RFP_13-12_General_Social_Survey_Analysis_ _Report.pdf

REQUEST FOR PROPOSALS

(THIS IS NOT AN ORDER)

PAGE

OF

PAGES

1. REQUEST NO.

13-12

2. DATE ISSUED

1 Aug 2013

3. REQUISITION/PURCHASE REQUEST NO.

4. CERT. FOR NAT. DEF.

UNDER BDSA REG. 2

AND/OR DMS REG. 1 >

RATING

5A. ISSUED BY

NATIONAL ENDOWMENT FOR THE ARTS (NEA)

1100 Pennsylvania Ave. NW, Grants & Contracts. Rm. 618

Washington DC 20004-2501

6. DELIVER BY (Date)

5B. FOR INFORMATION CALL: (Name and telephone no.) (No collect calls)

USMAAN Z. CHAUDHRY (202) 682-5494

7. DELIVERY

FOB DESTINATION OTHER (See Schedule)

8. TO: NAME AND ADDRESS, INCLUDING ZIP CODE

9. DESTINATION (Consignee and address, including ZIP Code)

10. PLEASE FURNISH PROPOSALS TO THE ISSUING OFFICE IN BLOCK 5A ON OR BEFORE CLOSE OF BUSINESS (Date)

Please Furnish Proposals no later than:

5:00 PM EST, TUESDAY, SEPTEMBER 3, 2012

IMPORTANT: This is a request for information, and quotations furnished are not offers. If you are unable to quote, please so indicate on this form and return it to the address in Block 5A.

This request does not commit the Government to pay any costs incurred in the preparation of the submission of this quotation or to contract for supplies or services. Supplies are of domestic origin unless otherwise indicated by quoter. Any representations and/or certifications attached to this Request for Proposals must be completed by the quoter.

12. SCHEDULE (Include applicable Federal, State and local taxes)

ITEM NO.

(a)

SUPPLIES/SERVICES

(b)

QUANTITY

UNIT

(d)

UNIT PRICE

(e)

AMOUNT

(f)

Proposals are requested for analyzing and reporting on arts and cultural data from the General Social Survey as described in this RFP.

NAICS: 541720

QUESTIONS DEADLINE:

E-mail to Usmaan Z. Chaudhry at chaudhryu@arts.gov by 5:00 PM EST, Tuesday, 13 August 2012.

PROPOSALS DEADLINE:

Proposals must be e-mailed to chaudhryu@arts.gov by the time stated above.

*Faxed proposals will not be accepted.

SEE

PRICING

SCHEDULE

ON PAGE 4

SEE

PRICING

SCHEDULE ON

13. DISCOUNT FOR PROMPT PAYMENT >

10 CALENDAR DAYS

20 CALENDAR

DAYS

30 CALENDAR DAYS

CALENDAR DAYS

14. NAME AND ADDRESS OF QUOTER (Street, city, county, State, and ZIP Code)

15. SIGNATURE OF PERSON AUTHORIZED TO SIGN

PROPOSAL

16. DATE OF PROPOSAL

17. NAME AND TITLE OF SIGNER (Type or print)

18. TELEPHONE NO. (Include area code)

Standard Form 18 (Rev. 6-95) mailto:harrisl@arts.gov mailto:harrisl@arts.gov

August 1, 2013

Reference: Analysis & Report on Arts & Cultural Data

Subject: Request For Proposal (RFP) 13-12

Dear Prospective Offeror:

This is a combined synopsis/solicitation issued in accordance with FAR Parts 12 and 6. The National

Endowment for the Arts (NEA) invites contractors to submit proposals for the services described in the attached statement of work and request for proposal (RFP).

Enclosed you will find a statement of work/solicitation seeking proposals to analyze and report on arts and cultural data using the General Social Survey and additional tasks as specified in this RFP.

QUESTIONS DEADLINE: Questions concerning this proposal must be submitted only via email to chaudhryu@arts.gov by 5:00 PM EST Tuesday, 13 August, 2013.

PROPOSALS DEADLINE: Proposals must be submitted only via email to chaudhryu@arts.gov by 5:00

PM EST Tuesday, 3 September 2013.

This RFP in no way obligates the U.S. Government to award a contract, nor does it commit the U.S.

Government to pay any costs incurred in preparing and submitting your proposal.

Sincerely, Usmaan Z. Chaudhry

Contracting Officer

National Endowment for the Arts

Enclosures:

Section B, Supplies/Service and Prices

Section C, Description/Specifications/Statement of Work

Section D, Preservation, Packaging and Marking - Not Applicable

Section E, Inspection and Acceptance

Section F, Deliveries or Performance

Section G, Contract Administration Data

Section H, Special Contract Requirements

Section I, Contract Clauses

Section J, List of Attachments

Section K, Representations, Certifications and Other Statements of Offerors

Section L, Instructions, Conditions and Notices to Offerors

Section M, Evaluation Factors for Award

SECTION B

SUPPLIES/SERVICES AND PRICES

B.1 GENERAL

As part of its Strategic Plan (http://www.nea.gov/about/Budget/NEAStrategicPlan2012-2016.pdf) for

2012-2016, the National Endowment for the Arts (NEA) has pledged "to promote public knowledge and understanding about the contributions of the arts" (Goal 3). In pursuit of this goal, the NEA's Office of

Research & Analysis (ORA) seeks to:

(1) investigate the value of the U.S. arts ecosystem and the impact of the arts on individuals and communities;

(2) identify, cultivate, and publish new and existing data sources in the arts; and

(3) elevate the public profile of arts-related research.

