Sol_1605C5-21-R-00001_Amd_0002.pdf

(x)

1605C5-21-R-00001 x x

1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted ; or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE RECEIVED AT

THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted , such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

x

Washington DC 20210

CAS

S-4307 200 Constitution Ave, NW Customer Acquisition Services US Department of Labor

12/22/20200002

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

12. ACCOUNTING AND APPROPRIATION DATA (If required) is not extended.is extended, Items 8 and 15, and returning

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended , by one of the following methods: (a) By completing

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

7. ADMINISTERED BY (If other than Item 6)CODE 6. ISSUED BY

PAGE OF PAGES

4. REQUISITION/PURCHASE REQ. NO.3. EFFECTIVE DATE2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO. (If applicable)

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

12/22/2020

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

E. IMPORTANT: Contractor is not, is required to sign this document and return __________________ copies to the issuing office.

ORDER NO. IN ITEM 10A.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

The purpose of this amendment 0002 is to update the date for submission of “Contractor

Questions” and update the date for “Response Submission Deadline” under Section V –

Solicitation Provisions, Instructions to Offerors. This amendment does not extend the submission deadline. All other conditions remain unchanged.

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)15A. NAME AND TITLE OF SIGNER (Type or print)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

Chantel A. Adams

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

NSN 7540-01-152-8070

Previous edition unusable

Except as provided herein, all terms and conditions of the document referenced in Item 9 A or 10A, as heretofore changed, remains unchanged and in full force and effect .

TEL: EMAIL: 202-691-6044 adams.chantel.2@dol.gov

1605C5-21-R-00001

SECTION II - PERFORMANCE WORK STATEMENT

Performance Work Statement (PWS) for

MANAGEMENT AND EXECUTION OF THE NATIONAL LONGITUDINAL SURVEYS

PART 1

GENERAL INFORMATION

1.1. Description of Services/Introduction

The contractor shall provide non-personal services for management and execution of the National Longitudinal Survey of Youth 1979 and the National Longitudinal Survey of Youth 1997, as defined in this Performance Work Statement except for those items specified as government furnished property and services. The contractor shall perform to the standards in this contract.

1.2. Background

The Bureau of Labor Statistics (BLS) of the U.S. Department of Labor sponsors the National Longitudinal Surveys (NLS) to obtain information about how people respond to changes in the broader economy and how they make transitions through various stages of their lives. The NLS program has obtained a wealth of information about young people making the transition from school to the labor market and adulthood; individuals in their 30s, 40s, and 50s as they make choices about their careers and families; and older individuals as they prepare for and enter retirement. Such information is obtained through the National Longitudinal Survey of Youth 1979 (NLSY79), and the National Longitudinal Survey of Youth 1997 (NLSY97).

The long-term objective of the National Longitudinal Surveys is to relate individuals’ earlier development and influences on their outcomes later in life. Along the life course, information is collected on topics that influence or are influenced by labor market behavior. The content of the surveys emphasizes the behavior of individuals, but information also will be collected on aptitude and attitudes.

Background to the National Longitudinal Surveys Program BLS sponsors the collection and dissemination of data from the National Longitudinal Surveys. Each of these surveys has gathered information at multiple points in time on the labor market experiences, schooling, health, marital history, fertility, and other aspects of the lives of seven groups of American men and women.

In 1979, a survey was begun with a sample of 12,686 young men and women who were born in the years 1957 to 1964. The sample members were ages 14-21 as of December 31, 1978. This survey is called the National Longitudinal Survey of Youth 1979 (NLSY79). Data collection for the NLSY79 was conducted annually from 1979 to 1994 and has been conducted biennially in even- numbered years since 1994. The original sample included supplemental samples of Black or African American, Hispanic, economically disadvantaged non-Black/non-Hispanic, and youth in the military. In other words, members of these four groups composed a larger share of the total NLSY79 sample than their share of the U.S. population that was born in the years 1957 to 1964 and living in the U.S. in 1979. The reason for selecting these supplemental samples was to facilitate statistical analyses of these groups. Without these supplemental samples, the sizes of these four groups in the NLSY79 sample would not have been sufficiently large to conduct statistically reliable analyses. The military supplemental sample was discontinued after the 1984 survey, but members of the main NLSY79 sample who joined the military after the survey began in 1979 have continued to be interviewed during their military service. The economically disadvantaged non- Black/non-Hispanic supplemental sample was discontinued after the 1990 survey. The original NLSY79 sample did not include persons who were incarcerated or who resided in other types of institutions, but, to the extent possible, the survey continues to track sample members if they become incarcerated or otherwise institutionalized. Sample members who move outside the U.S. also remain eligible for interview.

