DIR or its designee intends to contract with the Successful Respondent to provide a Survey and Forms Platform SaaS tool for forty (40) seats or licenses with the option to add in five to ten increments. DIR utilizes SurveyMonkey throughout for internal and external surveys. Surveys and forms are used to capture improvements, feedback, and report concerns. Responses are then able to be turned into graphs, charts, and allow metrics to be developed from the information collected. Respondent shall provide SaaS subscription licenses for the Licensed Software listed on the Pricing Table. The licenses must include telephone support, authentication, integrations, and a customer support. Each Licensed Software seat must include unlimited responses and access to all platform features including advanced branching, piping and multilingual support. Any catalog, brand name, or manufacturer’s reference used in the solicitation is descriptive only (not restrictive) and is used to indicate the type and quality desired. Requirements/Specifications • More than 250 available templates • Multi-factor Authentication • Application Programming Interface (API) compatibility • Customizable forms, polls and surveys • AI-powered survey builder • Analytics and reporting • Custom permission sets and user management • Segmentation of Workgroups for privacy and confidential data • Integrations to BI tools - SPECTRUM, Salesforce, Microsoft Teams, Tableau, etc. • Collect payments • TXRAMP Certification • Accessibility/PDAA • Event Registration • Form testing before deployment – or ability to delete test records • Field drop-down list • Branching logic • Skip logic • Ability to publish survey URL to a website • File uploads – currently 50MB (docx, pptx, pdf, xlsx) • Email notification when new survey submitted • Ability to export survey response to PDF • Ability to bulk export survey responses to Excel or CSV • Email confirmation to submitter • Anonymous submission (for surveys and evaluations) • Mobile friendly design • Link Shortening • IP Address collection ; Optional Specifications • Include PDF of survey response in notification email • Ability for submitter to start survey and save/finish later • Customer dashboards • Multi-channel feedback (email, messaging apps or chatbot, mobile) • Information triggering based on survey responses (ex if they score low, can it create a ticket for resolution, all while sending them information to help).