The preparation of a Summary Report and the content and layout for an Electronic Data Profile Page using arts and cultural data from the General Social Survey (GSS) are additional tools that will strengthen the ORA's ability to achieve these goals.

The NEA seeks a contractor to analyze and report on arts and cultural data from the General Social

Survey (GSS). The contractor shall prepare a summary report based on the GSS' arts and cultural data across multiple survey years. The contractor also will identify the content and design the layout for a

NEA Electronic Data Profile Page, consisting of an executive summary, discussion of survey findings, tables, charts, graphs, and other visualizations, a dictionary of arts and cultural variables in the GSS, and links to raw data. The data is available on the GSS website and can be downloaded the in “merged” version of GSS 2012 in either the SPSS or the Stat format:

http://www3.norc.org/GSS+Website/Download/.

B.2 PRICING

All unit prices are firm fixed rates.

ITEM

No.

SUPPLIES OR SERVICES QTY UNIT UNIT PRICE AMOUNT

GSS Arts & Culture

Summary Report and

Electronic Data Profile Page

(As described in this RFP)

1 Lot $ $

FIRM FIXED PRICE GRAND TOTAL*:

NTE $

http://www3.norc.org/GSS+Website/Download/

*All-inclusive figure required (including any and all overhead, related costs, travel, etc.)

B.3 CONTRACT TYPE & TERM

B.3.1 Contract Type

This is a firm-fixed price contract.

B.3.2 Contract Term & Place of Performance

Period of Performance: Date of Award through submission of final deliverable*

*Final deliverable due no later than July 30, 2014

See Section F for full delivery schedule of contract deliverables.

SECTION C

DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

C.1 INTRODUCTION

Since 1972 the General Social Survey (GSS) has collected data on demographic, behavioral, and attitudinal measures from a nationally representative sample of adults (18+) with the goal of monitoring social change in American society. From people's views on politics and the role of government, to social mobility and religion, the GSS is one of the most commonly analyzed data sources in the social sciences.

Funded by the Sociology Program of the National Science Foundation, the survey is designed and administered by NORC at the University of Chicago.

Since 1977 the GSS has included a series of topical modules designed to investigate new issues or to expand coverage of an existing subject. To facilitate time trend studies as well as replication of earlier findings, many of the core questions have not changed. However, topical modules change on a more frequent basis, with new modules having been included at almost every wave of data collection since

1985.

The current version of the GSS uses a rolling panel design in which separate panels of approximately

1,500 respondents each are administered sections of the core questionnaire at varying intervals. For example, in 2008 a new cross-section of 2,023 respondents was introduced, and an additional repeating panel of 1,536 respondents from 2006 was re-interviewed. In 2010, a new cross-section was introduced and the two panels from 2008 were re-interviewed. This type of design facilitates trend analysis using the

GSS core questionnaire. Topical modules are administered to either one or more panels in each wave of the survey.

There have been four modules in the GSS focusing on questions related to arts and culture. In both 1993 and 2002, a culture module included questions about respondents' music preferences, attendance and participation in arts and recreation activities, and opinions about the arts.

A module on religion, culture, For a list of questions in the 1993 and 2002 modules on culture, see pages 736-785 in the GSS Cumulative

Codebook available at http://www3.norc.org/GSS+Website/Documentation/.

and art in 1998 focused on questions about government support of the arts, the role of arts in society, and attendance at and participation in arts activities.

Most recently, in 2012, an arts module included questions on the frequency of and motivation for attending various types of arts events.

Data from the GSS topical modules on arts and culture have generally been used by scholars for publication in academic journals. Typically, researchers report on trend analyses or relate arts and culture variables to other variables present either in the module itself or in the GSS core questionnaire. For example, an article titled "A New Renaissance?" reports on relationships between trends in cultural participation and college enrollment (Mitchell, 2000).

Using data from the 1993 and 2002 culture modules, researchers Gregory B. Lewis and Arthur C. Brooks report on divergent views of arts audiences, funders, and artists (Lewis & Brooks, 2005).

Sociologist Noah Mark presents an ecological theory of music preferences by using the 1993 data as well (Mark, 1998).

It is anticipated that the Summary Report produced under this contract will be broader in scope than previously published academic articles. It will include easily understood narrative and data visualizations comparable to those in such NEA reports as the 2008 Survey of Public Participation in the Arts

(http://www.nea.gov/research/2008-sppa.pdf) To Read or Not To Read: A Question of National

Consequence, and Live from Your Neighborhood: A National Study of Outdoor Arts Festivals (Vol. 1). It will include descriptive analyses of data from each of the GSS' arts and culture modules (1993/2002, 1998, and 2012).

The design of a layout for an Electronic Data Profile Page will be most comparable to the NEA's recently published data profile page about the U.S. Census Bureau's Equal Employment Opportunity (EEO) tables:

http://www.census.gov/people/eeotabulation/. The page will include tables, charts, graphs and other visualizations that highlight and complement material from the GSS summary report. It will also include a list of arts and cultural variables in the GSS.

