REQUEST FOR PROPOSAL AMENDMENT 001 Title Online Survey Tool

Return Bids to: - Retourner les soumissions à :

Canada Revenue Agency Agence du revenu du Canada

See herein / Voir dans ce document

Proposal to: Canada Revenue Agency

We hereby offer to sell to Her Majesty the Queen in right of Canada, in accordance with the terms and conditions set out herein, referred to herein or attached hereto, the goods, services, and construction listed herein and on any attached sheets at the price(s) set out therefor.

Proposition à: l’Agence du revenu du Canada

Nous offrons par la présente de vendre à Sa Majesté la Reine du chef du Canada, aux conditions énoncées ou incluses par référence dans la présente et aux annexes ci-jointes, les biens, services et construction énumérés ici sur toute feuille ci-annexée, au(x) prix indiqué(s).

Bidder’s Name and Address -

Raison sociale et adresse du Fournisseur/de l’entrepreneur

_____________________________________________ _____________________________________________ _____________________________________________

REQUEST FOR PROPOSAL

AMENDMENT 001

Title

Online Survey Tool

Solicitation No.

1000325275

Date

August 17, 2015

Solicitation closes – L’invitation prend fin on – le 2015-09-02

at – à 2:00 P.M. / 14 h

Contracting Authority Address

E-mail address

See herein / Voir dans ce document

Telephone No. – No de téléphone

(____)______________________________

Fax No. – No de télécopieur

(____)______________________________

Telephone No.

(613) 608-8746

Fax No.

(613) 957-6655

Bidder is required to identify below the

name and title of the individual authorized to

sign on behalf of the Bidder –

Soumissionnaire doit identifier ci-bas le

nom et le titre de la personne autorisée à

signer au nom du soumissionnaire

____________________________________

Name and title/Nom et titre

_______________________________

Signature

____________

Date

Destination See herein

Request for Proposal # 1000325275

This document consists of a question and answer and an amendment to the RFP.

PART 1 – QUESTION AND ANSWER

Question 1

On page 35, the guideline says that the bidders are to complete the “Comply - Yes/No”

column. However, there is no column by that name. The only column says “CRA USE ONLY”. Can you please help?

Answer 1

Please see the RFP amendment below which addresses this issue.

PART 2 – RFP AMENDMENT RFP 1000325275 is hereby amended as follows:

1. At page 1 of the RFP, DELETE: Solicitation closes on August 26, 2015 at 2:00 P.M. INSERT: Solicitation closes on September 2, 2015 at 2:00 P.M. 2. At page 29 of the RFP, DELETE:

ANNEX A: STATEMENT OF WORK

1.0

PROJECT TITLE

Online Survey Tool

2.0

OBJECTIVE

To obtain the services of a contractor to provide and maintain an externally hosted

online survey tool capable of meeting Canada Revenue Agency (CRA) requirements

for managing and conducting Public Opinion Research (POR).

3.0

SCOPE

Access to an online survey tool hosted on secure, Canadian based servers that must

have the functionality for:



the design of opinion surveys specific to web navigation and content using a

drag and drop interface allowing rapid creation;



the customization of Web based surveys along with personalized branding;



user management and use of an administration control panel allowing users to

administer the entire system;



the deployment of surveys on specific Web site pages, which comply with

various CRA and government policies and guidelines, for focused results.



the service to be hosted on secure, Canadian-based servers.



meet Web Content Accessibility Guidelines (WCAG) 2.0 at the AA level

4.0

TASKS

1. ACCESS

The contractor shall provide unlimited access (surveys must be accessible 24/7,

programming and editing capabilities must be available for a minimum of 12 hours

during standard business hours) to an online survey tool that will be used by for up to

(8) eight users within Public Affairs Branch that allows for the creation of

CRA-branded public opinion surveys. At least one account will have full user based

administration rights with the ability to assign full admin rights to the other users.

2. TRAINING

The contractor must :

 Provide one full day of in- person training (equivalent to 7.5 hours), on the full capabilities of the tool at an Ottawa, ON location chosen by the Project Authority.

 Training shall be in English at no additional cost to CRA.  Provide training aids (online help, online manuals)

3. CLIENT SUPPORT

a. The contractor shall attend meetings with the Project Authority and other members of CRA, which will be held in Ottawa, ON. Meetings can take place by teleconference or videoconference if attendance in-person would result in travel costs to Ottawa.

b. The shall meet with the Project Authority and other CRA representatives both prior to training and following full launch, as follows:

Meeting 1: Initial Setup

Defining requirements for personalized branding, user account creation and user

management of entire system. Discussing timelines for training and date tool will be

ready for full use.

