MODIFICATION
R -- Telephone Survey Services - Italy - Simplified Acquisition Procedures - Amendment 2
- Notice Date
- 6/9/2015
- Notice Type
- Modification/Amendment
- NAICS
- 541910
— Marketing Research and Public Opinion Polling
- Contracting Office
- Department of State, Office of Acquisitions, Acquisition Management, 1735 N. Lynn St., Arlington, Virginia, 22209, United States
- ZIP Code
- 22209
- Solicitation Number
- SAQMMA15R0337
- Archive Date
- 6/30/2015
- Point of Contact
- Terence G. Lord,
- E-Mail Address
-
lordtg@state.gov
(lordtg@state.gov)
- Small Business Set-Aside
- N/A
- Description
- Amendment 002 withdraws small business set-aside and allows all eligible firms under NAICS 541910 to provide a proposal. AMENDMENT 002 IS ISSUED TO WITHDRAW THE SMALL-BUSINESS SET-ASIDE AND ALLOW ALL ELIGIBLE FIRMS UNDER NAICS 541910 TO PROVIDE A SUBMITTAL. THE DUE DATE FOR SUBMITTALS IS MONDAY, JUNE 15TH AT 10AM EASTERN DAYLIGHT TIME. SUBMITTALS SHALL BE PROVIDED TO THE EMAIL ADDRESS IDENTIFIED ON THIS COMBINED SYNOPSIS/SOLICITATION. _____________________ AMENDMENT 001 EXTENDS THIS SET-ASIDE COMBINED SYNOPSIS/SOLICITATION THRU MONDAY, JUNE 8TH (10AM EDT) _____________________ This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested and a written solicitation will not be issued. This is a firm fixed price acquisition being conducted under FAR part 12 in conjunction with FAR 13 Simplified Acquisition Procedures (13.106). _____________________ The Office of Opinion Research of the U.S. Department of State (the Client) is considering commissioning a nationally representative public opinion survey in Italy in Summer 2015 as described below. The Office of Opinion Research will provide a list of approximately 30 questions (26 closed-end questions and 4 open-end questions), plus demographics. Pricing is based on the number of questions-not on average interview time. However, the average estimated interview time for this survey will be 22-28 minutes. DESCRIPTION/SUMMARY OF REQUIREMENTS: •Designing an appropriate sample; •Translating, back-translating and formatting the questionnaire submitted by the Office of Opinion Research; •Conducting a pretest; •Managing fieldwork; •Coding questionnaires, entering data, checking and cleaning the data; and •Providing required deliverables: detailed sampling design, translation and back-translation of questionnaire, pretest report, marginal frequencies, data in SPSS and ASCII formats, codebook, methodological report, final version of questionnaire and additional supporting documentation as necessary. These responsibilities are described in detail below. SAMPLE DESIGN: Design and implement a probability sample design for telephone interviews to achieve a nationally representative sample of at least 1,000 adults age 18 and older. It is anticipated that separate sampling frames will be needed for landline telephones and mobile telephones, using either a screener dual frame design (i.e., mobile-phone-only vs. other respondents) or an overlapping dual-frame design, in which cell phone respondents are not excluded if they have landline phone lines. QUESTIONNAIRE: The Office of Opinion Research will provide an English-language questionnaire that will include approximately 30 substantive questions (26 closed-ended, 4 open-ended), focusing on public attitudes toward domestic economic and social issues, as well as international affairs. One question can contain up to four elements (e.g., "How do you feel about our relations with the following countries: 1) Country A, 2) Country B, 3) Country C, 4) Country D"). If a question contains more than four elements, each additional element will count as 0.5 questions. In addition, for each respondent the questionnaire and final data set will include (but not be limited to): Demographics: gender, exact age, education, occupation, household income, number of adults in household eligible for the survey, number of working landlines in the household, number of cellular lines used, number of eligible persons sharing the same cellular line, economic class, city, region, urban/rural, political party support, religion and ethnicity. Interviewing information : •date of interview (month, day, day of week); •interview start time, interview end time, duration of interview in minutes; •variables used to stratify the sample, if any; •interviewer ID, supervisor ID; •interviewers' indication of the comprehension and candor of the respondent; •the number of call-backs necessary to achieve a successful interview, and whether the interview was monitored. TRANSLATION AND BACK-TRANSLATION OF QUESTIONNAIRE: The Contractor is responsible for translating the questionnaire into colloquial Italian and for back-translating the translated questionnaire into English. The back-translation must be done by someone who has not seen the original English questionnaire. The Contractor is responsible for generating a report detailing meaningful differences between the original questionnaire and the back-translated version. The Client will review the translation and report, and consult with the Contractor on necessary changes. The Client must approve the final translation before the pretest, including the CATI sequencing and logic of the questionnaire. PRE-TEST: After the Client approves the translation, the Contractor will pretest the full questionnaire with at least 25 randomly-selected representative interviews that will not be included in the final sample. The Contractor will provide the Client with a pretest report, including a demographic summary of the participants, the aggregate responses to each item in the questionnaire, and a discussion by question of any problems or suggested changes to the questionnaire. The Client must approve any changes to the questionnaire. FIELDWORK: Fieldwork will be done by telephone