A new resource provided by the NEA's Office of Research & Analysis, Electronic Data Profile Pages

(also known as "Arts Data Profiles") are intended to attract researchers to use specific datasets containing arts-related variables.. The contractor will produce a page layout, page schematic, or visual guide for a

GSS Electronic Data Profile Page, thus creating a skeletal framework for the webpage, as opposed to developing a functional webpage. The NEA will be responsible for developing the webpage.

The Report and the Electronic Data Profile Page to be produced under this contract will provide results in a concise, readable form accessible to a wide readership. ORA intends to make the final deliverables available to the public through the NEA's website.

C.2 SCOPE OF WORK

General

For a list of questions in the 1998 module on religion, culture and art, see pages 1134-1156 in the GSS Cumulative

Codebook available at http://www3.norc.org/GSS+Website/Documentation/.

For a list of questions in the 2012 arts module, see Attachment 1.

Mitchell, S. (2000). "A new renaissance?" American Demographics, 22 (7), 16.

Lewis, G.B. & Brooks, A.C. (2005) "A question of morality? Artists' values and public funding for the arts."

Public Administration Review, 65 (1), 8-17.

Mark, N. (1998). "Birds of a feather sing together." Social Forces, 77 (2), 453-485.

http://www.census.gov/people/eeotabulation/

The contractor will prepare a Summary Report (approximately 40-60 pages of narrative incorporating statistics and data visualizations), including an executive summary. The Report will describe results from an analysis of 1993/2002, 1998, and 2012 GSS arts and culture module data, with a special focus on data from the most recent 2012 GSS arts module. It will also include: a background section about the GSS and its arts and culture modules, as well as a summary of the Report's research questions/goals and methods; a conclusions section, with recommendations for future research; and appendices containing a data dictionary of arts and culture variables in the GSS, and relevant data collection instruments.

In addition, the contractor will prepare the content and layout for an Electronic Data Profile Page containing a summary of the Report's main findings; tables, charts, graphs and other visualizations

(possibly interactive); a data dictionary listing and describing arts and culture data in the GSS (possibly interactive); and links to raw data files. The Profile Page is intended to complement the material in the

Report and provide greater accessibility to the Report's findings than if the Report were published on its own.

Specifics

Apart from the background section and the conclusions section, the Summary Report will include at a minimum two separate sections. These will contain narratives with descriptive statistics, data visualizations, and discussion, based on analyses of arts and culture variables from different GSS modules

(1993/2002, 1998, and 2012). If applicable, each section will include a list of citations for articles that have included analyses of GSS arts and cultural data in the past.

At least one section of the Summary Report will contain analyses of data from the 2012 arts module concerning the frequency of and motivation for attending arts events. See appendix A, pages 185-197 for the 2012 arts module questions. This section (or sections) will include a review of the literature concerning arts participation, including the motivations for and barriers to attending arts events. In addition, this section will include descriptive statistics and findings from an analysis of arts and culture variables in the 2012 module. Where possible, the contractors should include comparisons between findings from the GSS and other data sources measuring arts participation such as the Survey of Public

Participation in the Arts (SPPA), sponsored by the NEA.

A separate section (or series of sections) will focus on data from the 1993/2002 and 1998 modules. This section (or sections) will report summary statistics on respondents' music preferences, attendance and participation in arts and recreation activities, and opinions about the arts, and include trend analyses and discussion, based on data from both waves (1993 and 2002). This component of the Report also will include descriptive statistics and discussion about government support of the arts, the role of arts in society, and attendance at and participation in arts activities.

The finished content for an Electronic Data Profile Page will include at minimum: a summary of the

Report's main findings, with special emphasis on the 2012 arts module findings; a selection of the

Summary Report's tables, charts, graphs, and other data visualizations (possibly interactive); a data dictionary listing arts and culture variables in the GSS with descriptions (possibly interactive); and links to raw data. The layout of this content will show the intended placement of the different elements of the

Electronic Data Profile Page. The NEA intends to develop and publish the Electronic Data Profile Page on its website at the time of releasing the Summary Report; thus, the Page should complement the material in the Report and allow for greater accessibility to a wider range of audiences than if the Report were published on its own.

Data and codebooks from the GSS, including the core questionnaire and topical modules, are downloadable from the GSS Website (http://www3.norc.org/gss+website/) and the Inter-university

Consortium for Political and Social Research (ICPSR)

(http://www.icpsr.umich.edu/icpsrweb/landing.jsp).

The final version of the Summary Report will be due within 9 months from the start of this contract, and completed within 4 weeks of receipt of the NEA's comments on the final draft. The final content and layout for the Electronic Data Profile Page will be due within 9 months from the start of this contract, and completed within 4 weeks of receipt of the NEA's comments on the final draft. This timely release of these results will enhance their utility to the American public. Please see Section F for full details of the delivery schedule and all deliverables.