In 1997, the newest NLS cohort was begun with the collection of data from a sample of approximately 9,000 youths who were born in the years 1980 to 1984. The sample members were ages 12-16 as of December 31, 1996. This survey, called the National Longitudinal Survey of Youth 1997 (NLSY97), is fielded biennially and includes supplemental samples of Black or African American and Hispanic youths.

The original NLSY97 sample did not include persons who were incarcerated or who resided in other types of institutions, but, to the extent possible, the survey continues to track sample member if they become incarcerated or otherwise institutionalized. Likewise, the survey continues to track sample members who join the military. Sample members who move outside the U.S. also remain eligible for interview.

NLS data are used by economists, sociologists, and other researchers in government, the academic community, and private organizations to examine a variety of issues such as: employment and earnings of workers; educational experience, achievement, and the transition from school to work; training programs and training in the workplace; geographic mobility; relationships between the workplace and the well-being of the family and family transitions; drug and alcohol use; juvenile delinquency and criminal behavior; fertility and childbearing, especially the problems of adolescent fertility on both the mothers and their children; and preparations for retirement, with an emphasis on income, assets, and family structure.

NLS Sample Retention In recent rounds, the NLSY79 and the NLSY97 have maintained retentions rates of approximately 78 percent of eligible respondents.

NLS Content Respondents in all NLS cohorts (except the NLSY79 Child) have been asked a core set of questions that provide information on employment, training, work experience, sources of income, marital status, health, attitudes toward work, and occupational and geographical mobility. In addition, each cohort is asked questions that are of particular research interest for that cohort.

The focus of each survey in the NLS program has been determined by the particular stage of life that each cohort was experiencing. For example, the focus of the Older Men was on their plans for the future— specifically, retirement, pension plans, and health insurance. Special topics for the Mature Women included volunteer work, household activities, retirement plans, childcare, parental care, health insurance, commuting time and costs, attitudes toward working women, and perceived job discrimination. The surveys of the Young Men’s and Young Women’s cohorts focused on educational goals, high school and college experiences, and future job plans. In addition, surveys of the Young Men collected information on military service and union membership, while special topics for the Young Women included fertility, childcare, responsibility for household tasks, attitudes toward working women, and perceived job discrimination.

The NLSY79 included questions in the initial survey year of 1979 about the respondents’ family background, knowledge of the world of work, the influence of significant people in their lives, and the amount of control respondents feel they have over their lives and jobs. Subsequent rounds of the NLSY79 have included questions on employment and job changes, job-search methods, earnings, employee benefits, income, assets, health, fertility, marital and other relationships, migration, attitudes toward work, educational and occupational aspirations and expectations, school discipline, self-esteem, childcare, drug and alcohol use, delinquency, and time use. Whenever possible, new questions follow the language and format of questions that have been developed from other surveys to achieve comparability across surveys.

NLSY79 respondents have been the subject of a number of special studies. The most notable are the Profile of American Youth, a high school transcript study, and child assessments. The Profile of

American Youth, sponsored by the U.S. Department of Defense, involved the administration of the Armed Services Vocational Aptitude Battery (ASVAB) to 94 percent of NLSY79 respondents. The purpose was to obtain data on vocational aptitudes of youths and to update national norms for the ASVAB. The high school transcript study, sponsored by the National Center for Research in Vocational Education, obtained information on school characteristics and complete high school records for many of the civilian respondents. The National Institute of Child Health and Human Development provided funding to BLS to conduct the child assessments that have been administered to the biological children of female NLSY79 respondents in even-numbered years starting in 1986. These assessments encompass cognitive, socio- emotional, and physiological aspects of development, as well as information about the home environment.

The NLSY97 completed its first round in 1998. In the early rounds of interviews, the NLSY97 has been designed to document the transition from school to work and into adulthood. This survey collects extensive information about the youths’ labor market behavior and educational experiences over time.

Employment data include start and stop dates of jobs, occupation, industry, hours, earnings, benefits, and job-search methods. Measures of work experience, tenure with an employer, and employer transitions also are obtained. Educational data include youths’ schooling history, performance on standardized tests, course of study, the timing and types of degrees, and a detailed account of progression through post-secondary schooling.

In addition to educational and labor market experiences, the NLSY97 obtains detailed information on many other topics. Subject areas include youths’ relationships with parents, contact with absent parents, marital and fertility histories, dating, sexual activity, onset of puberty, training, participation in government assistance programs, expectations, time use, criminal behavior, and alcohol and drug use.

