020 https://multcolib.org/sites/default/files/PRIORITIES%20-%202019-2021_0.pdf https://multcolib.org/

User Research Objectives:

What: Qualitative 1:1 interviews and site walk through (desktop and mobile) with identified targeted users in order to understand current frustrations, work- arounds and needs that can be translated into site improvements.

Why: Usability testing provides feedback from actual user behavior, so you can have data- informed conversations. Accessibility testing* at this stage will audit what is currently working and inform direction for the new design. *Inclusion of all major disability groups: visual (blind, low vision, color blindness), deaf/hard of hearing, motor (inability to use a mouse, slow response time, limited fine motor control), cognitive (Learning Disabilities, distractibility, inability to remember or focus on large amounts of information or complex steps).

Iterative research approach:

We reserve the right to conduct the research in multiple phases, phases 1 and 2 outlined below, based upon what is in the best interest of the library to obtain our overall objectives.

Phase 1: Baseline insights and direction

• Usability & Accessibility testing

• UI Prototyping- Design sprint facilitation

Accessibility testing process Phase 1

• Section 508 audit

• Test facilitation with disabled users

• Test data analysis

• Test report back

UI Prototyping- Design sprint facilitation

• Collaborative design workshop: Design Sprint facilitation. The workshop spends 5 days re-imagining the new site based on actual patron data and pain points.

• Provide support with UX expert interpreting findings into Usability and Accessibility compliant layouts, navigation and interface elements.

• Collaborate with MCL to steer the new design direction with best practice (avoid known issues for mobile UX, accessibility and usability).

Phase 2: New designs validation and compliance

• Usability & Accessibility testing on new design

• Accessibility QA on live code

• Validation of new design direction (desktop and mobile) with teens, caregivers and educators in order to uncover any issues prior to launch.

•Why: Accessibility testing will aim at testing compliance with Section 508 Refresh and WCAG 2.0 AA.

• *Inclusion of all major disability groups: visual (blind, low vision, color blindness), deaf/hard of hearing, motor (inability to use a mouse, slow response time, limited fine motor control), cognitive (Learning Disabilities, distractibility, inability to remember or focus on large amounts of information or complex steps).

METHOD OF AWARD

A contract will be awarded to the proposer with the highest scoring proposal.

ESTIMATED PURCHASES

The library has budgeted approximately $20,000.00 for phases 1 & 2 of these services. The County does not guarantee that any minimum amount of services will be purchased. 17 January 202017 January 2020 https://multcolib.org/sites/default/files/PRIORITIES%20-%202019-2021_0.pdf

METHOD OF CONTRACTING

A Services Contract form is provided in the Buyer Attachments page showing the standard terms and conditions. Carefully review the terms and conditions of the Contract. Additional Contract terms related to this procurement, if any, are set out below in the section entitled Term of Contract and may be subject to change.

TERM OF CONTRACT

The awarded contract may be up to five (5) years or $150,000.00 total.

CONTRACT NEGOTIATIONS

The County will initiate contract negotiations with the responsive and responsible Proposer with the highest scoring proposal. Multnomah County may, at its option, elect to negotiate general contract terms and conditions, services, pricing, implementation schedules, and such other terms as the County determines are in the County’s best interest. If negotiations fail to result in a contract, the County reserves the right to terminate the negotiations and initiate contract negotiations with the next highest scoring responsive and responsible Proposer.

This process may continue until a contract agreement is reached.

INSURANCE REQUIREMENTS

The insurance requirements in the Buyer Attachments called Sample Exhibit 2 are the County standards and at the time of contract negotiations these maybe modified, removed, or other types added depending on the services being provided.

PRE-AWARD RISK ASSESSMENT

Successful proposers whose contract award includes federal funding (as identified by a Catalog of Federal Domestic Assistance number) will be subject to a PreAward Risk Assessment (which includes an evaluation of financial stability, quality of financial /management systems, experience with federal funds, reports and findings from audits) completed by Multnomah County (if one has not been submitted in the last year) prior to the issuance of a contract. Contractors who fail to submit the required documents will not be eligible for a contract from the County.

17 January 202017 January 2020 https://multcolib.org/sites/default/files/PRIORITIES%20-%202019-2021_0.pdf

Required to View Event

Prerequisites Required to Enter Bid

1. Proposer/Bidder agrees to receive all correspondence electronically and are responsible for keeping their supplier portal updated with current contact information.

2. CONFIDENTIALITY - Please read the statutory requirements in the prerequisite link.

3. Please review the statements in this certification regarding Assurances, Certification Regarding Debarment, Suspension and Other Responsibility Matters and Certification Regarding Conflict of Interest.