Report Structure Requirements: The final product from this part of the contract will include a Microsoft

Word version of the Summary Report, including an executive summary reporting main findings and appendices including a data dictionary listing arts and culture variables in the GSS with descriptions and data collection instruments. Consistent with other NEA publications, this report should follow The

Chicago Manual of Style and the NEA style guide, which will be provided to the contractor at the time of award. Electronic versions of all tables, charts, graphs, and data visualizations should be submitted in the program that was used to create them (e.g., Excel, Photoshop, Tableau). The NEA is particularly interested in displaying quantitative information in new and innovative ways. When appropriate, the contractor is encouraged to go beyond the traditional display of quantitative information using tables and uni-variate graphs, and exercise skills in data visualization. The contractor must also submit all raw data files and logs of data management and analysis codes in .txt formats specifying the statistical program for which codes were written. The NEA engages in extensive review of all documents that are to be published. The contractor should be prepared to be responsive to multiple rounds of feedback, while maintaining the integrity of all reported findings.

Electronic Data Profile Page Structure Requirements: The final product from this part of the contract will include:

a Microsoft Word version of the narrative for the Electronic Data Profile Page, including a summary of the Summary Report's main findings;

a selection of the Summary Report's tables, charts, graphs and other data visualizations (possibly interactive), submitted electronically and readable in the program that was used to create them.

The visuals selected should relate to the narrative included in the Profile Page, either directly or by expanding on its contents in a way discussed in the narrative;

a data dictionary listing arts and culture variables in the GSS with descriptions (possibly interactive);

links to raw data;

instructions for or a document showing the intended contents and layout of the Electronic Data

Profile Page.

Project Communications: An in-person meeting will be held within three (3) weeks of the award of this contract to discuss the project schedule and the goals and purpose of the project. Update meetings will be conducted on a monthly basis (or as needed, based on the Project Director's determination). Meetings may

To access GSS data from ICPSR, users must register for a login and password. There is no charge to register.

be conducted by phone and/or video conference. After each meeting, the contractor will distribute meeting minutes within three (3) business days to all project team members.

C.3 DETAILED SPECIFICATIONS

Below are the specific tasks the contractor shall perform for this project:

C.3.1 Conduct an in-person meeting with the Project Director to discuss the project’s purpose and goals. Submit for approval a schedule for completing the project tasks.

C.3.2 Submit a detailed work plan, including the proposed contents of the Summary Report and

Electronic Data Profile Page. Submit a data management plan for analyzing data to be used in the

Report and the Electronic Data Profile Page.

C.3.3 Submit a preliminary draft of the section (or sections) of the Summary Report that relate to analysis of the GSS 2012 arts module, with technical appendices, for approval by the Project

Director.

C.3.4 Submit a preliminary draft the section (or sections) of the Summary Report that relate to analysis of the 1993/2002 and 1998 arts/culture modules, with technical appendices, for approval by the

Project Director.

C.3.5 Submit a preliminary draft of the layout for an Electronic Data Profile Page for approval by the

Project Director.

C.3.6 Submit a revised draft of the full Summary Report and technical appendices for approval by the

Project Director.

C.3.7 Submit a revised draft of the layout for an Electronic Data Profile Page for approval by the

Project Director.

C.3.8 Submit a preliminary draft of an executive summary for approval by the Project Director.

C.3.9 Submit a final draft copy of the layout for an Electronic Data Profile Page and electronic versions of all included tables, graphs, charts, and data visualizations in the program they were created.

C.3.10 Submit a final draft copy of the Summary Report, technical appendices, and executive summary.

C.3.11 Submit a final copy of the layout for an Electronic Data Profile Page and revised electronic versions of all included tables, graphs, charts, and data visualizations in the program they were created.

C.3.12 Submit a final copy of the Summary Report, technical appendices, and executive summary and final electronic versions of all tables, graphs, charts, and data visualizations in the program they were created. Submit all raw data files and logs of data management and analysis codes. Submit a revised version of a data management plan.

SECTION E

INSPECTION AND ACCEPTANCE

See clause 52.246-4 Inspection of Services—Fixed-Price (AUG 1996). This clause will govern inspection and acceptance of all services performed by the Contractor. The Contractor is responsible for carrying out its obligations under this contract by controlling the quality of all services rendered and ensuring performance of all contract requirements.

SECTION F

DELIVERIES OR PERFORMANCE

F.1 TIMELINE FOR PERFORMING CONTRACT REQUIREMENTS

DELIVERY SCHEDULE:

In carrying out this project, the Contractor will be expected to complete the delivery schedule for primary task deliverables presented below:

DELIVERABLES DUE DATE

C.3.1 Meet with NEA. Submit project schedule Within 2 weeks after contract award

C.3.2 Submit project work plan. Submit data management plan

Within 6 weeks after contract award

C.3.3 Submit preliminary draft of all sections of the

Summary Report that pertain to the 2012 arts module, with technical appendices

Within 16 weeks after contract award

C.3.4 Submit preliminary draft of all sections of the

Summary Report that pertain to the 1993/2002 and

1998 arts/culture modules, with technical appendices

Within 18 weeks after contract award

C.3.4 Submit preliminary draft of layout for

Electronic Data Profile Page

Within 20 weeks after contract award

C.3.5 Submit revised draft of the full Summary

Report, including: a background section about the

GSS and its arts and culture variables, as well as a summary of the report's research goals and methods; all other sections of the report, including a conclusions section, and all technical appendices

