Attach_02_QASP.doc

RFP 277-19-0531

Attachment 2, QASP

Attachment 2: Quality Assurance Surveillance Plan

Technical Support for Drug-Free Workplace Reference No. 277-19-0531 Task/Activity Description

Method Acceptable Quality Level (AQL)

General Requirements, Attachment 1b (IT & OC requirements)

· IT Plans

· IT Reports (including cost reports)

· Other IT deliverables

· IT training

IT plans, reports and other IT deliverables are:

· Timely:

according to Delivery Schedule

· Complete and Accurate: requiring minimal changes for approval

· Compliant:

with security and privacy requirements IT training:

· Timely:

written proof of training completion is submitted on time

· Complete:

completion of all required training

· Compliant:

with security and privacy requirements Contracting Officer’s Representative (COR) monitoring according to:

· PWS

· Delivery Schedule

· Deliverables

· Status Reports

· SAMHSA DTM IT staff feedback

IT plans, reports and other IT deliverables:

Timely:

· No more than 2 IT deliverables are received no more than 2 work days past due date Complete and Accurate:

· No more than 2 errors or no more than 2 pieces of missing information per year, for IT deliverables

Compliant:

· No more than 2 IT deliverables are rejected by SAMHSA, DTM

IT training:

Timely:

· All proof of training completion are provided no more than 2 work days past due date Complete:

· 100% contractor staff complete 100% of all training Compliant:

· 100% contractor staff complete annual training according to IT security requirements

Task 1 Overall Contract Management and Administration Communications:

· Contractor maintains appropriate communications with COR, CO, DFWP stakeholders and partners:

· Professionalism

· Cooperativeness

· Cordial working relationship

· Responsiveness

· Communicates with Division of Workplace Programs (DWP) through COR

· Informs COR of budget issues and other issues or problems in a timely manner Program Support:

· Contractor supports the best interest of the DFWP and DWP’s mission, i.e., when providing recommendations and communicating to agencies.

Budget:

· Contractor remains within or below cost estimates

· No cost overruns

· Accurate and Complete vouchers

Revisions:

· Draft deliverables for all tasks show revisions in track changes or other method, or note rationale for not making revisions COR/CO monitoring according to:

· PWS

· Delivery Schedule

· Deliverables

· Status Reports

· Budget estimates compared to actual costs/expenses reports

· Vouchers

· Verbal, written and email communications with COR & CO

· Feedback from DWP staff, and DFWP partners and stakeholders

Communications:

· COR receives no more than 2 valid complaints per year.

· Contractor responds to COR’s requests (i.e., emails and phone calls) within same day of request or no later than 8 business hours from the request – No more than 2 instances of this not occurring.

· No more than 2 instances of contractor communications to DWP on contract work without COR being informed in advance

· No more than 1 instance of contractor emailing DWP staff without sending a “cc” copy of the email to the COR

· No more than 1 instance of Contractor not informing COR of budget and other issues/problems before issue/problem occurs Program Support:

· No more than 2 instances of communications (verbal, written draft or final communications) that are not in the best interest of the DFWP and DWP’s mission.

Budget:

· No more than 1 incident of actual cost being above cost estimate.

· 0% cost overruns

· No more than 1 voucher per contract year that needs revisions after sent to COR, i.e., due to mistakes, incompleteness or unallowable costs.

Revisions:

· No more than 1 instance of a revised document being provided without showing revisions in track changes or other method of showing revisions

Task 1.1 Develop and Finalize

Work Plan

Deliverables: 1.1.a., 1.1.b., 1.1.c., 1.1.d.

Work Plan is:

· Timely:

according to Delivery Schedule

· Well-organized:

in succinct format

· Complete:

includes all components and revisions requested by COR, or rationale for not making revisions

· Accurate:

with up-to-date information and no errors COR/CO monitoring according to:

· PWS

· Delivery Schedule

· Deliverables

· Status Reports

· Requested changes

Timely:

· Work plan is delivered no more than 2 work days past due date Well-organized:

· 100% of Final Work Plan is in organized concise format according to template Complete:

· No more than 2 pieces of information are missing from Draft Work Plan Accurate:

· 100% information in Draft Work Plan is up-to-date, with no more than 2 errors

Task 1.2

Contract Management Meetings

· Contract Management Kick-off meeting Deliverables:

1.2.a., 1.2.b., 1.2.c.

