CENTER FOR EDUCATION STATISTICS
OFFICE OF EDUCATIONAL RESEARCH AND IMPROVEMENT 
U.S. DEPARTMENT OF EDUCATION


                             
SUBJECT: STANDARD FOR RFP DEVELOPMENT FOR SURVEYS            
                             
EFFECTIVE DATE: 02/09/87   CES STANDARD 87-02-01
                             
PURPOSE: To ensure that RFPs for survey research issued by the Center for Education Statistics contain the information necessary to enable all prospective offerors to be equally responsive in submitting a proposal, and to ensure that the proposals submitted address the needs of CES.  
                             
  o RFPs issued by CES for survey research should specify a technically sound survey design that is consistent with project objectives. For sample surveys, the statement of work should discuss the survey design including the sampling frame or method of obtaining the universe, method of selecting the sample at each stage, expected number of sampling units, and the sample size or required level of precision for estimates for key variables; data collection method; either a draft questionnaire or specific instructions on objectives, length of interview and data specifications; requirements for pretesting; ADP processing requirements; and weighting procedures. Under some circumstances, an RFP can require the offerors to propose a research design consistent with the survey objectives.
                             
  o The Project Officer has primary responsibility for writing the scope of work of the RFP. The Project Officer must arrange for technical input prior to writing the scope of work from CES staff and, in accordance
      with OERI Peer Review Policy, outside experts from the Department of Education, other Federal agencies and universities, or the private sector. Input should occur at several points during the development of the survey, but is essential before final decisions are made on the survey design, and before final RFP preparation.  
                             
  o Evaluation criteria must include points for technical quality (understanding of the issues, sampling, interviewer training, field work, editing and coding); appropriateness and feasibility of proposed milestones; experience of the offeror, experience of key staff, and management plan. The distribution of points will depend on the nature of the procurement.    
                             
RELATED STANDARDS:                    
                             
  o
  CES Standard
  for Planning Statistical Surveys, 87-01-01
     
  o
  CES Standard
  for Monitoring Survey Contracts, 87-02-02
     
 
o
  CES Standard
  for Maintaining Contract Files, 87-02-03
     
  o
  CES Standard
  for Codes, Abbreviations and Acronyms, 87-03-05
     
  o
  CES Standard
  for Survey Documentation, 87-04-01
     
  o
  OERI Peer Review Policy
     
                             
RELATED CHECKLISTS, FORMS AND DOCUMENTS:              
  o Statistical Policy Working Paper 9: Contracting for Surveys, Office of Management and Budget, June, 1983.