Within 4 weeks of receipt of NEA comments on preliminary draft of Summary Report and technical appendices

C.3.6 Submit revised draft of layout for Electronic

Data Profile Page

Within 4 weeks of receipt of NEA comments on preliminary draft of layout for Electronic Data

Profile Page

C.3.7 Submit preliminary draft of executive summary

Within 2 weeks of receipt of NEA comments on revised draft of Summary Report and technical appendices

C.3.8 Submit final draft copy of layout for

Electronic Data Profile Page and electronic versions of data visualizations

Within 4 weeks of receipt of NEA comments on revised draft of layout for Electronic Data Profile

Page

C.3.9 Submit final draft copy of Summary Report, technical appendices, and executive summary

Within 4 weeks of receipt of NEA comments on preliminary draft of executive summary

C.3.10 Submit final copy of layout for Electronic

Data Profile Page and revised electronic versions of data visualizations

Within 4 weeks of receipt of NEA comments on final draft copy of layout for Electronic Data

Profile Page and electronic versions of data visualizations

C.3.11 Submit final copy of Summary Report, technical appendices, executive summary, and final electronic versions of data visualizations. Submit raw data files and logs of code. Submit revised data management plan

Within 4 weeks of receipt of NEA comments on final draft copy of Summary Report, technical appendices, and executive summary

NOTE:

The final report and electronic data profile page must be completed and delivered within nine (9) months of the start of this contract.

F.2 TERM OF CONTRACT

See Section B.3.

All work is expected to be completed based on the specific tasks for performing contract requirements.

F.3 NOTICE TO THE GOVERNMENT OF DELAYS

Required services shall begin at time of award in accordance with the contract/statement of work. The

Contractor is responsible for carrying out its obligations under this contract by controlling the quality of all services rendered and ensuring performance of all contract requirements. To this end, the Contractor shall establish, maintain, and manage quality control throughout the life of this contract. In the event the

Contractor encounters difficulty in meeting performance requirements, or when the contractor anticipates difficulty in complying with the contract delivery schedule or completion date, or whenever the

Contractor has knowledge that any actual or potential situation is delaying or threatens to delay the timely performance of this contract, the Contractor shall immediately notify the Contracting Officer and the

NEA Project Director, in writing, giving pertinent details. The contractor shall provide these services within 24 hours of written notification, however, this data shall be informational only in character and this provision shall not be construed as a waiver by the Government of any delivery schedule or date, or any rights or remedies provided by law or under this contract.

F.4 DELIVERABLES

The contractor shall provide information regarding the content and format for each deliverable.

Acceptance of all written documents will be based upon the NEA Project Director’s review and approval.

SECTION G

CONTRACT ADMINISTRATION DATA

G.1 PROJECT DIRECTOR

G.1.1 Upon award, a Project Director will be designated to coordinate the technical/program aspects of this contract and inspect items/services furnished hereunder; however, he/she shall NOT be authorized to change any terms and conditions of the resultant contract, including price.

G.1.2 The NEA Project Director is authorized to inspect and accept all deliverables, direct the contractor within the scope of the statement of work and monitor contract performance. The

Project Director is also authorized to inspect, accept, and certify (but NOT reject or deny) invoices for payment in accordance with enclosed payment terms. If there is a dispute regarding any invoices, the Project Director must immediately contact the Contracting Officer and return the invoice with the rationale to reject or deny payment in accordance with the performance associated with the invoice for further processing.

G.1.3 The Project Director for this contract is:

To be determined at time of award

National Endowment for the Arts

1100 Pennsylvania Ave., NW, Suite

Washington, DC 20506

(202) 682-XXXX

G.1.4 The Contracting Officer for this contract is:

Usmaan Z. Chaudhry

National Endowment for the Arts

1100 Pennsylvania Ave., NW, Suite 618

(202) 682-5494

Written communications shall reference the contract number and shall be e-mailed to the Contracting

Officer/Project Director as necessary. Project-related questions may be directed to the Project Directory while contract/cost related questions must be directed to the Contracting Officer. Questions regarding any changes to the contract whatsoever must be directed to the Contracting Officer.

G.2 INVOICE REQUIREMENTS

G.2.1 Payment for actual work and services rendered under this contract will be made by the National

Endowment for the Arts via Electronic Funds Transfer (EFT) and in accordance with the contract clause 52.212-4 Contract Terms and Conditions--Commercial Items (FEB 2007), and 52.232-34

Payment by Electronic Funds Transfer--Other Than Central Contractor Registration (May 1999), upon submission of electronic commercial invoices to the NEA.

G.2.2. The office that will make the payments due under this contract (i.e., the designated payment office) is shown below. Invoices shall be emailed to the email address below:

NEAINVOICES@ARTS.GOV

National Endowment for the Arts

Finance Office, Suite 624

1100 Pennsylvania Ave., NW

To constitute a proper invoice, the following information and/or attached documentation shall be included with the invoice.

(1) Name and address of the Contractor

(2) Invoice date.

(3) Contract number.

(4) Period covered by the invoice.

(5) Number and description, quantity, unit price and extended total for the period covered applicable to Section B, Supplies/Services and Prices.