17 January 202017 January 2020

Buyer Attachments

1. Responding to a Sourcing Event - MMP Supplier Guide

2. Procedural Instructions (Proposals)

3. Sample County Services Contract

4. Sample Exhibit 2

5. Sample Exhibit 3

6. Sample Exhibit 4

7. Supplier Checklist

17 January 202017 January 2020 https://s3.amazonaws.com/solutions-selectsite-documents/Sourcingevent/789051-675837122Responding%20to%20a%20Sourcing%20Event%20-%20MMP%20Supplier%20Guide.pdf?AWSAccessKeyId=AKIAJ5HNJE5DFBZ5ONSA&Expires=1642366144&Signature=vMwup2FodkNWvI3ESEu7Xdwa3wA%3D https://s3.amazonaws.com/solutions-selectsite-documents/Sourcingevent/789051-675837122Responding%20to%20a%20Sourcing%20Event%20-%20MMP%20Supplier%20Guide.pdf?AWSAccessKeyId=AKIAJ5HNJE5DFBZ5ONSA&Expires=1642366144&Signature=vMwup2FodkNWvI3ESEu7Xdwa3wA%3D https://s3.amazonaws.com/solutions-selectsite-documents/Sourcingevent/789051-817777238Procedural%20Instructions_Proposals%2006.26.19%20%281%29.pdf?AWSAccessKeyId=AKIAJ5HNJE5DFBZ5ONSA&Expires=1642366144&Signature=gcYh7osEovhzOdP7t3QxD972%2BGw%3D https://s3.amazonaws.com/solutions-selectsite-documents/Sourcingevent/789051-817777238Procedural%20Instructions_Proposals%2006.26.19%20%281%29.pdf?AWSAccessKeyId=AKIAJ5HNJE5DFBZ5ONSA&Expires=1642366144&Signature=gcYh7osEovhzOdP7t3QxD972%2BGw%3D https://s3.amazonaws.com/solutions-selectsite-documents/Sourcingevent/789051-668245753Sample%20county_services_contract_final_1.1.17.%20%285%29.pdf?AWSAccessKeyId=AKIAJ5HNJE5DFBZ5ONSA&Expires=1642366144&Signature=Bu7BcRrdJJn3A7p3IFTPkDw3Jyw%3D https://s3.amazonaws.com/solutions-selectsite-documents/Sourcingevent/789051-668245753Sample%20county_services_contract_final_1.1.17.%20%285%29.pdf?AWSAccessKeyId=AKIAJ5HNJE5DFBZ5ONSA&Expires=1642366144&Signature=Bu7BcRrdJJn3A7p3IFTPkDw3Jyw%3D https://s3.amazonaws.com/solutions-selectsite-documents/Sourcingevent/789051-878849658RIP-58-2020%20Sample%20Exhibit%202.pdf?AWSAccessKeyId=AKIAJ5HNJE5DFBZ5ONSA&Expires=1642366144&Signature=e9lPHtmZWhN6g4DvDN%2BQm1fK2nc%3D https://s3.amazonaws.com/solutions-selectsite-documents/Sourcingevent/789051-878849658RIP-58-2020%20Sample%20Exhibit%202.pdf?AWSAccessKeyId=AKIAJ5HNJE5DFBZ5ONSA&Expires=1642366144&Signature=e9lPHtmZWhN6g4DvDN%2BQm1fK2nc%3D https://s3.amazonaws.com/solutions-selectsite-documents/Sourcingevent/789051-668245511Sample%20Exhibit_3_-_certification_statement_for_corp.pdf?AWSAccessKeyId=AKIAJ5HNJE5DFBZ5ONSA&Expires=1642366144&Signature=RY%2Bj4ykN7qBW2ilKaWsFOOJPljA%3D https://s3.amazonaws.com/solutions-selectsite-documents/Sourcingevent/789051-668245511Sample%20Exhibit_3_-_certification_statement_for_corp.pdf?AWSAccessKeyId=AKIAJ5HNJE5DFBZ5ONSA&Expires=1642366144&Signature=RY%2Bj4ykN7qBW2ilKaWsFOOJPljA%3D https://s3.amazonaws.com/solutions-selectsite-documents/Sourcingevent/789051-668245512Sample%20Exhibit_4_-_workers_comp_exemption_certificate_08_20_13.pdf?AWSAccessKeyId=AKIAJ5HNJE5DFBZ5ONSA&Expires=1642366144&Signature=z72MJU4FRrRKNS3nT5KFKIL%2BSQ4%3D https://s3.amazonaws.com/solutions-selectsite-documents/Sourcingevent/789051-668245512Sample%20Exhibit_4_-_workers_comp_exemption_certificate_08_20_13.pdf?AWSAccessKeyId=AKIAJ5HNJE5DFBZ5ONSA&Expires=1642366144&Signature=z72MJU4FRrRKNS3nT5KFKIL%2BSQ4%3D https://s3.amazonaws.com/solutions-selectsite-documents/Sourcingevent/789051-876538811RIP-58-2020%20Supplier%20Checklist.pdf?AWSAccessKeyId=AKIAJ5HNJE5DFBZ5ONSA&Expires=1642366144&Signature=W1pxps4136mOvIA8j2P%2FKqiEIDg%3D https://s3.amazonaws.com/solutions-selectsite-documents/Sourcingevent/789051-876538811RIP-58-2020%20Supplier%20Checklist.pdf?AWSAccessKeyId=AKIAJ5HNJE5DFBZ5ONSA&Expires=1642366144&Signature=W1pxps4136mOvIA8j2P%2FKqiEIDg%3D

Questions Required Questions

Group 1.1: Company Certification Information - This section is not scored

1.1.1 State of Incorporation

1.1.2 Date of Incorporation

1.1.3

ASSURANCES - Proposer attests that Proposer is a resident proposer, as described in ORS 279A.120, of the State of (ENTER STATE) and has not discriminated against any minority, women, or emerging small business enterprises certified under ORS 200.055 or a business enterprise that is owned or controlled by or that employs a disabled veteran as defined in ORS 408.225 in obtaining any required subcontracts, in accordance with ORS 279A.110.