· IT Privacy & Security Kick-off meeting

Deliverables:

1.2.d., 1.2.e., 1.2.f.

· Recurring Contract Management meetings

Deliverable: 1.2.g.

Meeting involvement:

· Participation

· Agendas

· Meeting Summaries

Participation (Deliverables 1.2.a., 1.2.d., 1.2.g.):

· Well-prepared: Contractor and consultants are well-prepared with necessary information for meeting and participate in meetings by offering technical expertise

· Timely:

Contractor staff and consultants are on-time at meetings

Agendas & Meeting Summaries (Deliverables 1.2.b., 1.2.c., 1.2.e., 1.2.f.):

· Timely:

according to Delivery Schedule

· Accurate:

Free of errors

· Complete:

includes all components and revisions requested by COR, or rationale for not making revisions

· Well-organized:

in concise format COR monitoring according to:

· Delivery Schedule

· PWS

· Deliverables

· Status Reports

· Feedback from meeting attendees

· Observed Contractor staff attendance at meetings

· Review of agendas

· Review of meeting summaries

Participation (Deliverables 1.2.a., 1.2.d., 1.2.g.):

· Well-prepared: No more than 1 instance of contractor and consultants not being prepared or not participating in meetings.

· Timely: No more than 2 instances of invited contractor staff or consultants being late for meeting or not attending a meeting.

Agendas & Meeting Summaries

(Deliverables 1.2.b., 1.2.c., 1.2.e., 1.2.f.):

Timely:

· No more than 1 agenda is no later than 1 work day before the meeting date, or no later than 2 work days past due date

· No more than 1 meeting summary is no later than 2 work days past due date Accurate:

· No more than 1 meeting agenda or 1 meeting summary has 2 (or more) errors Complete:

· No more than 1 meeting agenda and 1 meeting summary has no more than 1 piece of missing information

Well-organized:

· No more than 1 meeting agenda and 1 meeting summary contains disorganized format or unconcise wording

Task 1.3 Administrative Reports

· Monthly Progress Report Deliverable: 1.3.a.

· IT Reports

Deliverable: 1.3.b.

· Ad-hoc Administrative Reports Deliverable: 1.3.c.

Deliverables 1.3.a., 1.3.b., 1.3.c.:

Reports are:

· Timely:

according to Delivery Schedule

· Well-organized:

succinct format and concise wording, according to a template, if applicable

· Complete:

with required components indicated in PWS

· Accurate:

free of errors COR monitoring according to:

· PWS

· Delivery Schedule

· Deliverables

Deliverables 1.3.a., 1.3.b., 1.3.c.:

Timely:

· No more than 2 reports are 2 or more work days past due date Well-organized:

· No more than 1 report has no more than 2 pieces of disorganized information Complete:

· No more than 1 report has no more than 2 pieces of missing information

· No more than 1 instance where a report does not contain all revisions specified by COR or does not provide rationale for not making revisions Accurate:

· No more than 1 report with 2 (or more) errors; 100% of cost information is accurate.

Task 2 Group and Workgroup Support

Meeting Support:

· Plans, coordinates, supports, participates Task 2.1 - Technical SME Support Deliverable 2.1.a.

Task 2.2 - Logistical Support

Deliverable 2.2.a.

· Pre-meeting planning and coordination

· On-Site During meeting

· Post-meeting follow-up

Deliverables 2.1.a. & 2.2.a.:

· Meetings are scheduled and planned far in advance.

Well-organized:

· Meetings are well-planned and well-coordinated

Complete:

· All details are tended to for meeting planning and coordination

Participation:

· Well-prepared:

Contractor and consultants are well-prepared with necessary information for meetings and fully participate in meetings, fulfilling their role by offering technical expertise and SMEs

Meeting rooms are:

· Appropriate:

Comfortable and fit the purpose of the meeting

AV equipment is:

· Appropriate:

Adequate for presentations, document sharing, and audio recordings when needed

Compliant with:

· Federal government travel regulations

· Requirements to pay consultants (SMEs) within 30 calendar days COR monitoring according to:

· PWS

· Delivery Schedule

· Deliverables

· Feedback from group/meeting attendees, SAMHSA staff, and DFWP partners stakeholders

Deliverables 2.1.a. & 2.2.a.:

· No more than 1 anticipated meeting is not scheduled far in advance of meeting; must be at least 1 month in advance for large meetings; at least 1 week in advance for small meetings

· Meeting planning is completed at least 1 week before meeting occurs – No more than 2 instances of this not occurring.