Meeting 1 will likely be 2-3 hours in length.

Meeting 2: Following initial setup, meeting 2 will be with the tool users to discuss any

issues, including timelines for resolution, and answer any questions related to the tool.

Meeting 2 will likely be 2-3 hours in length.

Help Desk

Administration users must be able to either call or email for support if encountering

any difficulties with the tool. If contacting the help desk via email, the user shall

receive a notification or acknowledgement within 24 hours that the request has been

received. At least 80% of issues must be resolved within 48 hrs of acknowledgement.

A mechanism to report urgent issues (e.g. problems arising the day of the launch of a

survey) must be addressed within 24 hours.

5.0

Deliverables

The contractor shall provide Public Affairs Branch access to an online tool that meets

the following criteria:

Account Basics



Password-protected user accounts for each user license with unique

passwords and logins;



WCAG 2.0 (level AA) compliant



Customizable branding to meet CRA/GC standards; (branding should be

created using the Web Experience Tookit (WET) template)



Password protected secure access;



Bilingual format;

 500 surveys per year with unlimited questions and responses per survey;

Survey Design



Drag and Drop interface;



Response validation options; (validate/require survey responses)



Move questions between surveys



Randomize questions



Randomize pages



Live preview



Mobile-friendly



Anonymous response options

Survey Logic Features

 Multi-conditional branching  Piping

 Looping

 Show/hide questions

 Show/hide question choices  Hide a page

 Disable questions  Email triggers

 Question based quotas



Advanced skip logic,

o unconditional skipping

o skip to a random page

o

skip to a question

o skip to a page

 Re-direct browser  Randomize variables  Scoring

Question Types

 Drill down  Ranking questions  Side-by-side matrix  Checkbox grid  Date/time question  Dropdown grid  Multiple choice grid  Text response grid

 Check box (multiple answer questions)  Dropdown questions

 Multiple choice

 Timer question  Semantic differential

 Natrix questions – multi-type question  Short text responses

 Image choice  Yes/No

 Text/section heading  Score/Tally Display

Additional features - questions

 Create & Save Bulk Import Lists  Checkbox Validation (x/y choices)  Randomize Questions

 Add choices in Bulk

 Randomize Question Choices & Variables  Alphabetize Choices

 Validate responses  Format & Style Text  Insert Images & Videos  Add “Other” Text Box  Add Question Identifiers

 Make Questions Optional/Required

Publishing Features

 Secure survey with SSL

 Custom variables in Publish URL  Pop Up Surveys

 Save and Continue Later (without cookies)  Start Survey in any Language

 Customize Redirect URL (exit page)  Password Protect Your Surveys

 The ability to create short personalized URL’s for each survey  Survey Access restrictions (session, IP, Cookies)

o Email invites only

o once per computer

o once per location

 Toggle Survey Between Live & Not Live  Anonymous Surveys

 Allow Users to Print Responses

 Email Notifications – (e.g. quotas reached)

 Editable and personalized End Pages (Thank you, Termination etc.)  Editable and personalized Button Text

 Editable and personalized Error Messages  Survey Quota Management

Collect Data

 Secure Web Links (https://)

 Gather Responses Offline (Mobile Tablet Surveys)  Create Multiple Collectors (Data segmentation)  Send Out Personalized Email invitations  Embed in Your Own Website or Blog

Email Invitations

 Send out secure email invite links  Personalized Email Messages  Format Email Messages

 Insert Images and HTML (HTML Friendly)  Send out test emails

 Send out Reminder Emails  Add Contacts Individually  Import Entire Contact Lists  Save Contact Lists

 View Status of Emails Sent (Real Time)  View Status of Invites

 Make Survey Invite Only  View Bounced Emails

 Schedule Message to Send at a Later Date

 Customize “From/Reply-To” Email Address and “From” Name  Merge Addressbook Fields into Email Invite

 Create personalized fields in email invitations and merging profile information for personalized messages and invites (i.e. custom fields)

Analytics

 View Tabular Results in Realtime  View Graphical Results in Realtime  View Summary Statistics

 Delete Individual Responses  Delete Responses in Bulk

 Edit Responses (for recoding purposes or data cleanup)  Add Responses  Import Responses  Drop-out analytics  Daily tracking  Completion Times

Reporting

 Basic summary reports with tabulated data

 Ability to generate customized topline reports (with charts, graphs, summary tables, cross-tabs);

 Generate Charts & Graphs (e.g. pie, bar)

 Basic summary statistics (counts, frequencies, percentages)  Cross-tabulations

 Basic Text Analysis

Data Export

 Coding and Exporting to SPSS  Export Data to MS Excel  Tab Delimited to CSV  Export Reports to MS Word  Export Reports to MS Powerpoint  Export Reports to MS Excel  Export Reports to PDF  Export Survey to MS Word  Export Survey to PDF  Export Invite to List to CSV

Branding Control

 Personalized Survey URL (White Label)

 Access to CSS Stylesheet (if not all formatting features are available through the drag and drop interface

 Redirect Respondents to a website

The Assistant Director of the Public Opinion Research and Environmental Analysis

Division will be responsible for accepting and monitoring the deliverables.