Enter State:

1.1.4 Where Proposer is unable to certify to any of the statements in Proposer Representations and Certifications of the pre-requisite, Proposer shall provide an explanation to their offer here.

1.1.5

The Proposer certifies to the best of its knowledge and believe that neither it nor any of its principal participants and agents has or has had the following relationships with the specific firm(s)/individual(s), identified below, which may be determined to be an organizational conflict of interest. I understand that based on the information provided by Proposer, Multnomah County may exclude the Proposer from further consideration and may withdraw its selection if the real or apparent organizational conflict of interest cannot be avoided or mitigated. Proposer further certifies that the degree and extent of the relationship of the Proposer with these named firm(s)/individual(s) will be fully disclosed:

1.1.6 Upload additional explanation as needed

1.1.7 Name of person submitting the Proposal:

1.1.8 Title of person submitting the Proposal:

1.1.9 I represent that I am at least eighteen (18) years of age.

1.1.10 I represent that the printing of my name and the submittal of a Proposal is intended to authenticate this writing and to have the same force and effect as my manual signature.

1.1.11 I represent that I am either authorized to bind the Proposer, or that I am submitting the Proposal on behalf of and at the direction of the Proposer's representative authorized to contractually bind the Proposer.

1.1.12 I represent that the Proposer and/or its applicable representative(s) has reviewed the information contained in this Proposal and that the information submitted is accurate.

Group 2.1: Programmatic Questions (75 points available)

2.1.1 Describe your methodology and approach to the UX design process and usability testing including research, tools, phases, output and deliverables that would be recommended for this project. (40% of Programmatic Group total points available)

2.1.2 Describe your recent experience with Section 508 Standards review. (20% of Programmatic Group total points available)

2.1.3 Describe the most frequent types of design mistakes that hamper accessibility for all users.

(5% of Programmatic Group total points available)

2.1.4 Describe a recent project that was successful - include what went well and any lessons learned. (5% of Programmatic Group total points available)

2.1.5 In looking at multcolib.org, are there any immediate opportunities to improve the usability of the library’s website? (0% of Programmatic Group total points available)

2.1.6

Describe the individual and combined costs for phases 1 & 2 outlined in the Description.

Describe any additional work that may be needed to accomplish the project goals which may be considered for a future phase of the project. Supporting cost documentation may be uploaded as a Supplier Attachment. (20% of Programmatic Group total points available)

2.1.7

Describe the timeline for phase 1, phase 2 and any proposed future phases that would be necessary to complete the goals outlined in the Description. Supporting timeline documentation may be uploaded as a Supplier Attachment. (10% of Programmatic Group total points available)

Group 2.2: Responsible Business Practice Questions (25 points available)

2.2.1

Do you provide bus passes for employees or end users? Do you encourage your employees or end users to use public transportation? Do you capture metrics on the effectiveness of using public transport? Evaluation Criteria: We are looking for metrics on how public transportation has a positive environmental impact on the community by reducing climate change, increases in energy savings, and reduction on the dependence of oil. (40% of Responsible Business Practices Group total points available)

2.2.2

Describe in detail how your agency recruits a diverse workforce and end user testers. How do you approach internal on-the-job training, mentoring, technical training and/or professional development opportunities addressing diversity? Evaluation Criteria: Describe the process(es) used to ensure you recruit a diverse workforce that reflects the community where you provide services. We do want to hear specific examples of how you plan these recruitments to reach a broad audience. What types of projects or initiatives have been implemented to ensure your community knows of available opportunities. (40% of Responsible Business Practices Group total points available)

2.2.3

Describe in detail, job creation and length of the positions (permanent & temporary), skills training, and goods/services purchases locally which provide for a positive economic impact.

Evaluation Criteria: We are looking to see if organizations help their employees, end users, and community have a positive impact through job creation, skills training with an emphasis on long term positions. Details on mentorships and internship programs are encouraged.

(20% of Responsible Business Practices Group total points available)

Group 2.3: Sample Contract (0 points available)

2.3.1

Do you have any exceptions to Multnomah County's standard service contract terms and conditions or insurance requirements listed on Exhibit 2? Sample contract and exhibits are available to download under Buyer Attachments. (0% of Sample Contract Group total points available)

2.3.2 If yes, please note any exceptions. (0% of Sample Contract Group total points available)

Product Line Items Product Line Items

There are no Items added to this event.

Service Line Items Service Line Items

1.

# Item Name, Commodity Code, Description Allow Alternates Qty. UOM Requested Service Delivery

S1 Library Website Usability Testing Services 150,000 USD - US Dollar