· No more 2 instances of a 15 minute (or more) delay in starting meeting due to logistical issues

Well-organized:

· No more than 1 meeting is not well-planned and not well-coordinated

· No more than 2 negative feedback are received from attendees regarding meeting room accommodations, AV, and organization of the meeting

Complete:

· No more than 2 meeting planning/coordination details are missing from no more than 1 meeting (i.e., an invitee was not contacted)

Participation:

· No more than 2 instances of 1 contractor staff/consultant not being well-prepared, or not fully participating in meetings, or not fulfilling their role Meeting rooms/AV equipment:

Appropriate:

· No more than 2 instances of inappropriate meeting room or inappropriate AV equipment

Compliant:

· 100% meeting travel is compliant with federal travel regulations

· No more than 2 instances of 1 consultant not being paid for services within 30 calendar days

Task 2

Group and Workgroup Support

Task 2.2 - Logistical Support

Meeting Documents:

· DTAB Transcript & Meeting Summary Package: Deliverable 2.2.b.

· Transcripts

(Task 2.2)

· Meeting Summaries (Task 2.2)

· Agendas (Task 2.2)

· Presentations (Task 2.2)

· Other meeting materials (Task 2.2) Task 2.3 - Meeting Expenditure Reports Meeting Documents:

· Meeting Expenditure Reports (Deliverable 2.3.a.)

Deliverables 2.2.b. & 2.3.a.:

Meeting documents are:

· Timely:

Delivered prior to meeting, on date specified by COR

· Well-organized:

in succinct format and concise wording

· Complete:

with all components according to template or requested information

· Accurate:

free of errors

COR monitoring according to:

· PWS

· Delivery Schedule

· Deliverables

· Feedback from group/meeting attendees, SAMHSA staff, and DFWP partners and stakeholders

Deliverables 2.2.b. & 2.3.a.:

· Pre-meeting documents are provided to attendees no later than 1 week prior to meeting – No more than 2 instances of this not occurring; Post-meeting documents no more than 2 work days past due date

· No more than 1 Meeting Cost Report is no more than 2 work days past due date

Well-organized:

· No more than 1 document/report has no more than 2 pieces of disorganized information that does not have succinct format and concise wording Complete:

· No more than 1 report has no more than 2 pieces of missing information

· Meeting Cost Reports contain 100% of requested cost information

· Meeting documents are missing no more than 2 pieces of information in no more than 1 document, for no more than 1 meeting

Accurate:

· No more than 1 meeting document has 2 (or more) errors (i.e., spelling, content errors)

· 100% of cost information is accurate

Task/Activity Description

Method Acceptable Quality Level (AQL)

Task 3 DFWP ASR and Agency Archives Data System

Task 3.1 Operate and Maintain ASR/Archives System:

· 3.1.a.) Ad-hoc Requests for

IT Cost

Information

· System Management

· Annual System Maintenance

Deliverables: 3.1.b., 3.1.c., 3.1.d.

· Data Collection Activity Deliverables: 3.1.e., 3.1.f., 3.1.g., 3.1.h.

· 3.1.i.) Perform Data Analyses

· Data Quality:

3.1.j.) Perform Data Quality Control Checks 3.1.k.) Correct Data

· System Review:

3.1.l.) Perform System Review

3.1.m.) System Recommendations

· System Modifications/ Enhancements:

3.1.n.) System Updates

3.1.o.) System

Upgrades

· System Migration

Deliverables: 3.1.p., 3.1.q., 3.1.r.

Deliverable 3.1.a.) Ad-hoc Requests for IT Cost Information – Reports are:

· Complete

· Accurate

· Organized in a concise format

· Timely Deliverables 3.1.b., 3.1.c., 3.1.d.)

