Attachment A - Statement of Work.pdf

Attachment A – Statement of Work Title: Qualtrics Survey Services Solicitation Number: 1333ND26QNB730025

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STATEMENT OF WORK

Title: Qualtrics FedRAMP Survey Services, including Sampling and Remuneration

Services

I. BACKGROUND INFORMATION

The Engineering Laboratory (EL) at the National Institute of Standards and Technology (NIST) conducts survey and data collection to support a number of projects. Data collection instruments (i.e., surveys) help gather data otherwise unavailable and fill in important gaps in understanding decision-making processes and individual-level outcomes. In the current survey collection, the survey scripting, sampling, and data collection will be conducted by NIST and NIST-associated researchers. NIST requires remuneration and survey sampling services (e.g., survey frame) to be performed by a contactor using the Qualtrics software.

The EL has built a number of data collection instruments in collaboration with other institutions using the Qualtrics Platform. Of the survey tools approved for use at NIST, Qualtrics is the only platform that can successfully support the EL’s ongoing data collection needs as well as the requirement for remuneration services for survey respondents in upcoming critical work. Only Qualtrics allows for increased data quality, reduced burden on the respondent, and complex study design. In addition, Qualtrics offers more advanced reporting options with complex analytics capabilities built into the platform. It also provides multiple options to create branches of questions based on logic and more logic choices during survey creation/coding. Most importantly, the critical function of remuneration can take place through Qualtrics itself, which is essential for all data collections that fall under the approved PRA Generic Clearance OMB 0693- 0089 NIST Generic Clearance for Decision Science Data Collections (expiration Sept. 2027).

II. PURPOSE

The purpose of this procurement is to obtain Qualtrics FedRAMP Survey Services, including Sampling and Remuneration Services.

PLACE OF PERFORMANCE

The place of performance shall be at the Contractor’s facility.

PERIOD OF PERFORMANCE

The period of performance shall be a base period of 12 months plus two (2) 12-month option periods as follows:

Base Period: March 1, 2026 through February 28, 2026 Option Period 1: March 1, 2027 through February 28, 2027 Option Period 2: March 1, 2028 through February 28, 2028

III. SPECIFIC REQUIREMENTS

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TASKS

Task 1. Survey Collections with sample frame and incentive management

The Contractor shall:

1.1 Provide survey respondent and survey frame services using Qualtrics as the survey design software. Anticipated sample frames/audiences include, but are not limited to: general population, homeowners, small and medium-businesses

1.2 Provide incentive management and verification of incentive receipt, including all contact concerning remuneration with survey respondents via redemption logs. Provide a written quote for each survey deployment using Qualtrics as the survey design software.

NOTE: Regarding Population and Remuneration services: NIST will work with the contractor to ensure the contact details necessary for the contractor to provide remuneration services on a rolling basis. Contracted online panels are acceptable/desired for Task1 and Optional Tasks.

Recruitment from NIST lists is relevant, but not the only source for recruitment. The email contacts provided in survey data collections may be maintained as a source of PII.

1.3 Provide each respondent with that individual’s remuneration amount in the form of a gift card within seven (7) business days after NIST provides the individual’s associated respondent information.

NOTE: There are no restrictions on the incentive type/brand used. The Government will work with the contractor on the specific incentives used. Translations are not needed.

1.4.Provide remuneration for the number of participants at the dollar value determined in writing by the NIST Technical Point of Contact (TPOC) or Contracting Officer Representative (COR) for a total remuneration of all participants not-to-exceed $12,000. NOTE: The contractor shall not proceed with this task until the cost per respondent is determined in writing by the TPOC or COR.

NOTE: The contractor shall not proceed with this task until the cost per respondent is determined in writing by the TPOC or COR. There is no estimate for the total number of gift cards.

However, the typical value will be between $5-$30 each.

1.5 Submit only quality responses, which will be determined by successful completion of attention check questions. Data shall be provided in .CSV format for completed survey responses. NIST develops the attention checks. Quality responses are those that do not have incorrect responses for the attention check questions.

NOTE: NIST will manage participant support for incentive and survey issues and pass along select cases to the contractor.

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1.6 Perform remuneration and contract services for up to 100 survey instruments (i.e., 100 surveys are the maximum).

1.7 Participate in monthly status meetings to be held via video or telephone conference at a regular and mutually agreeable time and shall include the following:

• Project status,

• Discussion of sample frame,

• Number of remuneration deliveries completed (via redemption log),

• Any delays, reasons for delays and proposed resolutions, and recommendations.

1.8 Within two (2) business days of the monthly status meeting, submit a monthly report that details the items described under subtask 1.7.

NOTE: The contractor shall not proceed with this task until the remuneration dollar value(s) per respondent is determined in writing by the COR.

OPTIONAL TASKS:

The following tasks are optional tasks. Each optional task may be exercised up to one (1) time during each performance period.

Optional Task 1: Additional survey Collections with sample frame and incentive management

The contractor shall:

1.1 Provide survey respondent and survey frame services using Qualtrics as the survey design software. Anticipated sample frames/audiences include, but are not limited to: general population, homeowners, small and medium-businesses.

1.2 Provide incentive management and verification of incentive receipt, including all contact concerning remuneration with survey respondents. Provide a written quote for each survey deployment that uses Qualtrics as the survey design software.

NOTE: Regarding Population and Remuneration services: NIST will work with the contractor to ensure the contact details necessary for the contractor to provide remuneration services on a rolling basis. Contracted online panels are acceptable/desired for Task1 and Optional Tasks.

Recruitment from NIST lists is relevant, but not the only source for recruitment. The email contacts provided in survey data collections may be maintained as a source of PII.