(6) Cumulative amounts billed by to date.

(7) Name and address of Contractor official to whom payment is to be sent (must be the same as that in the contract or in a proper notice of assignment).

(8) Taxpayer Identification Number.

(9) Data Universal Numbering System (DUNS) Number.

PLEASE NOTE:

The successful contractor is required to be registered in the System For Award Management (SAM) at:

https://www.sam.gov/portal/public/SAM/. (This was previously known as CCR - the Central Contractor

Registration.)

Assistance with SAM account may be found here: https://www.fsd.gov/app/answers/list.

SECTION H

SPECIAL CONTRACT REQUIREMENTS

H.1 SPECIAL CONTRACT REQUIREMENTS

Private Use of Contract Information and Data

In accordance with the Federal Acquisition Regulation (FAR) 52.227-14(b) Rights in Data-General, the

Contractor shall guarantee strict confidentiality of the information and data that is provided by the

Government during the performance of the contract. The Government has determined that some of the information and data that the Contractor will be provided during the performance of the contract is of a sensitive nature and cannot be disclosed in any manner.

Prohibition against Soliciting and Performing Personal Services mailto:NEAINVOICES@ARTS.GOV https://www.sam.gov/portal/public/SAM/ https://www.fsd.gov/app/answers/list

A. The performance of personal services under this contract is strictly prohibited.

B. Personal service contracting is described in Section 37.104 of the Federal Acquisition Regulations

(FAR). There are a number of factors, when taken individually or collectively, which may constitute personal services. Each contract arrangement must be judged in light of its own facts and circumstances, but the question relative to personal services is: Will the Government exercise relatively continuous supervision and control over the contractor personnel performing this contract?

C. The government and the Contractor understand and agree that the support services to be delivered under this contract are non-personal services in nature that is no employer-employee relationships exist or will exist under -the contract between the government and the contractor or between the

Government and the contractor’s employees.

D. Contractor personnel under this contract shall not:

1. Be placed in a position where they are appointed or employed by a Federal employee, or are under the supervision, direction, or evaluation of a Federal employee.

2. Be placed in a Federal staff or policy making position.

3. Be placed in a position of supervision, direction, or evaluation over NEA personnel, or personnel of other contractors, or become a part of a government organization.

E. Employee Relationship

1. The services to be performed under this contract do not require the contractor or its employees to exercise personal judgment and discretion on behalf of the government.

2. Rules, regulations, direction, and requirements which are issued by NEA management under their responsibility for good order, administration, and security are applicable to all personnel who enter a Government installation. This is not to be construed or interpreted to establish any degree of

Government control which is inconsistent with a non-personal services contract.

3. The Contractor shall immediately advise the Contracting Officer if the contractor or its employees are directed by any Government employee to perform work that the Contractor believes constitutes personal services.

SECTION I

CONTRACT CLAUSES

9.505-4 Obtaining Access to Proprietary Information

(a) When a contractor requires proprietary information from others to perform a Government contract and can use the leverage of the contract to obtain it, the contractor may gain an unfair competitive advantage unless restrictions are imposed. These restrictions protect the information and encourage companies to provide it when necessary for contract performance. They are not intended to protect information-

(1) Furnished voluntarily without limitations on its use; or

(2) Available to the Government or contractor from other sources without restriction.

(b) A contractor that gains access to proprietary information of other companies in performing advisory and assistance services for the Government must agree with the other companies to protect their information from unauthorized use or disclosure for as long as it remains proprietary and refrain from using the information for any purpose other than that for which it was furnished. The contracting officer shall obtain copies of these agreements and ensure that they are properly executed.

(c) Contractors also obtain proprietary and source selection information by acquiring the services of marketing consultants which, if used in connection with an acquisition, may give the contractor an unfair competitive advantage. Contractors should make inquiries of marketing consultants to ensure that the marketing consultant has provided no unfair competitive advantage

52.204-9 Personal Identity Verification of Contractor Personnel. (JAN 2011)

(a) The Contractor shall comply with agency personal identity verification procedures identified in the contract that implement Homeland Security Presidential Directive-12 (HSPD-12), Office of Management and Budget (OMB) guidance M-05-24 and Federal Information Processing Standards Publication (FIPS

PUB) Number 201.

(b) The Contractor shall account for all forms of Government-provided identification issued to the

Contractor employees in connection with performance under this contract. The Contractor shall return such identification to the issuing agency at the earliest of any of the following, unless otherwise determined by the Government:

(1) When no longer needed for contract performance.

(2) Upon completion of the Contractor employee’s employment.

(3) Upon contract completion or termination.

(c) The Contracting Officer may delay final payment under a contract if the Contractor fails to comply with these requirements.

(d) The Contractor shall insert the substance of this clause, including this paragraph (d), in all subcontracts when the subcontractor’s employees are required to have routine physical access to a

Federally-controlled facility and/or routine access to a Federally-controlled information system. It shall be the responsibility of the prime Contractor to return such identification to the issuing agency in accordance with the terms set forth in paragraph (b) of this section, unless otherwise approved in writing by the

Contracting Officer.

(End of clause)

52.212-4 Contract Terms and Conditions--Commercial Items. (JUL 2013) - Incorporated By

Reference

52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive

Orders- Commercial Items. (JUL 2013)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

(2) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553).