Annual System Maintenance is:

· Complete

· Accurate

· Well-Organized

· Timely

Deliverables 3.1.e., 3.1.f., 3.1.g., 3.1.h.) Data Collection Activity (includes documents: data collection instrument, data entry screens, data reports, alert and launch memos, user guide)

3.1.i.) Data Analyses 3.1.j., 3.1.k.) Data Quality are:

· Complete

· Accurate per quality control checks

· Timely: Updates completed in a timely manner

3.1.l.) System Reviews 3.1.m.) System Recommendations are:

· Thorough & Organized: including recommendations provided in an organized chart format 3.1.n.) System Updates 3.1.o.) System Upgrades are:

· Timely: to meet program needs 3.1.p., 3.1.q., 3.1.r.) System Migration (if requested) is completed in a:

Timely & Smooth manner: Completed in a manner that does not disrupt system operations COR monitoring according to:

· PWS

· Delivery Schedule

· Deliverables

· Status Reports

· System review

· Review of requested records updates

· Feedback from DWP staff, and DFWP partners and stakeholders

Deliverable 3.1.a.) Ad-hoc Requests for IT Cost Information – Reports:

· Complete/Accurate/Organized:

No more than 2 incidences of incomplete information, inaccurate or disorganized information

· Timely: Reports are no more than 2 work days past due date

Deliverables 3.1.b., 3.1.c., 3.1.d.)

Annual System Maintenance –

Complete/Accurate/Well-Organized/Timely:

· No more than 2 incidences of incomplete information, inaccurate or disorganized information, or delays in systems operations

Deliverables 3.1.e., 3.1.f., 3.1.g., 3.1.h.) Data Collection Activity (includes documents: data collection instrument, data entry screens, data reports, alert and launch memos, user guide) &

3.1.i.) Data Analyses

3.1.j., 3.1.k.) Data Quality are:

· Complete: No more than 1 data record/ document/analysis is missing no more than 2 pieces of information requested

· Accurate: No more than 1 data record/ document/analysis with 2 (or more) errors

· Timely: No more than 1 data record update/document/analysis delay 2 work days past the due date 3.1.l.) System Reviews

3.1.m.) System Recommendations are:

· Thorough & Organized: No more than 2 pieces of information are missing or in disorganized format 3.1.n.) System Updates & 3.1.o.) System Upgrades:

· Timely: Initiative is demonstrated 85% of the time in improving/ enhancing system operations; No more than 1 incident of delay 2 work days past due date

3.1.p., 3.1.q., 3.1.r.) System Migration:

Timely & Smooth Manner: No more than 1 hour system downtime from system migration

Task/Activity Description

Method Acceptable Quality Level (AQL)

Task 3

DFWP ASR and Agency Archives

Data System

Task 3.2

ASR/Archives Annual Data Reporting

Task 3.2.1 Develop Annual Schedule -for Data Collection and Reporting of ASR/Archives Deliverables: 3.2.1.a., 3.2.1.b.

Reports:

Task 3.2.2

Prepare and Submit DFWP ASR/Archives Annual Report

· DFWP ASR/Archives Annual Report Deliverables: 3.2.2.a., 3.2.2.b.

Task 3.2.3

Prepare and Submit Agency Profile Annual Report

· Deliverable 3.2.3.a.) Agency Profile Annual Report

Task 3.2.4

Special Reports

· Deliverable 3.2.4.a.) Ad-hoc Special Reports Task 3.2.5 Consultation on ASR/Archives Data Reporting 3.2.5.a.) Consultation Task 3.2.1, Annual Schedule –

· Complete:

with due dates for all activities listed in Task 3.2.1 of PWS, and COR’s revisions

· Accurate:

Free of errors Tasks 3.2.2., 3.2.3., 3.2.4 Reports are:

· Complete: including

COR’s revisions

· Accurate

· Well-Organized: with concise summary highlights and follow template

· Timely: according to Schedule in

Deliverable 3.2.1.b.

· User-friendly: with high level graphics presentation quality using current technology Agencies’ data submitted for reports are reviewed by contractor to ensure data are:

· Complete

· Accurate: discrepancies are resolved with agency contacts

· Timely 3.2.5.a.) Consultation –

Responses are:

· Complete

· Accurate:

· Timely

COR monitoring according to:

· PWS

· Delivery Schedule

· Deliverables

· Status Reports

· Goal of 90% agency response rate

· Feedback from DWP staff, and DFWP partners and stakeholders

Task 3.2.1 - Annual Schedule:

· Complete:

Draft schedule is missing no more than 2 pieces of information; Final schedule is 100% complete with due dates for all activities listed in Task 3.2.1 of PWS and COR’s revisions, or rationale for not making revisions.