1.3 Provide each respondent with that individual’s remuneration amount in the form of a gift card within seven (7) business days after NIST provides the individual’s associated respondent information. The contractor will pay all associated fees. There are restrictions on providing incentives to Federal employees who may be survey respondents.

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NOTE: There are no restrictions on the incentive type/brand used. The Government will work with the contractor on the specific incentives used. Translations are not needed.

1.4Provide remuneration for the number of participants at the dollar value determined in writing by the NIST TPOC or COR for a total remuneration of all participants not-to-exceed $5,000.

NOTE: The contractor shall not proceed with this task until the cost per respondent is determined in writing by the TPOC or COR. There is no estimate for the total number of gift cards.

However, the typical value will be between $5-$30 each.

1.5 Submit only quality responses, which will be determined by successful completion of attention check questions. Data shall be provided in .CSV format for completed survey responses once per week during survey collection periods. Contracted online panels are acceptable/desired for Task1 and Optional Tasks. Recruitment from NIST lists is relevant, but not the only source for recruitment.

NOTE: NIST will manage participant support for incentive and survey issues and submit select cases to the contractor.

1.6 Perform remuneration and contract services for up to 100 survey collections (i.e., 100 surveys are the maximum); respondent numbers and sample size will vary by survey.

Respondent volumes will be defined per survey given the specifics of the data collection instrument and NIST needs.

NOTE: The contractor shall not proceed with this task until the remuneration dollar value(s) per respondent is determined in writing by the COR.

1.7 Participate in monthly status meetings to be held via video or telephone conference at a regular and mutually agreeable time and shall include the following:

• Project status,

• Discussion of sample frame,

1.8 Within two (2) business days of the monthly status meeting, submit a monthly report that details the items described under subtask 1.7.

Optional Task 2. Additional survey Collections with sample frame, incentive management

The contractor shall provide:

2.1 Provide survey respondent and survey frame services using Qualtrics as the survey design software. Anticipated sample frames/audiences include, general population, homeowners, small and medium-businesses.

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2.2 Provide incentive management and verification of incentive receipt (i.e., via redemption log), including all contact concerning remuneration with survey respondents. Provide a written quote for each survey deployment that uses Qualtrics as the survey design software.

NOTE: Regarding Population and Remuneration services: NIST will provide sample requirement details necessary for the contractor to provide survey respondent management and data collection management, but no remuneration services. Contracted online panels are acceptable/desired for Task1 and Optional Tasks. Recruitment from NIST lists is relevant, but not the only source for recruitment. The email contacts provided in survey data collections shall be maintained as a source of PII.

2.3 Provide each respondent with that individual’s remuneration amount in the form of a gift card within seven (7) business days after NIST provides the individual’s associated respondent information.

NOTE: There are no restrictions on the incentive type/brand used. The Government will work with the contractor on the specific incentives used. Translations are not needed.

2.4 Provide data from samples for the number of participants at the dollar value determined in writing by the NIST TPOC or COR and for a total cost of the survey panels not to exceed $10,000. NOTE: The contractor shall not proceed with this task until the cost per respondent is determined in writing by the TPOC or COR.

NOTE: The contractor shall not proceed with this task until the cost per respondent is determined in writing by the TPOC or COR. There is no estimate for the total number of gift cards.

However, the typical value will be between $5-$30 each.

2.5.Submit only quality responses, which will be determined by successful completion of attention check questions. Data shall be provided in .CSV format for completed survey responses. Contracted online panels are acceptable/desired for Task1 and Optional Tasks shall be delivered once per week during survey collection periods Recruitment from NIST lists is relevant, but not the only source for recruitment.

NOTE: NIST will manage participant support for incentive and survey issues and submit select cases to the contractor.

2.6 Perform contract services for up to 100 survey collections (i.e., 100 surveys are the maximum).

NOTE: The contractor shall not proceed with this task until the remuneration dollar value(s) per respondent is determined in writing by the TPOC or COR. The contractor shall only provide quality responses, which will be determined by successful completion of attention check questions.

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2.7 Participate in monthly status meetings to be held via video or telephone conference at a regular and mutually agreeable time and shall include the following:

• Project status,

• Discussion of sample frame,

2.8 Within two (2) business days of the monthly status meeting, submit a monthly report that details the items described under subtask 2.6.

IV. SCHEDULE OF DELIVERABLES

This schedule of deliverables is applicable to the base period and each option year.

Task Number Description Format Due Date

Quantity

1 Written quote for each survey deployment using Qualtrics as the survey design software.

PDF or DOCX including detailed remuneration amount and total cost per respondent for each survey deployment

As needed within 1 weeks of requested sample frame

1 per survey deployment

2 Data Delivery of all complete and incomplete survey responses spreadsheet in .CSV format

Weekly for open data collection efforts

1 Each week per actively deployed survey

3 Log of verification of incentive receipt, including all contact concerning remuneration with survey respondents

Spreadsheet in .CSV format

Weekly for open data collection efforts

1 Each week per actively deployed survey

4 Monthly Reports PDF or DOCX with update on the total remuneration used for each survey effort during the contract

Monthly at the end of the month

1 Each month

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Standards of Acceptance:

The NIST POC or COR shall review all the above deliverables. For Deliverables 1 and 3, NIST will respond with an acceptance or request for revision email to the Contractor Point of Contact (POC) within 14 days of receipt of deliverables. For Deliverable 2, NIST will respond with an acceptance or request for revision email to the Contractor Point of Contact (POC) within 5 days of receipt.

V. PAYMENT SCHEDULE

This is a hybrid Firm-Fixed Price (FFP) and Time & Material (T&M) type purchase order. The contractor shall invoice for all work completed in accordance with task completion and upon acceptance and approval by the TPOC and COR. The Contractor will be paid in accordance with the payments clause in the contract and as otherwise noted upon receipt of a proper invoice.