interview. All interviews shall be conducted in strict adherence to the sampling plan. The Client must approve any changes to the sampling plan. The Contractor is responsible for organizing and overseeing all aspects of fieldwork, including: provision of representative and verifiable sampling frames; programming the final questionnaire; selecting and training interviewers; supervising interviewers; enforcing quality controls, recording the outcome of each number dialed and detailed enumeration of eligibility and nonresponse; and providing regular feedback to the Client on the status of fieldwork. Field reports should be sent after the second day of fieldwork and approximately halfway through the project. Contact with every sampled respondent should be attempted at least 4 times during fieldwork. The contact attempts should be spread over different times of the day and days of the week and weekend. Note : the minimum achieved sample for the survey is 1,000 fully completed interviews. DATA MANAGEMENT: The Contractor is responsible for processing, cleaning, and coding the data in English, enforcing quality controls for data entry, and detecting data fabrication, if any. Closed-end or pre-coded questions: The Contractor shall use the codes specified on the final questionnaire for all items. Open-end questions: The Contractor will develop categories of responses based on 200 randomly selected questionnaires from all regions of the sample, providing at least 5 sample responses for each proposed category. Categories must be approved by the Client prior to coding responses. The "Other" category should not include more than 10% of the total responses for any question. If any single response in the "Other" category amounts to more than 2%, then the Contractor will code this response as a separate response, not as "Other." Weights: The weight values for each separate case or record should be placed in a designated set of columns and clearly documented in the codebook. DELIVERABLES: The Contractor shall deliver the following to the Office of Opinion Research (via email): 1) Detailed sampling design including a clear indication of the type of dual frame design (screening or overlapping). The Contractor must also indicate the size of each sampling frame and describe: the coverage of each frame, the method(s) of selection used for both phone numbers and individuals; calculations used to determine the probabilities of selection (if any); and the source of population percentages for phone status (e.g., cell-phone-only, dual user, and so on). 2) Translation and back-translation of the questionnaire, with report of meaningful differences between the original and back-translated versions; 3) Pretest report with full results to each question; 4) Final versions of the questionnaire; 5) Marginal frequencies (weighted, if appropriate) for all questions, including demographics. 6) The final, cleaned data files including all survey questions, demographics, interviewing information and (if applicable) weight values. These files shall be in two formats: a. ASCII, with all records having the same length b. PSS Windows format (*.sav), with all variables and values labeled in English 7) A complete codebook for all survey questions, demographics, interviewing information, and (if applicable) weight values, identifying the column positions of all variables in the ASCII file. 8) A detailed methodological report which contains sufficient details on the sampling design and weighting so that independent researchers would be able to replicate the survey using only information in the report. If weights are used, the Contractor must provide a list of variables that are used as weighting factors, the source of population data used to determine the size of the weights, and a description of how the weights were calculated. In particular, the methodological report shall include the following: • A brief report of any unusual problems or significant events which may have influenced the conduct of the survey or the responses given. • A description of interviewing, including: exact dates of field work; interviewer selection, training and supervision; and enforcement of quality controls. • A description of the sampling design and procedure, including: oThe universe sampled. oA detailed description of the sampling frames from which telephone numbers are drawn and a description of the coverage of each frame (percentage of the population reached and any known or potential bias in that frame). oIdentification of any populations excluded from the sample and why these were excluded (for example, by unlisted numbers or by no telephone of any type). oAll forms of stratification used and the basis for stratification. If you use differential probabilities of selection in sampling (e.g., stratification with different rates by strata), provide the justification for using those rates and describe the expected effects on the variances. oSelection procedures used at each stage, including use of randomization, and method for selecting the individual respondent in each contacted household (i.e., in-house selection). Note: The data collected should include - for both respondents contacted on mobile phones and landlines- the number of adults in the household who are eligible for the survey, the number of working landlines in the household, the number of mobile phones used by the respondent and the number of eligible persons sharing the same mobile phone. • If the selection of phone numbers is directory-based or list-assisted rather than pure random-digit-dialing, then the quality and comprehensiveness of the lists should be validated. If batches (or replicates) of numbers are selected from the sampling frame for dialing, then the procedures for identifying replicates, managing the calling of those numbers and thresholds