· Accurate:

No more than 2 minor errors (i.e., spelling, punctuation) in Final Schedule Tasks 3.2.2, 3.2.3, 3.2.4 - Draft Reports:

· Complete: Goal of at least 50% agency response rate; report complete with 85% of data received (including narrative responses); reflects 85% of comments received or rationale for not making revisions; no more than 2 pieces of missing minor information.

· Accurate: 85% error-free; No more than 2 minor errors in punctuation; 85% follows approved outline/template; 100% accurate and valid data; 85% data discrepancies resolved with agencies.

· Well-Organized: No more than 2 pieces of disorganized unconcise information

· Timely: No more than 1 incident (draft & final reports) of 2 or more work days past due date

· User-friendly: Contains at least 50% graphics

Tasks 3.2.2, 3.2.3, 3.2.4 - Final Reports:

· Complete: Goal of at least 90% agency response rate; report complete with 100% of data received (including narrative responses); reflects 100% of comments received or rationale for not making revisions; No missing information.

· Accurate: 95% error-free; No more than 1 minor error in punctuation; 100% follows approved outline/template; 100% accurate and valid data; 100% data discrepancies resolved with agencies.

· Well-Organized: No more than 1 piece of disorganized unconcise information

· Timely: No more than 1 incident (draft & final reports) of 2 or more work days past due date

· User-friendly: Contains at least 50% graphics 3.2.5.a.) Consultation: No more than 2 responses with missing, inaccurate info; no more than 2 days late

Task 4

Certification and Maintenance of Federal Agency DFWP Plans Agency Plans – Contacting Agencies Deliverables: 4.a., 4.b., 4.c., 4.d.

Deliverables 4.a., 4.b., 4.c., 4.d.)

Status reports are:

· Timely

· Accurate

· Complete including new contact with agencies COR monitoring according to:

· PWS

· Delivery Schedule

· Deliverables

· Status Reports

Deliverables 4.a., 4.b., 4.c., 4.d.)

· Timely: No more than 1 set of information is 2 or more work days past due date

· Accurate: No more than 1 report with no more than 2 minor errors (i.e., punctuation, spelling)

· Complete: Max. 1 report missing no more than 1 piece of information; incl. at least 5 new agency contacts

Task 4

Certification and Maintenance of Federal Agency DFWP Plans Reviewing and Producing Agency Plans (incl. TDP lists)

· Deliverables 4.e. & 4.f.) Collaborate & Consult with Agencies and DWP

· Deliverables 4.g. & 4.h.) Notify COR of Completed Plans

· Deliverable 4.i.) Summary Report of ICG-EC Review Deliverables 4.e., 4.f., 4.g., 4.h., 4.i.)

Reviewing and Producing Agency Plans (incl. TDP lists) –

TDP/plan reviews are:

· Timely

· Accurate

· Complete:

indicating a thorough review, comments and revisions

· Efficient:

utilizing available technology, i.e., Word Compare COR monitoring according to:

· PWS

· Delivery Schedule

Deliverables 4.e., 4.f., 4.g., 4.h., 4.i.)

Reviewing and Producing Agency Plans (incl. TDP lists) –

· Timely: No more than 1 set of responses/review/package/report is 2 or more work days past due date; No more than 1 notification to COR is 2 or more work days past due date

· Accurate: No more than 1 set of responses/review/package/report with no more than 2 minor errors (i.e., punctuation, spelling)

· Complete: Maximum of 1 set of responses/review/package/report missing no more than 2 pieces of information

Task 5 Reports to Congress

· Draft & Final Reports

Deliverables: 5.a., 5.b.

Deliverables: 5.a., 5.b.)

Draft and Final Reports to Congress are:

· Timely

· Accurate

· Complete

· Well-Organized COR monitoring according to:

· PWS

· Delivery Schedule

Deliverables: 5.a., 5.b.)