Areas of the survey that are potentially sensitive, such as sexual activity and criminal behavior, comprise the self- administered portion of the interview. In 1997 and 1998, NLSY97 respondents were administered the computer-adaptive version of the Armed Services Vocational Aptitude Battery, which comprises 12 tests that measure knowledge and skill in a number of areas including mathematics and language. High school transcripts have been collected and coded for most respondents. Surveys have been conducted in 1996 and 2000 of the high schools located in the areas where NLSY97 respondents reside.

Round 1 of the NLSY97 included a parent interview that generates information about each youth’s family background. Information in the parent questionnaire includes parents’ marital and employment histories, relationship with a spouse or partner, ethnic and religious background, health (parents and child), household income and assets, participation in government assistance programs, youths’ early childcare arrangements, child custody arrangements, and the parent’s expectations about the youth. Although the parent interview was only conducted in the first round, subsequent rounds asked a parent or guardian a small number of questions about family income.

Features of the NLS The NLSY79 and NLSY97 have several features that make them exceptional resources for labor market analyses. Three features of particular importance are the breadth of information collected, the event history format (that is, the notation of the dates of significant life events), and the high retention rates. The surveys collect a vast amount of labor market information, accompanied by complementary variables which affect work and life decisions. The surveys collect detailed information about each job held, along with the characteristics of that job, including wages, hours, occupation, and industry. Each period of non-work is investigated to capture time spent looking for work and other factors that distinguish the unemployed from those not in the labor force. Detailed information is collected on education and training, as well as events such as marriage, divorce, and fertility, which affect labor market choices.

The NLS program is funded principally by BLS, but other government agencies also provide funding for specific program activities. The National Institute of Child Health and Human Development (NICHD) provided funding to conduct the NLSY79 Child and Young Adult surveys. The National Institute on Drug Abuse has provided funding to include questions in the NLSY79 and NLSY79 Young Adult survey about the use of drugs and other substances. NICHD has provided funding to include questions in the NLSY97 on fertility, sexual activity, health-related behaviors, marriages, and relationships with parents. Early rounds of the NLSY97 included questions funded by the Department of Justice on criminal activities. The Department of Education provided funding for questions in the NLSY97 that pertain to participation in school-to-work programs. The Department of Education also provided funding to collect and code the high school transcripts of NLSY97 respondents and to administer the 1996 and 2000 surveys of high schools.

1.3. Objectives

The objective of this effort is for the contractor to provide non-personal services for management and execution of the National Longitudinal Survey of Youth 1979 and the National Longitudinal Survey of Youth 1997 as defined in this PWS.

1.4. Scope

The scope of this requirement is for the contractor to support fulfillment of the National Longitudinal Survey program requirements.

1.5. Period of Performance:

The Period of Performance reads as follows:

Base Period: 31 January 2021 thru 30 January 2022 Option Period I: 31 January 2022 thru 30 January 2023 Option Period II: 31 January 2023 thru 30 January 2024 Option Period III: 31 January 2024 thru 30 January 2025

1.6. General Information

1.6.1. Quality Control Plan (QCP):

The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which he assures himself that his work complies with the requirement of the contract. The contractor shall deliver a QCP to the Contracting Officer (CO) and Contracting Officer Representative (COR) within 30 calendar days of contract award. Thereafter, QCP shall be re-submitted in writing to the CO and COR within five (5) working days of when any changes are made. After Acceptance of the QCP, the contractor shall receive the CO’s acceptance in writing of any proposed changes.

After acceptance of the quality control plan the contractor shall receive the contracting officer’s acceptance in writing of any proposed change to his QC system.

1.6.2. Quality Assurance

The government shall evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the Government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.6.3. Recognized Holidays

The Contractor is not required to perform services on the following holidays:

New Year’s Day Labor Day Martin Luther King Jr.’s Birthday Columbus Day President’s Day Veteran’s Day

Memorial Day Thanksgiving Day Independence Day Christmas Day

1.6.5. Hours of Operation

The Contractor is responsible for providing support between the hours of 0730 and 1800 Monday thru Friday, except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government-directed facility closings. The Contractor shall at all times maintain an adequate work force for the uninterrupted performance of all tasks defined within this statement of work when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the work force are essential.

1.6.6. Place of Performance

The primary place of performance for the work under this contract will be at Contractor’s worksite.

1.6.7. Type of Contract

The government anticipates award of a Firm Fixed Price Contract.

