Statement of Requirements - Qualtrics - final.pdf

STATEMENT OF REQUIREMENTS

Qualtrics FedRAMP CoreXM Enterprise Edition Advanced and Survey services, including sampling and remuneration services

A. BACKGROUND INFORMATION:

The Applied Economics Office (AEO) 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 researchers.

Brand Name Only Requirement IAW FAR 13.106-1(b)(1)(i): The AEO 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 Applied Economics Office’s (AEO) 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 renumeration can take place through Qualtrics itself which is essential for AEO’s Wave 3 Survey which has been approved by OMB/IRB/OCC, in addition to other decision science data collection instruments to be developed using Qualtrics.

B. PURPOSE AND OBJECTIVES OF THE PROCUREMENT:

The purpose of this procurement is to obtain the following software licenses and survey services, as specified below:

1. Qualtrics FedRAMP CoreXM Enterprise Edition Advanced

Term: A base period plus 3 option years

2. Survey services, including remuneration services

Term: Surveys to be completed within ten (10) months from the effective date of the award plus option for additional remuneration services

C. REQUIREMENTS:

BASE PERIOD:

The contractor shall provide the following software and services:

CLIN 0001 (Firm Fixed Price (FFP)): Qualtrics FedRAMP CoreXM Enterprise Edition Advanced Concurrent Use License

- Part #: N/A

- Quantity of Software License: 2

- # of Users: 2 concurrent use

- Period of Performance: 04/15/2022-04/14/2023

CLIN 0002: The contractor shall provide the following Qualtrics Survey Services:

A. Incentive Management (FFP)

- Incentive management and verification of incentive receipt, including all contact concerning remuneration with survey respondents.

- Population: NIST will provide contact details necessary for the contractor to provide remuneration services.

B. Remuneration Services (Fixed Unit Price with Ceiling)

- Remuneration services: NIST will provide the contractor with information on survey respondents on a rolling basis. The contractor shall offer respondents $5 (or the equivalent gift card) additional compensation for completing the 15-min survey version or $30 (or the equivalent gift card) for completing the 45-min survey version.

- The contractor shall 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.

- All remuneration shall take place within ten (10) months from the effective date of the award.

- The contractor shall provide remuneration at the $5 level for approximately 400 individuals identified by NIST.

- The contractor shall provide remuneration at the $30 level for approximately 200 individuals identified by NIST.

- Period of Performance: Within ten (10) months from the effective date of the award.

CLIN 0003 (Fixed Unit Price with Ceiling): The contractor shall provide the following Qualtrics Survey Services for an additional survey separate from CLIN 0002:

- Incentive management and verification of incentive receipt, including all contact concerning remuneration with survey respondents.

- Population: NIST will provide contact details necessary for the contractor to provide remuneration services.

- Renumeration services: NIST will provide the contractor with information on survey respondents on a rolling basis.

- The contractor shall 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.

- All remuneration shall take place within ten (10) months from the effective date of the award.

- The contractor shall provide remuneration for the number of participants at the dollar value determined in writing by the NIST Technical Point of Contact (TPOC) and Contracting Officer (CO) and for a total remuneration of all participants not-to-exceed $1200. The contractor shall not proceed with this task until the remuneration dollar value(s) per respondent is determined in writing by the TPOC and CO.

- Period of Performance: Within ten (10) months from the effective date of the award.

OPTIONAL TASKS:

The following optional task/CLIN may be exercised at any time throughout the base period of performance pursuant to FAR 52.217-7.

CLIN 0004 (Fixed Unit Price with Ceiling): The contractor shall provide the following Qualtrics Survey Services for an additional survey separate from CLINs 0002 and 0003:

- Incentive management and verification of incentive receipt, including all contact concerning remuneration with survey respondents.

- Population: NIST will provide contact details necessary for the contractor to provide remuneration services.

- Remuneration services: NIST will provide the contractor with information on survey respondents on a rolling basis.

- The contractor shall 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 shall provide remuneration for the number of participants at the dollar value determined in writing by the NIST TPOC and CO for a total remuneration of all participants not-to-exceed $20,000. The contractor shall not proceed with this task until the remuneration dollar value(s) per respondent is determined in writing by the TPOC and CO.

- Period of Performance: All remuneration shall take place within twelve (12) months from the effective date of the option exercise.

OPTION PERIODS:

THE FOLLOWING CLINS ARE OPTION LINE ITEMS. PRICES QUOTED SHALL BE

EFFECTIVE FOR THE ENTIRE PERIOD OF PERFORMANCE. AWARD OF OPTION

LINE ITEMS IS AT THE SOLE DISCRETION OF THE GOVERNMENT IN

ACCORDANCE WITH FAR 52.217-9.

CLIN 1001 (FFP): Option Period 1: The contractor shall provide FEDRAMP CoreXM Enterprise Edition Advanced User for 1 year term for 2 users (at the Tier 1-49 Users rate).

Period of Performance: 04/15/2023-04/14/2024

CLIN 2001 (FFP): Option Period 2: The contractor shall provide FEDRAMP CoreXM Enterprise Edition Advanced User for 1 year term for 2 additional users (at the Tier 1-49 Users rate).

Period of Performance: 04/15/2024-04/14/2025

CLIN 3001 (FFP): Option Period 3: The contractor shall provide FEDRAMP CoreXM Enterprise Edition Advanced User for 1 year term for 2 additional users (at the Tier 1-49 Users rate).

Period of Performance: 04/15/2025-04/14/2026

D. INSPECTION AND ACCEPTANCE CRITERIA:

CLIN 0001 and Optional CLINs 1001, 2001 and 3001 (if exercised): NIST staff will confirm that the software, with all required specifications, is delivered to NIST, as ordered.

CLIN 0002 and 0003 and Optional CLIN 0004 (if exercised): NIST staff will confirm that all data confirming delivery of remuneration is received on a rolling basis, weekly, during the period of performance. This data shall be delivered in a spreadsheet in .CSV format. During the period of performance, the contractor shall participate in bi-weekly status meetings to be held via video or telephone conference at a regular and mutually agreeable time. During these meetings, project status will be discussed. This shall include number of remuneration deliveries completed, any delays, reasons for delays and proposed resolutions, and recommendations.

E. PLACE OF PERFORMANCE:

The software licenses shall be made available for electronic download by the Government. The contractor shall perform the survey services at the contractor’s location.

F. PERIOD OF PERFORMANCE/DELIVERY DATE:

Base Period

CLIN 0001: All software licenses shall be made available for electronic download by the Government by 04/15/2022 and shall be supported through 04/14/2023.

CLIN 0002: All survey services shall be completed within ten (10) months from the effective date of the award.

CLIN 0003: All survey services shall be completed within ten (10) months from the effective date of the award.

Optional CLIN 0004: All survey services shall be completed within twelve (12) months from the effective date of the option exercise. Optional Task/CLIN 0004 may be exercised prior to the end of the base period of performance of this order.

Option Periods

Any or all Optional Periods must be exercised via contract modification and in accordance with FAR 52.217-9 prior to the expiration of the contract, including the Base Period and any Optional Periods that have been exercised.

CLIN 1001: Option Period 1: The period of performance shall be 04/15/2023 – 04/14/2024.

CLIN 2001: Option Period 2: The period of performance shall be 04/15/2024 – 04/14/2025.

CLIN 3001: Option Period 3: The period of performance shall be 04/15/2025 – 04/14/2026.

The total potential period of performance of the award, if all options are exercised, is 48 months.