Draft reports:

· Timely: No more than 1 incident (draft & final reports) of 2 or more work days past due date

· Accurate: 85% error-free; No more than 2 minor errors in punctuation; 85% follows approved outline/template

· Complete: No more than 1 report with no more than 2 pieces of missing information according to required components; reflects all COR’s comments or rationale for not making revisions

· Well-Organized: No more than 2 pieces of disorganized unconcise information

Final reports:

· Timely: No more than 1 incident (draft & final reports) of 2 or more work days past due date

· Accurate: 100% error-free; 100% follows approved outline/template

· Complete: 100% complete with all components & information; reflects all COR’s comments

· Well-Organized: No more than 2 pieces of disorganized unconcise information

Task 6 DFWP Tools – Updates

· Deliverable 6.a.) Review of DFWP Tools

· Deliverable 6.b.) Revisions to DFWP Tools

· Deliverable 6.c.) Clearance documents

· Deliverable 6.d.) Final DFWP Tools

· Deliverable 6.e.) Recommend Efficiencies

6.a.) Reviews & 6.e.) Recommendations are:

· Thorough

· Sound & Consistent: with DFWP requirements and program updates

6.b.) Revisions & 6.c.) Clearance packages are:

· Timely

· Complete

6.d.) Final DFWP Tools are:

· Timely

· Accurate

· Appropriate Format

· Complete

· Consistent:

with DFWP requirements and program updates COR monitoring according to:

· PWS

· Delivery Schedule

6.a.) Reviews & 6.e.) Recommendations:

Thorough, Sound and Consistent:

· No more than 2 pieces of information were missed among all tools during review

· 85% recommendations are sound and 100% consistent with DFWP requirements and program updates

6.b.) Revisions and 6.c.) Clearance packages:

· Timely: No more 1 package 2 or more work days past due date

· Complete: Reflect 100% of COR’s comments or rationale for not making revisions 6.d.) Final DFWP Tools:

· Timely: No more than 1 incident of 2 or more work days past due date

· Accurate: No more than 2 minor errors in package

· Appropriate Format: 100% suitable format

· Complete: No more than 1 report is missing no more than 1 piece of information; contains 100% requested revisions, or rationale for not making revisions.

· Consistent: 100% consistent with DFWP requirements and program updates

Task 7 Dissemination of Information to DFWP Stakeholders

· Deliverable 7.a.) Routine Distribution of Info. Materials

· Deliverable 7.b.) Other Additional Distribution

· Deliverable 7.c.) Existing Mailing Lists

· Deliverable 7.d.) New Mailing Lists

Deliverables 7.a. & 7.b.) Information dissemination/distribution is:

· Complete

· Accurate:

correct mailing Deliverables 7.c. & 7.d.) Mailing lists – create & maintain

· Timely

· Complete

· Accurate

COR monitoring according to:

· PWS

· Delivery Schedule

· Deliverables

· Status Reports

· Feedback from recipients on mailing list Deliverables 7.a. & 7.b.)

Information Dissemination/Distribution:

· Timely: No more than 1 incident of 2 or more work days past due date; 100% time sensitive alert notices meet deadline

· Complete: No more than 1 incident of 2 or more missed mailing addresses or 1 missing piece of information in mailing; no more than 2 complaints per year; 100% follow-up on non-deliverables/ email bouncebacks

· Accurate: No more than 2 errors in no more than 1 mail-out (i.e., sending wrong information, sending to wrong person, error in following mailing instructions); items produced have no more than 2 minor errors (i.e., spelling), per year Deliverables 7.c. & 7.d.) Mailing lists:

· Timely: No more than 1 incident of 2 or more work days past due date

· Complete: No more than 2 missed updates per yr.

· Accurate: No more than 2 errors per year

Task 8

Consultation & Training Briefings

· 8.a.) Respond to Requests for Briefings

· 8.b.) Provide Briefings – coordinating briefings, developing/updating briefing materials

· 8.c.) Arrange, schedule, track briefings and training requests

· 8.d.) Report to COR on status of briefings

· 8.e.) Other Additional Presentation/

Training Materials Deliverables 8.a., 8.b., 8.c., 8.d., 8.e.)

· Timely

· Accurate

· Complete:

with current information

· Organized COR monitoring according to:

· PWS

· Delivery Schedule

· Deliverables

· Feedback from agencies

Deliverables 8.a., 8.b., 8.c., 8.d., 8.e.)

· Timely: No more than 1 incident of 2 or more work days past due date among all briefing activities in Task 8

· Accurate: No more than 2 errors or 2 pieces of inaccurate information among all briefing activities in Task 8

· Complete: No more than 2 pieces of missing information or non-current information among all briefing activities in Task 8

· Organized: No more than 2 pieces of disorganized information among all briefing activities in Task 8

· 85% satisfaction by those receiving briefings; no more than 2 complaints per year

Task 9 Subject Matter Expert (SME) Activities/Special Projects Technical SME Support

· Deliverable 9.a.) SME Special Projects

· Deliverable 9.b.) Meetings

· Deliverable 9.c.) Groups and Workgroups

Deliverable 9.d.) Special Projects Cost Report

Deliverables 9.a., 9.b., 9.c., 9.d.)