1.6.8. Confidentiality and Security Requirements

All Contractor personnel performing work under this contract shall comply with the BLS Confidentiality and Security Requirements located in Attachment 7.

1.6.8.1. Physical Security

The contractor shall be responsible for safeguarding all government equipment, information and property provided for contractor use. At the close of each work period, and when applicable, Government facilities, equipment, and materials shall be secured.

1.6.8.2. Key Control

Not applicable.

1.6.8.3. Lock Combinations

Not applicable.

1.6.8.4. Conservation of Utilities

Not applicable.

1.6.9. Special Qualifications

None.

1.6.10. Post-award Conference/Periodic Progress Meetings

The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The contracting officer, Contracting Officers Representative (COR), and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings the contracting officer will apprise the contractor of how the government views the contractor's performance and the contractor will apprise the Government of problems, if any, being experienced.

Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

1.6.11. Contracting Officer Representative

The Contracting Officer Representative will be delegated under separate cover.

1.6.12. Program Manager

The Contractor shall provide a program manager who shall be responsible for the performance of the work. The name of this person and an alternate who shall act for the Contractor when the manager is absent shall be designated in writing to the Contracting Officer. The program manager or alternate shall have full authority to act for the Contractor on all technical matters relating to daily operation of this contract.

1.6.13. Key Personnel

The contractor shall identify the key personnel that will be responsible for managing the contract. The Project Manager (PM), Information Security Officer, and Principle Investigators are considered key personnel for the contract. The PM and Information Security Officer are responsible to the Contracting Officer’s Representative (COR) and the Contracting Officer (CO) for compliance with all the requirements of this contract. Historically, this has not been a full-time position. The positions listed shall be considered key personnel. At a minimum, they shall possess the following skills, abilities, and qualifications.

Project Manager

Education: Bachelor’s degree

Experience: Contractor personnel performing this role shall have a minimum 7 years’ experience managing all aspects of large scale, multimode data collection efforts, preferable of a longitudinal nature.

Candidate shall also possess a Project Management Professional (PMP) from the Project Management Institute or equivalent certification

Information Security Officer

Education: Bachelor Degree

Experience: Contractor personnel performing this role shall have a minimum of four (4) years of experience in the Federal IT environment. Personnel shall also have experience ensuring information security compliance standards relating to NIST, FISMA, and CIPSEA are implemented, documented, and monitored.

Experience developing, implementing, and maintaining security policies and procedures for security of facilities, computer systems, telecommunications/Internet connectivity, data, personnel, and system administration.

Experience enforcing security controls on and during the system design, system testing, system implementation, system maintenance, and system disposal.

Experience documenting/correcting/mitigating all security defects and deficiencies.

Experience ensuring subcontractors meet the security requirements described herein.

Experience supporting Government-sponsored Security Compliance Reviews, security inspections, tests, assessments, audits, and evaluations.

NLSY79 and NLSY97 Principle Investigators

Experience: Contractor personnel performing this role shall have experience conducting and publishing social science research in peer reviewed journals using longitudinal data in general, NLS data, and in particular, data from the relevant cohort.

Experience in survey design and methods.

Experience working with various stakeholders to identify appropriate topics to include in each survey.

Experience promoting the use of survey data among researchers and Ph.D.

1.6.14. The Project Manager (PM) is considered key personnel for the contract. The PM shall be the single point of contact for the management of this contract. The PM is responsible to the Contracting Officer’s Representative (COR) and the Contracting Officer (CO) for compliance with all the requirements of this contract. The PM shall supervise and maintain a comprehensive management organization over staff working on this contract. A staff management plan delineating the lines of authority shall be maintained and provided to the COR on a quarterly basis. The PM must meet with the COR and other program officials no less than twice per month to discuss issues related to the administration of the contract and actual performance on respective tasks. The contractor shall be available to attend in-person at the BLS National Office in Washington, DC for these meetings at least once quarterly; other meetings can be held by conference call or other virtual method. The contractor shall not remove or divert key personnel unless written notice is provided at least 30 business days prior to the removal. Furthermore, a replacement for the key personnel must be approved by the CO at least 10 business days prior to the removal to ensure business continuity and transfer of institutional knowledge.

1.6.15. Identification of Contractor Employees

All contract personnel attending meetings, answering Government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed.

1.6.15.1. Contractor personnel shall identify themselves as contractor personnel when answering Government telephones or when placing official calls during the course of day-to-day interactions while performing official duties.

