Attachment C - Study Checklist.xlsx

XLSX spreadsheet 10 KB Posted

Attached to
R699--VA-22-00004636 - User Research Recruitment Services for the VA OCTO
Solicitation number
36C10B22Q0037
Issued by

About this file

This document includes an Excel spreadsheet checklist and a federal contract opportunity notice. The spreadsheet outlines tasks and responsibilities for recruiting study participants for the Department of Veterans Affairs Office of the Chief Technology Officer, including identifying criteria, developing outreach materials, screening and scheduling participants, obtaining consent, taking notes during sessions, and providing post-study documentation and payments within specified timeframes. The related federal contract opportunity is solicitation number 36C10B22Q0037 seeking user research recruitment services to support the VA OCTO. Interested offerors must send any communications or submissions to the four points of contact listed in the attached solicitation. The agency is the VA Technology Acquisition Center Austin. The response deadline is not provided.

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Other files

File Type Posted
36C10B22Q0037 A0001_1.docx DOCX document
Attachment B - Recruiting Screener Questionnaire.docx DOCX document
Attachment A - VA Research Participation Consent.docx DOCX document
36C10B22Q0037.docx DOCX document
36C10B22Q0037_1.docx DOCX document

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Text version

Sheet1

Office of the Chief Technology Officer Participant Recruitment Contract No: XXXXXXXX
Study Name
CheckTaskDue ByAction Owner
DSVA works with researcher to identify recruiting criteria, recruitment numbers, and test methodology (face-to-face or virtual)prior to start of studyDSVA
DSVA sends email introducing researcher & providing Contractor with name of study, recruiting requirements, and timeline.10-14 days prior to start of studyDSVA
Determine notetaking needs, outreach needs (if different from normal)prior to start of studyContractor
Develop outreach for participants, if different than normal1 week prior to start of studyContractor
Develop a study information sheet, if applicableprior to start of studyContractor
Reach out to participants (email, phone, mail)prior to start of studyContractor
Screen participants according to recruiting criteriaprior to start of studyContractor
Identify qualified participantsprior to start of studyContractor
Collect consent from participantsprior to start of studyContractor
Schedule participantsprior to start of studyContractor
If virtual, reserve times in virtual meeting software (e.g. Go To Meeting)prior to start of studyContractor
Add sessions to shared recruiting calendar (Name of researcher, name of participant, study name, GoToMeeting account, GoTomeeting link for session)prior to start of study, ongoing during studyContractor
Send invitation to researcher with relevant session details (Name of researcher, name of participant, study name, GoToMeeting account, GoTomeeting link for session)prior to start of study, ongoing during studyContractor
Ensure participants are prepared for the test sessionprior to start of sessionContractor
Provide initial test session schedule and signed participant agreement forms1 day prior to start of sessionsContractor
Remind and confirm attendees (reminder calls, emails)prior to start of sessionContractor
Reschedule participants who no-showed and/or find replacementsduring studyContractor
For studies that require it, login during sessions and take notesduring studyContractor
Confirm with researcher & DSVA that recruiting needs are met for the studyafter final scheduled participantcontractor
Provide final test session schedule and demographicsminimum 3 days post studyContractor
Provide completed checklistWithin 1 week of study endContractor
Send a note of appreciation to study participantsWithin 5 days of end of studyContractor
Send honorarium to study participantsWithin 5 days of end of studyContractor
For studies that require it, send note files to DSVAWithin 3 days of end of studyContractor
Send confirmation that participants have been paid to COR and DSVA SMEWithin 1 week of study endContractor
Send copies of participant agreementsWithin 1 week of study endcontractor

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