(3) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Pub. L. 108-77, 108-78)

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or

Executive orders applicable to acquisitions of commercial items:

[Contracting Officer check as appropriate.]

X (26) 52.222-3, Convict Labor (June 2003) (E.O. 11755).

X (47) 52.232-33, Payment by Electronic Funds Transfer—Central Contractor Registration

(OCT 2003) (31 U.S.C. 3332).

(End of Clause)

52.217-8 Option to Extend Services (NOV 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor within 30 days.

52.227-14 Rights in Data-General. (DEC 2007) - Incorporated By Reference

52.232-18 -- Availability of Funds (APR 1984)

Funds are not presently available for this contract. The Government’s obligation under this contract is contingent upon the availability of appropriated funds from which payment for contract purposes can be made. No legal liability on the part of the Government for any payment may arise until funds are made available to the Contracting Officer for this contract and until the Contractor receives notice of such availability, to be confirmed in writing by the Contracting Officer.

52.246-4 -- Inspection of Services -- Fixed-Price (AUG 1996) (Incorporated By Reference)

52.252-2 Clauses Incorporated By Reference, (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text may be accessed electronically at this Internet address: http://www.acquisition.gov/far/.

(End of clause)

SECTION J

LIST OF ATTACHMENTS

Attachment 1: List of Questions (2012 GSS Arts Module)

Attachment 2: Wage Determination WD 05-2103 (Rev.-12). This is the wage determination applicable to this request for proposal.

SECTION K

REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS

Each offeror must also have their representations and certifications filed online in SAM (System For

Award Management found at https://www.sam.gov/portal/public/SAM/). If an offeror is experiencing technical difficulties during this process and is not registered at the time of proposal submission, a manually filled copy of the clause 52.212-3 Offeror Representations and Certifications - Commercial

Items (Apr 2012) must be turned in along with the proposal. This shall not count towards any stated page limits for the proposal.

Registering an active account in SAM is REQUIRED for contract award. For assistance with creating a SAM account, please visit the link in the paragraph above.

SECTION L

INSTRUCTIONS, CONDITIONS AND NOTICES TO OFFERORS

52.212-1 INSTRUCTIONS TO OFFERORS--COMMERCIAL ITEMS (JUNE 2008)

(a) The North American Industry Classification System (NAICS) code is 541720 and the size standard is

$19.0M.

(b) Submission of Offers. The written proposal should be no more than 25 pages (excluding the pricing table, resumes and work samples), single spaced, with one-inch margins, in 12-point

Times New Roman font, and submissions should include at minimum:

1. Overview of the Contractor’s Understanding of Project / Proposed Approach / Literature

Review (Not to exceed 5 pages)

Outline your understanding of the GSS. Provide a brief literature review of research on arts and culture relevant to data in the GSS. Provide a more extensive literature review of research on participation in arts and cultural activities, with a special emphasis on motivations and barriers in arts attendance. Present a clear understanding of the goals of this project. Provide a summary of the approach you will take to the project.

2. Description of Qualifications (Not to exceed 2 pages)

Discuss past performance and qualifications of your firm and personnel that will work on this contract.

Include references along with appropriate contact information (phone/email, etc.) Please provide at least 2 references, including name and telephone number of point of contact for contracts/projects successfully https://www.sam.gov/portal/public/SAM/ performed by the Contractor for similar previous efforts. Include relevant experience with analyzing quantitative data sets to provide descriptive statistics such as frequencies and trends and, if applicable, relevant experience with conducting inferential analyses. Include relevant experience with writing 'easy-to-read' analytical reports and data visualization. Include relevant experience with designing webpage layouts or schemas and data visualizing. Provide information on experience with utilizing multiple distribution mediums (i.e., print, web) to communicate to a range of audiences.

Note: Resumes do not count against the page limit.

Product samples.

Provide samples of easy-to-read technical reports written for a general audience, evidence of ability to conduct analyses of quantitative data, example(s) of data visualizations, examples of webpage design, and other work relevant to the required tasks. Product samples must be submitted at the time specified for receipt of offers. Samples must be submitted at no expense to the Government, and returned at the sender’s request and expense.

Note: Product samples to not count against the page limit.

3. Work Plan (Not to exceed 3 pages)

Provide a work plan that addresses the successful completion of the tasks enumerated above. The work plan describes how the tasks will be completed. A timeline showing proposed beginning and ending dates for each task is included, as well as the name(s) of the person(s) responsible for each task. The proposal clearly identifies key personnel and includes a table outlining the number of days by tasks for each of the key personnel. Plans and schedules to assure smooth cooperation between contractor and NEA staff are evident. Make certain that all facets of the deliverables list are addressed and placed in proper sequence.

4. Technical Approach (Not to exceed 10 pages)

Describe the data analysis procedures. Provide information about the types of statistical analyses that will be conducted, and why. Describe any other data sources to be used and their comparability with the GSS;

and discuss any significant limitations posed by any of the data sources. Describe the approach to designing a webpage layout. Outline a plan for deciding on the relationship between the contents of the

Report and those of the Electronic Data Profile Page.