1.6.15.2. The Government will provide contractor personnel a Government-hosted e-mail account with address alias or directory entry including the word “contractor” in the address/directory. The email will be used for official business under this contract and the contractor will ensure that all email include a signature block indicating their contractor status, e.g. “Smith, Bob (Contractor) with the full company name.

1.6.7. Contractor Travel

Contractor shall be required to travel within the CONUS and within the NCR during the performance of this contract in support of communication and transformation activities, such as attendance at related conferences and forums. Contractor will be authorized travel expenses consistent with the substantive provisions of the Federal Travel Regulation (FTR) and FAR 31.205-46. All travel requires Government approval/authorization and notification to the COR.

1.6.17. Other Direct Cost

This category includes travel, reproduction, information services, and shipping expenses associated with training activities and visits to contractor facilities. It could also entail the renting of suitable training venues.

1.6.18. Non-disclosure / Employment Restrictions

The Contractor and all its personnel and consultants involved with the contract waive all rights to participate in the design, development, and production of any Brigade Combat Team (BCT) Modernization systems, products, or services as a prime contractor, subcontractor, or vendor. In addition, all contractor personnel are excluded from serving as consultants and/or employees to any contractor, subcontractor, vendor, or lead vendor system integrator, involved with BCT Modernization system programs, products, or services. Furthermore, all contractor personnel will be required to sign non-disclosure agreements. Such agreements shall be designed to preclude any competitive advantage that may be gained by company use of knowledge obtained under this contract.

Whenever, in the performance of this contract, the contractor provides recommendations or advice related to the development of specifications, work statements, data, or other information for hardware/software items, the contractor shall not enter into any contract or agreement either as a prime or subcontractor to furnish said items or components thereof during the life of this contract or through the initial production contract whichever is longer. Whenever, in the performance of this contract, the contractor provides recommendations or advice related to the development of specifications, work statements, data or other information for hardware/software items, the contractor shall not enter into any contract or agreement with the item supplier to provide any support, analysis or consulting services.

1.6.19. Organizational Conflicts of Interest

For any work related to this contract, the contractor warrants that to the best of its knowledge and belief and except as otherwise disclosed, neither it nor its employees have any organizational conflict of interest, as defined in FAR Subpart 9.5.

The contractor agrees that if after award it discovers an organizational conflict of interest by it or its employees with respect to this contract, it shall make an immediate and full disclosure in writing to the Contracting Officer that shall include a description of the action that the contractor has taken or intends to take to eliminate or neutralize the conflict. The Government may, however, terminate the contract for the convenience of the Government if doing so would be in the best interests of the Government.

In the event the contractor was aware of an organizational conflict of interest before the award of this contract and intentionally did not disclose the conflict to the Contracting Officer, the Government may terminate the contract for default.

All provisions shall be included in all subcontracts and consulting agreements wherein the work to be performed is similar to the service provided by the prime contractor. The contractor shall include in such subcontracts and consulting agreements any necessary provisions to eliminate or neutralize conflicts of interest.

1.6.20. Data Rights

The government has unlimited rights to all documents and materials produced under this contract. All documents and materials, to include the source codes of any software, produced under this contract shall be government owned and are the property of the government with all rights and privileges of ownership/copyright belonging exclusively to the government. All materials supplied to the government will be the sole property of the government and may not be used for any other purpose. This right does not abrogate any other government rights.

All survey questionnaires, public-use data files and related documentation (i.e. codebook, user guide) identified in the Performance Work Statement and produced by the Contractor in its performance of the contract become part of the Public Domain, for use by the general public without restriction, and as such, cannot be claimed by any party as protected intellectual property. The Contractor agrees not to incorporate in survey questionnaires, survey data files and survey documentation identified in the Performance Work Statement any pre-existing copyrighted works without either (A) acquiring for or granting to BLS the rights necessary for the use identified in this subparagraph or (B) obtaining permission from the contracting officer to do otherwise.

The FAR clause at 52.227-17, Rights in Data-Special Works (DEC 2007), shall govern the Contractor’s and BLS’ rights specifically for the items identified in this section C.5.b. Particularly, BLS shall require, as it determines necessary, the assignment of sole ownership in the NLSY79 and NLSY97 Sample to be produced by the Contractor in its performance of the contract. Additionally, except as otherwise specifically provided for in this contract, the Contractor shall not use, release, reproduce, distribute, or publish the Sample or any Respondent data produced in the performance of this contract, nor authorize others to do so, without written permission of the Contracting Officer.

The respective rights of the Government and the Contractor in inventions created by the Contractor in its performance of the contract shall be governed by FAR clause 52.227-11, Patent Rights—Ownership by the Contractor (DEC 2007).