English is essential. Technical support and training should be available in both official

languages.

INSERT:

Annex A: Statement of Work

1.0 PROJECT TITLE

Online Survey Tool

2.0 OBJECTIVE

To obtain the services of a contractor to provide and maintain an externally hosted online survey tool capable of meeting Canada Revenue Agency (CRA) requirements for managing and conducting Public Opinion Research (POR).

3.0 SCOPE

Access to an online survey tool hosted on secure, Canadian based servers that must have the functionality for:

 the design of opinion surveys specific to web navigation and content using a drag and drop interface allowing rapid creation;

 the customization of Web based surveys along with personalized branding;  user management and use of an administration control panel allowing users to

administer the entire system;

 the deployment of surveys on specific Web site pages, which comply with various CRA and government policies and guidelines, for focused results.

 the service to be hosted on secure, Canadian-based servers.

 meet Web Content Accessibility Guidelines (WCAG) 2.0 at the AA level

4.0 TASKS

1. ACCESS

The contractor shall provide unlimited access (surveys must be accessible 24/7, programming and editing capabilities must be available for a minimum of 12 hours during standard business hours) to an online survey tool that will be used by for up to (8) eight users within Public Affairs Branch that allows for the creation of CRA-branded public opinion surveys. At least one account will have full user based administration rights with the ability to assign full admin rights to the other users.

2. TRAINING The contractor must :

 Provide one full day of in- person training (equivalent to 7.5 hours), on the full capabilities of the tool at an Ottawa, ON location chosen by the Project Authority.

 Training shall be in English at no additional cost to CRA.  Provide training aids (online help, online manuals)

3. CLIENT SUPPORT

a. The contractor shall attend meetings with the Project Authority and other members of CRA, which will be held in Ottawa, ON. Meetings can take place by teleconference or videoconference if attendance in-person would result in travel costs to Ottawa.

b. The contractor shall meet with the Project Authority and other CRA representatives both prior to training and following full launch, as follows:

Meeting 1: Initial Setup

Defining requirements for personalized branding, user account creation and user

management of entire system. Discussing timelines for training and date tool will be ready for full use.

Meeting 1 will likely be 2-3 hours in length.

Meeting 2: Following initial setup, meeting 2 will be with the tool users to discuss any issues, including timelines for resolution, and answer any questions related to the tool. Meeting 2 will likely be 2-3 hours in length.

Help Desk

Administration users must be able to either call or email for support if encountering any difficulties with the tool. If contacting the help desk via email, the user shall receive a

notification or acknowledgement within 24 hours that the request has been received. At least 80% of issues must be resolved within 48 hrs of acknowledgement.

A mechanism to report urgent issues (e.g. problems arising the day of the launch of a survey) must be addressed within 24 hours.

5.0 DELIVERABLES

The contractor shall provide Public Affairs Branch access to an online tool that meets the following criteria:

Account Basics

 Password-protected user administration accounts for each user license with unique passwords and logins;

 WCAG 2.0 (level AA) compliant

 Customizable branding to meet CRA/GC standards; (branding should be created using the Web Experience Toolkit (WET) template)

 Password protected secure access;

 Bilingual administration user interface and survey completion option (by respondent);  500 surveys per year with unlimited questions and responses per survey with capacity

for all to be live at the same time; Survey Design

 Dataset exportable to SPSS, CSV and MS Excel version 7 and above;  Drag and drop graphical interface to design surveys;

 Response validation options; (validate/require survey responses)  Move questions between surveys

 Randomize questions and pages

 Live preview and ability to test survey prior to deployment  Mobile device and smartphone friendly

 Anonymous response options Survey Logic Features

 Multi-conditional branching  Piping

 Looping

 Show/hide questions

 Show/hide question choices  Hide a page

 Disable questions  Email triggers

 Question based quotas

 Advanced skip logic, including:

o unconditional skipping

o skip to a random page

o skip to a question

o skip to a page

 Re-direct browser to a specific web page upon completion  Randomize variables

 Scoring survey, where points are assigned to responses Question Types

 Drill down  Ranking questions  Side-by-side matrix  Checkbox grid  Date/time question  Dropdown grid  Multiple choice grid  Text response grid

