Statistical Standards Program
Table of Contents
1. Development of Concepts and Methods
2. Planning and Design of Surveys
2-1 Design of Surveys
2-2 Survey Response Rate Parameters
2-3 Developing RFPs for Surveys
2-4 Pretesting Survey Systems
2-5 Maintaining Data Series Over Time
2-6 Educational Testing
3. Collection of Data
4. Processing and Editing of Data
5. Analysis of Data / Production of Estimates or Projections
6. Establishment of Review Procedures
7. Dissemination of Data
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|PLANNING AND DESIGN OF SURVEYS|
SUBJECT: DEVELOPING A REQUEST FOR PROPOSALS (RFP) FOR SURVEYS
NCES STANDARD: 2-3
PURPOSE: To assist NCES staff in the preparation of high quality RFPs. Each RFP should include the information required to allow an offeror to submit a proposal that demonstrates technical and managerial competence sufficient to complete successfully all phases of surveys. Each RFP should include evaluation criteria to assist the government in selecting the best offeror to conduct the work. The RFP should provide a clear, precise, and accurate description of the requirement for the work and the expected activities, services, products, and level of effort to be delivered under the contract.
GUIDELINE 2-3-1A: The contracting office of the Department of Education is responsible for the acquisition process for NCES and can provide expertise and guidance in the development of the RFP.
GUIDELINE 2-3-1B: Within NCES, the staff member who is responsible for the development of a Statement of Work (SOW) and related documents should also be designated Contracting Officer's Representative (COR). The staff member responsible for the development of the SOW should have completed courses required for COR certification. Minimally, the individual designated as COR should be included in the development process, to provide familiarity with the contractual requirements and expectations.
GUIDELINE 2-3-2A: The technical specifications for all phases of design, implementation, and analysis include: methodological, statistical, timeline, resource, analysis, and data file parameters. Managerial specifications should be written as specific activities and tasks. Those to be performed by the contractor and those to be performed by NCES should be clearly delineated. There should be a schedule for all deliverables (e.g., analysis plans, final reports).
GUIDELINE 2-3-4A: For further information, consult previous comparable project estimates.
GUIDELINE 2-3-6A: The criteria may include such factors as technical competence, analysis plan, familiarity with data files, and management plan.
GUIDELINE 2-3-8A: Each RFP survey may have its own applicable/special clearances depending on the type of procurement required. (The ACS Departmental Directive, C: GPA: 2-105, Acquisition Planning, dated June 10, 1992 or later should be referenced to explain the standard clearances noted above and possible other clearances or approvals that might be required.)
GUIDELINE 2-3-9A: This plan tells the contractor what activity or product is required to be considered for an award incentive, above and beyond the acceptable standards for the contract. It also tells the contractor when penalties may be applied. In addition to a specified set of activities or products, NCES may include an option to pre-select at random additional deliverables for award or penalty.
GUIDELINE 2-3-9B: Award incentives criteria frequently include such factors as quantity, timeliness, or quality. Other criteria that are sometimes used include commercial or industry-wide standards that are used to measure performance.
GUIDELINE 2-3-9C: An award fee incentive can be applied as a specified amount for a specific deliverable or the award fee can be applied in increments related to quality of the deliverable. Award incentive fees are based on the Contracting Officer's Representative's (COR) evaluation and ranking of the deliverables. The amount of the award incentive fee is determined by negotiations involving the COR, NCES senior management, and the Contracting Officer prior to awarding the contract.
GUIDELINE 2-3-9D: The following documents offer specific guidance on how to develop a performance-based solicitation:
These documents are accessible through the Acquisition Reform Network www.arnet.gov.