The FAR clause at 52.227-14, Rights in Data-General (DEC 2007), shall govern the Contractor’s and BLS’ rights in computer software first produced in the contractor’s performance of the contract. The Contractor shall grant to the Government, and others acting on its behalf, a paid-up, nonexclusive, irrevocable, worldwide license in such copyrighted computer software to reproduce, prepare derivative works, and perform publicly and display publicly (but not to distribute copies to the public) by or on behalf of the Government.

In addition to the data specified elsewhere in the contract to be delivered, the Contracting Officer may, at any time during contract performance or within a period of 3 years after acceptance of all items to be delivered under this contract, order any data first produced or specifically used in the performance of this contract, per the requirements of the FAR clause at 52.227-16 (JUN 1987).

PART 2

DEFINITIONS & ACRONYMS

Contracting Officer’s Representative (COR). A representative from the requiring activity assigned by the Contracting Officer to perform surveillance and to act as liaison to the Contractor

Capability. The ability to achieve a desired effect under specified standards and conditions through combinations of means and ways to perform a set of tasks.

Defective Service. A service output that does not meet the standard of performance associated with it in the Performance Work Statement.

Deliverable. Anything that can be physically delivered, but may include non-manufactured things such as meeting minutes or reports.

Key Personnel. Individuals who are so essential to the work being performed that the contractor shall not divert them to other projects or replaced them without receiving prior approval from the Contracting Officer. This includes substitution of those originally proposed at the time of contract/task order award.

Substituted personnel must have equal or better qualifications than the person they replace, subject to the Government’s discretion.

Milestone. Any event or task which must be completed by a particular date, such as the delivery of a Deliverable, identified as a milestone in accordance with the PWS.

Physical Security. Actions that prevent the loss or damage of Government property.

Quality Assurance. Those actions taken by the Government to assure services meet the requirements of the Performance Work Statement.

Quality Assurance Surveillance Plan (QASP). An organized written document specifying the surveillance methodology to be used for surveillance of Contractor performance.

Quality Control. Those actions taken by a Contractor to control the performance of services so that they meet the requirements of the PWS.

Subcontractor. One that enters into a contract with a prime contractor. The Government does not have privity of contract with the subcontractor.

Work day. The number of hours per day the Contractor provides services in accordance with the contract.

AA Assessment and Authorization ACOR Alternate Contracting Officer's Representative ASVAB Armed Services Vocational Aptitude Battery AO Authority to Operate BIA Business Impact Analysis BLS Bureau of Labor and Statistic OAS Office of Acquisition Services CAPI Computer Aided Personal Interview CATI Computer Aided Telephone Interview CIPSEA Confidential Information Protection and Statistical efficiency Act CIS BLS Customer Information System CMP Configuration Management Plan CO Contracting Officer COR Contracting Officer Representative COTR Contracting Officer Technical Representative COS Commercial-Off-the-Shelf CP Contingency Plan CS Contracting Specialist DOLAR Department of Labor Acquisition Regulation DOLCSH Department of Labor Computer Security Handbook EDMS Electronic Document Management System FAR Federal Acquisition Regulation FIPS Federal Information Processing Standards FISMA Federal Information Security Modernization Act of 2014 FIA Freedom of Information Act IR Incident Response BLSITSM Bureau of Labor Statistics IT Security Manual ISO Information Security Officer ISSO Information System Security Officer NARA National Archives and Records Administration NICHHD National Institute of Child Health and Human

Development NIST National Institute of Standards and Technology NLS National Longitudinal Surveys NLSY79 National Longitudinal Survey of Youth, 1979

National Longitudinal Survey of Child and Young Adults NLSY97 National Longitudinal Survey of Youth, 1997 ODC Other Direct Costs OMB Office of Management and Budget OPM Office of Personnel Management

PIC Personal Investigation Check PI/PO Phase In/Phase Out PAM Plan of Action and Milestones POC Point of Contact PRS Performance Requirements Summary PWS Performance Work Statement QA Quality Assurance QAP Quality Assurance Program QASP Quality Assurance Surveillance Plan QC Quality Control QCP Quality Control Program RMET Reading the Mind in the Eyes Test SCA Security Controls Assessment SSA Security Self-Assessment SSP System Security Plan TE Technical Exhibit TRC Technical Review Committee

PART 3

GOVERNMENT FURNISHED PROPERTY, DATA, EQUIPMENT, AND SERVICES

3.1. General

3.2. The Government shall provide, the facilities, equipment, materials, and/or services listed below.

3.3. Equipment

The Government will provide office space, a desk, a chair and a telephone; and other Government-furnished property. Government-furnished property may include computer with appropriate hardware and software and other resources to be provided by the Government as required depending upon the task and need involve and administrative resources. Office equipment at the workspace will also include E-mail accounts, laser printers, facsimile machines, and copiers. Additional space may be provided as required at the determination of the Government.