 Check box (multiple answer questions)  Dropdown questions

 Multiple choice

 File upload functionality  Timer question

 Semantic differential

 Multi-type question - A question type allowing for different response types (i.e. radio button, textbox, drill down) for different levels within the same question

 Open text response options (short text/single line and multiple-line) with functionality for administrator to set a maximum word limit

 Image choice  Yes/No

 Text/section headings  Score/tally display Additional features - questions

 Create & save bulk import lists of choices  Checkbox validation (x/y choices)

 Randomize the order of questions  Add choices in bulk

 Randomize question choices & variables  Alphabetize choices

 Validate responses  Format & style text

 Insert images, graphics & videos  Add “Other” text box

 Add question identifiers

 Make responses to questions optional/required Publishing Features

 Secure survey with SSL  Intercept/Pop up surveys

 Save and continue later (without cookies)  Start survey in any language

 Customize redirect URL (exit page)  Password protect your surveys

 The ability to create short personalized URL’s for each survey  Survey access restrictions (session, IP, Cookies)

o email invites only

o once per computer

o once per location

 Toggle survey between live & not live (active/inactive)  Anonymous or targeted surveys

 Allow users to download and/or print responses  Email notifications – (e.g. quotas reached)

 Editable and personalized configuration – customizable end pages (Thank you, Termination etc.)

 Editable and personalized button text  Editable and personalized error messages  Survey quota management

Collect Data

 Secure web links (https://)  Gather responses offline

 Create multiple collectors (Data segmentation)  Send out personalized email invitations

 Embed surveys in a website or blog Email Invitations

 Send out surveys through secure email invite links  Personalized and formatted email messages  Insert images and HTML (HTML friendly)  Send out test emails

 Send out reminder emails  Add contacts individually  Import bulk entire contact lists  Save contact lists

 View status of emails sent (in real time)  View status of invites

 Make survey invite only  View bounced emails

 Schedule message to send at a later date

 Merge address book fields into email Invite

 Create personalized fields in email invitations and merging profile information for personalized messages and invites (i.e. custom fields)

Analytics

 View tabular and graphical results in real time (as responses are collected)  View summary statistics

 View and print individual responses  Delete individual responses

 Delete responses in bulk

 Edit responses (for recoding purposes or data cleanup)  Add responses

 Import responses  Drop-out analytics  Daily tracking  Completion times

 A single dataset for bilingual surveys (same dataset regardless of language the survey was completed in)

Reporting

 Basic summary reports with tabulated data

 Ability to generate printable and saveable customized topline reports (with charts, graphs, summary tables, cross-tabs) with multiple conditions (example, filtered by completion status or a demographic question);

 Generate charts & graphs (e.g. pie, bar)

 Basic summary statistics (counts, frequencies, percentages)  Cross-tabulations

 Basic Text Analysis Data Export

 Coding and exporting to SPSS  Export data to MS Excel  Tab delimited to CSV  Export reports to MS Word  Export reports to MS Powerpoint  Export reports to MS Excel  Export reports to PDF  Export survey to MS Word  Export survey to PDF  Export invite to list to CSV

Branding Control

 Personalized survey URL

 Access to CSS Stylesheet (if not all formatting features are available through the drag and drop interface

 Redirect respondents to a website

The Assistant Director of the Public Opinion Research and Environmental Analysis Division will be responsible for accepting and monitoring the deliverables.

LANGUAGE REQUIREMENTS

English is essential. Technical support and training should be available in both official languages.

GLOSSARY

WCAG - Web Content Accessibility Guidelines GC - Government of Canada

SPSS - is a software package used for statistical analysis (Statistical Package for the Social Sciences)

CSV - Comma Separate Values (file format) MS -Microsoft

SSL - Secure Sockets Layer URL - Uniform Resource Locator IP - Internet Protocol (address)

Cookies - a small text file stored on a computer's browser directory that tracks movement within a site.

https - Hypertext Transfer Protocol Secure HTML - HyperText Markup Language PDF - Portable Document Format CSS - Cascading Style Sheets

3. At page 35 of the RFP, DELETE:

“For the mandatory criteria below bidders are to complete the “Comply – Yes/No” column by putting in “Yes” or “No”. A “Y” to indicate a yes response or an “N” to indicate a no response is also acceptable.”