· Accurate

· Complete:

with current information

· Organized

· Thorough:

high quality professional work, i.e., appropriate in-depth research to successfully addresses topics

COR monitoring according to:

· Delivery Schedule

· Deliverables

· Feedback from staff, DFWP partners and stakeholders

Deliverables 9.a., 9.b., 9.c., 9.d.)

Technical SME Support & Special Projects Cost Report:

· Timely: No more than 1 incident of 2 or more work days past due date among all SME activities in Task 9

· Accurate: No more than 2 errors or 2 pieces of inaccurate information among all SME activities in Task 9; 100% of cost information is accurate

· Complete: No more than 2 pieces of missing information or non-current information among all SME activities in Task 9

· Organized: No more than 2 incidents of providing disorganized information among all SME activities in Task 9.

· Thorough: 90% of projects are drafted with appropriate amount of in-depth research to successfully address topics

· 85% satisfaction by staff who requested the special project work

· 100% of appropriate staff and consultants with appropriate subject matter expertise work on the projects; 0% unnecessary staff work on the projects

Task 10

Transition/Transfer Activities – Contract Closeout

· Transition Activities:

· 10.a.) 90-Day

Transition Plan

· 10.b.) Initiate Transition

Activities

· 10.c.) Complete all Transition

Activities

· 10.d.)

Notify the COR

· 10.e.)

Continuation of

Services and

Support

· 10.f.) Close-out Meetings

· 10.g.) Training

· Transfer Activities:

· 10.h.) IT System Transition/

Transfer

· 10.i.) Transfer of Documentation, Files & Materials Deliverables 10.a., 10.b., 10.c., 10.d., 10.e., 10.f., 10.g., 10.h., 10.i.)

90-Day Transition Plan/

Transition Activities/

Transfer Activities:

· Timely

· Accurate

· Complete:

with current information

· Organized

Deliverable 10.f.) Participation in Close-out Meetings:

· Appropriate attendees

· Well-prepared: Contractor and consultants are well-prepared with necessary information and participate in meetings by offering technical expertise

· Timely:

Contractor staff and consultants are on-time at meetings COR monitoring according to:

· PWS

· Delivery Schedule

· Deliverables

· Status Reports

· Feedback from contractor and government acknowledging effective completion of turnover

· Amount of COR time required

· Smooth transition - services continue without disruption

Deliverables 10.a., 10.b., 10.c., 10.d., 10.e., 10.f., 10.g., 10.h., 10.i.)

90-Day Transition Plan/Transition Activities/

Transfer Activities:

· Timely: No more than 1 incident of 2 or more work days past due date, among all Contract Closeout activities in Task 10

· Accurate: No more than 2 errors or 2 pieces of inaccurate information, among all Contract Closeout activities in Task 10

· Complete: No more than 2 pieces of missing information or non-current information among all Contract Closeout activities in Task 10; contains 100% requested revisions, or rationale for not making revisions.

· Organized: No more than 2 pieces of disorganized information, among all Contract Closeout activities in Task 10.

Deliverable 10.f.):

· 100% meetings attended by 100% of the appropriate senior and other staff who have necessary subject matter expertise to discuss contract close-out matters; no more than 2 instances of unprepared staff

· 100% smooth closeout of all work, deliverables, services, systems, documentation, files and materials

OPTIONAL

Task 11

Supplemental Subject Matter Expert (SME) Activities/Special Projects Deliverable 11.a.

FOR MORE INFORMATION, SEE TASK 9 in this Quality Assurance Surveillance Plan (QASP)

COR monitoring according to:

· Delivery Schedule

· Deliverables

· Status Reports

· Feedback from SAMHSA staff, DFWP partners and stakeholders FOR MORE INFORMATION, SEE TASK 9 in this Quality Assurance Surveillance Plan (QASP)

OPTIONAL

Task 12

Supplemental Meetings Deliverable 12.a.

· PWS

· Delivery Schedule

· Deliverables

· Status Reports

· Feedback from meeting attendees, SAMHSA staff, DFWP partners and stakeholders FOR MORE INFORMATION, SEE TASK 2 in this Quality Assurance Surveillance Plan (QASP)