3.4. Data

The data collected in prior rounds of the National Longitudinal Surveys. At the direction of the Government, these data will be transferred from the incumbent contractor to the organization awarded this procurement. These data are essential for the organization awarded this procurement to contact and interview survey respondents and combine data collected from those respondents with data collected in prior rounds of the surveys.

In addition to the data provided above, the Government will direct the incumbent contractor to transfer to the organization awarded this procurement all procedures manuals, survey questionnaires, user’s guides, and other relevant materials used in or produced from previous rounds of the surveys.

The government-furnished property and the materials developed by the contractor under this contract shall only be used for the performance of this contract. All materials developed by the contractor under this contract shall become the property of the U.S. Department of Labor.

3.5. Services

Government will provide access to task-related knowledgeable personnel and personnel with decision-making authority. The Government on occasion will provide the Contractor with access to studies, costs and budget analysis reports, data bases and other documents required to accomplish the task and perform duties.

3.6. Personal Identity Verification Card

The Government will provide all Contractor personnel a Personal Identity Verification (PIV) Card which the Contractor personnel shall obtain and maintain throughout the period of performance of the contract.

3.7. Email Access

The Government will provide contractor personnel a Government-hosted e-mail account with address alias or directory entry including the word “contractor” in the address/directory. The email will be used for official business under this contract and the contractor will ensure that all email include a signature block indicating their contractor status, e.g. “Smith, Bob (Contractor) with the full company name.

3.8. Building Badges

The Government shall provide all on site personnel building badges which the Contractor personnel shall obtain and maintain throughout the period of performance of the contract.

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4.1 General

Except for those items specifically stated to be Government furnished in Part 3, the Contractor shall furnish everything required to perform this PWS.

4.2. The contractor shall provide facilities and all equipment required to contractor personnel to perform off site surge or quick response efforts.

PART 5

SPECIFIC TASKS

5.1 Task 1: Management

The Contractor shall manage the contract in an efficient manner that fosters communication with contractor staff, the NLS Contract Officer’s Representative (COR), the Department’s Contracting Officer (CO), the Department’s Contracting Specialist (CS), the NLS project staff, and data users.

5.1.1. Subtask 1.1 Management and Staffing Plan

The Contractor shall submit for approval of the COR a detailed management and staffing plan that will ensure the effective accomplishment of all NLS tasks. The plan shall focus on how the Contractor will hire, train, and maintain staff, manage day-to-day survey operations, and coordinate activities to prevent problems and bottlenecks and resolve problems as they occur. The plan also shall include a detailed timeline for all activities that will take place over the course of this contract. The timeline shall include the dates of each milestone and describe the dependency relationships between various activities.

Approval of the plan will depend on whether it provides for qualified staff and the efficient, effective training of all Contractor staff in the project’s objectives and the administration of the surveys.

5.1.2. Subtask 1.2 Electronic Document Management System (EDMS) The contractor shall develop and maintain an electronic document repository. The contractor shall update the repository and routinely produce information about all contract activities including but not limited to:

subcontracts, teaming agreements, project schedules, minutes for all meetings, contact information for project staff, organization charts, instruments, testing protocols, quality control procedures, training materials, Office of Management and Budget (OMB) documents/materials, Technical Review Committee documents/materials, daily data collection reports (during data collections), invoices, and all deliverables (without sensitive personally identifiable or respondent information). The contractor shall provide access to this information to the survey staff, the CO, and the COR on an on-going, as-needed basis. The EDMS will provide storage, versioning, as well as indexing and retrieval capabilities.

5.1.2.1. Document Management Plan (DMP)

The contractor shall deliver a Document Management Plan detailing the essential documents, irrespective of format, that they produce during the performance of the contract and where these documents will be placed in the electronic storage system. This plan will be updated as needed.

5.1.2.2. Electronic Document Management Repository (EDMR)

The EDMR shall be updated according to the approved DMP throughout the life of the contract. A list of documents added to the repository will be submitted monthly, in conjunction with the monthly progress report. All documents listed the DMP generated during the life of the project shall be stored. The DPM shall identify file name, dates, survey round identifier and key words associated with each document. The contractor shall deliver round specific documentation, determined by the survey round identifier to NLS/BLS at the end of each data round in a FIPS 140-2 compliant manner. Security, management and advisory services may be placed in multiple rounds.