5. Price (Not to exceed 2 pages)

Complete Pricing Table in Section B.

Prices shall include all direct and indirect costs, and any other factor which contributes to the total firm fixed price. In addition, provide a breakdown of project costs by personnel (including daily rate and projected time on each task), supplies, travel, etc., associated with the tasks. Services to be purchased from other agencies or subcontractors must be specified. Additional pricing information should be submitted (over and above completing the table in Section B) as needed. Additionally, price realistically takes into account the stated Government budget of $100,000.00 and provides a feasible cost proposal for this project.

A completed copy of the Representations and Certifications (see Section K).

(c) Period for acceptance of offers. The offeror agrees to hold the prices in its offer firm for 30 calendar days from the date specified for receipt of offers, unless another time period is specified in an addendum to the solicitation.

(d) NA

(e) NA

(f) NA

(g) Contract award (not applicable to Invitation for Bids). The Government intends to evaluate offers and award a contract without discussions with offerors. Therefore, the offeror's initial offer should contain the offeror's best terms from a price and technical standpoint. However, the Government reserves the right to conduct discussions if later determined by the Contracting Officer to be necessary. The Government may reject any or all offers if such action is in the public interest; accept other than the lowest offer; and waive informalities and minor irregularities in offers received.

(h) NA

(i) NA

(j) Data Universal Numbering System (DUNS) Number. The offeror shall enter, in the block on the cover page of its offer.

(k) Central Contractor Registration. Please see Section K of this contract.

(l) Debriefing. If a post-award debriefing is given to requesting offerors, the government will do so in accordance with this provision.

(End of provision)

SECTION M

EVALUATION FACTORS FOR AWARD

FAR 52.212-2 Evaluation--Commercial Items (JAN 1999)

(a) The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, taking into account price and other factors; the Government will award a contract on a 'best-value' basis.

For each evaluation factor, a point scoring system will be used to rank all proposals, using a rating scale of 100%. The evaluation will include five (5) major areas

Overview of the Contractor’s Understanding of Project / Proposed Approach / Literature

Review (30%)

Description of Qualifications (30%)

Work Plan (15%)

Technical Approach (15%)

Price (10%)

In order to select the winning offeror, NEA will rank offerors from best to worst by making paired comparisons, trading off the marginal differences in capability and price. If one offeror has both the better capability and the lower price, then that offeror will be the better value. If one offeror has the better capability and the higher price, then the technical evaluation panel will decide whether the marginal difference in capability is worth the marginal difference in price. If the technical evaluation panel considers the better capability to be worth the higher price, then the more capable, higher-priced offeror will be the better value. If not, then the less capable, lower-priced offeror will be the better value. If more than two proposals are received, the technical evaluation panel will continue to make paired comparisons until s/he decided which offeror represents the best value.

(b) N/A

(c) A written notice of award, mailed or otherwise furnished to the successful offeror shall result in a binding contract without further action by either party.

Overview of the Contractor’s Understanding of Project / Proposed Approach / Literature Review

(Weight: 30%)

- The proposal presents an understanding of the extant literature relevant to arts and culture data in the GSS and an ability to select key themes and trends for the purpose of framing a narrative.

- The proposal presents an understanding of the project's goals and tasks; describes the offeror’s approach to tasks conducted that would be appropriate to the scope of this project; and identifies potential challenges in the conduct of the project and methods to identify and solve such problems. The approach is consistent with the goals of the project and is practical in terms of producing needed information, analysis, and recommendations.

- Degree to which the proposal demonstrates knowledge and experience with quantitative data analysis, data visualization, and high-quality, easy-to-understand report-writing.

- Degree to which the proposal demonstrates knowledge and experience with webpage layout design.

Description of Qualifications (Weight: 30%)

- Qualifications of project manager, of other project staff, and/or outside consultants or advisors, and availability of organizational supporting services and staff.

- Degree to which the personnel demonstrate knowledge and experience with analysis of quantitative data.

- Degree to which the personnel have qualifications demonstrating data visualization expertise.

- Degree to which the personnel have qualifications demonstrating experience writing high-quality, easy-to-understand analytical reports for public dissemination to a general, non-technical audience.

- Degree to which the personnel have qualifications with webpage layout design.

Work Plan (Weight: 15%)

- The proposal provides a detailed work plan that addresses the successful completion of the tasks enumerated above. The work plan describes how the tasks will be completed. A timeline showing proposed beginning and ending dates for each task is included, as well as the name(s) of the person(s) responsible for each task. The proposal clearly identifies key personnel and includes a table outlining the number of days by tasks for each of the key personnel.

- Degree to which the proposal demonstrates management controls to ensure appropriate coordination and quality of work, so that project tasks will be completed in a timely, cost-effective manner. Plans and schedules to assure smooth cooperation between contractor and NEA staff are evident.

Technical Approach (Weight 15%)

- The proposal describes the data analysis procedures. Provides information about the types of statistical analyses that will be conducted, and why. Describes any other data sources to be used and their comparability with the GSS; and discusses any significant limitations posed by any of the data sources.

- Degree to which the proposal describes the approach to designing a webpage layout. Outline a plan for deciding on the relationship between the contents of the Report and those of the

Electronic Data Profile Page.

Price…