for releasing additional replicates for calling should be described. oThe mechanism to account for how each phone number is selected and recorded as part of the final disposition. o If multiple frames are used, the procedures for combining samples from the multiple frames to produce a single weighted data set. Procedures used to adjust for the probability of selection, eligibility and nonresponse should be described in detail; if such procedures are not used, then an explanation should be offered. oDescription of statistical documentation used to prepare sample (e.g., census data, official statistics, other research) and date of information. •If you weight the data, provide a detailed description of weighting procedures. The Client must be able to recreate weight values based on this documentation, the data sources, and the data file. The Contractor should include any related calculations for a design effect due to weighting as part of the margin of sampling error. Any weights should account for: o The probability of selection of the household and the adult (the base weights should be the inverse of the probability of selection) within each frame; oNonresponse and noncoverage; oAdjustments to match population data (describe sources of population data). •Report on final dispositions of case codes and outcome rates separately for each sampling frame used as well as for the total sample, including: oThe number of (a) interviews (both completed and partial), (b) eligible cases for which no interview was completed (e.g., refusals and break-offs, respondent eligible but never available), (c) cases that are not eligible (e.g., not a residential unit, no eligible adults in the household), and (d) cases of unknown eligibility (e.g., eligibility not determined, number always busy, no answer). Dispositions should be recorded following the definitions of disposition codes provided by the American Association for Public Opinion Research (AAPOR): http://www.aapor.org/AM/Template.cfm? Section=Standard_Definitions2&Template=/CM/ContentDisplay.cfm&ContentID=3156. The AAPOR Response Rate Calculator V3.1 (downloadable as an Excel spreadsheet) is strongly encouraged to recode disposition codes (available at http://www.aapor.org/For_Researchers/5850.htm). oThe resulting response, contact, cooperation and refusal rates for each sampling frame used as well as for the total sample ("RR1" and corresponding rates using the disposition codes and formulas provided by AAPOR). oThese abovementioned AAPOR rates for each city/province/region/interviewer. oRate of respondent substitution and procedures for substituting respondents (if any). oAn estimate of sampling error that takes into account the actual sampling procedures used. Include a brief explanation of how interviewing and fieldwork procedures affected the theoretical margin of error. 9) The Client may request additional supporting documentation to fully understand the design and conduct of the survey. TIME SCHEDULE: Each stage of the survey project should be conducted according to a schedule agreed to by the Contractor and the Office of Opinion Research. CONFIDENTIALITY: The study is to be conducted in the name of the Contractor, in keeping with standard industry practice. The Client's identity shall not be revealed to field supervisors, interviewers or respondents in order to minimize bias. Further, the Client's identity, details of the project and the survey results shall not be revealed to outside parties - e.g., media, academic or government -- at any point before, during or after completion of the project without the express written permission of the Client. BILLING AND PAYMENT: Payment is typically authorized either in a single installment upon receipt and approval of all required deliverables, OR in two installments - the first upon approval of the final questionnaire and sampling plan, and the second upon receipt and approval of all required deliverables. Please note, payment cannot be authorized upon commissioning the survey. All payments will be made in U.S. dollars. The method of payment is typically by electronic funds transfer if the Contractor provides appropriate banking information, but may also be made by U.S. Treasury check. IMPORTANT: Please have a DUNS number when bidding and include that with your proposal. Also, at time of payment, please identify a U.S. bank that has an affiliate relationship with your bank, in the event you do not have a U.S. bank account. ARCHIVING OF STUDY: The Client may store parts of the study (questionnaires, data set, methodological summary) with a non-profit archive (e.g., the Roper Center, the National Archive and Records Administration). Projects will be embargoed for at least two years, and all identifiable markers of the Contractor will be removed. _____________________ The following solicitation provisions apply to this acquisition: • FAR 52.212-1, "Instructions to Offerors-Commercial Items" (Apr 2014) - addenda are located in the attached document _____________________ The following contract clauses apply to this acquisition: •FAR 52.212-4, "Contract Terms and Conditions-Commercial Items" (Dec 2014) - addenda located in the attached document. •FAR 52.212-5, "Contract Terms and Conditions Required to Implement Statutes or Executive Orders" (Apr 2015). In addition to the required paragraphs, the following are the applicable optional paragraphs under 52.212-5: (8) 52.209-6, Protecting the Government's Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment. (Aug 2013) (31 U.S.C. 6101 note) ______________________ For additional terms/conditions and instructions, including proposal contents and evaluation factors, please refer to the attachment. PLEASE SUBMIT YOUR OFFER BY THE SPECIFIED DATE/TIME TO LORDTG@STATE.GOV
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