5.1.2.3. Final Transfer or Destruction of All Documents in the EDMR Upon expiration or termination of the contract, the Contractor shall follow the Agency’s direction as to the preservation, transfer, or destruction of Agency Data including documents stored in the EDMR. Upon request by the Agency, Contractor shall certify in writing that preservation, transfer and/or destruction of documents has been completed.

5.1.3 Subtask 1.3 Records Management

Records management plays a critical role in transparency and open government consistent with law and policy, to disclose information rapidly in forms that the public can readily find and use. This includes records created by the NLS program, the secure storage, maintenance, and accountability of these records, and the proper use and final disposition of these records.

Contractor shall comply with all applicable records management laws and regulations, as well as National Archives and Records Administration (NARA) records policies, including but not limited to the Federal Records Act (44 U.S.C. chs. 21, 29, 31, 33), NARA regulations at 36 CFR Chapter XII Subchapter B, and those policies associated with the safeguarding of records covered by the Privacy Act of 1974 (5 U.S.C.

552a). These policies include the preservation of all records, regardless of form or characteristics, mode of transmission, or state of completion.

In accordance with 36 CFR 1222.32, all data created for Government use and delivered to, or falling under the legal control of, the Government are Federal records subject to the provisions of 44 U.S.C.

chapters 21, 29, 31, and 33, the Freedom of Information Act (FOIA) (5 U.S.C. 552), as amended, and the Privacy Act of 1974 (5 U.S.C. 552a), as amended and must be managed and scheduled for disposition only as permitted by statute or regulation.

In accordance with 36 CFR 1222.32, Contractor shall maintain all records created for Government use or created in the course of performing the contract and/or delivered to, or under the legal control of the Government and shall be managed in accordance with Federal law. Electronic records and associated metadata must be accompanied by sufficient technical documentation to permit understanding and use of the records and data.

NLS Program Office records management is aligned with the 36 CFR 1220.324 which is to ensure agencies must create and maintain authentic, reliable, and usable records and ensure that they remain so for the length of their authorized retention period. The NLS follows Statistical Programs Bucket Schedule N1-257-11-1, which was approved by NARA on January 29, 2013. The National Archives and Records Administration (NARA) provides mandatory instructions on how and when to maintain and dispose of operational.

Records Retention Documentation of Contractor Survey Methodology Files Survey Methodology Records include procedural manuals, technical memorandums, all data collectors’ training materials for both Field Managers and Field Interviewers, and communication related to survey issues (such as discussions about sample representativeness, interview sample priorities etc) and all contractor discussions with PIs

Records Retention Documentation of Contractor Program Subject Files Records Retention Records include correspondence, internal memos, drafts, planning documents, task force reports, internal explanatory statements (regarding objectives, strategy, and methodology), progress reports, documentation related to procedural problems and recommendations, study reports or other methodological or analytical statements used in reviewing or revising procedures or operational processes during revision cycles, weighting plans, created variable plans, geocode plans

Records Retention of Permanent Output Database Files Master Database documentation includes the full public use data set without PII, in asci, with associated programs to read said asci data set, in datasets by survey round. NLS Users guides in electronic form, data codebooks

Records Retention of Outside Committees Documentation includes but is not limited to agendas, minutes, presentations, and reports as well as related records created by or documenting accomplishments. This includes Outside Committees: List of candidates, Letters of invitation, Agenda and advance materials, and summary of discussion and recommendations of meeting to be sent to committee members

5.1.4. Subtask 1.4 Monthly Progress Report

Although monthly reports shall be used to document problems encountered in addition to proposed solutions, the Contractor shall not wait to communicate problems to the COR in the monthly report. The Contractor shall inform the COR of challenges being faced on a flow basis as challenges arise.

5.1.5. Subtask 1.5 Management Conference Calls

The Contractor shall prepare for and participate in conference calls with the NLS Director, COR and other BLS staff on a regular basis to discuss survey operations. These calls may occur every one to two weeks as needed and agreed upon by the COR and Contractor. The Contractor can expect a typical call to last one hour or less.

5.1.5.1. Meeting Minutes

The Contractor shall distribute the minutes of the prior conference call with the agenda for the next call.

5.1.5.2. Subtask 1.6 Quarterly Survey Management and Design Meetings The Contractor shall prepare for and participate four times yearly to discuss the management of the NLS program, as well as the design of questionnaires and procedures for future administrations of…